Adding Transfers

See Transfers for further definition of fields used on the transfer screens.

To create a NEW Transfer:

1. Select the Transfer option from the Inventory menu. The user will be placed immediately in the New transfer option, where a new transfer can be entered. If the user presses the Enter key a Select A Transfer window displays with the following choices:

• EXIT – If you select EXIT, the system will leave this option.
• NEW – If you select NEW , the system will allow you to create a new transfer.
• PRINT – If you select PRINT, the system will print a list of transfers entered on the current day. Refer to the Printing Transfers for more information.
• A list of all previously entered transfers sorted by the most recent. The following information will display for each transfer:
  • The transfer number and time of the transfer was entered.
  • From - The "From" item name , quantity and unit of measure.
  • To - The "To" item name, quantity, and unit of measure or the Inventory cost adjustment type description if the inventory was transferred to none.
  • Yield - the yield on the transfer if applicable.
  • The user can select one of the transfers from the list to view or delete a transfer entered on the current day. Refer to the Viewing Transfers or Voiding Transfers for more information.

Selecting the FROM Item:

2. At the From Item field, enter in the item mask of the item to be transferred from or press F3 to select the item from the list.

If you are uncertain of how to enter an item code, see Navigating Net Yield - Selecting an Item Code.

3. If you have selected a "from" item that is a lotted item a Select A Location window will appear displaying a list of locations to choose from. Highlight the location from which the inventory is to be transferred from, and press Enter to confirm your selection. The lot selection window will appear.

If you select an unlotted item, the lot selection window will automatically appear.

The Lot selection window will display with the following information:

Header:

The Item name for the 'From" or source item.

A list of "F" function keys to quickly tag the quantity to transfer from the lot.

• F3 Unit - Press F3 to toggle between the stocking unit of measure and pounds.
• F4 Tag Lot - Press F4 to tag or assign the available lot balance for the lot selected to the transfer.
• F5 All Lots - Press F5 to tag the total available lot balance of all lots to the transfer.
• F7 Available (Unlotted items only) - Press F7 to tag the item available balance to the transfer. The item available balance is the total lot available balance for all lots less the total quantity on unshipped sales orders and not assigned a lot number.
• F8 On Hand (Unlotted items only) - Press F8 to tag the total on hand balance of all lots for the item.
• F9 Commitments (Lotted Item Only) - Press F9 to view the details of each transaction that is committed to the lot selected.
• F10 Exit - Press F10 to exit from the lot selection screen.

Lot Section:

• Date - The date the lot was created.
• Lot - The location id and lot number if the item is lotted , or the lot number if the item is unlotted
• S - For unlotted items , the Status of the lot , H=Hold
• The quantity to transfer based on the stocking unit of the item. Use the F3 key to toggle between the stocking unit and pounds.
• Slot - If the item is lotted and the location is slotted, the slot id in which the lot is stored.

If the item is slotted you will be prompted to choose the slot or you can add the slot directly by pressing F8.

• Available - The Available column indicates the total available weight in the lot that may be transferred. Weight that is not available for transfer includes any weight that has been committed on an sales order, work order, or open planned transfer.
• Committed - For unlotted items the total quantity committed on sales order, work order, or open planned transfer. For lotted items, the committed amount is indicated with an "*" in the F9 column. Press the F9 key to get a detail list of the amounts committed. The committed column will only appear if the items and lots have commitments on an sales order, work order, or open planned transfer.
• Vendor - The vendor id of the vendor that supplied the product. If lots from multiple vendors were combined, "//////" will appear in the vendor column.
• The remaining columns will display the COOL identifier and item info lot attributes based on the sort order of the item info template assigned to the item.

Footer:

• Item Name
• The Total Quantity entered for the transfer in the unit of measure selected for the transfer
• Item Available Quantity - The item available balance is the total of the lot available balances less the total quantity on unshipped sales orders that have not been assigned a lot.
• On Hand -The current on hand balance for the item before commitments and open orders.

If there are no lots for the specified item in inventory, the system will return the user to the Select A Transfer window.

Use the arrow keys to highlight the appropriate lot and enter the total weight or quantity to be transferred in the Unit column or use one of the "F" function keys above to quickly assign the proper lot balance. Use the F3 key to toggle between the stocking unit of measure and pounds. As transfer weights or quantities are entered, the sum of units or pounds selected is displayed in the message line.

After selecting the lots to transfer, press F10 to close the window.

• The Screen will display the following information for the "From" item:
  • The Current On-hand balance for the "From" item in the stocking unit of measure along with the unit cost for the item.
  • The total quantity of the item to be transferred based on the stocking unit of measure and the cost per pound.
  • The new on hand balance for the item after the transfer.
  • The location and lot number if a single lot was selected, or "Multiple" to indicate more than one lot was selected.
  • The COOL identity for the lot selected.
  • The remaining item info attributes if a single lot was selected or the word "Multiple" to indicate more than one lot was selected.
  • The cost for the item in the invoicing unit of measure.

Selecting the "To" item

4. At the To Item field, enter in the item mask for the item to transfer to. Select the item from the list. If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item Code.

If the "to" item selected is an In-Process item type, a blank line will appear. Enter the description for the in-process item. Press Enter after adding the description. This description field becomes the temporary item name and is displayed as the item name and on the Planning Report. Enter the Average Lbs per EA for the In-Process lot. The message line below will appear.

If the Item is lotted or unlotted, the message line below appears.

The message line will display the following options :

• Enter Quantity - Enter the total weight or quantity to transfer into the "To" item.
• F8 Apply xx.xx% Yield - Press F8 to apply the standard yield for the "To" item to the "From" item quantity and use the yielded weight as the transfer to weight. This option will only appear if the "To" item has a standard yield .
• F9 Transfer Weight - Press F9 to transfer the total quantity selected for the "From" item to the "To" item.
• F10 set On Hand - Press F10 to manually enter the "To" quantity based on the actual on hand (physical count) balance for the item.

Enter the quantity to transfer into the "To" item code or use one of the "F" function keys to quickly enter the "To" quantity The quantity entered does not need to equal the "From" quantity entered. If the "to quantity" is greater than or less than the "from quantity", a yield percentage for the weight gained or lost will be calculated and displayed in the Yield % field.

If the Item is lotted, enter the location id or press F3 for a list of locations. Enter the lot number or press F3 to add to an existing lot. At the Opened field, enter in the appropriate date opened or press Enter to accept the current system default date. Enter the remaining Item info attributes. The item info attributes will default based on the "From" item lot selected. See Item Info below for more information. If the location is a slotted location, select whether to Slot by Slot or Slot by Volume. See Entering Slot Information .

The Screen will display the following information for the "To" item:

• The Current On-hand balance for the "To" item in the stocking unit of measure along with the unit cost for the item.
• The total quantity to transfer into the "To" item.
• The new on hand balance for the item after the transfer
• The location and lot number for the "To" item.
• The COOL identity assigned to the "To" item.
• The remaining item info attributes assigned to the "To" item.
• The cost for the item in the invoicing unit of measure along with the new average cost of the item in the invoicing unit of measure..

Item Info Attributes - Enter the item info lot attributes for the "To" Item. If only one lot was selected the attributes will default from the "From" item lot selected. If more than one lot is selected, the attributes will default if they match for each lot selected. If the attributes do not match, the default will be blank. Enter or edit as needed.

If the "To" item is a standard cost item, A Select An Inventory Adjustment Type window will appear. Scroll to the inventory adjustment type to assign the inventory adjustment reason needed for the change in value between the "From" item and the standard cost for the 'To" item selected and press Enter.

The COOL identity will default from the "From" item if the "To" item COOL Identity level is set to LOOSE. If the "To" item is set to Strict, the "From" item COOL Identify will default to the "To" item if the item does not have a default COOL Identity. If the "To" item is set to Strict has a defined COOL Identity default, the COOL Identity for the "From" Item must match the "To" Item default. If it does not match , the following warning will appear in the Command Line: " "The COOL Identity Id of the from item" is an Invalid Cool. You must use " COOL Identity ID of the "To" Item !!! Space bar to Continue". Press the space bar to select a different "To" item or exit from the transfer. See COOL Rules for more information on the COOL Identity validation.

5. The message line will display the following options:

• Finish - Select Finish to save the transfer.
• Change - Select Change to change the quantity and/or lot(s) for the "From" item or the Quantity for the "To" item. You cannot change the "From" or "To" items. If the item is wrong - select Exit to exit the transfer option without saving the transfer and create a new transfer.
• Info - Select Info to view or Change the Item Info lot attributes for the "To" item.
• Exit - Select Exit to Exit from the transfer without saving the transfer.

6. If Inventory Labels are set to Y (Y=yes) in Inventory Options the following message will display: "Print Inventory Labels? No/Yes?"

• Select no if you do not need to print inventory labels.
• Select yes to print inventory labels.

For more information on printing labels, see Labels

Note: A non-lotted item with a costing method of individual lot will be transferred lot by lot, while keeping the same lot numbers. The transfer yield will be taken separately on each lot selected. If the transfer To Item is also non-lotted and individual lot, the individual lot integrity will not be lost and the item can be tracked back to the original purchase order.

If any weight is transferred from a lot on inventory hold (note the S=status column), the Transfer To lot will automatically be created as a hold lot.

Writing off product (transferring items to NONE)

To write off non-lotted inventory, leave the "To" Item field blank and press Enter. A Select An Inventory Adjustment Type window will display. Select the Inventory Cost Adjustment type from the list and press Enter. A blank line will appear to enter a reason for transferring the quantity to none, enter a brief description for the transfer to none.

If the From Item is a lotted item or on inventory hold and you pressed Enter at the To Item field without making any entries, the message line displays: "Holds and lotted items may not tx to NONE!!! Exit? No/Yes."

• If you select no, the system will bring you back into the To Item field so that you may add an item code.

• If you answer yes, the system will leave the option and bring you back to the first Select A Transfer window.

The message line will display the following options:

• Finish – Select Finish and the system will write off the inventory.
• Change - Select Change to change the quantity and/or lot(s) for the "From" item or the Quantity for the "To" item. You cannot change the "From" or "To" items. If the item is wrong - select Exit to exit the transfer option without saving the transfer and create a new transfer.
• Exit – Select Exit to abort the transfer and return to the first Select A Transfer window.

Once you complete transferring to NONE, the system will write-off the inventory by deleting inventory quantity/value and will generate the appropriate accounting transactions automatically.

For more information on the Transfers option see Transfers.

Security Required : Inventory - Inventory Transfer