Transfer/Release Ship

The mobile Transfer/Release Ship page is available to WorkPlace users to use mobile handheld scanners for entry of Transfer or Release Request Ship sessions through the Inventory Management Handheld Interface solution.  Users must be provided access to the "Handheld" module and "Handheld Transfer/Release Ship" options in WorkPlace Security.

This page also provides handheld users the ability to select items to be shipped without requiring a Release Request or Transfer Request to be entered and submitted beforehand.  Release or transferred items are then received using the Transfer/Release Receipt page.

Command Buttons

Back

Returns the user to the mobile dashboard page.

Process

Processes the Transfer/Release Ship 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 Request session number that is being shipped from the user's location.  Upon validation of the source transaction number, the system will return all associated item shipment requests to the grid at the bottom of the page.  If no requests are available to ship, the user will be prompted with a message and returned to the field for selection of an alternate transfer number.

Company

This field is available when Intercompany is registered to scan or key the company that owns the inventory to be transferred.  The Item Company will determine the Items that are valid and available for selection.

From

Scan or key in a valid location from which the inventory will be released or transferred from. This is a required field and will default with the last entered location from the previous line.

To

Scan or key in a valid location to which the inventory will be transferred. This is a required field for Transfer lines and will default with the last entered location to on the previous transfer line.

Item

Type in or scan a valid inventory item for the transfer or release.  Only quantity-tracked items are valid for entry or scan selection.  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 item.

Bin No

This field becomes available for Serial or Lot tracked items to scan or key a bin number.

Expiration

This field becomes available for Serial or Lot tracked items to scan or key an expiration date and will default upon selection of a valid Bin No.

UoM

The Unit of Measure will default to the stocking UoM for the selected item.  The user has the option of selecting another unit of measure that is valid for the item.

Quantity

Enter the quantity of the item to be transferred or released.  The quantity is required and will be subject to the quantity decimal precision setup for the item in Item Maintenance.  The quantities entered must be less than or equal to the quantity on hand for the selected Item at the from location.  

Add Button

Validates the information entered and adds the line to the Transfer/Release Ship 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 the session.

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.

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.

Quantity

Displays the quantity for the session line.