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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.

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:

 Allocate From: The site used for allocation. This defaults to the site selected on the transaction record and the field cannot be edited.

Transaction Lines: Displays how many lots have been allocated for this transaction.

The find lots window displays all products and lots for the selected site. The Search toolbar can be used to search lots. The lots

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:

 Allocate From: The site used for allocation. This defaults to the site selected on the transaction record and the field cannot be edited.

Transaction Lines: Displays how many lots have been allocated for this transaction.

The find lots window displays all products and lots for the selected site. The Search toolbar can be used to search lots. The lots can be searched by:

• Item ID
• Item Description
• Production Batch ID
• Warehouse Lot

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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.  .   Note: If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances”property, it is possible to draw the lots negative. 
• 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.
• 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 Attributes (Optional)

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

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

Assigning Shipment Details and Freight (Optional)

See Shipment Details user guide. 

Saving the transaction

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Assigning the Attributes (Optional)

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

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

Assigning Shipment Details and Freight (Optional)

See Shipment Details user guide. 

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.

Note: A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative.  For example, if the lot balance is -10 Cases and a Transfer transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds: 

•  Change the Transfer transaction's "Negative Available Balances" property to "Allowed"
•  Change the Transfer transaction to result in a zero or greater inventory balance.
•  Use Cycle Count feature to change inventory balance to zero or greater.

Step 2: Finalizing the transaction in NorthScope.

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