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If your plant has more than one stores location and you have enabled the Multiple Warehousing feature, you can choose to satisfy inventory requirements either by outside purchase or by transferring items that exist in one stores location to another stores location where that item is needed. Unless the transfer of inventory between two stores locations is specifically prohibited in Setup, you can transfer items from any stores location to any other stores locations to which you have rights. If transfers are common between certain locations and they are physically close to each other, you may choose to mark transfers between these particular locations as Single Issue/Receipt so the transfer is accomplished without requiring that a formal receipt be performed at the receiving location. For more information, see Transfer Request Rules in Multiple Warehousing Setup Options.
From the Transfer Request Search window, you can create, update, and print transfer requests as well as issue and receive materials. To access this window, select Inventory from the TabWare Power Panel, click the Go To button, and choose Transfer Request Search from the Item Search window.
To Search for a Transfer Request:
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Optionally, click the dropdown arrow in the Query field to display a list of available queries. |
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Select the query. |
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Optionally, enter a full or partial value for Transfer Request number. |
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Optionally, click the dropdown arrow to select a transfer From Location and/or a transfer To Location. |
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Click the Search button to display a list of records matching the selection criteria. |
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Double-click one of the records to display the related Transfer Request. Otherwise, hold down the CTRL key to select multiple records. |
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Click one of the buttons at the bottom of the window, such as Transfer Issue, Transfer Receipts, or one of the options under Go To. |
To print a transfer request or multiple transfer requests, highlight the line on the Transfer Request Search window (hold down the CTRL key to highlight multiple lines) and click the Print button. The transfer request reports are printed on the default printer defined for the stores location from which the materials are to be transferred.
If you need to transfer materials from one stores location to another, you can either click the Go To button from the Transfer Request Search window and select New Transfer Request, or you can perform a search for Transfer Requests, highlight the one you want to work with, and double-click. The Transfer Request window opens.
You can also access this window from Requisition Search-Go To-Move Items to Transfer Request. However, accessing the Transfer Request window this way is best suited for transferring materials among stores locations to satisfy work order shortages or reorders.
To Use the Transfer Request Window:
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From the Transfer Request Search window, click Go To and select New Transfer Request. |
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Click the dropdown arrows to select the From Location and To Location. TabWare lists all the stores locations to which you have security access in your list of choices. |
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Enter the item number or, optionally, click the search icon to the right of the item number field to perform a search for the item number. |
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Enter the quantity to transfer. |
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Optionally, click the New button at the bottom of the window to enter another item to be transferred from the From Location to the To Location. |
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Click OK. |
When a request has been made for a transfer of materials from one stores location to another, the actual transfer is recorded using the Issue Transfer Request window. You can access this window from the Transfer Search window, either by entering a transfer request number in the Transfer Request field located in the upper left portion of the window and clicking the Transfer Issue button, or by highlighting one or more lines from the search and clicking the Transfer Issue button.
To Transfer Materials Out of a Stores Location:
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From the Transfer Request Search window, perform a search and highlight one or more rows to transfer. Click the Transfer Issue button. The Issue Transfer Request window opens. |
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The Single Issue/Receipt checkbox defaults to the setting defined in the setup for Multiple Warehousing, but you can change it. For more information on the option Single Issue/Receipt, see Transfer Request Rules in Multiple Warehousing Setup Options. |
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Enter the quantity to issue, bearing in mind that you cannot enter an amount greater than the amount shown as available. |
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Optionally, click the Select Bin button to designate the bin or bins from which the material for transfer is to be taken. If you do not designate a bin, TabWare reduces the quantity on hand in the primary bin by default. Click OK. |
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Click OK on the Issue Transfer Request window to decrement the quantity on hand in the source stores location. |
Unless the transfer of materials from one stores location to another is marked as Single Issue/Receipt, the quantity on hand at the destination stores location is increased by entering the quantity in the Receive Transfer Request window.
To Receive Materials Transferred from Other Stores Locations:
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From the Transfer Request Search window, perform a search and highlight one or more rows to receive. Click the Transfer Receipts button. The Receive Transfer Request window opens. |
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The Received By field defaults to the user id of the person logged in. This can be changed. |
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Enter the Quantity Received. |
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Optionally, click the Select Bin button to designate one or more bins into which the material is placed. Optionally, click the New button on the Select Bin window to create a new bin. If no bin is designated, TabWare increments the quantity on hand for the default bin. |
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Click OK. |
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Click OK in the Receive Transfer Request window to save the entries to the database. |