Recent Location Transfers

Once a transfer has been created, it can be found in the Recent Location Transfers screen accessed from the Inventory menu. In this screen, each transfer may have one or more processing options that can be selected, depending on the location viewing this screen (source or destination), the transfer’s status, and the user’s security access. Authorized users can view, edit, reconcile or cancel/reject a location transfer. Once completed, Storage and Customer transfers can only be viewed.

To select which columns will display, click on the drop-down arrow at the right of any column header and select "Columns" from the pop-up menu. The user will be able to select the columns that appear on the screen. Columns can also be dragged and dropped to rearrange the order in which they appear.

Note: The number of transfers displayed on this screen is based on the "View Transactions for last ____ post cycles" (General) preference defined in Enterprise Manager.

Screen Controls:

Plus: Opens the pop-up for creating a new Commissary Order.
Funnel: Opens the Filters pop-up.
Printer: Exports the list of transfers displayed to the selected format.
-><- : Minimizes the Location Transfers list and displays the Inventory Overview page.

Screen Columns:

Transfer Date – Date the transfer was created.
Type – Displays the type of transfer, as follows:

Restaurants: "Outgoing" or 'Incoming" for Location Transfers; "Internal" for Storage Transfers.
Cruise Lines: "Location - Outgoing", 'Location - Incoming", "Storage", or "Customer".

Transaction # – Transfer transaction number; based on Numbering setup in Enterprise Manager.
Reference # – Entered/edited during order creation.
Location – The source/destination location, depending on the transfer Type.
Status – Options include: "In Transit", "Reconciled", "Requested", "Canceled", "Rejected", or "Final Reconciled" (Cruise only).
Transmission Status (Cruise only) – Indicates the status of the replication file containing the transfer data; options include: "Ready to Send", "Sent", "Received". This field will not be populated when replication is not performed (i.e. for Storage, Customer, or Warehouse-to-Warehouse transfers) or for certain Statuses (such as Canceled. Rejected, Reconciled, Final Reconciled.).
Entry User – The name of the user that created the transfer.
Rec. User – The name of the user that reconciled the transfer.
Reject User (hidden by default) – The name of the user that rejected the transfer.
Final Rec. User – The name of the user that Final Reconciled the transfer.
Final Rec. Date – Date the transfer was Final Reconciled.
Transfer Value (hidden by default) – The total value of the products on the transfer.
Actions (links available based on order status) – For details about these links, click HERE.