Transfers

Form ID: (IN304000)

Note: This form is available only if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Multiple Warehouses or Multiple Warehouse Locations.

You use this form to view, edit, and create transfer documents, as well as to release balanced transfers. You can use transfers to account for moving stock from one location to another location within the same warehouse or from one warehouse to another one.

The processing of transfers depends on certain settings on the Inventory Preferences (IN101000) form. By default, transfers are saved with the On Hold status if the Hold Documents on Entry check box is selected. Document totals are validated on entry if the Validate Document Totals on Entry check box is selected. When you release a transfer, its transactions will be posted to the general ledger if the Automatically Post on Release check box is selected.

Transfers can be defined as one-step or as two-step transfers performed by using the in-transit account and completed by receipts at the target warehouses. For more information about inventory transfers, see Warehouse Locations and Single-Step Transfers: General Information and Two-Step Transfers: General Information.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Hold	Changes the status of the document to On Hold. You click this button when you want to make changes to the document or to pause its processing.
Inventory Edit Details	Navigates to the Inventory Edit Details (IN611000) form.
Inventory Register	Navigates to the Inventory Register (IN614000) report.
Release	Initiates the document release process, which changes the status of the transfer document to Released.
Remove Hold	Changes the status of the document from On Hold to Open. You click this button when the document is ready for further processing.

Summary Area

In this area, you can select an existing transfer document by its reference number or specify summary information about a new transfer.


Element	Description
Reference Nbr.	The unique reference number of the transfer document, which the system automatically assigns according to the sequence assigned to transfers on the Inventory Preferences (IN101000) form.
Status	The status of the transfer. The following options are available: On Hold: The document is a draft and can be edited manually or deleted. A document with this status cannot be released. Balanced: The document's transactions are balanced. This document can be modified, deleted, or released. Released: The document has been released. Documents with this status cannot be edited or deleted.
Hold	A check box that indicates (if selected) that the transfer document has the On Hold status. Clear the check box to save the transfer with the Balanced status.
Transfer Type	The type of transfer. The following options are available: 1-Step: The transfer operation is performed in one step: The goods are transferred from one location to another within the same warehouse or from a location in the source warehouse to a location in the destination warehouse. 2-Step: The transfer operation is made in two steps: The goods are issued at a specific location in the source warehouse and received at another location in the destination warehouse. The In-Transit Account specified on the Inventory Preferences (IN101000) form is used to temporary record the cost of items in transit.
Date	The date when the transfer document was created. All transactions included in this document will have this transaction date. You can enter only a date that corresponds to a financial period that has been generated on the Master Financial Calendar (GL201000) form. If the date that you enter belongs to a financial period that has not yet been generated in the system—for example, for a date in the distant future or past—the system will display an error message, and you will not be able to save the document.
Post Period	The financial period to which the transactions from the transfer document should be posted.
Warehouse	The warehouse from which the goods are transferred.
To Warehouse	The warehouse to which the goods are transferred.
External Ref.	Any external reference number of the inventory transfer document.
Description	A brief description of the document or the transactions entered.
Total Qty.	The total quantity of goods transferred.
Control Qty.	The manually entered quantity of goods transferred. When you're creating a transfer, you enter this value manually to confirm the total quantity of inventory items transferred, compared to the automatically calculated quantity of inventory items included in this document. If the Control Qty. and Total Qty. values do not match, the system generates a warning message and the document cannot be saved. This box is available only if the Validate Document Totals on Entry check box is selected on the Inventory Preferences form.

Details Tab

This tab has a table containing the transactions included in the transfer document.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Line Details	Opens the Line Details dialog box so that you can specify how the quantity of the item is split among different subitems, locations, lot or serial numbers, and expiration dates. This button is available if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Multiple Warehouse Locations, Inventory Subitems, or Lot Serial Tracking. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Add Item	Opens the Inventory Lookup dialog box so that you can add an item to the document.
Inventory Summary	Opens the Inventory Summary (IN401000) form as a pop-up so that you can view item availability data.

Table 2. Table Columns
Column	Description
Inventory ID	The identifier of the goods to be transferred.
Subitem	The subitem code for the goods to be transferred. To specify subitems of the received goods, click the Line Details button on the table toolbar. If multiple subitems were specified, the column displays <SPLIT>. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Location	The warehouse location from which the goods are transferred. This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.
Cost Layer Type	The type of the cost layer affected by the inventory transaction in the row. The following options are available: Normal (default): The cost layer for inventory transactions that are not related to project tracked by quantity and cost. This option is used if the non-project code is selected in the line, or if the selected project has the Track by Location or Track by Project Quantity option selected on the Inventory Tracking box on the Summary tab of the Projects (PM301000) form. Project: A project-specific cost layer for inventory transactions which are created for project items. This option can be used only for projects that have the Track by Project Quantity and Cost option selected on the Inventory Tracking box on the Summary tab of the Projects (PM301000) form. This column appears only if the Project-Specific Inventory feature is enabled on the Enable/Disable Features form. For more information, see Project Inventory Tracking: Item Availability Tracking.
To Location ID	The warehouse location to which the goods are transferred. This column appears by default only for single-step transfers.
To Cost Layer	The type of the cost layer which will be used for inventory transactions with the item in the new warehouse or location. This column appears by default only for single-step transfers.
UOM	The unit of measure (UOM) used for the goods to be transferred.
Quantity	The quantity of the transferred goods (in the units indicated below).
Received Quantity	The quantity of items that were received—that is, the total quantity specified in the inventory receipts that are linked to the current document line.
In-Transit Quantity	The quantity of items that are in-transit—that is, the difference between the quantity and the received quantity.
Lot/Serial Nbr.	The lot or serial number of the transferred goods. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Expiration Date	The expiration date of the transferred goods. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Reason Code	The reason code associated with the transferred goods.
Description	A brief description of the transfer transaction.
Line Number	The read-only number of the document line.

Table 3. Line Details Dialog Box
By using this dialog box, you can view how the specified on the line quantity of the item is distributed between locations, subitems, lot or serial numbers or you can generate and assign lot/serial numbers to the specified quantities of the stock item if relevant, or you can assign warehouse locations for the specified quantities of the item. Whether lot or serial numbers should be generated when the item is received or used depends on the Assignment Method option selected for the lot/serial class of the item on the Lot/Serial Classes (IN207000) form.

The Line Details dialog box includes the following elements.
Element	Description
Unassigned Qty.	The quantity of the inventory item that has no location specified or lot or serial numbers assigned.
Quantity to Generate	The quantity of the inventory item for which lot or serial numbers should be generated.
Start Lot/Serial Number	The lot or serial number to be used as a start number. This box appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Generate	A button that you click to initiate the generation of lot or serial numbers. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
The dialog box includes a table with the following columns. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Subitem	The subitem of the inventory item that was transferred. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Location	The location in the warehouse. This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.
Lot/Serial Nbr.	The serial number of the unit of inventory item or the lot number of the quantity of inventory item received. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Quantity	The quantity of the inventory item with the same subitem code and the same lot number. It is 1 for items with serial numbers.
UOM	Read-only. The unit of measure (UOM) for the specified quantity of the inventory item.
Expiration Date	The expiration date of the specified quantity of the inventory item. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Inventory ID	The inventory ID of the item.
The dialog box has the following button.
OK	Saves the records generated.

Table 4. Inventory Lookup Dialog Box
You use this dialog box to view the item availability information for the selected source warehouse and its locations and to add specific quantities of the items to the transfer document. To find an item, you can type a string from its inventory ID in the Inventory box.

The dialog box has a Selection area and a table with items that meet the criteria you specify.
Element	Description
Inventory	The identifier of a particular item whose information you want to view. Leave the box blank to filter information by other criteria or type a string from the item's inventory ID to find the item.
Barcode	The barcode of the item to be listed. Leave the box blank to filter information by other criteria.
Location	The location in the source warehouse. Leave the box blank to view information on items in all locations. This box appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.
Item Class	The item class of the items whose information you want to view. Leave the box blank to view information on items of all classes.
Subitem	The subitem code. Leave the box blank to view information on items with different subitems. This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Receipt Nbr.	The reference number of a particular receipt. Select a receipt by its reference number to view availability information for the items that were listed on the selected receipt. Clear the Show Available Items Only box to view the information on the listed items that are not currently available.
Show Available Items Only	A check box that you select if only items whose available quantities are greater than zero should be listed in the table.
The table in the dialog box has the following columns.
Included	An unlabeled check box that, if selected, indicates that the stock item has been selected to be added to the transfer.
Qty. Selected	The quantity of the stock item (under the specified inventory ID and subitem code) in the base units that you want to add to the transfer.
Site	The warehouse where the items are stocked.
Location	The location in the warehouse. This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.
Inventory ID	The stock item by its inventory ID.
Subitem	The subitem code for the particular size, color, or other variation of the product. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Description	The description of the item with the specified inventory ID and subitem code.
Base Unit	The unit of measure used as a base unit for the inventory item.
Qty. Available	The available quantity of this item at the specified warehouse.
Qty. on Hand	The quantity on hand of this item at the specified warehouse.
The dialog box has the following buttons.
Add	Adds the selected items to the document.
Add & Close	Adds the selected items and closes the dialog box.
Cancel	Cancels the changes and closes the dialog box.

Financial Tab

The Financial tab displays the reference number and branch of the batch generated upon release of the transfer.


Element	Description
Batch Nbr.	The reference number of the batch generated for the transfer. Click the number to open the Journal Transactions (GL301000) form and view the transaction details. Note: No batch is generated for a single-step transfer that records item movement from one location to another within a warehouse. For more information, see Warehouse Locations and Single-Step Transfers: General Information.
Branch	The branch that initiated the transfer.
Currency	The currency ID of a base currency. This box appears only if the Multiple Base Currency feature is enabled.
PO Receipt Nbr.	The number of the purchase receipt that was used as a base for creating the transfer in the put away process on the Receive and Put Away (PO302020) form. This box is displayed only when the Automated Warehouse Operations feature is enabled on the Enable/Disable Features (CS100000) form.