Creating and modifying interbranch transfers

Introduction

To create an interbranch transfer, go to Inventory ➔ Warehouse management ➔ Interbranch transfers and then click New. You can also modify the interbranch transfer before and after saving the interbranch transfer.

To modify an interbranch transfer before saving it, go to Inventory ➔ Warehouse management ➔ Interbranch transfers, specify the issuing and receiving warehouse, specify the item you want to transfer, and then click Continue. To modify an interbranch transfer after saving it, go to Inventory ➔ Entries ➔ Authorize. In this case, you can only change the move quantity if the interbranch transfer is not generated from a sales order.

If the Warehouse locations check box is selected under Inventory settings in System ➔ General ➔ Settings, click to specify the destination warehouse location, the move quantity, and the serial/batch number (if applicable) by clicking , and then click OK to exit. Otherwise, specify the move quantity and the serial/batch number (if applicable). Finally, click Save to update the changes to the interbranch transfer.

The inventory settings determine the quantity you are allowed to enter in the Move column and how the system reacts to free stock. If the Interbranch transfers: Check free stock under Inventory settings is set to Yes, you are not allowed to enter a quantity that is more than the free stock per warehouse. If the Interbranch transfers: Check free stock under Inventory settings is set to Yes and the Warehouse location check box is selected, you cannot enter a quantity that is more than the physical stock per warehouse location and the free stock per warehouse. If you enter a quantity that is more than the physical stock per warehouse location, you will see a message “Must be less than or equal to: Stock”. The Interbranch transfers: Check free stock is applicable only when the Check stock check box is selected under Order settings.

After you specify the items, destination warehouse, the respective destination warehouse locations (if applicable), and interbranch transfer quantity for the items, you will see the issuing warehouse and the total interbranch transfer quantity for all items in the summary below the interbranch transfer entry lines.

There are four stages in the interbranch transfer process flow. Authorization (the Authorized step) is applicable and mandatory only if the Interbranch transfers check box is selected under Inventory settings in System ➔ General ➔ Settings. Receiving interbranch transfers (the Received step) is applicable and mandatory only if the Use intermediate warehouse check box is selected under Inventory settings in System ➔ General ➔ Settings. If the interbranch transfer is generated from a sales order, the interbranch transfer must be received in the destination warehouse before you can fulfill the sales order. For more information on fulfillment of sales orders, see Fulfilling sales orders. 

Menu paths

• Inventory ➔ Warehouse management ➔ Interbranch transfers
• Inventory ➔ Warehouse management ➔ Interbranch transfers
  
• Inventory ➔ Entries ➔ Authorize 

Description

Our ref.

This displays the internal reference number for the interbranch transfer transaction in the general journal. This information cannot be modified.

Interbranch transfer number

This displays the number that identifies the interbranch transfer transaction. This information cannot be modified.

Issuing warehouse

Select a warehouse from which you want to conduct a transfer of the items. If you are modifying the interbranch transfer information, you cannot edit this information.

Receiving warehouse

Select a warehouse of which you want to transfer the items to. If you are modifying the interbranch transfer information, you cannot modify this information.

Note: The receiving warehouse should be different form the issuing warehouse.

Project

Type or select a project code to link the interbranch transfer to the project.

Description

Type a description to explain the purpose of the interbranch transfer transaction or for further identification of the interbranch transfer transaction.

Reference date

Type or select a date to register the interbranch transfer transaction. By default, the current date is selected. If you are modifying the interbranch transfer information, you cannot edit this information.

Fulfillment date

Type or select a date the interbranch transfer is expected for fulfillment. By default, the current date is selected.

Note: The fulfillment date must be greater than or equal to the reference date.

Unit

Select Sales Unit or Purchase Unit to display the interbranch transfer quantity in the unit of measurement for sales or purchase.

Buttons

Save

Click Save to save the entries or changes to the interbranch transfer.

Cancel

Click Cancel to cancel the location transfer.

Related documents

• Creating interbranch transfers
• Fulfilling sales orders