I/C Transfers Screen

Enter comments you want to appear on the Transfers Posting Journal for the detail line. Use up to 250 characters.

Enter a description for the transfer, using up to 60 characters.

This description appears with the transaction on the Transfers Posting Journal.

It can also appear on the G/L Transactions report and in the general ledger batch (if Inventory Control uses Description for the G/L Entry Description field or the G/L Detail Reference field and you do not consolidate general ledger transactions).

When transferring items that use the user-specified costing method, enter the unit cost or the extended cost. You cannot enter costs when transferring items that do not use user-specified costing.

If you enter the extended cost or change it, the program calculates the unit cost. The program recalculates the extended cost if you enter or change the unit cost.

If you use multicurrency accounting, enter costs in your functional (home) currency.

This field displays the weight from the item record. However, you can modify this information if necessary.

If you enter a unit weight, the program calculates the extended weight; if you enter an extended weight, it calculates the unit weight.

Make sure that this information is correct when transferring items that use cost proration by weight.

Enter the code of the inventory location from which you are transferring stock, or select the code from the Finder.

If you are entering a transit transfer, enter the code for the goods-in-transit inventory location.

If you are entering a transit receipt (receiving goods from a goods-in-transit location), you cannot change this field.

This field displays the description entered for the item on the I/C Items screen.

Enter the item number of the item being transferred, or select the number from the Finder.

You can enter a manufacturer's item number that was associated with an item (using the I/C Manufacturers' Items screen). The program substitutes the inventory item number, and places the manufacturer's item number that you entered in the Manufacturer's Item Number column in the table.

Line numbers show the order in which you added each detail line to the transfer. They are assigned in sequence by Inventory Control and you cannot change them.

If you want to insert a detail line ahead of an existing line (except for line 1), select the previous line, and then press the Insert key. You cannot insert lines before the first detail line you enter.

To delete a line, place the insertion point in the line, and then press the Delete key on your keyboard.

Enter an amount for the item’s portion of the additional cost as entered in the Additional Cost field. You can do this only if you selected "manually" as the proration method.

If you entered a manufacturer's item number in the Item Number field, the program replaces it with the inventory item number, and the manufacturer's item number that you used appears in the Manuf. Item No. field (by default the last column in the table).

You must have already added the manufacturer's item number using the I/C Manufacturers' Items screen in Items and Price Lists.

This column displays:

• No when this transaction detail does not include optional field information.
• Yes when there is optional field information for a transaction detail

If optional fields are set up for transaction details, you can add or change optional fields by clicking in this column and then clicking to open the Optional Fields screen. An optional field can be set up to automatically contain information; if that optional field is associated with transaction details, this column automatically displays Yes.

Note: Optional field information can pass to the General Ledger only if the optional fields are also assigned to the general ledger accounts.

This is the amount still required to meet the requested quantity.

This is the number of units received from the GIT location for this transfer.

This field appears only if you are using a goods-in-transit location, and is useful when you are adding to a transfer over some period of time (for example, loading several trucks over a period of days).

The transfer quantity cannot exceed the amount requested.

When you enter an amount in this field, the same amount appears by default in the Transfer Quantity field.

Enter the code of the inventory location to which you are transferring stock, or select the code from the Finder.

If you did not select the Allow Items At All Locations option on the I/C Options screen, you must have specified that the item is allowed at the inventory location to which you are transferring stock.

Enter the number of units to transfer between locations.

You can transfer more units than are in stock if you selected the Allow Negative Inventory Levels option on the I/C Options screen.

If you had entered an amount in the Requested Quantity field, that amount appears by default in the Transfer Quantity field. This amount can be changed.

To assign a lot tracking number or a serialized inventory number to the transfer, click the Zoom button at the top of the Transfer Quantity field. This opens a Lot Tracking or Serialized Inventory Allocation screen where you assign the tracking number.

If you want to change the unit of measure, type over it or select one from the Finder. Inventory Control automatically displays the stocking unit for the items being transferred.

Note: You can post transfers in any unit of measure defined for the item, unless the item units have serial numbers; in which case, you must select the item’s stocking unit (which has a conversion factor of one) for the Transfer UOM.

This is the number of units previously entered for this transfer to the GIT location.

When transferring items that use the user-specified costing method, enter the unit cost or the extended cost. You cannot enter costs when transferring items that do not use user-specified costing.

If you enter the unit cost or change it, the program calculates the extended cost. If you enter the extended cost or change it, the program calculates the unit cost.

If you use multicurrency accounting, enter costs in your functional (home) currency.

Enter the unit of measure for the quantity being transferred. You can post transfers in any unit of measure defined for the item.

This field displays the weight from the item record. However, you can modify this information if necessary.

If you enter a unit weight, the program calculates the extended weight; if you enter an extended weight, it calculates the unit weight.

Make sure that this information is correct when transferring items that use cost proration by weight.

This field displays the factor for converting this weight unit to the default weight unit of measure.

For example, if "pound" is the default weight unit of measure (with a conversion factor of 1), the conversion factor for “ton” would be 2,000. Similarly, the factor to convert kilograms to pounds would be 2.2.

This field displays the default weight unit of measure from the item record. You cannot change it.