Discussion

Difference between revisions of "Stock Transfer"

Line 83: Line 83:
 
**This can be seen in [[Item Master]] Maintenance Module.
 
**This can be seen in [[Item Master]] Maintenance Module.
 
*For further detailed instructions on how to create a Stock Transfer, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
*For further detailed instructions on how to create a Stock Transfer, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 +
 +
===== Edit Stock Transfer Request =====
 +
[[File:Edit Stock Transfer Request.png|center|thumb|900x900px|Edit Stock Transfer Request]]
 +
{| class="wikitable"
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Transaction #
 +
|•Transaction Number of the Stock Transfer Request
 +
|•Alphanumeric(Auto-Generated)
 +
|-
 +
|2.Request from [[Warehouse]]
 +
|•The warehouse requested for Stock Transfer
 +
|•Warehouse list provided in the Warehouse Maintenance Module
 +
|-
 +
|3.Destination [[Warehouse]]
 +
|•The warehouse where the items will transfer
 +
|•Warehouse list provided in the Warehouse Maintenance Module
 +
|-
 +
|4.Prepared By
 +
|•The person who will be performing the stock transfer
 +
|•Alphanumeric
 +
|-
 +
|5.Reference no.
 +
|•Reference Number for the Stock Transfer Transaction
 +
|•Alphanumeric
 +
|-
 +
|6.Transaction Date
 +
|•Date where the stock transfer request was created
 +
|•Date
 +
|-
 +
|7.Transfer Date
 +
|•Date when the stock will be transferred to the designated warehouse
 +
|•Date
 +
|-
 +
|8.Note
 +
|•Other remarks regarding the transaction
 +
|•Alphanumeric
 +
|-
 +
|9.[[Item Master|Item Code]]
 +
|•List of Items to be Transferred
 +
|•Item List provided in Item Master Maintenance Module
 +
|-
 +
|10.On hand Qty
 +
|•On Hand Quantity of the Item in the Warehouse
 +
|•Number
 +
|-
 +
|11.Request Qty
 +
|•Quantity of Items to be transferred
 +
|•Number
 +
|-
 +
|12.Unit of Measure(UOM)
 +
|•Unit of Measure of the Item
 +
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 +
|}Notes:
 +
 +
*Warehouse status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 +
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 +
**This can be seen in [[Item Master]] Maintenance Module.
 +
*For further detailed instructions on how to edit a Stock Transfer, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
  
 
=====Stock Transfer Record Option=====
 
=====Stock Transfer Record Option=====
Line 98: Line 160:
 
*For further detailed instructions on how to view, and print a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
*For further detailed instructions on how to view, and print a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
  
−
=====Edit Stock Transfer Transmittal=====
+
=====Releasing Stock Transfer Request=====
−
[[File:Editing Stock Transfer Transmittal.png|center|thumb|864x864px|Editing Stock Transfer Transmittal]]
+
[[File:Releasing Stock Transfer Request.png|center|900x900px|Releasing Stock Transfer Request]]
 
{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
Line 105: Line 167:
 
!Expected Values
 
!Expected Values
 
|-
 
|-
−
|1.Released By
+
|1.Transaction #
−
|•The person who will be releasing the stock transfer
+
|•Transaction Number of the Stock Transfer Request
−
|•Text
+
|•Alphanumeric(Auto-Generated)
 
|-
 
|-
−
|2.Reference No
+
|2.Request from [[Warehouse]]
−
|•Reference number for the Stock Transfer
+
|•The warehouse requested for Stock Transfer
 +
|•Warehouse list provided in the Warehouse Maintenance Module
 +
|-
 +
|3.Destination [[Warehouse]]
 +
|•The warehouse where the items will transfer
 +
|•Warehouse list provided in the Warehouse Maintenance Module
 +
|-
 +
|4.Prepared By
 +
|•The person who will be performing the stock transfer
 +
|•Alphanumeric
 +
|-
 +
|5.Reference no.
 +
|•Reference Number for the Stock Transfer Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|3.Transaction Date
+
|6.Transaction Date
−
|•Date when the transaction is created
+
|•Date where the stock transfer request was created
 
|•Date
 
|•Date
 
|-
 
|-
−
|4.Transfer Date
+
|7.Transfer Date
−
|•Date when the stocks will be transferred
+
|•Date when the stock will be transferred to the designated warehouse
 
|•Date
 
|•Date
 
|-
 
|-
−
|5.Notes
+
|8.Note
−
|•Other Remarks with regards to the Transaction
+
|•Other remarks regarding the transaction
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|6.Item Code
+
|9.Item
−
|•List of items to be transferred
+
|•List of Items to be Transferred
−
|•Tick/Untick
+
|•Item List provided in Item Master Maintenance Module
 
|-
 
|-
−
|7.Transfer Quantity
+
|10.On hand Qty
−
|•Quantity of items to be transferred
+
|•On Hand Quantity of the Item in the Warehouse
−
|•Amount/Number
+
|•Number
−
|}
+
|-
 +
|11.Request Qty
 +
|•Total Quantity of Items to be transferred
 +
|•Number
 +
|-
 +
|12.Transfer Qty
 +
|•Number of Items to be Transferred
 +
|•Number
 +
|-
 +
|13.Unit of Measure(UOM)
 +
|•Unit of Measure of the Item
 +
|•Unit of Measure List assigned to the Item based from [[Item Master]] and [[Unit of Measure]] Maintenance Module
 +
|}Notes:
 +
 
 +
*The status of the Request will become '''PARTIAL''' when the transfer stock is not equal to Request Qty.
 +
*Warehouse status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 +
*Items status should be '''ACTIVE''' when creating or editing a Stock Transfer.
 +
**This can be seen in [[Item Master]] Maintenance Module.
 +
*For further detailed instructions on how to Release a Stock Transfer Request, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
  
 
=====Stock Transfer Transmittal View Record=====
 
=====Stock Transfer Transmittal View Record=====
Line 139: Line 232:
 
*For further detailed instructions on how to view a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
 
*For further detailed instructions on how to view a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found [[Stock Transfer Aids|here]]
  
−
<br />
 
 
=====Stock Transfer Transmittal Options=====
 
=====Stock Transfer Transmittal Options=====
 
[[File:Stock Transfer Transmittal Record Option.png|center|thumb|Stock Transfer Transmittal Record Option]]Notes:
 
[[File:Stock Transfer Transmittal Record Option.png|center|thumb|Stock Transfer Transmittal Record Option]]Notes:

Revision as of 12:33, 8 April 2021

Stock Transfer

Allows the user to transfer the quantity or stock from a warehouse to another warehouse.

Stock Transfer List
File:Stock Transfer Record List.png
Stock Transfer Record List

Notes:

  • Approving and Reject Request must be enabled in the Users Group in order to proceed on approving the transfer request.
    • Kindly ask for the user's superior to approve or reject the stock transfer requests.
  • Stocks Request will change its status depending on the conditions:
    • Partial: If the stocks are partially transferred.
    • Ready for Closing: If all stocks are transferred to the other Warehouse
    • Rejected: If the approver disapprove the transfer request
    • Pending: The request is waiting to be approved or rejected.
    • Approved: the stocks can be transferred to another warehouse.
    • Cancelled: The transfer request is cancelled before approving.
Add Stock Transfer Request
File:Add Stock Transfer Request..png
Add Stock Transfer Request


Field Description Expected Values
1.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated)
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module
4.Prepared By •The person who will be performing the stock transfer •Alphanumeric
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric
6.Transaction Date •Date where the stock transfer request was created •Date
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date
8.Note •Other remarks regarding the transaction •Alphanumeric
9.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Number
11.Request Qty •Quantity of Items to be transferred •Number
12.Unit of Measure(UOM) •Unit of Measure of the Item •Unit of Measure List assigned to the Item based from Item Master and Unit of Measure Maintenance Module

Notes:

  • Warehouse status should be ACTIVE when creating or editing a Stock Transfer.
    • This can be seen in Warehouse Maintenance Module.
  • Items status should be ACTIVE when creating or editing a Stock Transfer.
  • For further detailed instructions on how to create a Stock Transfer, you can go to Stock Transfer Job Aids which can be found here
Edit Stock Transfer Request
File:Edit Stock Transfer Request.png
Edit Stock Transfer Request
Field Description Expected Values
1.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated)
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module
4.Prepared By •The person who will be performing the stock transfer •Alphanumeric
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric
6.Transaction Date •Date where the stock transfer request was created •Date
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date
8.Note •Other remarks regarding the transaction •Alphanumeric
9.Item Code •List of Items to be Transferred •Item List provided in Item Master Maintenance Module
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Number
11.Request Qty •Quantity of Items to be transferred •Number
12.Unit of Measure(UOM) •Unit of Measure of the Item •Unit of Measure List assigned to the Item based from Item Master and Unit of Measure Maintenance Module

Notes:

  • Warehouse status should be ACTIVE when creating or editing a Stock Transfer.
    • This can be seen in Warehouse Maintenance Module.
  • Items status should be ACTIVE when creating or editing a Stock Transfer.
  • For further detailed instructions on how to edit a Stock Transfer, you can go to Stock Transfer Job Aids which can be found here
Stock Transfer Record Option
File:Stock Transfer Record Option.png
Stock Transfer Record Option

Notes:

  • Transfer Stocks option will be available if the approver approves the Stock Transfer Request.
  • For further detailed instructions on how to view, print or close request a Stock Transfer, you can go to Stock Transfer Job Aids which can be found Stock Transfer Aids
Stock Transfer View Record
File:Stock Transfer View Record.png
Stock Transfer View Record
Stock Transfer Transmittal List
File:Stock Transfer Transmittal Record List.png
Stock Transfer Transmittal Record List

Notes:

  • For further detailed instructions on how to view, and print a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found here
Releasing Stock Transfer Request
Releasing Stock Transfer Request
Field Description Expected Values
1.Transaction # •Transaction Number of the Stock Transfer Request •Alphanumeric(Auto-Generated)
2.Request from Warehouse •The warehouse requested for Stock Transfer •Warehouse list provided in the Warehouse Maintenance Module
3.Destination Warehouse •The warehouse where the items will transfer •Warehouse list provided in the Warehouse Maintenance Module
4.Prepared By •The person who will be performing the stock transfer •Alphanumeric
5.Reference no. •Reference Number for the Stock Transfer Transaction •Alphanumeric
6.Transaction Date •Date where the stock transfer request was created •Date
7.Transfer Date •Date when the stock will be transferred to the designated warehouse •Date
8.Note •Other remarks regarding the transaction •Alphanumeric
9.Item •List of Items to be Transferred •Item List provided in Item Master Maintenance Module
10.On hand Qty •On Hand Quantity of the Item in the Warehouse •Number
11.Request Qty •Total Quantity of Items to be transferred •Number
12.Transfer Qty •Number of Items to be Transferred •Number
13.Unit of Measure(UOM) •Unit of Measure of the Item •Unit of Measure List assigned to the Item based from Item Master and Unit of Measure Maintenance Module

Notes:

  • The status of the Request will become PARTIAL when the transfer stock is not equal to Request Qty.
  • Warehouse status should be ACTIVE when creating or editing a Stock Transfer.
    • This can be seen in Warehouse Maintenance Module.
  • Items status should be ACTIVE when creating or editing a Stock Transfer.
  • For further detailed instructions on how to Release a Stock Transfer Request, you can go to Stock Transfer Job Aids which can be found here
Stock Transfer Transmittal View Record
File:Stock Transfer Transmittal View Record.png
Stock Transfer Transmittal View Record

Notes:

  • For further detailed instructions on how to view a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found here
Stock Transfer Transmittal Options
File:Stock Transfer Transmittal Record Option.png
Stock Transfer Transmittal Record Option

Notes:

  • For further detailed instructions on how to view, edit, print and cancel a Stock Transfer Transmittal, you can go to Stock Transfer Job Aids which can be found here
Categories:
Modules
Inventory Inventory | Stock Transfer | Inventory Movement
Maintenance Warehouse | Item Master | Users Group
Job Aid Modules
Inventory Aids Stock Transfer Aids | Inventory Movement Aids
Maintenance Aids Warehouse Aids | Item Master Aids | Users Group Aids
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