Request

[524-1] | Inventory | Transfer | Request

The Request  menu is used to create a transfer request  between  locations.

Notes:

1. Refresh the "Product Transfer Request" screen to view all transfer requests.
2. Users can search for transfers on the "Product Transfer Request" screen by searching for the Transfer Number, Location (Location From or To) or the Date the transfer was created.  Use the  "Find"  panel to search.Refer to Figure 1.

Steps to Create a Transfer Request

1. Click on "Add New Record"
2. Select the "From" and "To" location for transfer.
3. Enter the product to transfer.  Enter details for "Product Matrix " items.
4. Enter the transfer quantity.
5. Save the record
6. Submit the Transfer. Once the transfer is submitted changes will not be allowed.

Report

1.  Transfer/Delivery Note

Table 1 : Field Description for Product Transfer Request

Fields	Description
Transfer No	Transfer Number is system generated.
From Location	Enter the location from which the transfer is requested. Double Click in the "From Location" field and select the location or enter the location code in the field and hit tab on the keyboard. The description and address of the selected location is automatically populated.
To Location	Enter the location to which the transfer is shipped. Double Click in the "To Location" field and select the location or enter the location code in the field and hit tab on the keyboard. The description and address of the selected location is automatically populated.
Freight	This is an open text field. Users can enter the cost for shipping the transfer. This is informational only.
Entered	This is the date and time the "Transfer Request" was entered in the system. Date and Time is depicted from the machine. User who created the request is also updated.
Shipped	This is the date time the transfer was "Shipped" from the system. Date and Time is depicted from the machine. User who created the request is also updated.
Received	This is the date and time the transfer was "Received" in the system. Date and Time is depicted from the machine. User who created the request is also updated.
Status	The status  is automated updated as "Request","Submitted", "Shipped" and "Received" as the transfer is actioned.
Product No	This is the product code for the item transfered.
Description	Description of the product is auto updated when the product code is inserted.
UOM	This is the unit of measure of the item. This is updated from the product setup on the Product Master.
SOH	SOH is the current "Stock on Hand" of the item in  the transfer request. SOH is updated from the stock levels on the Product Master . SOH is extracted for the "From Location" in the transfer.
Cost	Cost of the item is depicted from the Product Master.
Quantity	Users need to enter the "Quantity" to transfer.
Ext Cost	Exist Cost is calculated by the system based on the transfer quantity and cost. Exist Cost = Quantity x Cost.
Details	The Details button is enabled for "Lot Bin" and "Product Matrix" products.

Figure 1: Product Transfer Request