About the Parts Transfer In-Transit process

The In-Transit process lets you keep part transfers in Open status while parts are moved from the source shop to the destination shop.

The program:

  1. Lets you edit part transfer orders until the program processes the order (that is, until the part is processed at the source shop).

  2. Moves parts in inventory. As you add items to the order:

    1. QOH decreases in the source shop.

    2. Quantity-on-order (QOO) increases in the destination shop.

      1. Allows valid part numbers, including serialized part numbers.

        Note: When you transfer serialized part numbers, they must obey the same rules for charging serialized part numbers on an order. That is, you must include a serial number for each part that you transfer.

      2. Excludes part kits.

      3. Changes the TRANSFER-IN order status to IN-TRANSIT.

  3. Receives parts into inventory.

    1. Changes the TRANSFER-OUT order status to CLOSED.

    2. Changes the TRANSFER-IN order status to CLOSED.

If the part does not exist in the receiving (destination) shop, the program prompts you to add the inventory record.

If the Sending Shop QOH is less than the requested quantity for the Parts Transfer, the program shows you the error message, "Insufficient quantity on hand to transfer part. Adjust the quantity on hand, or the transfer quantity."

Upon Receiving Transferred Parts

The only thing the destination shop has to do is receive the Parts Transfer. If the shipment does not arrive at the receiving shop, or is not complete, the Destination Shop will receive the transferred items and then create a new Parts Transfer to send the damaged, lost, or missing quantity back to the sending shop to reverse the charges.

The Receive option is only available on TRANSFER-IN orders, and when the Order Status is IN-TRANSIT. When you select Receive, the program:

  1. Decreases the Destination Shop QOO for each part

  2. Increases the Destination Shop QOH for each part

  3. Closes the TRANSFER-IN lines and sets the status to CLOSED.

  4. Closes the TRANSFER-IN section and sets the status to CLOSED.

  5. Changes the status of both orders (TRANSFER-IN and TRANSFER-OUT) to CLOSED.

  6. Creates accounting export transactions for TRANSFER-IN lines.

  7. Generates the Inventory Debit transaction

  8. Generates the Holding Account Credit transaction

  9. Returns you to the Parts Transfer Listing page.