Transfer Shipping Entry - Maintenance overview

Transfer > Entry > Shipping

Use this page to view and edit transfer header and line item information, modify addons, print the transfer, and update General Ledger and inventory control. When you access this page, the Line Items tab is active.

Header

The Header tab displays warehouse information that was specified in Transfer Entry or when the warehouse transfer was automatically created. Warehouse information is set up in Product Warehouse Description Setup record.

On the Header tab, you can add or change addons, shipping information, or staging information. The addon percentages are calculated from the line item totals. The addons can default from the warehouse record or you can manually specify them. An addon can also exist for each line item transferred.

Note: When the transfer markup addon functionality is activated, the Line Markup Addons option is displayed as a read-only indicator in the Addons section.

Line Items

The Line Items tab lists all products on the transfer. You can change the shipped quantity for the products, change the back order setting, and enter serial and lot numbers. You can also review extended information, select certain lines or products to review.

If you select a serial or lot product in the grid, the Serial or Lot button is available. Click the button to assign control number(s) to the product. Lot numbers are always required on transfers. Serial numbers might be required, depending on settings in SA Administrator Options-Products-Defaults and Product Warehouse Product Setup. You cannot ship the transfer until all required serial and lot numbers have been allocated.

If one line item is requested, the entire warehouse transfer is in Stage 0 (Requested) and cannot be accessed in Transfer Shipping Entry.

If there are lines with both yes and no approval types, the lines with the no approval type is not displayed.

A warehouse transfer can include line items for products that are stocked and line items that must be ordered from a vendor or warehouse. If vendor and warehouse lines are combined, the vendor and warehouse lines are moved to a back order transfer with the next available suffix number. The lines that are available can be shipped, and the lines that cannot be shipped are moved to a new transfer number. An additional check for the availability of a Product Warehouse Product Setup record is performed by the system when back orders are not allowed. This allows shipment of products to the receiving warehouse when the product record has been removed in the receiving warehouse.

Note: You cannot delete a line in this function. You must use Transfer Entry to cancel or delete a line.