Overview

The NorthScope Inventory module Transfer transaction allows the user to record the transfer of inventory items from one site to another. In addition, the user can record the transfer of inventory items via an in transit site using the same transaction. The transfer of items using this transaction also allows the user to track warehouse lots and product ownership. Before the transaction is posted, it will updated the available lot balance of the item(s). Once the transaction is posted, it will update the on-hand lot balance of the item(s). Once the transaction is posted, it integrates to the host system as an Inventory Transfer transaction if integration is turned on.

Prerequisites

Required Prerequisites

• Site Setup
• Item Setup

Optional Prerequisites

• Set the Inventory Preference for "Default Owner"
• Carrier Setup
• Production Lot Setup

Understanding the data flow

An Inventory Transfer transaction can be used to transfer inventory items' balance from one site to another. If the item is lot tracked and the production lot entered does not already exist, a new production lot will be created by the transaction. If the site is warehouse lot tracked and the warehouse lot entered does not already exist, a new warehouse lot will be created by the transaction. When the transaction is saved in a status less than Ready to Post, it will reduce the available balance of the From Site and will increase the available balance of the To Site. If a Ship  Via site is selected, making this a two-part transfer, the Ship Via site will act as the To Site until the transaction is posted. Once the transaction is posted, the From Site's On Hand balance will decrease and the To Site's On Hand balance will increase. If a Ship Via site is selected, making this a two-part transfer, a second transfer will be created to account for the transfer between the via site and the to site. This second transfer will be open, causing the Via Site's On Hand balance to increase and the Ship Via site's Available balance to decrease while the To Site's Available balance will increase. Once the second transfer is posted, the Ship Via site's On Hand Balance will decrease and the To Site's On Hand balance will increase. Once the transaction is posted, it will be sent to the host system as a Transfer transaction if the integration is turned on. 

Step 1: Entering the Transaction in NorthScope

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 and select Transfer. This will open a new Transfer record view for the user to enter the transaction. 

Completing the header fields

To view the description of each of the Transfer's header fields, click here. 

• Carrier
• From Site: This is the site from which the items are being transferred. Therefore, select the site where you would like inventory to decrease. 
• 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
• 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 is the date on which the transfer took place. 

Adding line items

Once the header values have been entered, click Save. Saving will populate the grid for data entry. By default, five blank line items will open. However, more than five items can be added. Enter the information for each item being transferred.

To view the description of each Transfer transaction grid field, click here.