Recording a Transfer Order Loss

  1. Open the Transfer Order Loss form.
  2. Specify this information:
    Transfer
    Select the transfer order number against which you are recording a loss.
    Status
    The status of the transfer order is displayed.
    Line
    Specify the line number of the missing item.
    Item
    The item is displayed from the Transfer Line.
    (Description)
    A description of the item is displayed.
    Shipped
    The total quantity shipped is displayed. The system updates this field when a Shipping Transaction is performed.
    Received
    The total amount received on this transfer line is displayed.
    Quantity Loss
    The total quantity lost in transit is displayed. The system updates this field when a Transfer Loss Transaction is performed.
  3. Specify this information on the Detail tab:
    Quantity
    Specify the quantity of the item that was lost.
    U/M
    The unit of measure for the item is displayed.
    To Lot
    Specify the lot number of the item or material for which you are reporting a loss. This field only prompts if the Lot Tracking or Serial Number option is enabled.
    Reason
    Select the reason code that applies to this transfer loss.
    (Reason Code Description)
    A description of the reason code is displayed.
    Account
    Select the debit G/L account for Inventory Adjustment transactions.
    Transaction Date
    The current date is displayed by default. Optionally, select another date to use for the date that the loss occurred.
  4. Use the Serial Numbers tab when you issue or receive a serial-tracked item. Each serial number can only reference one item; the serial number-to-item relationship is one-to-one. This tab is enabled after you enter the serial-tracked item's Quantity and any other required information. Specify this information on the Serial Numbers tab:
    Select
    Select this check box for the individual records that you want to process.
    S/N
    If new numbers are required, specify the new serial numbers, or generate them automatically by clicking Generate.
    Target Quantity
    The value of the quantity specified on the Detail tab is displayed. This value is the quantity of serial numbers that must be generated or selected for the item.
    Selected Quantity
    The amount of serial numbers currently selected in the Serials grid is displayed.
    Generate Quantity
    The Target Quantity amount is displayed by default. It indicates the number of serial numbers you want the system to generate for this item during this transaction. When you generate new serial numbers, the number to be generated should be less than or equal to the Target Qty. When you are performing a query on existing serial numbers, you can change the value to any desired quantity. After a generation or selection has been performed, this field's value is reset to 0.
    Range Qty
    Use this field to specify the quantity of serial numbers to select (for existing serials only) or clear in the grid. For existing serial numbers, this value defaults to the Target Qty value. When new serial numbers are required, this value defaults to zero, and is reset to zero whenever there is a change to the selected serial numbers.
    Select Range Button
    This button is disabled when any of these conditions exist:
    • New serial numbers are required.
    • No serial numbers exist in the grid.
    • Range Qty is 0.
    Deselect Range Button
    Beginning with the currently selected serial number record and continuing up to the number of records specified in Range Qty, clicking this button either:
    • Clears each selected record (for existing serial numbers), or
    • Deletes each selected record (when generating new serial numbers).
    This button is disabled when any of these conditions exist:
    • No serial numbers exist in the grid.
    • Range Qty is 0.
    Generate Button
    Click this button to generate the specified quantity of new serial numbers. This button is disabled when either of these conditions exist:
    • The Quantity on the Detail tab is 0.
    • The Expand S/N field is not selected on the Inventory Parameters form, and new serial numbers must be generated.
  5. Click Process.
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