Details tab for Pick Transfer Request
Updated
by
Cheryl Wallace
The following fields are shown on this tab:
Use Current Date & Time? | Select / Enter the date for the transfer. Leave checked to use the current date. If unchecked, enter the Transfer Date and Time. |
Billing Location | Select the stocking point that is charging rent to the transfer destination. Applies and required only when the Transfer Rentals module is licensed. |
Billing Date Same as Transfer Date/Time? | Charges will be calculated starting from this date. Selected by default. To use a different value than the Transfer Date, uncheck then select the Billing Date and Time. Applies only when the Transfer Rentals module is licensed. |
Inventory Status | Select the inventory status from the drop down list for serialized items. Only statuses of the type In Transit are eligible. |
Item ID | Enter the ID of the item to be picked. |
Quantity Transferred | The quantity of the inventory being picked. For serialized items must be 1. |
 | Click to pick the item ID and quantity transferred and add to the details grid below. |
Transfer Rate Sheet | When the Transfer Rental module is in use, this will be automatically populated based on the combination of From and To locations on the transfer request. |
Transfer Type | If desired, add a transfer type to the document. |
Print Packing Slip when Processing? | Check this box to print the packing list when the picked request is processed. |
Part Number Grid
Contains all part numbers on the transfer request being picked
Inventory | Displays the part numbers for the selected transfer request. When an item is picked, a new row will appear underneath with the Item ID, Bin, Serial Number and Transfer Qty. |
Description | Displays the description of the part numbers. |
Item ID | Displays the item ID for non-serialized inventory. |
Unit | Displays the unit of measure of the part numbers. |
Bin Shelf | Displays the storage location of the part number if available. |
Qty Required | Displays the transfer request requested quantity for the part numbers. |
Qty Picked | Displays the quantity picked for the part numbers. |
Balance | Displays the remainder to be picked for the part number. |
Substitute Part Item ID | Enter the item ID for the part being substituted on the transfer request. |
Picked Items Grid
Displayed for each picked item beneath each part number.
Item ID | The item ID being picked. |
Container No | Enter the container where the item is placed for shipment on this transfer. Displayed only if Container Packing List is enabled for the stocking location. |
Bin | The Bin / Shelf for serialized items. |
Serial Number | The serial number for serialized items. |
Transfer Qty | The quantity being picked for this transfer. |
Cost Code | The Cost Code associated with the item(s), if entered. |
See Also:
Copyright © 2020-2023 ToolHound Inc. All Rights Reserved.