Inventory Transfer (INDE006)

 

Inventory Transfer is found on the Inventory Data Entry menu, 1-6.

 

The main purpose of the program, Inventory Transfer, is to move an item from one warehouse to another.  The on hand quantity is adjusted in both warehouses.  A serial numbered item prompts for the serial number.  The warehouse number stored in the Serial File is then changed to the new warehouse.  Transfers are made to restock your warehouses such as the technicians car stock.

 

Using Inventory Transfer results in the following functions.

 

On Hand inventory quantities are decreased in the from warehouse and increased in the to warehouse.

 

The Stock Activity Inventory Report, which is found in the LMS Inventory module, is updated by Inventory Transfer.  Any item entered in is reflected on the report in the proper warehouse.  Both the from and to warehouse are included for each item transferred.  The report uses the Imwactd File.

 

An Inventory Transaction Report may also be printed upon exiting the Inventory Transfer program.  The report includes the on hand amounts before and after the entry.  The actual serial numbers that are transferred are included on the report.

 

Total value of the items transferred is provided on the screen and on the Inventory Transaction Report.

 

If the item is not stocked in the transfer to warehouse, the option to stock the item is available.  The Item Warehouse File is then created.

 

Items may be entered using the actual item number through an item alpha or description search or use of an association item created from an item merge or conversion.

Inventory Transfer  (Contd)

 

 

Introduction  (Contd)

 

While entering items when the current input screen is full, the display of the first two items on the screen are removed and the screen scrolls up rather than clearing the screen and beginning a new screen.  The operator can always view on the current input screen the last 3 items that were entered.  After an initial end command, the ability to page back and forward by entering next and previous allows viewing of all of the items that were transferred.

 

Various information is displayed when entering an item.  This includes the pack multiple, current average cost, and the current on hand amount in the to and from warehouse.  Once the transfer has been made, the on hand is redisplayed including the entered amount.  All displayed quantities include any broken pack quantities.

 

Once an item has been entered, the item can be selected for a change or can be deleted from the transaction.  After the initial end command, additional items can be entered.  Because of the ability to change and delete, the program does no file updating until the final end command is entered.

 

The program does not allow a transfer of an item with the same from and to warehouse more than once during the transaction.  If an attempt is made, the program provides a warning and also an option to go directly to the item record and make changes.

 

After entering the serial numbers to be transferred, the entered serial numbers may be changed, deleted, or others added to the transfer transactions.

 

Inventory Transfer  (Contd)

 

 

Enter Data

 

Transaction Date

 

The transaction date, that is input after selecting the program, becomes the date the transfer is made.  This appears on the Stock Activity Inventory Report and Inventory Transaction Report.

 

Initials:

 

Whatever initials are accepted at the menu prompt are written to the Imwactd File and are included on the Stock Activity Inventory Report.  They are also printed on the Inventory Transaction Report that can be generated from the Inventory Transfer program.  This is the only indicator as to who entered the transfers.

 

Transfer From Warehouse

 

On the very first entry, no default warehouse appears.  A carriage return produces the prompt Invalid Warehouse.  The cursor returns for reinput.  Enter the warehouse that the item is to be transferred from.  This is the warehouse that the quantity to be transferred is currently in.  If an invalid warehouse number is input, the prompt Invalid Warehouse displays.  The cursor returns for reinput.  Once a valid warehouse is entered, that warehouse number becomes the default at the Transfer From Warehouse prompt for the next item.  Every time warehouse is changed that warehouse number becomes the new default.  The default can be overridden to any valid warehouse number between 1 and 9999.  (1-9999)

 

To Warehouse

 

On the very first entry, no default warehouse appears.  A carriage return produces the prompt Invalid Warehouse.  The cursor returns for reinput.  Enter the warehouse that the item is to be transferred to.  This is the warehouse that the quantity is to be transferred to.  If an invalid warehouse number is input, the prompt Invalid Warehouse displays.  The cursor returns for reinput.  Once a valid warehouse is entered, that warehouse number becomes the default at the To Warehouse prompt for the next item.  Every time warehouse is changed, that warehouse number becomes the new default.  The default can be overridden to any valid warehouse number between 1 and 9999.  (1-9999)

Inventory Transfer  (Contd)

 

 

Enter Data

 

Entering the Items

 

To Warehouse

When the same warehouse number is input at the to and from prompts the message To And From Warehouses Are The Same appears.  The cursor returns for reinput.  An up arrow key ^ returns the cursor to the From Warehouse prompt.

 

The next prompt allows entry of the item number that is being transferred.

 

Item Number

 

 

Next to the Item Number prompt is a computer assigned line number.  This is used to select an individual item transfer for a change or deletion.  An up arrow key ^ returns the cursor to the To Warehouse prompt.  A / slash returns the cursor to the From Warehouse prompt.  There are four ways to access the desired item numbers.  They are input the item number, item alpha search, item description search, and item association search. 

 

Input The Item Number

 

Enter the item number that is desired.  If the item number that is entered is not found in the Item File, the item alpha search is accessed.

 

Item Association Search

If an item record has been converted to another item number through the Item Conversion or Merge program, an input of the old item number automatically displays the new item number.  After the input of the old item number, a prompt Association Item Number displays.  The new item number appears and the program continues on.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

Item Alpha Search

To access an item number by an item alpha search, input the beginning numbers or letters at the Item Number prompt.  Item number is an 18 character field.  Any item record that matches exactly what was input appears.  A computer assigned line number corresponds with each selection.  The full item number, item description, and amount available in the designated to and from warehouse display.  If the displayed item number is not stocked in either the to or from warehouse NOT STOCK displays.  Thirteen selections per page appears.

 

 

Item Description Search

To activate the item description search, at the Item Number prompt input a \ left pointing slash followed by the desired description.  It is the \ slash that activates the description search.  Description may be 32 Alphanumeric characters.  Any item record with a description exactly matching the input displays.  For each item a computer assigned line number appears.  The full item number, item description, and amount available in the designated to and from warehouse display.  If the item number is not stocked in the to or from warehouse NOT STOCK displays.  Thirteen selections per page appears.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

Entering the Items  (Contd)

 

When the item alpha or description search is activated at the Item Number prompt, one of the following two prompts appear.

 

Select Item Choice, Or E'nd:

Display N'ext, Select Item Choice, Or E'nd:N

 

The first prompt appears when there is only one screen of item selections.  The second prompt appears when there is more than thirteen item selections.  Enter an E to exit the item selections.  The cursor returns to the Item Number prompt.  Enter the computer assigned line number that corresponds with the desired item selection.  To view the next screen of items enter a N for next or carriage return to accept the default of a N for next.

 

When entering a N for next the next screen of possible items displays.  One of the following two prompts appear.

 

Display N'ext, P'revious, Select Item Choice, Or E'nd: N

Display P'revious, Select Item Choice, Or E'nd:

 

The first prompt appears until the last screen is reached.  The second prompt appears on the last screen of selections.  Enter a N for next to view the next screen.  Enter an E to exit the item selections. The cursor returns to the Item Number prompt.  Enter the computer assigned line number that corresponds with the desired item selection.  Enter a P to go back one screen of items.  You may go back and forward as many screens as exist.

 

If a line number is entered that does not exist, the prompt Selection Is Out Of Range appears.  The cursor returns for reinput.  An existing line number from a previous screen can be entered.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

Item Number

The item must be stocked in the from warehouse that was entered.  If the item is not stocked in the from warehouse, the following prompt appears.

 

Item Not Stocked In Warehouse #

 

 

The from warehouse that the item is not stocked in is displayed in the message.  You cannot enter a transfer of an item that is not stocked in the from warehouse.  The cursor returns to the Item Number prompt for reinput.  If the item is not stocked in the to warehouse, the following prompt appears.

 

Item Not Stocked In Warehouse #

Do You Wish To Stock This Item In This Warehouse (Y/N)

 

 

Enter a Y for yes to create an Item Warehouse record for the item in the to warehouse.  The item is now stocked in the warehouse and the on hand amount is transferred to that warehouse.  Enter a N for no to not stock the item in the inputted warehouse.  The cursor returns to the Item Number prompt.  When a yes is input to stock the item, the prompt  Enter A Y For Yes This Is A Non-Stock Item Or A N For No This Is Not A Non-Stock Item appears.  Enter a Y to set the non-stock indicator to yes or a N to set the non-stock indicator to no for the item in the to warehouse.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

After the input of an item, the following information is displayed on the screen.

 

 

Quantity In From Warehouse  This is the current on hand quantity of the item in the inputted from warehouse prior to this transaction.  On hand is the amount that is physically in the warehouse.  Any broken pack units are included and are followed by the letters EA.  In the above example, 165 is the whole pack quantity and there are 2 broken pack units on hand in warehouse 1 which is the warehouse that the item is transferred from.

 

Quantity In To Warehouse  This is the current on hand quantity of the item, in the inputted to warehouse prior to this transaction.  On hand is the amount that is physically in the warehouse.  Any broken pack units are included and are followed by the letters EA.  In the above example, 12 is the whole pack quantity and there is 1 broken pack unit on hand in warehouse 2 which is the warehouse that the item will be transferred to.

 

Avg. Cost  The items average cost from the Item File.  The items average cost must correspond with the UM and PM.  Average cost is not adjusted by Inventory Transfer.  The four decimal cost is displayed.

 

PM  The items pack multiple from the Item File.

 

UM  The items unit of measure from the Item File.

 

Desc:  The items full description from the Item File.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

The cursor is at the following prompt.

 

Qty To Xfer

 

A slash / returns the cursor to the From Warehouse prompt.  An up arrow ^ returns to the Item Number prompt.  Enter the quantity to be transferred.  The quantity entered should correspond to the displayed pack multiple.  The only exception to this is if the pack multiple is greater than 1 and a transfer of a broken pack or unit is desired.  To transfer a broken pack or unit quantity, enter an E for each before the entered quantity.  As an example with a pack multiple of 4 and unit of measure of CT, entering E1 transfers 1 unit not 1 carton of 4 units.  Note:  If an E for each and the quantity that is input is greater than the pack multiple, the program divides the entered amount by the pack multiple and converts to whole packs and any remaining to units.  A zero is accepted but the transaction is deleted, and the cursor returns to the From Warehouse prompt.  A negative number is allowed but all this accomplishes is that the to warehouse becomes the from warehouse and vice versa.  (6 Alphanumeric)

 

If a quantity is input that is greater than 9999, the following prompt appears.

 

Quantity Is Very Large.  Please Check And Correct If Necessary

Is Entered Quantity Correct  (Y/N)

 

The prompt is to warn the operator that possibly they made a keying error as the inputted quantity is rather large.  Enter a Y to accept the input.  Enter a N to cancel the input.  The cursor returns for reinput.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

Qty To Xfer

 

If a quantity to transfer is entered that is greater than the current on hand amount in the from warehouse, the following prompt appears.

 

You Dont Have That Much In Warehouse #

Do You Wish To Continue  (Y/N)

 

 

The from warehouse is displayed.  A N for no takes the cursor back to the Qty To Xfer prompt for reinput.  A Y for yes accepts the inputted quantity.  You end up with a negative quantity in the from warehouse as more was transferred than what was there.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

Document #

 

 

Document number should be used to store a reference number for the transaction.  This could be a purchase order number or any other internal verification code or number.  On the first transaction there is no default.  After that the default document # is whatever was entered on the last entry added.  A carriage return accepts the default document number.  This can be overridden or left as blank, if desired.  An up arrow key ^ returns the cursor to the Qty prompt.  A slash / to cancel returns the cursor to the From Warehouse prompt.  Whatever is input is written to the Imwactd File and prints on the Stock Activity Inventory Report.  Document number is also printed on the Inventory Transaction Report.  (12 Alphanumeric)

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

Entering Serial Numbered Items

 

When a serial numbered item is entered, an additional prompt appears to allow input of the actual serial number of the machines that are being transferred.  An item is considered a serial numbered item when a Y for yes is in the Serial No. field 37 in Item File Maintenance.  The prompt is repeated the same number of times as the entered quantity to transfer.

 

Enter Items Serial No. - N For None

 

 

Enter the serial number of the machine that is being transferred from one warehouse to another.  When the transaction is updated, the warehouse is changed in the Serial File.  The quantity is also transferred.  You must enter at least one serial number for the program to transfer the quantity.  If the quantity to transfer is 1 and you enter a N for none, the transfer is not made.  The item is deleted from the screen.  It is like you canceled the transaction.  The following prompt displays to alert you that no transfer is made.  The cursor returns to the From Warehouse prompt.

 

Serial No. Record Was Not Updated For This Item

Quantity Was Not Transferred                  

 

When the quantity to transfer is greater than 1 and at least 1 serial number is input, if a N for none is entered at the serial number prompt, the entering of the serial numbers is completed even if there are more to enter.  The quantity to transfer is automatically changed to the number of serial numbers that were input.  The program is only transfer the quantity that corresponds with the number of actual serial numbers input.  The above prompt displays to alert the operator.  Note:  Entering ERROR works the same way as entering a N for none.  (18 Alphanumeric)

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

Entering Serial Numbered Items  (Contd)

 

Enter Item's Serial No. - 'N' For None      

 

When a serial number is input that does not exist in the Serial File, the prompt Serial No. Record Not Found appears.  The cursor returns for reinput.

 

When a serial number is input that is permanently placed at a customer site, the prompt shown below appears.  The cursor returns for reinput.  No transfer is allowed on a machine that is placed at a customer site.  The machine must be removed from the customer before a transfer can be made.  This includes machines on a rental contract.  Note:  Machines on custody can be transferred.

 

Serial No. Record Cannot Be Updated.  Machine Is At Customer Site.

 

 

When a serial number is input that is not currently in the from warehouse, the prompt Serial No. Record Cannot Be Updated.  Machine Is Not Stored In Warehouse  # appears.  The from warehouse is displayed.  The cursor returns for reinput.

 

When a serial number is input that is already in the to warehouse, the prompt Serial No. Record Cannot Be Updated.  Machine Is Already In Warehouse  # appears.  The to warehouse is displayed.  The cursor returns for reinput.

 

When a serial number is input that has already been transferred during this Inventory Transfer transaction, the prompt Serial Number Already Entered During This Transaction appears.  The cursor returns for reinput.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

After the document number on non-serial numbered items, and serial number on serial numbered items is input, the entry for that items transfer is completed.  The quantity displayed in Quantity In From Warehouse and To Warehouse includes the entered quantity.  This is now the after on hand balance.  Also note that when an E for each is entered at Qty To Xfer, the displayed average cost is changed to the each cost.  This is average cost divided by pack multiple.  This is average cost divided by pack multiple and calculates to the four decimal positions.

 

 

A common occurrence are transfers made of the same item from the same warehouse into more than one to warehouse.  The from warehouse stays the same but the to warehouse is changed, or you may be making numerous transfers of an item into the same warehouse but from different from warehouses.  The to warehouse stays the same but the from warehouse is changed.  When the same to or from warehouse is entered for the same item in the same Inventory Transfer transaction, the display of the after quantity does not reflect the other transfer lines for that item, unless the line is selected for a change.  The current line that is being added always reflects the correct after and before, but lines entered prior to the current do not include additional lines unless they are selected for a change.  Note on the following example that line 3 shows an after quantity of 155.  This includes lines 3 and 1.  But line 1 does not reflect line 3 as the 2 units are still displayed.  If line 1 was selected for a change, the after quantity would be adjusted and would include line 3s transfers.

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

While adding items when the current input screen is full, the display of the first two items on the screen are removed and the screen scrolls up rather than clearing the screen and beginning a new screen.  The operator can always view on the current input screen the last 3 transactions that were entered.  To illustrate this see the following examples.

 

The first example shows the screen as it looked at the time the eighth item on the screen is being added.

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

The next example shows the screen as it looked after completing the adding of the entry of the eighth item, TONER1.

 

 

Notice that the items on line 1 and 2 no longer appear on the screen.  The cursor is at the Item Number prompt on line 9.  After an item is entered for lines 9 and 10 , lines 3 and 4 scroll off the screen.  This continues until END is entered at the Item Number prompt.  At that time the next, previous prompts appear and the ability to page back and forth on the screens is activated.

 

The program does not allow a transfer of the same item in the same to and from warehouse more than once.  You may enter multiple transfers for the same item as long as the to and from warehouse are not the same.  You would have to totally exit Inventory Transfer and re-enter the program to enter another transfer for the same item and to and from warehouse.  The reason for this is in order to display the correct on hand before and after and allow changing of the transaction you can only have one record per item per same to and from warehouse on an individual Inventory Transfer transaction run.  As an example, entering an item with the from warehouse as 1 and the to warehouse as 10 could not be repeated for the same item.  However, you could repeat the warehouse 1 as the from and enter another to warehouse other than warehouse 10.  Or you could enter another from warehouse other than 1 and repeat the to warehouse 10.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

During the adding of an item if an attempt is made to enter an item and a to and from warehouse that has already been entered during the Inventory Transfer transaction run, the following prompt appears.

 

Quantities For This Item And Warehouse Were Already Entered On Line No.  ##

Do You Wish To Continue (Y/N)                                            

 

 

The line number that the item was already entered on is displayed.  Entering a N for no cancels the input.  The cursor returns to the From Warehouse prompt.  Entering a Y for yes automatically accesses the transfer record for that item and warehouse.  You are actually be in the change mode and are allowed to change the transfer quantity to warehouse or document number of the record that was already input.  Even though you cannot enter the same to and from warehouse and item more than once, the program alerts you to this and brings you directly to the record and allows a change of information.  For operating instructions in the change mode, see page 238.

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

Item Number

 

When END is input at the Item Number prompt or a duplicate transfer record is entered and the change mode is accessed, the add/change/delete feature is activated.  Entering END is just an initial ending command.  This is not the final exit of Inventory Transfer.  When END is entered, one of the two following prompts appears:

 

Enter A'dd, C'hange, D'elete, Or E'nd: 

Display P'revious, A'dd, C'hange, D'elete, Or E'nd:

 

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

Enter A'dd, C'hange, D'elete, Or E'nd: 

Display P'revious, A'dd, C'hange, D'elete, Or E'nd:

 

The first prompt appears when there is only one screen of items entered.  The second prompt appears when there is more than one screen of items entered.  Entering a P for previous goes back one screen.  If the items entered fill more than two screens, going back produces the following prompt.

 

Display Next, Previous, Add, Change, Delete, Or End: N

 

Entering a N for next accesses the next screen of items.  You may go back and forward as many screens as exist.

 

Enter A'dd, C'hange, D'elete, Or E'nd: 

Display P'revious, A'dd, C'hange, D'elete, Or E'nd:

Display Next, Previous, Add, Change, Delete, Or End: N

 

You may add additional items.  Enter an A for Add.  The cursor is at the Transfer From Warehouse prompt.  The line number is incremented.  No matter which screen you are on when the Add command is given, the cursor goes to the last screen to add the item.  Once the Add command is given, you are basically back in the original Add mode.  Operation is the same as described beginning on page 222.  Entering an END at the Item Number prompt accesses one of the above prompts.

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item

Enter A'dd, C'hange, D'elete, Or E'nd: 

Display P'revious, A'dd, C'hange, D'elete, Or E'nd:

Display Next, Previous, Add, Change, Delete, Or End: N

 

Entering a C for change allows an entered transfer record to be changed.  The item does not have to be displayed on the screen to be selected for a change.  The following prompt appears.

 

Enter Line Number To Change Or C'ancel

 

 

To cancel the change command, enter a C.  The cursor returns to the Add, Change, Delete prompt.  Enter the corresponding line number of the item record that is to be changed.  If a line number is entered that does not exist, the prompt Invalid Line Number appears.  The cursor returns for reinput.  An up arrow key returns the cursor to the Add, Change, Delete prompt.  Once a valid line number is input, the item is displayed at the top of the screen, and the cursor is at the first field that can be changed.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

 

To Warehouse

 

 

The original transfer warehouses are displayed.  Note that the after quantities in the to and from warehouse are adjusted if there are other transfers of this item involving one of the warehouses.  The from warehouse cannot be changed.  If this is incorrect, delete the transfer record and re-add it correctly.  The to warehouse can be changed.  A carriage return accepts the displayed warehouse.  This can be changed to a valid warehouse.  Enter the warehouse that the quantity is to be transferred to.  If an invalid warehouse number is input, the prompt Invalid Warehouse displays.  The cursor returns for reinput.  When the same warehouse number is input at the to warehouse prompt as what is the from warehouse, the message, To And From Warehouses Are The Same appears.  The cursor returns for reinput.  An up arrow key ^ produces the prompt Change Of From Warehouse Is Not Allowed.  The cursor returns to the To Warehouse prompt.  (1-9999)

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

 

To Warehouse

 

If the to warehouse number is changed to a warehouse that has already been entered for that item on another line on the transfer transactions and the from warehouse is also entered on another line, the following prompt appears.

 

Quantities For This Item And Warehouse Were Already Entered. Change Not Allowed.  You May Change Line Number  # .  Press 'CR' To Continue                    

 

 

The line number that the item and warehouse has already been entered on displays.  The change to this item is not allowed as the same item and to and from warehouse cannot be entered more than once on the same transfer transaction.  The carriage return redisplays the Add, Change, Delete prompt allowing selection of that line for a change for that items transfer transaction.

 

When the to warehouse is changed, the item must be stocked in the warehouse that is entered.  If the item is not stocked the following prompt appears.

Item Not Stocked In This Warehouse

Do You Wish To Stock This Item In This Warehouse (Y/N)

 

Enter a Y for yes to create an Item Warehouse record for the item in the indicated warehouse.  The item is now stocked in the warehouse and the quantity to be transferred is transferred for the item in the warehouse.  Enter a N for no not to stock the item in the inputted warehouse.  The cursor returns to the To Warehouse prompt.  When a yes is input to stock the item, the prompt  Enter A Y For Yes This Is A Non-Stock Item Or A N For No This Is Not A Non-Stock Item appears.  Enter a Y to set the non-stock indicator to yes or a N to set the non-stock indicator to no for the item in the inputted warehouse.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

 

Qty To Xfer

 

When the cursor reaches the Qty To Xfer prompt, the quantity in the from and to warehouse changes back to the on hand quantity prior to the adding of this record.  Other transfers of this item involving the same warehouses are reflected.  An up arrow ^ returns to the To Warehouse prompt.  The quantity that was entered on the Add displays as the default.  A carriage return accepts this.  If an E to enter a broken pack was input on the add, carriage returning at the E leaves the quantity as an each.  If the displayed quantity is incorrect, enter the correct amount to be transferred.  Overriding the amount replaces what was entered on the add.  It does not add or subtract from it.  To enter a broken pack or unit, enter an E for each before the entered quantity.  For example, with a pack multiple of 4 and unit of measure of CT, entering E1 adjusts 1 unit not 1 carton of 4 units.  Note:  If an E for each and the quantity that is input is greater than the pack multiple, the program divides the entered amount by the pack multiple and converts to whole packs and any remaining to units.  Note:  Entering an E for each changes the displayed average cost to the unit cost which is average cost divided by pack multiple.  A zero is accepted and no transfer is made.  The item is automatically deleted from the transaction.  (6 Alphanumeric)

 

If a quantity is input that is greater than 9999, the following prompt appears.

 

Quantity Is Very Large.  Please Check And Correct If Necessary

Is Entered Quantity Correct (Y/N)

 

The prompt is to warn the operator that possibly they made a keying error as the inputted quantity is rather large.  The prompt is to warn the operator that possibly they made a keying error as the inputted quantity is rather large.  Enter a Y to accept the input.  Enter a N to cancel the input.  The cursor returns for reinput.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

 

Qty To Xfer

 

If a quantity is entered that is greater than the quantity in the from warehouse the prompt, You Dont Have That Much In Warehouse #  Do You Wish To Continue (Y/N) appears.  The from warehouse is printed.  A Y for yes accepts the quantity.  A N for no returns for reinput.

 

Document #

 

 

The document # entered on the Add displays as the default.  A carriage return accepts the default document number.  This can be overridden, if desired.  An up arrow key ^ returns the cursor to the Qty To Xfer prompt.  Whatever is input is written to the Imwactd File and prints on the Stock Activity Inventory Report.  Document number is also printed on the Inventory Transaction Report.  (12 Alphanumeric)

 

After a change is completed, the screen the item was accessed from is redisplayed.  The quantity reflected on the changed item in the quantity in the to and from warehouse includes this transaction so reflects the after on hand quantity.

Inventory Transfer  Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

Changing a Serial Numbered Item

When a serial numbered item is selected for a change, all the serial numbers that were entered are displayed.  A prompt to add, change, or delete the serial numbers that are to be transferred appears.  This occurs after the entry of the document number.  Operation up to this point is the same as described for a non-serial numbered item.  One of the two following prompts appears.

 

Enter Add Change Delete End

Enter Next Add Change Delete End: N

 

 

Each serial number is assigned a line number to be used for modifications.  The operator has the ability to change the displayed serial number to a different serial number.  The operator can also delete the records and then add the correct serial number record.  If the quantity to transfer was increased, the operator can add the additional serial numbers.  The cursor is at one of the two following prompts.

 

Enter Add Change Delete End

Enter Next Add Change Delete End: N

 

The first prompt appears if there are less than 13 serial numbers.  The second prompt appears when there is more than 12 serial numbers.  Entering an E to end exits the item and returns to the screen that displays the items.  Entering a N for next accesses the next screen of inputted serial numbers.  The cursor is at one of the two following prompts.

Inventory Transfer  Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

Changing a Serial Numbered Item  (Contd)

 

Enter Next Previous Add Change Delete End: N

Enter Previous Add Change Delete End: N

 

The first prompt appears until the last screen of serial numbers is accessed.  The second prompt appears when the last screen is accessed.  Entering an E to end exits the item and returns to the screen that displays the items.  Entering a N for next accesses the next screen of inputted serial numbers.  Entering a P for previous goes back one screen of serial numbers.  You may go back and forward as many screens as exist.

 

Enter Add Change Delete End

Enter Next Add Change Delete End: N

Enter Next Previous Add Change Delete End: N

Enter Previous Add Change Delete End: N

 

The program does not allow more serial numbers to be added that exceed the amount to be transferred.  If an A for Add is entered and the number of serial numbers equals the current transfer quantity, the following prompt appears.  The cursor returns for reinput.  The transfer quantity is inserted into the message.

 

There Are Already # Serial Numbers Entered For This Item.  Add Not Allowed.

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

Changing a Serial Numbered Item  (Contd)

 

When an add is allowed the cursor is at the following prompt.

 

Enter Item's Serial No. - 'N' For None

 

 

An up arrow key ^ or a slash to cancel are not allowed.  Input the correct serial number.  If a N for none is entered, the Serial File is not updated.  A message Serial No. Record Was Not Updated For This Item.  Quantity Was Not Transferred appears. (18 Alphanumeric)

 

When the quantity to transfer is greater than 1 and at least 1 serial number is input if a N for none is entered at the serial number prompt, the entering of the serial numbers is completed even if there are more to enter.  The quantity to transfer is automatically changed to the number of serial numbers that were input.  The program only transfers the quantity that corresponds with the number of actual serial numbers input.  The above prompt displays to alert the operator.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

Changing a Serial Numbered Item  (Contd)

 

Enter Item's Serial No. - 'N' For None      

 

When a serial number is input that does not exist in the Serial File, the prompt Serial No. Record Not Found appears.  The cursor returns for reinput.

 

When a serial number is input that is permanently placed at a customer site, the following prompt appears.  The cursor returns for reinput.  No transfer is allowed on a machine that is placed at a customer site.  The machine must be removed from the customer before a transfer can be made.  This includes machines on a rental contract.  Note:  Machines on custody can be transferred.

 

Serial No. Record Cannot Be Updated.  Machine Is At Customer Site.

 

When a serial number is input that is not currently in the from or to warehouse, the prompt Serial No. Record Cannot Be Updated.  Machine Is Not Stored In Warehouse  # appears.  The from warehouse is displayed.  The cursor returns for reinput.

 

When a serial number is input that is already in the to warehouse, the prompt Serial No. Record Cannot Be Updated.  Machine Is Already In Warehouse  # appears.  The to warehouse is displayed.  The cursor returns for reinput.

 

When a serial number is input that has already been transferred during this Inventory Transfer transaction, the prompt Serial Number Already Entered During This Transaction appears.  The cursor returns for reinput.

 

After the serial number is added, the cursor returns to the display of the serial numbers to allow more modifications to the serial numbers for the item.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing an Item  (Contd)

Changing a Serial Numbered Item  (Contd)

 

When a C for change is entered, the following prompt appears.

 

Enter Serial Line To Change Or CR To End

 

 

Enter the line number that corresponds with the serial number that is to be changed.  A carriage return exits the change mode.  The add/change/delete prompt reappears.  If an invalid line number is entered, the prompt Serial Line Does Not Exist, appears.  The cursor returns for reinput.

 

When a valid line is entered, the program accesses the Enter Items Serial No. - N For None prompt.  The original inputted serial number is displayed as the default.  A carriage return leaves the transaction unchanged.  The displayed serial number can be changed to a different serial number.  All of the error message prompts that display on an add are applicable.  See page 231.  When the change is completed and the serial numbers are redisplayed, any new serial numbers are displayed.

 

If a N for none is entered, the Serial File is not updated.  A message Serial No. Record Was Not Updated For This Item.  Quantity Was Not Transferred appears.  The original serial number remains.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing An Item  (Contd)

Changing A Serial Numbered Item  (Contd)

 

When a D to delete a serial number is input, the following prompt appears.

 

Enter Serial Line to Delete Or CR To End

 

 

Enter the line number that corresponds with the serial number that is to be deleted.  A carriage return exits the delete mode.  The add/change/delete prompt reappears.  If an invalid line number is entered, the prompt Serial Line Does Not Exist, appears.  The cursor returns for reinput.  When a valid line is input, the following prompt appears.  The line and its information are displayed.

 

OK To Delete (Y/N)

 

Enter a Y to delete the serial number.  Enter a N to cancel the delete command.  When the delete is completed or canceled, the serial numbers are redisplayed.

 

The quantity transferred must match the quantity of serial numbers.  Thus normally an add is not made until a delete is made or the quantity transferred is increased.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing An Item  Contd)

Changing A Serial Numbered Item  (Contd)

 

Enter Add Change Delete End

Enter Next Add Change Delete End: N

Enter Next Previous Add Change Delete End: N

Enter Previous Add Change Delete End: N

 

When you are finished making modifications to the serial numbers, enter an E to end.  If the number of serial numbers is less than the current quantity transferred entered during the change, the following prompt appears.

 

The Number Of Serial Numbers Entered Is Less Than Quantity Transferred.

Is This Correct (Y/N)                                               

 

 

In the above example, notice the current transfer quantity is 3 and there are only 2 serial numbers as one was deleted.  Entering a N for no redisplays the Add Change Delete prompts and allows the third serial number to be added.  Entering a Y for yes exits the serial number screen.  The quantity to be transferred automatically changes to match the number of serial numbers.  The program only transfers the quantity that corresponds with the number of actual serial numbers input.  In this example, that is two.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Changing An Item  (Contd)

Changing A Serial Numbered Item  (Contd)

 

After inputting an E to end if the number of serial numbers is greater than the current quantity received entered during the change, the following prompt appears.

 

More Serial Numbers Were Entered Than The Quantity Transferred.

Please Delete # Serial Numbers.

Press CR To Continue

 

 

The program does not allow input of more serial numbers than what the quantity transferred is.  The prompt displays the number of serial numbers that must be deleted in order for the quantity transferred to match.  In the above example, notice the current transfer quantity is 2 and there are 3 serial numbers.  This could occur if the original quantity transferred was greater than the changed quantity transferred.  A carriage return returns the cursor to the Add Change Delete prompt.

 

If you totally messed up the entry of the serial numbers, you can delete the item from the transfer.  That automatically deletes the serial numbers from being transferred.  Changing the quantity transferred to zero also deletes the item and serial numbers from the transfer.

 

After a change is completed, the item is redisplayed.  The Quantity In From And To Warehouse returns to the display with the transfer quantities reflected.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

Deleting an Item

 

Enter A'dd, C'hange, D'elete, Or E'nd: 

Display P'revious, A'dd, C'hange, D'elete, Or E'nd:

Display Next, Previous, Add, Change, Delete, Or End: N

 

Entering a D for delete allows an entered transfer to be deleted.  The item does not have to be displayed on the screen to be selected for a delete.  The following prompt appears.

 

Enter Line Number To Delete Or C'ancel   

 

 

To cancel the delete command, enter a C.  The cursor returns to the Add, Change, Delete prompt.  Enter the corresponding line number of the item record that is to be deleted.  If a line number is entered that does not exist, the prompt Invalid Line Number appears.  The cursor returns for reinput.  An up arrow key ^ returns the cursor to the Add, Change, Delete prompt.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Deleting an Item  (Contd)

 

Once a valid line number is input, the item is displayed at the bottom of the screen.  The cursor is at the following prompt.

 

Verify Delete Cancel

 

 

Enter a C to cancel the delete.  The cursor returns to the Add, Change, Delete prompt.  The item is not deleted.  Enter a D to delete the transfer record.  The item is removed from the screen.  Any items that came after the deleted record have their assigned line numbers automatically renumbered.  The cursor returns to the Add, Change, Delete prompt.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Enter A'dd, C'hange, D'elete, Or E'nd: 

Display P'revious, A'dd, C'hange, D'elete, Or E'nd:

Display Next, Previous, Add, Change, Delete, Or End: N

When you have entered all of the items and made any changes or deletions, you are ready to exit the program.  To command the final exit of entering the items enter an E to end.  No more modifications can be made to the items that were entered.  The following prompt appears.

 

Do You Wish To Print The Inventory Transaction Report  (Y/N)  

 

 

Enter a N for no not to print the report.  Enter a Y for yes to print the report.  The printer selection screen appears to allow selection of a printer.  Note:  If the printer that is selected is busy, you do not have the normal ability to cancel.  You either have to wait or change the printer.  You have one chance to print an Inventory Transfer Transaction Report.  If you enter a N for no, you are not be able to print this report.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Inventory Transaction Report

 

When a yes is entered to print the Inventory Transaction Report, the following prompt appears.

 

Use Average Cost Or Last Cost In The Value Calculation

 

 

The Inventory Transaction Report prints the total transfer value for each item and a grand total.  This prompt allows the operator to choose whether average or last cost should be used for the cost on the report.  Enter an A to use average cost from the Item File.  Enter a L to use last cost from the Item File.  An up arrow key ^ returns the cursor to the Do You Wish To Print The Inventory Transaction Report  (Y/N) prompt.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Inventory Transaction Report  (Contd)

 

During the printing of the report or after entering no not to print the report, the actual updating of all of the files occurs.  This includes the Item File, Item Warehouse File, Serial File and Imwactd File.  During the updating of the files if the Item or Item Warehouse File is being accessed on another terminal for the item and warehouse that is being updated, one of the following prompts appears: 

 

Item ####### Warehouse ## Record In Use On Another Task!

Item ####### In Use On Another Task!

 

 

The first prompt occurs when the item that is being updated is being accessed on another task in the Item Warehouse File Maintenance program in the same warehouse.  This would be a warehouse of 2 to 9999 and could be the to or the from warehouse.  The item number and warehouse is displayed.  The second prompt occurs when the item that is being updated is being transferred either to or from warehouse 1 and is being accessed in Item File Maintenance.  The item number is displayed.  The messages remain, and the program does not continue on until the other task exits that record.  This is to protect the integrity of your data so that all the proper updating occurs.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Inventory Transaction Report  (Contd)

The Inventory Transaction Report includes all of the items that were entered since entering the program and typing the END command.  Transfers made that were deleted during the transaction are not included.  The report includes the following information per item entered.  The items are printed in the order they were entered in Inventory Transfer.  They correspond with the line number order of the entries.  In the heading of the report are the initials that were accepted at the menu prompt when entering the program.  This is to identify the operator who entered the transactions.

 

FROM WH  The warehouse the items are transferred from.

 

TO WH  The warehouse the items are transferred to.

 

P.C.  The product class of the item from the Item File.

 

ITEM DESCRIPTION  The items full description from the Item File.

 

QTY TO XFER  The quantity transferred.  If a broken pack (E for each) was entered, an E is printed before the quantity.

 

PM  The pack multiple from the Item File.

 

UM  The unit of measure from the Item File.

 

QTY IN FROM WHSE BEFORE  The on hand quantity in the from warehouse before entering the transfer.  Any broken pack units are included with the letters EA following the broken pack quantity.

 

QTY IN FROM WHSE AFTER  The on hand quantity in the from warehouse after entering the transfer.  Any broken pack units are included with the letters EA following the broken pack quantity.

 

QTY IN TO WHSE BEFORE  The on hand quantity in the to warehouse before entering the transfer.  Any broken pack units are included with the letters EA following the broken pack quantity.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Inventory Transaction Report  (Contd)

 

QTY IN TO WHSE AFTER  The on hand quantity in the to warehouse after entering the transfer.  Any broken pack units are included with the letters EA following the broken pack quantity.

 

AVG or LAST COST  The average or last cost from the Item File which prints depends upon the response to the prompt Use Average or Last Cost.  This is for a quantity of 1.  If an E for each was entered, the unit or each cost is printed.  A non-serialized item is printed with the four decimal cost.  When the item is a serial numbered item, the Serial File cost is printed.  The average or last cost is not printed for serial numbered items.  Each individual serial number has its corresponding Serial File cost included.  There is also a total per item of all of the serial numbers transferred.  This follows the heading TOTAL SERIAL FILE COST.

 

EXT. COST  The extended last or average cost (Average or Last Cost Times Quantity).

 

DOCUMENT  The entered document number.

 

SERIAL NUMBER:  All of the serial numbers that were transferred print.

 

The report includes the combined total of all of the items extended costs after the heading REPORT TOTAL.  The report total of cost includes the Serial File cost of the transferred machines.  This is the total transferred cost.  Note:  Costs with more than 2 decimal points are rounded up or down to two decimals for the total.  For example, a cost of 9.075 is rounded to 9.08.

 

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

Inventory Transaction Report  (Contd)

Following is a sample report of the inventory transactions that were used during this documentation.

 

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

After the response to the printing of the Inventory Transaction Report or the report is completed, the screen displays the total adjusted cost after the heading Value.  This is always average cost.  Also included is the total number of transactions, Count.  This is not the total quantity transferred but the number of items that had an entry.  This would correspond with the number of line numbers.  The cursor is at the following prompt.

 

Enter Y To Return To Menu

 

 

Enter a Y to return to the Inventory Data Entry menu.

 

If END is input at Item Number and no item transfers have been entered, the prompt shown below appears.  The message No Transfers Made appears on the screen.

 

Enter Add, Or End:

 

Enter an A to return to the Add mode and enter items.  Enter an E to exit the program.  The prompt Enter Y To Return To Menu appears.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

Following is a recap of what is updated per item transferred.

 

Item and Item Warehouse Files

 

The on hand amounts are added to in the to warehouse and subtracted in the from warehouse by the quantity entered.  When an item is stocked in a warehouse an item warehouse record is created.  The current system date is written as date added.  Whatever is stored in the Item File in the negative stock indicator is written and also automatic calculation of min and max.

 

 

Inventory Stocking Files

This is the Imwactd File.  This file is used by the Stock Activity Inventory Report.  The report prints what transactions have been made in Inventory Transfer.  Included on the report for items transferred through Inventory Transfer is the to and from warehouse, item number and description, quantity entered, document number, transaction date (date entered at menu prompt when entering the program), and the operators initials entered at the menu prompt.

 

Serial Files

The Serial Files are updated with the new to warehouse.

 

Prior to exiting the Inventory Transfer program you may also print all of the items entered by printing the Inventory Transaction Report.  This also includes the serial numbers that were transferred.  Once the program is exited, this report is not available.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

During the updating of the Imwactd File, it is possible that an end of file stop may occur.  This may occur if you are entering a large amount of transactions at one time.  Because the way the program allows input of all transactions and does not update until you complete the transactions, an end of file stop could cause a lot of transactions to not be updated.  The operator could potentially have to re-enter a lot of work.  To prevent this if an end of file stop occurs, the program does not go to a greater than prompt.  The error message displays.  An example of a possible error message is End Of File at stmt 6074 and the program name INDE006.  The following message also appears.

 

Call LMS To Have Inventory Transaction File (IMWACTD,X,2X) Enlarged.  The Program Can Not Continue Updating Files Until This Is Resolved.  If This Stop Occurs Outside Of LMS Regular Support Hours, Log Everyone Else Off The System And Run The File Checking Report On Another Task.  Enter C To

Continue Program After The Problem Is Resolved.

 

Always call LMS support during the regular support hours with this error.  However, if this occurs on a weekend or late at night, you could try running the file enlarging.  Be sure everyone is logged off the system with the exception of the terminals that have the above error.  After the file is enlarged, entering a C continues the program on.  Note:  If the file checking does not enlarge the file enough, the stop reoccurs.  You could then run the file checking again.  Caution:  If there is an error on the file checking, the first time it is run, DO NOT rerun it.  You have to wait until LMS support is contacted.

Inventory Transfer  (Contd)

 

 

Enter Data  (Contd)

 

A situation may occur that a serial number is entered during the transfer.  Before the program is exited and the actual Serial File is updated, someone enters another task and deletes the same serial number.  The Serial File is deleted on another terminal and the same serial number is still in the temporary files used in Inventory Transfer.  When the program is exited, it tries to update the Serial File and finds that it does not exist.  If this occurs, the following message appears.  The item and serial number that was supposed to be transferred displays.  A carriage return continues the program on.

 

Item: #### Serial: ####-Was Deleted On

Another Task.  It Will Not Be Transferred To Warehouse ##     

Press 'CR' To Continue                            

 

The serial number does not print on the Inventory Transaction Report when printed from Inventory Transfer, but the quantity to be transferred is included.  However, the on hand is not adjusted for this record in either warehouse.