Transfer/Release Receipt

The mobile Transfer/Release Receipt page is available to WorkPlace users to use mobile handheld scanners for entry of Transfer/Release Receipt sessions through the Inventory Management Handheld Interface solution.  Users must be provided access to the "Handheld" module and "Handheld Transfer/Release Receipt" options in WorkPlace Security.  This page provides handheld users the ability to receive items shipped by selecting a valid Transfer/Release Ship session that was entered and processed from the handheld or directly within WorkPlace.

Command Buttons

Back

Returns the user to the mobile dashboard page.

Submit

Processes the Transfer/Release Receipt session in WorkPlace.  If any errors are encountered, they will be displayed on the screen prompting the user to correct them before the session can be processed.

Session Number

Once the user has successfully added lines to the transaction, a session will be saved directly to WorkPlace.  The associated session number will be displayed to the right of the Process button for reference.

Entry Fields

Transfer #

Scan or key in a valid Transfer/Release Ship session number that is being received.  Upon validation of the source number, the system will return all associated item shipments to the grid at the bottom of the page.  If no shipments are available to receive, the user will be prompted with a message and returned to the field for selection of an alternate number.

Company

This field is available when Intercompany is registered to display the company based on the selected Item.

From

This is a read only field that will be populated upon selection of an item to receive.

To

This is a read only field that will be populated upon selection of an item to receive.

Item

Type in or scan a valid inventory item available to receive.  Only items loaded into the grid for the Transfer/Release number are valid for entry or scan selection.  Upon validation of the Item, Location, Serial/Lot, Bin and expiration information will populate the associated fields if applicable.  Items can be entered or scanned by WorkPlace Item, Vendor Item or Manufacturer Item codes.  When a Vendor or Manufacturer Item number "alias" is used for selection, the WorkPlace Item number will be returned and stored in this field.

Serial/Lot

This field becomes available and required for Serial or Lot tracked items to scan or key a serial or lot number for the transfer receipt and will default upon selection of an Item line.  If a matching shipment line is not found, an error will be displayed.

Bin No

This field becomes available and required for Serial or Lot tracked items to scan or key a bin number for the transfer receipt and will default upon selection of an Item line.  If a matching shipment line is not found, an error will be displayed.

Expiration

This field becomes available and required for Serial or Lot tracked items to scan or key an expiration date for the Transfer/Release receipt and will default upon selection of an Item line.  If a matching shipment line is not found, an error will be displayed.

UoM

The Unit of Measure will default from the shipment line and is read only.

Quantity

Enter the quantity of the item to be received.  The quantity entered for receipt must be less than or equal to the quantity remaining to be received for the shipment.  

Receive Button

Validates the information entered and updates the line on the Transfer/Release Receipt session.  Upon successfully adding a line to the session, it is automatically updated and saved within WorkPlace and the page updates to allow the user to select another item for receipt.

Line Fields

Delete Button

Deletes the line from the session.  If all lines are deleted from the session, the session is deleted and the user is returned to the mobile dashboard.

Select Button

Allows the user to manually select the line to receive as an alternative to scanning the item.  Upon selection, the entry fields are updated with the information for the Transfer/Release item.

Company

Displays the company for the session line when Intercompany is registered.

From

Displays the inventory location for the session line to indicate the location the inventory is being transferred or released from.

To

Displays the inventory location for the session line to indicate the location the inventory is being transferred to.

Item

Displays the inventory item for the session line.

Serial/Lot

Displays the Serial or Lot number for serial lot tracked items.

Bin No

Displays the Bin number if selected for serial lot tracked items.

Expiration

Displays the expiration date if selected for serial lot tracked items.

UOM

Displays the unit of measure for the session line.

Req

Displays the original item quantity requested for Transfer/Release.

Ship

Displays the item quantity that was shipped for the Transfer/Release.

Rcvd Prev

Displays the total quantity for the item that was previously received.  

Received

Displays the quantity selected to receive for the current session.  This field is updated when the "Receive" button is selected for each line.