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Ship Transfer Screen |
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Purpose |
The Ship Transfer screen is used to finalize your transfer after it has been set up through the New Transfer screen and reviewed in the Edit Transfer screen. Here you can review the information for your transfer, enter a date for shipping, and then ship out the transfer to your receiving site or organization.
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Information Provided |
Viewing the Transfer
This section explains how to view the details of the transfer. Listed below is a description for all of the items that will be displayed.
The section 'Transfer (Between or Within) Organizations Created on (Date)' is displayed on the screen. This identifies the transfer by date, and specifies whether the transfer was created as external or internal. This is the same date you will see on the manage transfers screen for the transfer item.
Here you will see the display items for the transfer for the sending entity and the receiving entity. The following information displayed is explained for each entity:
Sending Entity
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Field Name |
Description |
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Organization |
This field displays the name of the sending organization. |
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Site |
This field displays the name of the site that the inventory is being transferred from in the sending organization. |
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Address |
This field displays the address of the site within the sending organization. |
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Contact |
This field displays the contact name for the site within the sending organization. |
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Phone # |
This field displays the phone number for the contact person within the sending organization's site. |
Receiving Entity
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Field Name |
Description |
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Organization |
This field displays the name of the receiving organization. |
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Site |
This field displays the name of the site that the inventory is being transferred to in the receiving organization. Note: This is the receiving site specified on the New Transfer Screen. |
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Address |
This field displays the address of the receiving site. |
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Contact |
This field displays the contact name for the receiving site. |
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Phone # |
This field displays the phone number for the receiving site. |
Further below you will see the 'Transfer Inventory Item' table. This table contains the inventory information for the transfer. The following table describes the items contained:
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Field Name |
Description |
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Transfer Quantity |
This field displays the quantity that is to be shipped with the transfer. |
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Unit |
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Product Description |
This field displays product description for the inventory item that is to be shipped with the transfer. |
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Lot Number |
This field displays the lot number for the item that is to be shipped with the transfer. |
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Product Type |
This field displays the product type for the item that is to be shipped with the transfer. |
Shipping the Transfer
Once you have viewed the detail items for the transfer you can now ship out the transfer to the selected receiving organization and/or site. Follow these steps to proceed with shipping the transfer:
At the top of the screen you must enter in the 'Enter Ship Date' for the transfer. The system defaults today's date as the Ship Date. The ship date will be displayed on the manage transfers screen for reference. Either type in the date or use the calendar icon to select a date. Note: The Ship Date can be up to one week before today's date or one week after today's date.
Next click on the Ship button to proceed shipping the transfer.
You will then be returned to the manage transfers screen.
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Functionality |
The functionality on the Ship Transfer screen involves reviewing the transfer information and then shipping the transfer out.
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Button |
Description |
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When you click on the Ship button, your transfer will be shipped and you will be returned to the manage transfers screen. |
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When you click on the Cancel button, you will be taken to the previous screen you accessed. Any changes you have made will not be saved. |