Parts Transfer page overview

You open the Parts Transfer page by going to Menu > Inventory > Parts Transfer.The page has two sections: the Filters section (see item 4 in the illustration) and the filter results section (see item 7).

The Parts Transfer page with its elements labeled with numbers 1 through 15.

The Filters results section

Read-only field: §

1	Collapse or Expand Filters Section Selecting the arrow when it is pointing up collapses the Filters section. Selecting the arrow when it is pointing down expands the Filters section.
2	Reset Page Template Restores the default page template.
3	Save Page State Saves the page as you currently have it set.
4	Filter fields Fields are listed in the order they appear on the page going from left to right and from top to bottom. Source Shop Enter the source shop ID or select Search to look for the shop. Source Shop Description § The program completes this field based on your selected shop. Part Number Use this field to select a part number from the Source Shop to search for on any Part Transfer orders. Order Status There are four Order Status options: OPEN (default): Indicates the order has been opened and has not been processed for transfer. IN-TRANSIT: The Order Status changes from OPEN to IN-TRANSIT when the program successfully processes the order. CANCELED: The Order Status changes to CANCELED if you select Cancel order. CLOSED: The order status must change to CLOSED upon successfully receiving all lines on the order. Order Number Destination Shop Enter the destination shop ID or select Search to look for the shop. Destination Shop Description § The program completes this field based on your selected shop. Transfer Type There are two Transfer Type options: TRANSFER-OUT or TRANSFER-IN. Transfer Method There are two Transfer Method options: Immediate Transfer and In-Transit Transfer. Shipping Status Open Date Searches by the date the order was opened. If you select Custom, the program lets you complete the Open Date From and the Open Date Through fields. These fields set the start and end dates for the search. If you select any other value, such as Today, Yesterday, or Year to Date, the program completes the Open Date From and the Open Date Through fields for you. Open Date From If you selected Custom for the Open Date, the program lets you complete the Open Date From field. This field sets the start date for the search. If you selected any other value for the Open Date, such as Today, Yesterday, or Year to Date, the program completes the Open Date From field for you. Open Date Through If you selected Custom for the Open Date, the program lets you complete the Open Date Through field. This field sets the end date for the search. If you selected any other value for the Open Date, such as Today, Yesterday, or Year to Date, the program completes the Open Date Through field for you. Method of Transportation Searches by Method of Transportation. The Method of Transportation shows the carrier selected to ship the parts from the Source Shop to the Destination Shop. The options available vary based on your setup and may include options such as FedEx or UPS. Processed Date Searches by the date that the program processed the parts from the source shop to the destination shop. If you select Custom, the program lets you complete the Processed Date From and the Processed Date Through fields. These fields set the start and end dates for the search. If you select any other value, such as Today, Yesterday, or Year to Date, the program completes the Processed Date From and the Processed Date Through fields for you. Processed Date From If you selected Custom for the Processed Date, the program lets you complete the Processed Date From field. This field sets the start date for the search. If you selected any other value for the Processed Date, such as Today, Yesterday, or Year to Date, the program completes the Processed Date From field for you. Processed Date Through If you selected Custom for the Processed Date, the program lets you complete the Processed Date Through field. This field sets the end date for the search. If you selected any other value for the Processed Date, such as Today, Yesterday, or Year to Date, the program completes the Processed Date Through field for you. Tracking Number Searches by tracking number. Tracking numbers are provided by the carrier. Received Date Searches by the date that the order was received at the destination shop. If you select Custom, the program lets you complete the Received Date From and the Received Date Through fields. These fields set the start and end dates for the search. If you select any other value, such as Today, Yesterday, or Year to Date, the program completes the Received Date From and the Received Date Through fields for you. Received Date From If you selected Custom for the Received Date, the program lets you complete the Received Date From field. This field sets the start date for the search. If you selected any other value for the Received Date, such as Today, Yesterday, or Year to Date, the program completes the Received Date From field for you. Received Date Through If you selected Custom for the Received Date, the program lets you complete the Received Date Through field. This field sets the end date for the search. If you selected any other value for the Received Date, such as Today, Yesterday, or Year to Date, the program completes the Received Date Through field for you. Estimated Arrival Date/Time From Searches by Estimated Arrival Date/Time. This is the date/time that the order is estimated to arrive at the Destination Shop. The program uses this field as the beginning date range for Estimated Arrival Date/Time searches. Estimated Arrival Date/Time Through Searches by Estimated Arrival Date/Time. This is the date/time that the order is estimated to arrive at the Destination Shop. The program uses this field as the ending date range for Estimated Arrival Date/Time searches.
5	Reset Clears any information you have added to the filter fields.
6	Search Applies your selected filters and returns any orders that match.
7	Search Results section The results section contains many columns. You can add or remove columns by selecting the Column menu. This list shows all available columns. Columns marked as (default) are part of the default page template. Order Number (default) Source Shop (default) Dest. Shop (default) This stands for Destination Shop. Opened (default) Closed (default) Total (default) Order Status (default) Transfer Type Transfer Method Batch number (default) Method of Transportation OrderId Processed Date Shipping Status Estimated Arrival Date/Time
8	Select All Select this box to select all orders or select any cell in this column to select one or more individual orders.
9	Data Navigator Lets you browse through pages of orders. You can also use it to set the number of orders you see on a page.
10	Print Transfer When you select a Parts Transfer row and then select this button, the program opens the Parts Transfer-Out report. You can then print the report. This detailed report includes information for the Source Shop, Destination Shop, a list of transferred parts, and the transportation details on the Parts Transfer Order. For more information, see the Parts Transfer-Out report.
11	Print Barcode Labels When you select a Parts Transfer row and then select this button, the program opens the standard Bar Code label report. You can then print the report.
12	Print Pick List Lets you print a Pick List generated from the lines on a selected Parts Transfer Order. The Pick List includes the Source Shop information, Source BIN Name, and Destination Shop information. For more information, see the Parts Transfer Pick List Report.
13	Cancel order Cancel a selected existing Parts Transfer order. This button is only available when the selected Parts Transfer is in OPEN status A Parts Transfer order may only be canceled before the Parts Transfer has been processed for transfer. If the selected order is canceled: The QOH for the parts from the Source Shop will be incremented in inventory. The QOO for the Destination Shop parts will be decremented in inventory. The Parts Transfer status will change to CANCELED and the order will be retained for history. Note: When the Parts Transfer is open, *and* parts exist on the order, *and* the QOH and/or QOO have previously been incremented when the parts were added, *then* the QOH must be incremented for the Source Shop inventory, and the QOO must be decremented in the Destination Shop when the order is canceled. This change is required to reset the QOH and QOO that would have been changed for these parts when they were added to the Parts Transfer.
14	Open Use this button to open a selected Part Transfer from the Parts Transfer Listing.
15	+New Use this button to open the PARTS TRANSFER REQUEST form to create a new Part Transfer Request order.