INV: Transfer

Hover over the Change Information icon to see User Added, Date Added, User Changed and Date Changed information. WinTeam records the logon name of the user entering or changing this record. The Date Added is the original date this record was entered into the system. The Date Changed is the date the record was last changed. Right-click on the Change Info icon to filter for records added or changed by a specific user or date.

When you hover over the User Changed or Date Changed filters, you can:

• Filter By Selection - Filters for all records that match your current records field value.
• Filter by Exclusion - Excludes from your filter all records that match your current records field value.
• Filter For - Filters based on the text/value you enter.
• Sort Ascending - If you already have a filter applied, the Sort Ascending command is available. Also used to include all records in the filter and sort in ascending order based on the current records field value.
• Sort Descending - If you already have a filter applied, the Sort Descending command is available. Also used to include all records in the filter and sort in descending order based on the current records field value.

Transaction Type

The Transaction Type is set to Transfer and dimmed. It is not available for selection.

Warehouse

Use the Warehouse field to specify the name of the warehouse responsible for filling the Transfer.

Type or select the Warehouse Location responsible for the Transfer.

To add a new Warehouse Location, double-click in the Warehouse field, or type a new Warehouse Location and press Enter.
The Warehouse Locations add/edit list displays.

Dates

Issued

Use the Issued field to enter the original date of the Transfer. The system defaults the current date when adding a new record.
Type a date in this field, or use the Date Control to select a date.

The Issued Date is a required field for a Transfer.

Needed

Use the Needed field to enter the date the items should be delivered.
Type a date in this field, or use the Date Control to select a date.

An entry in the Needed field is not required for a Transfer.

Shipped

Use the Shipped field to enter the date the items shipped.
Type a date in this field, or use the Date Control to select a date.

An entry in the Shipped field is not required for a Transfer.

Status

Use the Status field to select the current state of the Transfer.

Open

Use the Open status when the Transfer is initially set up and waiting for approval.
An Open status is the default status on a new Transfer.

Not Approved

Use the Not Approved status when the Transfer was not approved.

Approved

Use the Approved status when approval has been granted for the Transfer.

Shipped / Closed

Use the Shipped / Closed status when the Transfer is shipped.

Closed / Not Shipped

Use the Closed / Not Shipped status when a Transfer is closed, but not shipped.

Type

Use the Type field to group Transfers of similar type for report purposes.

Type or select the Type you want to use.

To add a new Type, double-click in the Type field, or type a new Type and press Enter.
The Types add/edit list displays.

Requested By

Use the Requested By field to enter the name of the person or department requesting the products or items.
Type or select the requesting person (department) you want to use.
To add a new entry to the list, double-click in the Requested By field, or type a new name and press Enter.
The Requested By add/edit list displays.

Use the Approved By field to enter the name of the person who approved the products or items for purchase.
Type or select the approval authority you want to use.
To add a new entry to the list, double-click in the Approved By field, or type a new name and press Enter. The Approved By add/edit list displays.

This setting requires entries to be made in the Approved By and Approved Date fields when the record Status is anything butOpen on Activity screens.

Section	Item	Value
Inventory	RequireApprovalInformation	Yes

Use the Approved Date field to enter the date the Drop Shipment was approved for ordering. Type a date in this field, or use the Date Control to select a date.

This setting requires entries to be made in the Approved By and Approved Date fields when the record Status is anything but 'Open' on Activity screens.

Section	Item	Value
Inventory	RequireApprovalInformation	Yes

For a Transfer, the tab focus is set to Details.

Item Number

Use the Item Number field to enter the items ordered, or use the Lookup to locate the Item. This is not a required field. This field can be left blank and an Item Description can be entered.
You can double-click in this field to open the item record in the Item Master File.

Item Description

Use the Item Description to enter the Description of the item ordered. If an Item Number was entered in the Item Number field, the Description field is populated with the information from the Item Master File. You may change the Description on the record without affecting the Item Master File.

Quantity

Use the Quantity field to enter the quantity to order. This is not a required field and can be left blank.

Price

Use the Price field to enter the price of the item. If Vendor Pricing exists for the Vendor, the price defaults to $0.00.

Enter the vendor price for the Purchase Order or Drop Shipment. To make permanent price changes, go to the Inventory Master File, Vendor Pricing tab. This information can also be accessed from the Accounts Payable Vendor Master File, Invoice tab.

Measure

Use the Measure field to enter the unit of Measure of the item ordered.
Type or select the Unit of Measure you want to use.
To add a new Unit of Measure, double-click in the Measure field, or type a new Unit of Measure and press Enter. The Unit of Measure add/edit list displays.

Extension

The system calculates the Extension based on the Quantity x the Price. You may overwrite the system calculated extension or enter an extension amount manually if you did not enter a Quantity and Price.

Resale

Use the Resale check box to indicate that this item is being resold to a customer.

Taxable

Select the Taxable check box if the Vendor should be charging sales tax to your company for this item. This is for informational purposes only. The system does not perform any tax calculations. However, you can manually enter a tax amount for the Drop Shipment in the Tax field.

If the Taxable check box is selected in the Vendor Master File, the Taxable check box will be selected by default for each detail record on the Drop Shipment (Details tab). You can still modify any Drop Shipment line item regardless of the Vendor Master File setting.

Status

Use the Status field to select the current Status of the Item. When the Status is changed at the top, all detail lines below which had a status that matched the main record's status are automatically updated.

Resale Description

Use the Resale Description to enter the description of the item being sold. The system defaults the Item Description to the Resale Description field; however, you may modify the Resale Description. The Resale Description is used on the Accounts Receivable Invoice.

Resale Quantity

Use the Resale Quantity field to enter the resale quantity to invoice. The system defaults the Quantity into the Resale Quantity field; however, you may modify the Resale Quantity. The Resale Quantity is used on the Accounts Receivable Invoice.

Resale Price

Use the Resale Price field to enter the resale price for the Item. If this item is normally resold to the Job, the system displays the resale price based on the Item Group of the Job; however, you may modify the Resale Price.

Resale Measure

Use the Resale Measure field to enter the resale Unit of Measure of the item.

Resale Amount

The system calculates the Resale Amount based on the Resale Quantity x the Resale Price. You may overwrite the system calculated extension or enter an extension amount manually if you did not enter a Quantity and Price.

Work Ticket Number

Use the Work Ticket field to enter a work ticket number (or use the Lookup) if the items ordered are going to be used to perform work on a project or work order.

Status Date

Displays the date the Status was changed.

Sub Total

Displays the total of the Extension amounts.

Tax

Displays the tax amount of the items selected as Taxable; however, you may modify the amount in this field.

Inventory Total

Displays the sum of the Sub Total and Tax amount fields.

For a Transaction Type of Transfer, the Vendor tab is dimmed and not available for entry.

For a Transaction Type of Transfer, the Job tab is dimmed and not available for entry.

For a Transaction Type of Transfer, the Customer tab is dimmed and not available for entry.

P.O. Message

For a Transaction Type of Transfer, the P.O. Message field is dimmed and not available for selection.

Notes

Use the Notes area to enter any notes regarding the Transfer. These notes do not print on the Purchase Order.

System Notes

The system writes information to the System Notes when items are added and changed.

For a Transaction Type of Transfer, the Budgets tab is dimmed and not available for entry.

The INV Transfers screen has its own Security Group, INV Transfers.

The following security features are available for this screen:

• Read-Only
• Restrict Approval Authority - If this Feature is selected, the User cannot change the Status of the record.

This screen has the Read-Only Feature. For more information see Learning about Read-Only Security.

The INV Transfers screen is part of the INV ALL Security Group, but it is not set up to include any features.

The INV Transfers screen is part of SYS Drill Down INV Security Group with the Read-Only feature selected.

Tip:  For more information see Security Groups Overview and Security Groups By Module.

Section	Item	Value	Module and Purpose
Addresses	UseZipsForCityState	Yes	This setting automatically fills in the City and State (City and Province) fields when entering a Zip Code. It also removes the City and State fields from the tab stop order.
Addresses	TabCityState	Yes	This setting will leave the City and State fields (City and Province) in the tab stop order when the Zip Code Custom Setting is in place.

For more information see Auto Populating City and State Fields.

Section	Item	Value	Module and Purpose
Inventory	RequireApprovalInformation	Yes	This setting requires entries to be made in the Approved By and Approved Date fields when the record Status is anything but 'Open' on Activity screens. Screens include Drop Shipments, Purchase orders, Requests, Transfers, and Usage Resale.

For more information see Custom Settings and List of Custom Settings.