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, 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 screen is filtered to display transactions with a Transfer Date within the last 4 weeks. This means that even incomplete Transfers more than 4 weeks old will be filtered off the screen by default.

Screen Controls:  

• Plus: Opens the pop-up for creating a new Transfer.
• 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 selected for the transfer.
• Type – Displays the type of transfer, as follows:

• "Outgoing" or 'Incoming" for Location Transfers; "Storage" for Storage Transfers.

• 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.  {Note}: If the transaction is a Location Transfer, this displays the other location.
• Status – Options include: "In Transit", "Reconciled", "Requested", "Canceled", "Rejected".
• 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.
• 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.

• View – Opens the transfer so a user at either location can review it.
• Edit – Opens the transfer so a user at the source location can make changes. Users at the destination location cannot edit a transfer and transfers of certain statuses cannot be edited.
• Reconcile – Opens the transfer so a user at the destination location can reconcile it.
• Cancel – Opens the transfer so a user at the sending location can cancel it.  {Note}: For Receiver Initiated Transfers, the receiving location can cancel while the Status is still 'Requested'.
• Reject – Opens the transfer so a user at the receiving location can reject it.
• Review – Opens the transfer so a user at the sending location can process it.

 

 

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