Overview
An Inventory Transfer/Return is a transaction that allows transferring goods from one warehouse to another; this has impact on partial Warehouse Inventories but doesn't affect the Global Inventory. The system allows only Single Warehouse to Warehouse operations, which means that no multiple destinations are allowed from a single source warehouse. A journal voucher issue’s only if the Catalogue Item Class Coding Block is different from the source Warehouse Catalogue Item to the destination Warehouse Catalogue Item.
Navigation
Inventories ► Inventory Transfer/Returns
Inventory Transfer/Returns screen Fields and Tab
Field | Description |
ID | Unique Code that identifies the Inventory Transfer/Return. This is automatically populated by the system. |
| Fiscal Year | Fiscal Year when this voucher is created. Automatically assigned by the system with current fiscal year. If user has access to post transactions to prior periods, system will allow user to post a transaction to prior fiscal year (never to future fiscal year) as long as the selected fiscal year is not fully closed. |
| Fiscal Period | Fiscal Period when this voucher was created. Automatically assigned by the system with the current fiscal period. If user has access to post transactions to prior periods, system will allow user to post a transaction to prior period (never to future periods) as long as the selected period belongs to the fiscal year mentioned above and also it is closed for regular transactions (not fully closed) |
Workflow Status | Depending on the Workflow Configuration Setting for this Entity the basic Stages are Created, Approval Requested, Approved, Void, Closed, Cancelled, Acknowledged. Default value is created. It is user defined status. |
| Created On | Creation date of the Inventory Transfer/Return. |
Is Transfer | Specifies if this Transfer/Return is for Transfer or Return. |
Created on | Current system date updated by system. |
Estimated Delivery | The estimated date of arrival to the destination warehouse, the system assigns by default the ‘Reason for Transfer’ value however users may change this value according to a reasonable estimated date. |
Delivery on | This attribute must be updated by the system once the shipping method has been set to 'Delivered'. |
Shipping Method | This field can take one of the following values 'Pickup at Source Location', 'Transport to Destination'. Shipping method is a value used to classify how the return or transfers take place. By Default - 'Transport to Destination' is displayed. |
Transfer Return Priority | This field can take one of the following values 'Low', 'Normal', 'High'. By Default - 'Normal' is displayed. This field is used to bring attention the importance of the Transfer. |
Delivered By | The employee who delivered the inventory transfer/return. |
Dispatched By | The employee who releases the inventory transfer/return. |
Received By | The employee who received the inventory transfer/return. |
Source Institution | The warehouse where the items outgoing or the Institution that is returning the goods. |
Destination Warehouse | The warehouse where the items are incoming. |
Language | Country Specific Language used to register description and remarks. |
Description | Information pertaining to the transfer. This usually includes an explanation of its use and objectives. |
Remark | More information related to this transfer considered relevant. |
Inventory Transfer Return Item Tab | A collection of one or more Inventory Transfer/Return Items. |
| Attachment Tab | Additional files related to the Inventory Transfer/Return Items. |
Overview
System allows to attach files to support theInventory Transfer / Return process.
Attachments screen Fields
| Field | Description |
| Id | Consecutive number auto generated by the system. It will be unique within the system. |
| Language | Country specific language for the title and description. |
| Title | Title of the Attachments. |
| Description | Description of the attachments. |
| Attachment | System allow to selete and upload supporting file. File type can be: pdf, doc, xls, jpg, etc. |
| Date Time | Date and Time of the last operation performed on the attachment document. Visible for the user. Automatically assigned by the system. |
| User | Last user who uploaded or updated the document. Visible for the user. Automatically assigned by the system. |
| Language | Mandatory field, language of the document. The system will suggest the default language; however the user can change such language. |
Overview
This tab holds details information about inventory item transfer or return.
Inventory Transfer Return Item Tab screen Fields and Tabs
Field | Description |
Inventory Item | This field contains the detail of the Items in a specific Organization, Location and Warehouse. |
Quantity | The quantity of the inventory item to be transferred/returned to the destination warehouse. |
Quantity Transferred Returned | The value is automatically updated by system as per quantity available in mentioned Inventory Item. |
Unit Cost | This field is automatically generated by the system. Unit Cost is based on the Costing Method associated to the particular Inventory Item. |
Total Item Cost | This field is automatically generated by the system. This is the total amount for the item quantity and unit cost. This attribute is useful when FIFO/LIFO costing method is being used since this Unit Cost can have slight variations especially when the cost has been taken from different "in" transactions. |
Inventory Return Item Dispatch Order Tab | Information on the order for returning inventory goods. |
Inventory Transfer Return Item Perishable Lot Tab | Information on the perishable lot for the Items used in the return or transfer. |
Overview
Collection of Inventory Return Item Dispatch Order details
Inventory Return Item Dispatch Order Tab screen Fields
Field | Description |
Dispatch Order | This is the field that supports the inventory-out from a particular warehouse in order to supply the goods requested by a Goods/Services Request. |
Quantity | The quantity to be returned for this particular Dispatch Order |
Unit Cost | A system generated calculation. This field represents the Unit Cost of the Dispatch Order that is being returned. |
Return Item Dispatch Order Perishable Lot Tab | Information on the perishable lot for the Item(s) used in the Dispatch Order. |