Use the Inventory Transfers Post screen to decrease inventory at cost for the selected Inventory Item that has been transferred to another department. For Example: Soft Pretzel inventory is low at pools, overstocked at gymnasiums, and you're transferring two cases between departments to match demand.
See Also: Topic Doc - Inventory Posting
From the bottom of the screen….
Click the Process button to reduce the quantity on hand by the amount transferred and return to Inventory Posting screen.
Click the Cancel button to Cancel without making any changes and return to the Inventory Posting screen.
InventoryPostingTransfers_Tab1
'From' Inventory Code (InventoryPostingTransfers_InventoryCode)
You will not visit this field.
Displays the Inventory Code of the selected item.
Delete'From' Description (InventoryPostingTransfers_ShortDescription)
You will not visit this field.
Displays the Short Description of the selected item.
Delete'From' Warehouse (InventoryPostingTransfers_FacilityLocation)
You will not visit this field.
Displays the Warehouse from which you are transferring this item. See Pos Inventory Item Update for more information.
DeleteTransfer Date (InventoryPostingTransfers_PostingDate)
Accept the default entry (Default Date set on the Inventory Posting screen) or click the Calendar icon to select an alternate date, if desired. The date entered in this field is your date on which Inventory will be posted.
DeleteSell Transfer Qty (InventoryPostingTransfers_SellQty)
Enter the quantity you are transferring based on the Sell Transfer Unit of Measure (UOM). For Example:The Sell Transfer UOM might be Each or Can. The Sell Transfer Qty might be 36 Cans of soda.
Note: The system adds together the Purchase Transfer Qty and Sell Transfer Qty fields when you exit this screen. Therefore you enter only one of those fields when Posting Transfers.
DeleteSell Transfer UOM (InventoryPostingTransfers_SellUnitOfMeasure)
You will not visit this field.
Displays the Unit Of Measure (UOM) in which you are selling/using the Inventory Item. For Example: For transfers you might be transferring individual bananas apples or dairy items. Refer to the Sell Transfer UOM when entering the Sell Transfer Qty for the selected Inventory Item.
Delete'To' Inventory Code (InventoryPostingTransfers_ToInventoryCode)
Click the Picklist to select the Inventory Code to use for the location that you are transferring this inventory. For Example: Location 1 uses 001-PRETZEL for their Soft Pretzel item number, while Location 2 (that has run out of pretzels) uses 002-PRETZEL for their soft pretzel item number. In this case you would select 002-PRETZEL for the 'To' Inventory Item field.
Delete'To' Warehouse (InventoryPostingTransfers_ToFacilityLocation)
Uncommon, click the Picklist to select the Warehouse that is receiving this transfer. Use this field when you are transferring inventory to a warehouse.
DeletePurchase Transfer Qty (InventoryPostingTransfers_PurchaseQty)
Enter the quantity you are transferring based on the Purchase Transfer Unit of Measure (UOM). For Example: The transfer might be one case of soda.
Note: The system adds together the Purchase Transfer Qty and Sell Transfer Qty fields when you exit this screen. Therefore you enter only one of those fields when Posting Transfers.
DeletePurchase Transfer UOM (InventoryPostingTransfers_PurchaseUnitOfMeasurement)
You will not visit this field.
Displays the Unit Of Measure (UOM) in which you purchase the Inventory Item. For Example: You might purchase a Case of soda a Case of candy or a Box of chips. Refer to the Purchase Transfer UOM when entering the Purchase Transfer Qty for the selected Inventory Item.
DeleteCreate GL entries? (InventoryPostingTransfers_CreateGL)
Select this option when required to update accounting's General Ledger during inventory transfers. Depending on your set up, the 'From' and 'To' GL codes might specify who (a department or unit) is billed, otherwise specifying a Cost Center will.
Delete'From' GL Code (InventoryPostingTransfers_FromGLCode)
This field is applicable for use with the "Create GL Entries" option.
Click the Picklist to select the GL Code to use for the location sending this inventory.
GL Codes are maintained through GL Code Management
Delete'From' Cost Center (InventoryPostingTransfers_FromCostCenter)
This field is applicable for use with the "Create GL Entries" option.
Optional click the Picklist to select the Cost Center that is sending the inventory. Cost Centers are used if the selected GL Code does not specify who (department or unit) is charged for the inventory transfer.
Cost Center Codes are maintained through Cost Center Management.
Delete'To' GL Code (InventoryPostingTransfers_ToGLCode)
This field is applicable for use with the "Create GL Entries" option.
Click the Picklist to select the GL Code for the location receiving this inventory.
GL Codes are maintained through GL Code Management
Delete'To' Cost Center (InventoryPostingTransfers_ToCostCenter)
This field is applicable for use with the "Create GL Entries" option.
Optional click the Picklist to select the Cost Center that is receiving the inventory. Cost Centers are used if the selected GL Code does not specify who (department or unit) is charged for the inventory transfer.
Cost Center Codes are maintained through Cost Center Management.
DeleteUse (InventoryPostingTransfers_CostOption)
This field is applicable for use with the "Create GL Entries" option.
Expand the Drop-down list to select the value to Use for this transfer (i.e. the Average Cost or Last Cost).
DeletePayCode (InventoryPostingTransfers_PayCode)
Click the Picklist icon to select the Payment Code associated with this inventory transfer you are posting.
Payment Codes are maintained in Payment Code Management.
DeleteUser Name (InventoryPostingTransfers_UserName)
This field is applicable for use with the "Create GL Entries" option.
Accept the default entry (your User Name) or click the Pick List icon to select an alternate user if desired. This is the User Name associated with this transfer transaction.
DeleteCash Drawer (InventoryPostingTransfers_CashDrawer)
This field is applicable for use with the "Create GL Entries" option.
Displays the Cash Drawer associated with the selected user. The Cash Drawer to associate this inventory transfer.
DeleteComments (InventoryPostingTransfers_Comments)
Enter any comments that you want to print on the Posting Journal for the transferred item.
Delete