Basic Info |
The Basic Info tab enables you to display and define identifying information about transfers and requests for transfers.
Note: If you process an insert on this screen with a check in the Adjust inventory to counts for all items at this location ID for part counts on or after ____ field on the Data -> Parts Activity -> Inventory Counts screen and the part's unit price is zero, the part's quantity on hand at the From and To locations is not adjusted. You must use the Data -> Parts Activity -> Adjustments screen to adjust the quantity on hand for these parts.
Tip: If you attempt to insert a transfer with more than one part that has a unit price of zero, only the first parts display in the resulting error message, which indicates that the inventory for some parts was not adjusted.
The Stock Transfers screen supports location-level access control, so you must belong to a user group with the applicable authorization to make changes or updates.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on transfer ID, transfer status, from/to location ID, part ID, and part suffix, among other values.
Detail View Header
The field in the top section of the tab defines the data that displays.
Transfer ID
Identifier of the sequential number assigned to each new transfer and new request for transfer. This transfer ID is included on messages sent to printers.
Detail View
Data in the fields in the bottom section of this tab define the transfer ID. Unless otherwise indicated, these fields are required.
Description
Description of the transfer ID.
From location ID
Valid identifier of the parts location that is to transfer the part. This field has a list box. It must be a valid parts location (refer to the Functions tab of the Data -> Setup -> Organization -> Locations -> Primary Information screen). The sending location may not be changed once parts have been sent out.
If you change the value in the New status field to SEND PARTS OUT, this location must have an entry for each part being transferred and sufficient quantity on hand to make the requested transfer. To change the value in this field, you must have authority to process parts transfer transactions at the location. The location name displays to the right of the ID.
Note: If the From location does not want to provide the requested parts, it can decline the transfer by changing the status in the New status field to DECLINE TRANSFER.
To location ID
Valid identifier of the location at which the parts will be received when the New status field has a value of RECEIVE PARTS IN. This field has a list box. The location name displays to the right of the ID.
If the destination location does not have a part location record, much of the data on the new record defaults based on similar values from either the part's primary record or originating part location record. Also, if the destination location does not have an inventory record for the part being transferred and the Inventory pricing method field on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies either FIFO or LIFO, a new inventory lot is automatically created at this location when the new status becomes RECEIVE PARTS IN. You can change this value if the New status field specifies either SEND PARTS OUT or MODIFY DATA.
Intended for location ID
Identifier of the final location for a transfer being routed through an intermediate location (specified by the To location ID field). This field has a list box. The location name displays to the right of the ID. This field is optional.
This field is for information purposes only; parts are not processed into inventory at the location specified in this field. See Actions to perform when parts routed through an intermediate location arrive at the intermediate location.
You can use this field to record parts transactions between locations for which one parts location coordinates the transfers. See Transferring parts through a central parts location.
Address ID for deliveries
The identifier of the address set for deliveries.
Employee ID
Unique identifier of the employee processing the transfer. This field auto-populates with the employee ID associated with the logged in user. The same holds true if the parts stock transfer was generated from the Data -> Purchasing -> Reordering screen. This field has a list box. The employee's name displays to the right of the ID.
Shipping reference
Shipping information for the transfer of the part. This field is optional.
Put-away sheet ID
The identifier of the put-away sheet for the associated put-away card if one has already been assigned. This field can be added or edited. This field has a maximum limit of 30 characters.
Work order ID
Three-part field comprising the work order ID for which the part (or parts) listed on the Parts List tab is intended. The first part of the field is the location ID of the work order’s assigned shop. This part of the field has a list box. The second part of the field is the year in which the work order was opened. The third part of the field, which also has a list box, is the work order number. This field is optional.
Equipment ID
Identifier of the equipment unit for which the part (or parts) listed on the Parts List tab is intended. If you enter information in this field, it must be the equipment ID associated with the work order ID, if any (which displays). This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID. This field is optional.
When you enter information in this field, the unit’s serial number displays in the Equipment serial number field.
Equipment IDs are defined on the Data -> Equipment Units -> Fleet Equipment screen.
Equipment serial number
Serial number of the unit in the Equipment ID field. This field is display only.
Part request ID
Identifier of the parts request generated on the Data -> Parts Activity ->
Requests
screen. This field is display only. This field also has a Zoom
button 
to the Parts
Information tab of the Requests
screen.
Note: This field displays 0 if the parts transfer was inserted on this screen.
Priority ID
Identifier of the part request priority ID. Defaults from the work order's service status. This field has a list box. The priority description displays to the right of the ID. This field is optional.
When a part transfer is generated with a work order ID, every line item includes the priority ID. The highest ranking priority ID is used. Priority codes are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Line Summary
After loading a transfer record, these fields are populated with the current count for each item for that transfer.
Total
Requested
Sent out
Received
Declined