Page Comparison

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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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• BOL: This text field allows users to enter a BOL ID for the transaction. It defaults to the transaction ID if an alternative BOL ID hasn't been entered.  Note: The maximum character limit for this field is 100 characters.
• Carrier: Allows users to select the carrier for the transfer transaction. This field is not required.
• From Site: This is the site from which the items are being transferred. Therefore, select the site where you would like inventory to decrease. 
• Received On: This field is only displayed when Ship Via site has been selected. Enter a date the transfer is reaching the final destination.
• Ship Via: This is the site via which the items are being transferred. This site acts as the transporter of the items. Therefore, if this site is selected the transfer becomes a two part transfer that will initially transfer the items from the From Site to the Ship Via site and then a second transfer will be created upon the posting of the first transfer that will transfer the items from the Ship Via site to the To Site. 
• Status
  • New - This is the default.
  • Approved - Used when there is a two-step process for finalizing transactions. Setting the status to “Approved” disables all editable fields except Status and Carrier. 
  • Ready to Post - Used when the user is ready to post the transaction. Setting the status to “Ready to Post” disables all editable fields.

• Note: Status can also be updated from the transactions List View via the Mass Update toolbar icon.

• To Site: This is the site to which the items are being transferred. Therefore, select the site where you would like inventory to increase. 
• Transferred On: This field defaults to today's date but can be edited. The date must reside within the most recently closed fiscal year or a later date. E.g. If Fiscal Year 2015 is the most recently closed year, then the date can be MM.DD.2015 or a later date, but it cannot be MM.DD.2014.

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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.

Note: When the Sales Order preferences " Stop over allocating for lot tracked items based on:" and "Stop over allocating for non lot tracked items based on:" are set to “Available Only” or “Available and On Hand” Inventory transactions and Inventory transaction lines cannot be deleted when they have been allocated on Sales Order transactions.

Finding Lots

To allocate items to the inventory transaction, click the Find Lots grid toolbar icon. This will open the Find Inventory Lots window with the following header fields:

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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.

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