Transfers

Transfers record the movement of inventory from one location to another.

The receiving or Transfer To location undergoes the following changes:

• Increase the quantity on hand (QOH)

• Update to the current cost

• Update to the weighted-average cost

• Update to general ledger accounts

The sending or Transfer From location undergoes the following changes:

• Decrease quantity on hand (QOH)

• Update to general ledger accounts

Sites with one location with no inventory movement between sites do not require transfers.

Transferring items to a No Inventory location results in the following:

• Decreases quantity on hand in the Transfer From location.

• Does not increase quantity on hand in the Transfer To location as the transferred items are considered consumed/depleted.

• Updates general ledger records for the depletion

Items are removed from the inventory using Transfers Out option. Customers receiving the Transfers Out items are non-inventory areas such as a sales department or external locations such as local non-profit organization receiving a donation.

The Transaction Unit is the default unit for transfers.

When posting transfers and transfer-out either from open requisitions or on-the-fly, inventory items must be depleted from their respective bins considering the priority.

When posting transfers for inventory items marked for lot tracking, users must either choose the preferred lot from the available lots or just post transfers without choosing any lot.

Eatec can be configured to restrict the creation of transfers on the fly. That is, users must not be allowed to post transfers without a preexisting requisition. When restricted, users can create transfers only by using the requisitions available on the Transfers page.

Transfers display the list of requisitions and transfers associated with the selected inventory under the following tabs:

• Open Requisition - displays the list of open requisitions

• All Transaction - displays the list of transactions

• In-Transit Delivery - displays the list of in-transit delivery transactions

The Transfers page displays the following details:

• Total Transfers - the total number of transfers

• Transfers In - the total number of transfer in transactions

• Transfers Out - the total number of transfer out transactions

A list of transfers with the following details are displayed under the Open Requisition tab:

Field	Description
Requisition#	The system generated requisition number.
Request Location	The location the items are requested.
Supply Location	The location the items are supplied.
Delivery Date	The date of the items to be delivered.
Entered On	The date the requisition was entered.
Estimated Total	The total estimated cost of the inventory item.
Approval Status	The approval status of the requisition.
Last Edited By	The user who last modified the requisition.
Remarks	Remarks, if any.
Customer Location	Location of the customer where the items must be delivered.
Trans Type#	The transaction type number.

A list of transfers with the following details are displayed under the All Transaction tab:

Field	Description
Transfer#	The requisition transfer number.
Reference	Reference to the transfer, if any.
Post Date	The date on which the transfer was posted.
From Location	The location where the inventory item is transferred from.
To Location	The location where the inventory item must be transferred to.
Estimated Total	The total estimated cost of the inventory item.
Requisition#	The system generated requisition number.
Customer Location	Location of the customer where the items must be delivered.
Remarks	Remarks, if any.
Entered By	The name of the user who posted the transfer.
Entered On	The date the transfer was entered.
Last Edited By	The name of user who last modified the transfer.

A list of in-transit delivery with the following details are displayed under the In-Transit Delivery tab:

Field	Description
Requisition#	The system generated requisition number.
Supply Location	The location the items are supplied.
In-Transit Location
Delivery Location	The location where the inventory item must be transferred to.
Transfer#	The requisition transfer number.
Transfer Post Date	The date on which the transfer was posted.
Req Post Date	The date on which the requisition was posted.
Entered By	The name of the user who posted the in-transit delivery.

Users can perform the following tasks under Transfers:

• Creating transfers

• Filtering open requisitions

• Modifying open requisitions

• Filtering transactions

• Viewing transactions

• Reversing transfers

• Duplicating transfers

• Printing Transfers

• In-Transit Transfers