Page History: Transfer Request
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Page Revision: Fri, 14 Sep 2018 10:39
General
Screen Name - TRANSREQ
Menu Path - Transaction > Item Control > Transfer Request Processor
Function - The Transfer Request screen allows field technicians to submit requests to the main warehouse for inventory transfers to replenish their truck inventory. The screen sends records to the
Transfer Request Processor.
Buttons
New Request - Puts the screen in Add Mode to enter a new Transfer Request.
Select Request - Puts the screen in Select Mode to search for an existing Transfer Request.
Edit Request - Puts the screen in Edit Mode to modify an existing Transfer Request. Only available if the request is in a "Pending" status.
Delete Request - Deletes the selected Transfer Request. Only available if the request has not been processed.
Save Changes - Saves the Transfer Request record.
Cancel Changes - Cancels changes made to a Transfer Request.
Submit Request - Marks the Transfer Request as "Submitted" to indicate that is it ready to be processed.
Acknowledge Receipt - Marks the Transfer Request as Acknowledged to indicate that the materials that were transferred in Adjutant match up to what was physically transferred.
Add To List - Adds the selected item to the Transfer Request (a qty greater than 0 must be filled out).
Previous Request - Loads the previous Transfer Request record.
Next Request - Loads the next Transfer Request record.
Fields
Transfer Request # - The unique record number for the Transfer Request.
Request Date - Transfer Request Date. This date will be defaulted to the date the request is entered, but it can be changed if needed. This date can be used to filter results on the Transfer Request Processor.
Warehouse - This field shows up twice in the "From:" and "To:" sections. In the "From:" section, this is the Warehouse that will be used to transfer inventory from when the Transfer Request is processed. In the "To:" section, this is the Warehouse that the inventory will be transferred to. This will also be defaulted to the logged in user's default warehouse and can be changed as needed.
Owner - This field shows up twice in the "From:" and "To:" sections. In the "From:" section, this is the Owner that will be used to transfer inventory from when the Transfer Request is processed. In the "To:" section, this is the Owner that the inventory will be transferred to.
Held For - This field shows up twice in the "From:" and "To:" sections. In the "From:" section, this is the Held For that will be used to transfer inventory from when the Transfer Request is processed. In the "To:" section, this is the Held For that the inventory will be transferred to.
Item - Used to look up and specify an Item Code to add to the Transfer Request. The longer field next to it will do the same thing for the Item Description. This is only available if the request is still in a "pending" status.
Quantity - Used to indicate the quantity requested for the selected Item.
Statuses
Pending - The Transfer Request record has been saved, but not yet submitted.
Submitted - The Transfer Request has been submitted for processing.
Processed - The Transfer Request has been processed. At this point, the inventory has been moved in Adjutant.
Acknowledged - The Transfer Request has been acknowledged by the person creating it, indicating that what Adjutant says was transferred matches up to what was physically transferred.
Process
Step 1 - Click the "New Request" button, fill out the "From:" and "To:" information (most of which should be defaulted), and click the "Save Changes" button.
Step 2 - Use the Item and Quantity fields to enter the items that should be transferred.
Step 3 - Once all items have been added, click the Submit button.
There is nothing left to do at this point until the Transfer Request has been processed.
Step 4 - Once the request has been processed, the Item lines on the request will be either green or red depending on if the full quantity requested was processed. If the screen matches up to what was physically transferred, click the Acknowledge Receipt button.
