Line ActionsTransfer/Release Ship sessions are created when Inventory Items have been picked from stock and shipped to fulfill Release or Transfer Requests. Existing Transfer/Release Ship sessions can be edited by selecting them from the Outstanding Transactions heading on the WorkPlace Dashboard. Open Transfer/Release Ship Session(s) are those that have already been created but have not yet been submitted. Upon submission of a Transfer/Release Ship session, a Packing Slip report becomes available for the warehouse to print and include with the Items being delivered which are then available to load into a Transfer/Release Receipt session.
Shipment lines can be loaded from submitted Release and Transfer Requests or entered manually. Shipment lines that are manually added will automatically create and associated Release or Shipment Request within WorkPlace.
Packing Slip
A system generated sequential tracking number assigned to all Transfer/Release Shipment as defined on the Inventory tab in System Settings.
System generated date identifying when the session was created.
Name of the user who is logged in and creating the Transfer/Release Shipment, they are the 'owner' of the session.
Defaults to current date, may be changed if needed.
Defaults to the Document Date and may be changed if needed.
To delete a line from the session, click on the Delete Checkbox and press the Save button on the Entry Toolbar.
System generated sequential number assigned to each line.
Name of the user who is logged in and creating the session line.
The system generated tracking number for the transfer or release request that is being fulfilled.
The line reference number for the transfer or release request that is being fulfilled.
This field is displayed when Intercompany is registered and indicates the company that owns the requested inventory.
The quantity-tracked inventory item that has been requested for shipment.
Displays the location that will be used to fulfill the request for the Item(s).
For Transfer Request shipment lines, this field displays the Location that the Item(s) will be transferred to. The To Location field will be blank for Release Request shipment lines. Entering a valid location into this field when adding manual shipment lines will automatically create an associated Transfer Request. Leaving this field blank for manually entered shipment lines will automatically create a Release Request.
This field will display the read-only quantity of the Item(s) requested for loaded Release and Transfer Requests. For manually entered shipment lines, type in the quantity that will be shipped to automatically create an associated Release Request if the "To Location" field is blank or Transfer Request if the "To Location" field is populated.
Displays the total quantity back ordered based on the quantity requested less quantity available. This field is displayed when the 'Enable Backorder for Transfer/Release Request' System Setting has been enabled.
This read-only field will display the total quantity that has been previously shipped and is automatically updated when Transfer/Release Ship sessions are processed for the request.
The quantity shipped is required and represents what the user has removed from inventory to fulfill the request. This must be a positive number and will be subject to the quantity decimal precision setup for the item in Item Maintenance. The total quantity shipped (Shipped + Shipped Prv) cannot exceed the quantity Received for the request. Once the session has been submitted, this field becomes read-only.
The quantity shipped for Transfer Requests will be removed from an Allocated status to In Transit for the To Location when the session is processed.
Quantities shipped for Release Request fulfillments will remain in an allocated status when the session is processed.
If the Item on the session line is Serial or Lot tracked, the Serial/Lot Entry window will be available to select the serial or lot numbers being shipped. The user will not be able to submit the session until the total quantities entered in the Serial/Lot Entry window match the Shipped quantity for each session line.
This read-only field will display the quantity shipped for previously processed sessions and is automatically updated when Transfer/Release Receipt sessions are processed for the request.
Type or Select from the Zoom Window the requested Unit of Measure; such as each, box, etc. This is a required field and will default to the base unit of measure (UOM Base) setup in Item Maintenance for the requested Item.
Line ActionsThis button becomes available on the session line or the bottom toolbar for any session line containing serial or lot tracked items. If the item on the selected line is not serial or lot tracked, the user will not be permitted to open the Serial/Lot Entry window.
