Transfer Entry - Review & Totals field descriptions

Fields are presented in alphabetical order in each section.

Recalculate

Select this option to save any changes made on the this page and to recalculate the markup addons.

Totals

Static information is displayed for: Quantity Ordered, Quantity Shipped, Weight, Order Amount, Shipped Amount, and Cubes.

Addons

Capitalize: The selection is defaulted from Product Warehouse Description Setup. This value is prorated to the line items during Transfer Shipping Entry based on the distribution method indicated on the ship to warehouse’s Product Warehouse Description Setup record. This field can be overridden and you are prevented from overriding the capitalized addon on the transfer or the amounts distributed to each line item once the transfer is received.; The Capitalize field is not available if the Capitalize method is None on the receiving warehouse's Product Warehouse Description Setup record.; When transfer markup addons functionality is activated, and Transfer Markup Addons Setup records exist, the Line Markup Addons option is displayed, and the Capitalize field is read-only. If the Line Markup Addons option does not show, then the capitalized addon value displayed is from Product Warehouse Description Setup. The field can be modified if needed. Ensure the SA Administrator Options-Products-Costs Cost Type Assignments are enabled.
Expense: From the Product Warehouse Description Setup record, but can be overridden. The expense addons are reflected in the General Ledger based on the Addon Expense account set up for the ship from warehouse’s Product Warehouse Description Setup record.
Line Markup Addons: When the transfer markup addon functionality is activated, and Transfer Markup Addons Setup records exist, the Line Markup Addons option is displayed as a read-only indicator on Transfer Entry.
Type: Set the Capitalize or Expensed values to either Amount or Percent.; The Type field is not available if the Capitalize method is None on the receiving warehouse's Product Warehouse Description Setup record.; When transfer markup addons functionality is activated, and the Line Markup Addons option is displayed, the Type field is read-only and the value is Amount. The amount displayed is the markup addon based on the current line net amount.

Settings

Reference: User-defined reference that is used to further explain any necessary information associated with this transfer. If a warehouse transfer is created for surplus stock that you have accepted, the Reference field is displayed.
Shipping Instructions: Typically, from the ship to warehouse Product Warehouse Description Setup record, but can be overridden and user-defined. These instructions should be related to special instructions needed for the ship from warehouse to ship the transfer. The shipping instructions print on all transfers to alert you to special directions.; The instructions entered in Sales Order Entry for a Direct Order carry over to this field if all of these criteria are met: a) The instructions were entered on an Sales Order Entry DO Header before the line items were entered. b) The sales order DO is tied to the warehouse transfer. c) The warehouse transfer was created from Sales Order Entry.
Staging Area: Use this field to indicate to the warehouse personnel where to store the transfer while the transfer is being prepared for shipment. Staging areas include aisles, racks, shelves, bins, floor sections, dock areas, and so on. The staging area prints on all warehouse transfers.