Contents of the Enter Location Transfers Screen
Use the fields and options to configure the Enter Location Transfers screen.
Identification
Field | Description |
---|---|
Warehouse |
Enter, or click
|
Transfer ID |
If you selected the Auto-Assign check box for Location Transfers on the Transaction IDs subtask of the Manage Warehouses screen, leave this field blank and Costpoint will automatically assign the next transfer ID. If Auto-Assign is selected and you manually enter a transfer ID in this field, the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen is not updated. If you clear the Auto-Assign check box, you can manually enter a transfer ID. The value in this field cannot begin with a space. |
Transaction Date |
This field displays the system date as the default transaction date, but you can enter, or click
|
Material Handler |
Enter, or click
|
Organization |
Enter, or click
|
From
Field | Description |
---|---|
Default Location |
Enter, or click
|
Inventory Abbrev |
Enter, or click
|
To
Field | Description |
---|---|
Warehouse |
Enter, or click
|
Default Location |
Enter, or click
|
Load Default Location by Part/Project |
Select this check box to automatically load the location ID from the location ID assigned on the Manage Part Project Data screen in Costpoint Product Definition for those parts with a project ID that is the same as for the inventory abbreviation specified. If you clear this check box, the default location ID will be used. |
Notes |
Enter free-form text to be associated with this transaction. |
Autoload |
Click this button to automatically load the transaction lines with the default information entered in the header section. |
Transfer Details
Field | Description |
---|---|
Line |
The line number is automatically generated. |
Part |
Enter, or click
|
Rev |
This field displays the last revision assigned to the part ID; however, you can enter, or click
|
Description |
This field displays the description for the part. |
U/M |
This field displays the inventory unit of measure for the part. |
Transfer Qty |
Enter the quantity to be issued. This defaults from the reservation if you entered one. |
From Location |
Enter, or click
|
To Location |
Enter, or click
|
Subtasks
Subtask | Description |
---|---|
Serial/Lot Info | Click this link to open the Serial/Lot Info subtask, to record or view serial and lot number information for a selected transaction line. |
Back Orders | Click this link to open the Back Orders subtask, to view back order processing information for a selected transaction line. |
Inventory Allocations | Click this link to open the Inventory Allocations subtask, to load any existing inventory allocations based on the transaction line (for non-tracked parts) or based on the associated serial/lot row (for tracked parts). |