Transfer Goods between Two Locations

Sage ERP Accpac Inventory Control 6.0

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Transfer Goods between Two Inventory Locations

Overview

Inventory Control provides two ways to transfer goods between inventory locations:

Directly (and immediately) to the destination location.
Via a goods-in-transit location to the destination location.

When you ship via a goods-in-transit location, all goods must be separately received at the destination location. Goods can travel on different trucks and be received in separate lots.

This topic contains instructions for direct transfer. Click here for instructions on using a goods-in-transit location.

Before you start

Before you can post transfers, you must allow the items being transferred to be stocked at the locations to which you are transferring them.

For a list of the header information entered with each transfer, click here,
For a list of the data entered with each item detail, click here.

To transfer goods directly to another inventory location:

Open Inventory Control > I/C Transactions > Transfers.

Click here for help on transfer fields.

Press the Tab key — with ***NEW*** displayed in the Document Number field — to start a new transfer. The program will automatically assign a document number when you save or post the transaction.

Click the New button if ***NEW*** doesn't appear.
You can also enter a new transaction number yourself, and press Tab.

Choose Transfer as the type of transfer transaction you are entering. This lets you move goods directly and instantly between two locations—without using a goods-in-transit location or receiving goods at the destination location.
Enter the transfer number from a previously entered transit transfer if you are adding to the number of items being transferred.

For example, if the original transfer request included 10 pallets of fertilizer, but you could only fit 5 in the truck, you can select the previous transfer, and transfer the remaining 5 pallets.

Entering a Transfer Number field to complete a previously entered transfer.

Use the Finder in the Transfer Number field to look up the incomplete transfer.

Select the incomplete transfer.
Go to the transfer details.
Select the outstanding items that can now be transferred.
Enter the additional amounts being transferred.
Save or post the transaction.

Type over the Document Date if you want to change it (or click the Calendar button to select a new date). Inventory Control automatically displays the session date.

To change the year or period, type over the default entries or select a new one from the fiscal calendar. This is the year and fiscal period to which the general ledger transaction will be posted, no matter what date you enter.
Enter an expected arrival date for the goods you are transferring.
If necessary, enter an additional cost amount. (For example, this may be the shipping charges.)
If you entered an additional cost amount, select a proration method.

You can prorate by quantity, by weight, by cost, equally, or manually. Selecting "Manually" allows you to enter each item’s share of the additional cost in the Manual Proration field. All other options cause the program to automatically calculate amounts (and you cannot use the Manual Proration field).

Enter a description and reference for the transaction.
If you use optional fields, click the Zoom button () beside the Optional Fields checkbox to display the Optional Fields form.
Add the detail lines, specifying for each the item number, from and to locations, requested quantity and unit of measure, and transfer quantity.

If the transfer quantity is less than the requested quantity, the program will fill in the Outstanding Quantity when you save or post the transaction. You can create a new transfer transaction at a later time, specifying this transaction number, to complete the transfer.

If working with serialized and/or lotted items, you will be prompted to assign serial/lot numbers to items after specifying a quantity.

If you selected the manual proration option for an additional cost amount, enter an amount in the manual proration field. When transferring items that use the user-specified costing method, type the unit cost and extended cost.
Enter any comments you want to add.
If you use optional fields, click the Zoom button () to add optional field information to individual detail lines.
Click Save or Post.

If you choose Save, Inventory Control saves the transaction so you can edit and post it later.
If you choose Post, Inventory Control posts the transfer immediately.

If you use the option to allow you to delete transactions after posting, Inventory Control asks if you want to delete the transaction.

If you delete the posted transaction, you will not be able to drill down to the transaction details from General Ledger.

Note the transfer number, and click OK at the confirmation message.

After using

If you used the Save button to save transactions (instead of immediately Posting transactions):
Print the Transaction Listing report to list all transactions that you entered.
Compare listings to original documents and edit transactions if necessary.
Use the Post Transactions form to post transactions and update inventory quantities and costs (depending on the Setup Options that you choose).
Run Day End Processing to update Inventory Control's audit data, costing data (if you perform costing during Day End Processing), and item statistics after posting transfers.
Print the Transfers Posting Journal to check the transfer transactions you posted.