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524-2.htm

Ship

[524-2] | Inventory | Transfer | Ship


The Ship menu is used to ship items from one location to another. A transfer request must be submitted to process shipment.

Notes:  

  1. Users can search for transfers on the "Product Transfer Shipping" 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. Select the "Transfer No".
  2. Verify the item list.
  3. Enter the ship quantity.  Enter details for Lot Bin and Product Matrix   items.
  4. Save the record
  5. Ship the Transfer.

Report

  1.  Transfer/Delivery Note

Configurations :

  1. "Automatically receive transfer when shipped" - If this configuration is enabled, stock will be transfered and stock levels will be updated at shipment or else users need to manually receive the transfer.

Table 1 : Field Description for Product Transfer Shipping

Fields

Description

Transfer NoTransfer Number is the same as the "Transfer Request".
From Location

"From Location" detail is updated from the "Transfer Request".

To Location

"To Location" detail is updated from the "Transfer Request

Freight

"Freight" detail is updated from the "Transfer Request

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.
UOM This is the unit of measure of the item. This is updated from the product setup on the Product Master.
Cost Cost of the item is depicted from the Product Master.
Request Quantity Request Quantity is the quantity of item requested in the transfer. This is updated from the "Transfer Request".
Instock Instock is the current "Stock on Hand" of the item. Instock is updated from the stock levels on the Product Master . Instock is extracted for the "From Location" in the transfer.
Ship Quantity Enter the quantity of the items to ship.
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 2: Product Transfer Shipping