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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.
- Corrected From: This field displays the Transaction ID of the source transaction the correction is being made from. This field is only displayed when the transaction was corrected. This field is for information only.
- 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.
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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 when the transaction status is New. 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.
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