General tab for Transfers
Updated
by
Cheryl Wallace
The General tab on the Transfer page includes basic information identifying the inventory shipment. The minimum required information is in red text.
Transfer No | The identifying number for the inventory transfer |
Use Current Date & Time? | Checked by default for new transfers. Deselect this option to use a different Transfer Date and Time for the transfer. |
Transfer Date | Displays the transfer date for saved transfers. Enables selection of a non-current transfer date for new transfers. Required if Use Current Date & Time is not selected. |
Time | Displays the transfer time for saved transfers. Enables selection of a non-current transfer time for new transfers. Required if Use Current Date & Time is not selected. |
From Location | The point of origin for the transfer. |
To Location | The destination for the transfer. |
Billing Location | Required when the Transfer Rental module is in use. |
Billing Date Same as Transfer Date? | The Billing Date indicates the start date and time of the rental charges for the inventory. For consumable inventory, it will be the sold date. Displayed only when the Transfer Rental module is in use. Checked by default for new transfers. Deselect this option to use a different Billing Date and Time for the transfer. |
Billing Date | Displays the billing date for saved transfers. Enables selection of a non-current billing date for new transfers. Required if Billing Date Same as Transfer Date/Time is not selected. |
Time | Displays the billing time for saved transfers. Enables selection of a non-current billing date for new transfers. Required if Billing Date Same as Transfer Date/Time is not selected. |
Inventory Status | The In Transit inventory status assigned to the inventory during the period after it has left the From Location until it is received at the To Location. |
Shipping Instructions | Enter the shipping instructions, if required. Up to 100 characters. |
Notes | Enter comments related to the transfer of up to 255 characters. These comments will be visible when receiving the transfer. |
Transfer Request No | Displayed if the transfer originated as a transfer request. Click to view the original request. |
Transfer Type | Select an optional transfer type from a preexisting list. |
Reference | Enter an optional reference for the transfer. |
Transfer Rate Sheet | The transfer rate sheet is loaded automatically based on the combination of From Location, To Location, and Billing Location. Read only. Applies only when the Transfer Rental module is in use. |
Job | Available when cost coding is in use. |
Sub Job | Available when cost coding is in use. |
Cost Code | Available when cost coding is in use. Cost codes can also be set on each line item on the transfer. |
Closed | Indicates there are no outstanding items on the transfer because either the transfer was fully received or any remaining lines were closed manually to remove them from this transfer. |
Cancelled | Indicates the entire transfer was cancelled and the inventory was returned to stock at the From Location. This can happen when the inventory is no longer required or if the transfer was created in error. |
Cancelled Date | Displays the date the transfer was cancelled. |
Cancelled User | Displays the user who cancelled the transfer. |
See also:
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