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• Set the Inventory Preference for "Default Owner"
• Carrier Setup
• Production Lot Setup
• Attributes Setup for Inventory - Transfer Transaction

Understanding the data flow

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To create a new Transfer transaction in NorthScope, first expand the Inventory module. Then, click Transactions. This will open the Transactions list view. From the Transactions list view, click the New toolbar icon. This opens a drop-down menu, which displays all active inventory transaction classes for the user to select the transaction class for the transaction. Select any of the transfer transaction classes to open a blank Transfer type record view.  

Completing the header fields

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Note: The Units and Weight values must both be positive and cannot be zero. 

Note: The Production Batch and the Warehouse Lot information doesn't need to be manually entered, if Allocate Item feature is used. The Warehouse Lot field is only required when the site is Warehouse Lot tracked.

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• Auto-Create New Lots: This field identifies if new lots can be created on the transaction or not. The value defaults from the transaction class properties, but the value is editable.   
• Negative Available Balances: This field identifies if the transaction can change the lot balances to negative or not. The value defaults from the transaction class properties, but the value is editable.  
• GL Date: This field defaults to the transaction date, but can be edited. The GL Date must be the same as the transaction date or a later date and the date must reside within an open fiscal period.
• Created by: This field displays the name of the user who created the transaction. This field is for informational use only and cannot be edited.
• Created Date: This field displays the date when the transaction was created. This field is for informational use only and cannot be edited.
• Last User: This field displays the name of the user who updated the transaction the most recently. This field is for informational use only and cannot be edited.
• Last Updated: This field displays the date when the transaction was updated the most recently. The field is for informational use only and cannot be edited.

Assigning the User Defined Attributes (Optional)

The User-Defined Attributes tab on the Adjustment Transfer transaction will include all User-Defined Attributes assigned to the Inventory - Adjustment Transfer transaction.

To setup User-Defined Attributes for the Adjustment Transfer transaction, navigate to Company→User-Defined Attributes→Inventory→Transactions→Inventory - AdjustmentTransfer.

Saving the transaction

Saving the Transfer transaction as New will create lots for items that are not assigned to an existing lot and will update the available lot balances of items assigned to existing lots.

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• Ensures there is at least one valid line item on the transaction
• Ensures the GL Date resides within a valid fiscal period as determined by the host system. 

• Ensures the required Attributes have been entered. 

Once the status has been successfully updated to “Approved”, all the editable fields, with the exception of Status, will be disabled.

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When the transaction is ready to be finalized, the user must open it and change the status to “Ready to Post” and save the transaction. Setting the adjustment transfer to “Ready to Post” does the following:

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