Transfers and Adjustments - Revision history

Tcampbell at 21:19, 8 December 2022

2022-12-08T21:19:52Z

Vtran: /* Serial/Lot Change Tab */

2022-09-08T21:10:40Z

‎Serial/Lot Change Tab

Vtran at 21:08, 8 September 2022

2022-09-08T21:08:59Z

Vtran at 21:08, 8 September 2022

2022-09-08T21:08:08Z

Vtran at 20:58, 8 September 2022

2022-09-08T20:58:08Z

Vtran at 20:56, 8 September 2022

2022-09-08T20:56:58Z

Vtran: Created page with "NOTOC ==General Description== '''Default Menu Location''' Transaction >> Item Control >> Transfers & Adjustments '''Screen Name''' TRANSFERSANDADJUSTMENTS '''Function'..."

2022-09-08T20:56:01Z

Created page with "__NOTOC__ ==General Description== '''Default Menu Location''' Transaction >> Item Control >> Transfers & Adjustments '''Screen Name''' TRANSFERSANDADJUSTMENTS '''Function'..."

New page

__NOTOC__

==General Description==

'''Default Menu Location''' Transaction >> Item Control >> Transfers & Adjustments

'''Screen Name''' TRANSFERSANDADJUSTMENTS

'''Function''' The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by:

*[#transfer|Location]- Transfer inventory between warehouses

*[#adjustment|Quantity]- Adjust inventory to match physical counts

*[#change|Identification numbers]- Correct lot or serial number to a previously entered stock item

*[#Cost|Cost]- Change current stock and weight unit values

==Transfer Tab[anchor|#transfer]==

The ''Transfer'' tab is used to transfer stock inventory items from one warehouse to another.

[imageauto||{UP}/tat.png]

====Fields/Filters====

'''Source Whse:''' The warehouse the items originated from.

'''Target Whse:''' The warehouse the items are going to.

'''Owner:''' The owner of the transferred items.

'''Held For:''' The organization the items are held for.

'''Item:''' The code of the item being transferred.

(((This field can also be searched by entering a semicolon and the P-Number (tracking number).
For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.)))

'''Desc:''' The description of the item being transferred.

'''Adjustment Qty:''' The quantity of the item being transferred.

'''Lot/Serial#:''' The lot # or serial # of the item being transferred. You may only transfer one lot or serial controlled item at a time.

===Adjustment Tab[anchor|#adjustment]===

The ''Adjustment'' tab is used to manually adjust inventory levels in a warehouse. This tab is useful after doing physical inventory counts and when first configuring the system.

[imageauto||{UP}/taa.png]

====Fields/Filters====

'''Source Whse:''' The warehouse the items are being adjusted in.

'''Owner:''' The inventory owner of the item.

'''Held For:''' The entity the item is held for.

'''Item:''' The code of the item being adjusted.

(((This field can also be searched by entering a semicolon and the P-Number (tracking number).
For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.)))

'''Desc:''' The description of the item being adjusted.

'''Qty:''' The quantity being adjusted. Use a negative sign when negatively adjusting inventory levels.

'''Qty on Hand:''' The current quantity on hand of the item and warehouse selected.

'''Unit Avg Cost:''' The average cost of the item selected in the warehouse selected.

'''Lot/Serial#:''' The lot # or serial # of the item being adjusted. Only one lot or serial controlled item may be adjusted at a time.

'''Department:''' The department responsible for the adjustment.

'''New:''' Check this box if the lot controlled or serialized item is new. This is only for positive adjustments.

Positive inventory adjustments will update the item's average cost.

===Serial/Lot Change Tab[anchor|#change]===

The ''Serial/Lot Change ''tab is used to change the lot or serial number of a previously received item.

Enter the '''Package Tracking #'''. This number can be found in the '''Item Master''' on the Lot# (or Serial# if serialized) tab under the PackID column. Each lot controlled/serialized item has its own tracking number.

Enter the new '''Lot/Serial#''' in the last field and click '''Change'''.

[imageauto||{UP}/taslc.png]

===Serial/Lot Cost Change Tab[anchor|#cost]===

The ''Serial/Lot Cost Change'' screen allows users to change pricing information.

[imageauto||{UP}/seriallotchangetab.png]

{s:yellow
| text = If you select Direct Cost Only, only the serial/lot cost change will be made. Average cost is not updated and no journal entry is created. Select Average/Tier Cost to update average cost, the SI Cost Tier, and make a journal entry for the change.
}

====Fields/Filters====

'''Item:''' Item code

'''Serial/Lot:''' Serial number or Lot

'''Stk Unit:''' How stocks are measured

'''Current Qty:''' Current quantity

'''CW Unit:''' Catch Weight Unit

'''CW Qty:''' Catch Weight Quantity

'''Value:''' Value of the merchandise

'''Value Per StkUnit:''' Value per stock unit

'''Value Per CWUnit:''' Value per catch weight unit

'''Offset Account:''' Allows designating and offset GL account to be used for the adjusting journal entry.

← Older revision		Revision as of 21:10, 8 September 2022
Line 86:		Line 86:

	Enter the new '''Lot/Serial#''' in the last field and click '''Change'''.		Enter the new '''Lot/Serial#''' in the last field and click '''Change'''.
		+
		+	[[File: TaA_Serial_Lot_Change_Screen.png]]

	==Serial/Lot Cost Change Tab==		==Serial/Lot Cost Change Tab==

@@ Line 35: / Line 35: @@
 '''Item:'''   The code of the item being transferred.
-'''This field can also be searched by entering a semicolon and the P-Number (tracking number).
+'''This field can also be searched by entering a semicolon and the P-Number (tracking number).'''
-For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.'''
+'''For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.'''
 '''Desc:'''  The description of the item being transferred.
@@ Line 93: / Line 93: @@
 [[File: TaA_Serial_Lot_Cost_Change.png]]
-<u>'''If you select Direct Cost Only, only the serial/lot cost change will be made. Average cost is not updated and no journal entry is created. Select Average/Tier Cost to update average cost, the SI Cost Tier, and make a journal entry for the change.''' </u>
+'''If you select Direct Cost Only, only the serial/lot cost change will be made. Average cost is not updated and no journal entry is created. Select Average/Tier Cost to update average cost, the SI Cost Tier, and make a journal entry for the change.'''
 ====Fields/Filters====

@@ Line 5: / Line 5: @@
 '''Default Menu Location''' Transaction >> Item Control >> Transfers & Adjustments
-'''Screen Name''' TRANSFERSANDADJUSTMENTS
+'''URL''' TransfersAndAdjustments_S.htm
 '''Function''' The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by:

@@ Line 21: / Line 21: @@
 The ''Transfer'' tab is used to transfer stock inventory items from one warehouse to another.
-[imageauto||{UP}/tat.png]
+[[File:Transfer_and_Adjustments_Screen.png]]
 ====Fields/Filters====
@@ Line 35: / Line 35: @@
 '''Item:'''   The code of the item being transferred.
-(((This field can also be searched by entering a semicolon and the P-Number (tracking number).
+'''This field can also be searched by entering a semicolon and the P-Number (tracking number).
-For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.)))
+For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.'''
 '''Desc:'''  The description of the item being transferred.
@@ Line 48: / Line 48: @@
 The ''Adjustment'' tab is used to manually adjust inventory levels in a warehouse.  This tab is useful after doing physical inventory counts and when first configuring the system.
-[imageauto||{UP}/taa.png]
+[[File: TaA_Adjustment_Screen.png]]
 ====Fields/Filters====
@@ Line 60: / Line 60: @@
 '''Item:'''  The code of the item being adjusted.
-(((This field can also be searched by entering a semicolon and the P-Number (tracking number).
+'''This field can also be searched by entering a semicolon and the P-Number (tracking number).
-For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.)))
+For example, if the tracking number is P12345, enter ;P12345 in the Item field and the system will populate the Item, Serial/Lot, etc that corresponds to that p-number.'''
 '''Desc:'''  The description of the item being adjusted.
@@ Line 86: / Line 86: @@
 Enter the new '''Lot/Serial#''' in the last field and click '''Change'''.
 ==Serial/Lot Cost Change Tab==
@@ Line 93: / Line 91: @@
 The ''Serial/Lot Cost Change'' screen allows users to change pricing information.
-[imageauto||{UP}/seriallotchangetab.png]
+[[File: TaA_Serial_Lot_Cost_Change.png]]
 <u>'''If you select Direct Cost Only, only the serial/lot cost change will be made. Average cost is not updated and no journal entry is created. Select Average/Tier Cost to update average cost, the SI Cost Tier, and make a journal entry for the change.''' </u>

@@ Line 22: / Line 22: @@
 [imageauto||{UP}/tat.png]
 ====Fields/Filters====
@@ Line 45: / Line 44: @@
 '''Lot/Serial#:'''  The lot # or serial # of the item being transferred.  You may only transfer one lot or serial controlled item at a time.
-===Adjustment Tab===
+==Adjustment Tab==
 The ''Adjustment'' tab is used to manually adjust inventory levels in a warehouse.  This tab is useful after doing physical inventory counts and when first configuring the system.
@@ Line 80: / Line 79: @@
 Positive inventory adjustments will update the item's average cost.
-===Serial/Lot Change Tab===
+==Serial/Lot Change Tab==
 The ''Serial/Lot Change ''tab is used to change the lot or serial number of a previously received item.
@@ Line 90: / Line 89: @@
 [imageauto||{UP}/taslc.png]
-===Serial/Lot Cost Change Tab[anchor|#cost]===
+==Serial/Lot Cost Change Tab==
 The ''Serial/Lot Cost Change'' screen allows users to change pricing information.
@@ Line 96: / Line 95: @@
 [imageauto||{UP}/seriallotchangetab.png]
-{s:yellow
+<u>'''If you select Direct Cost Only, only the serial/lot cost change will be made. Average cost is not updated and no journal entry is created. Select Average/Tier Cost to update average cost, the SI Cost Tier, and make a journal entry for the change.''' </u>
 ====Fields/Filters====
@@ Line 121: / Line 118: @@
 '''Offset Account:''' Allows designating and offset GL account to be used for the adjusting journal entry.

@@ Line 9: / Line 9: @@
 '''Function''' The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by:
-*[#transfer|Location]- Transfer inventory between warehouses
+*Location- Transfer inventory between warehouses
-*[#adjustment|Quantity]- Adjust inventory to match physical counts
+*Quantity- Adjust inventory to match physical counts
-*[#change|Identification numbers]- Correct lot or serial number to a previously entered stock item
+*Identification numbers- Correct lot or serial number to a previously entered stock item
-*[#Cost|Cost]- Change current stock and weight unit values
+*Cost- Change current stock and weight unit values
-==Transfer Tab[anchor|#transfer]==
+==Transfer Tab==
 The ''Transfer'' tab is used to transfer stock inventory items from one warehouse to another.
@@ Line 45: / Line 45: @@
 '''Lot/Serial#:'''  The lot # or serial # of the item being transferred.  You may only transfer one lot or serial controlled item at a time.
-===Adjustment Tab[anchor|#adjustment]===
+===Adjustment Tab===
 The ''Adjustment'' tab is used to manually adjust inventory levels in a warehouse.  This tab is useful after doing physical inventory counts and when first configuring the system.
@@ Line 80: / Line 80: @@
 Positive inventory adjustments will update the item's average cost.
-===Serial/Lot Change Tab[anchor|#change]===
+===Serial/Lot Change Tab===
 The ''Serial/Lot Change ''tab is used to change the lot or serial number of a previously received item.

Transfers and Adjustments - Revision history

Tcampbell at 21:19, 8 December 2022

Vtran: /* Serial/Lot Change Tab */

Vtran at 21:08, 8 September 2022

Vtran at 21:08, 8 September 2022

Vtran at 20:58, 8 September 2022

Vtran at 20:56, 8 September 2022

Vtran: Created page with "__NOTOC__ ==General Description== '''Default Menu Location''' Transaction >> Item Control >> Transfers & Adjustments '''Screen Name''' TRANSFERSANDADJUSTMENTS '''Function'..."

Vtran: Created page with "NOTOC ==General Description== '''Default Menu Location''' Transaction >> Item Control >> Transfers & Adjustments '''Screen Name''' TRANSFERSANDADJUSTMENTS '''Function'..."