The New
Transfer screen is used to set up an inventory transfer in
the system. An inventory transfer can take place internally between two of your
organization's sites or externally between one of your organization's sites and a site at another organization.
Selecting a sending site will display the quantities available for transfer from that site's inventory.
The quantity available is not to be confused
with actual quantity on hand.
The difference is that quantity available is taking into account any transfers
that are pending shipping. Meaning they have been saved but not yet shipped
out. Regardless of actual quantity on hand the "quantity available"
is what is available for transfer.
The 'Sending Site' pick
list is displayed on the screen.
If you select a site from the list
you will notice the available quantity for that site will be displayed
in the 'Add
From Inventory'
table below on the screen.
NOTE:
A site that does not
have valid address items will not even display as
an option here. To use a site that does not have valid address items you
must enter those items on the manage
sites screen for the site you want to use.
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These
two options enable you to select where you are transferring inventory
to.
Note:
You can only select one option here. Selecting
a receiving site and receiving organization will return an error if you
try to proceed. Selecting an 'Internal Receiving Site'
with the same name as the 'Sending Site'
will also return an error.
Read the following descriptions for an explanation about each option.
The
'Internal Receiving Site' pick list is displayed on the screen.
Select
a site from the list to set this as the site you are transferring inventory
to. Note:
Only sites with valid address information
will display here, to review what is required click here.
The
'Receiving Organization' pick list is displayed on the screen.
Select
an organization from the list to set this as the organization you are
transferring inventory to.
After the system refreshes
the picklist of receiving sites, select
a receiving site at the receiving organization from the list. Only SNS sites associated
to the selected external receiving organization are available as a choice. To perform an external transfer,
you must specify both an external organization and site.
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These
two options allow
you to select what type of inventory you are displaying for the new transfer.
The default option is "Active and Non-Expired".
Read
the following descriptions for an explanation about each option.
Selecting
"Active and Non-Expired"
inventory
will display only those lots that are active and have not expired. Click
the circle to the left of this option to select it.
Selecting
"Inactive and Expired"
inventory will display only those lots that are inactive and have expired.
Click the circle to the left of this option to select it.
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The Event filter allows you
to narrow the listing so that the system only displays inventory items
allocated for a specific event.
Initially,
the system
displays all inventory items, regardless of event.
You may select a single event in the filter. The system
narrows the listing of inventory items to those allocated for the event you specified in the filter.
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The SNS/OJA filter allows you
to narrow the listing so that the system only displays inventory items
that are designated as SNS, OJA, or Other inventory.
Initially,
the system
displays all inventory items, regardless of whether they are SNS, OJA or Other type.
You may select either SNS, OJA, or Other in the filter. The system
narrows the listing of inventory items to those for the designated type.
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The
table 'Add from Inventory'
will be populated with an inventory listing once you have selected your
'Sending Site'
in the section above. To add inventory items to your new transfer follow
these instructions:
The
table labeled 'Add from Inventory'
contains the inventory associated with the 'Sending
Site' selected and contains the following elements:
|
Field Name |
Description |
|
Transfer Quantity |
This field allows you to enter
the quantity you would like to transfer from the lot. |
|
Unit |
This field allows you to enter the units for the
quantity you want to transfer. Only the units in the item's
defined equivalencies are available as a choice. |
|
Product Description |
This field displays the product description for the inventory item available
for transferring. |
|
Lot Number |
This field displays the lot number for the inventory item listed. |
|
Available Qty |
This field displays the quantity available for transfer with respect
to other pending or unshipped transfers.
Note: Quantity available is equal to the quantity
on hand minus any pending inventory transfers. Occasionally this may end
up being a negative number if the quantity for pending
(unshipped) transfers becomes greater than quantity available. In the
event there is a negative number displayed you can click on the quantity
available and receive an explanation for the negative number. |
|
Unit |
This field displays the units for the quantity available for transfer.
|
|
Event |
This field indicates whether the inventory item listed
is allocated for a specific event. This field may be empty. |
|
SNS/OJA |
This field indicates whether the inventory item listed
is SNS, OJA, or Other inventory. |
|
Expiration Date |
This field displays the expiration date for
the inventory item listed. |
Enter
a quantity you would like to transfer in the 'Transfer Quantity' field.
NOTE:
You can add more than one item at a time into
your transfer by selecting multiple items.
NOTE:
If you have selected more than one lot make
sure to enter a quantity for each lot selected.
Click
on the Save button
to save your selected lot(s) to the transfer. Your added transfer items
will now display in the 'Transfer Item'
list at the top of the screen.
After
saving you have now created a transfer and the Edit
Transfer
screen
will be displayed allowing you to either edit your transfer or finalize
the transfer by shipping it.
NOTE: Once a new transfer has been saved it will
be viewable to the receiving site or organization even if it has not been
shipped out. If it has not been shipped out it can only be viewed by the
receiving organization, nothing can be accepted or rejected. Once the
transfer has been shipped then it can be accepted or rejected by the receiving
site or organization. Conversely the sending organization can modify the
transfer only until they have shipped it. At that point they can only
view the transfer.
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The
functionality on the New Transfer
screen involves creating a new inventory transfer. The following buttons
are available on this screen and descriptions for each are provided.
|
Button |
Description |
|
|
When you click on the Save button your transfer will
be processed and you will be taken to the Edit
Transfer screen. Here you can either edit the transfer or finalize
the transfer by shipping it. |
|
|
When you click on the Cancel button you will be taken
to the manage transfer screen. Any changes
you made will not be saved. |
|
|
When you click on the Add All button, the system will pre-populate
all transfer quantities and units with the available quantities and units. Make sure you have filtered
the list of inventory items as desired before clicking the Add All button. |
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The internal
receiving site or external organization's receiving site you are sending
to must be set as having it's own inventory or else you will not be able
to ship the transfer.
If transferring to an external organization, the external organization
must have a site with the same name as the organization. In addition the
internal site or external organization site must also have valid shipping
address items or else you will receive an error when you try to ship.
A valid shipping address must contain the following items:
Street
Address, Other Address, or P.O. Box (any one of the three is sufficient)
City
State
Zip
Code
This
information can be entered or edited on the manage
sites screen.
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