Inventory                                         Transfers                                         Transfer Requests Overview

Transfers Requests Overview

Before using Transfer Requests, it is important to understand the designed functionality of the feature.  Please read all pages of this topic prior to creating your first Transfer Request.

The Transfer Requests feature was designed primarily for transferring parts from one branch warehouse to another, and providing tracking dates as to when the parts were physically shipped and when the destination warehouse actually received the parts.  Fields are available on the Transfer Request form to indicate whether the part(s) is for a Job or Ticket and the corresponding Job or Ticket Number.  Linking a Transfer Request to a Job or Ticket has no impact on the Job or Ticket; it is simply for reference purposes so that the receiving warehouse will know if the parts are intended for a particular use.

Transfer Requests are also used to move parts from one warehouse to another within the same branch; i.e.: replenishing stock in Technician Warehouses.

Inter-branch Transfer Requests are initiated by the source warehouse and received/completed by the destination warehouse.  While parts are in transit, when viewing a Part Explorer or Warehouse Explorer, you are able to see how many parts are pending a transfer.  Until the Transfer Request is received, the parts remain as part of the inventory of the source warehouse.

The Transfer Request contains a feature that allows you to created and receive immediately.

Note:  If the cost in the sending Warehouse is different than the cost in the receiving warehouse, the variance will automatically be posted to the Purchase Price Variance Account (PPV).

Continue on to the next pages for process flow charts and definitions of the Transfer Request process.

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