Remote Inventory Transfer

 

The Remote Inventory Transfer program is found on the Inventory Data Entry menu, 1-10

 

The main purpose of the Remote Inventory Transfer program is to transfer items from warehouse to warehouse, warehouse to technician, technician to warehouse, or technician to technician.  The items to be transferred are scanned and the quantity entered into the bar-code scanner.  The items and associated quantities are moved to the appropriate warehouse or technician in The La Crosse Systemä.  This is a very efficient method of tracking the movement of inventory.  The Inventory Transaction Report, which lists the items transferred between warehouses and the associated old and new quantities for every item scanned, is printed.  The average/last cost or serial file cost and extended cost of every scanned item is included on the report.

Any entry made in the Remote Inventory Transfer program is written to the file that is used by the Stock Activity Inventory Report. This is the Imwactd File.  The entry says TRAN FROM and TRAN TO to identify it as coming from the Inventory Transfer program.

 

The onhand amounts are adjusted in the proper warehouses according to the transferred amounts.  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.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner

 

Introduction

To activate the scanner, pull back on the trigger.  When activated, the LMS password screen is displayed.  See the following example.  Note:  To save on battery life, the bar-code scanner automatically shuts off after a certain length of time.  A beep sounds before the screen becomes blank.  This is a feature similar to the screen-saver mode on a PC terminal.  Pull back on the trigger to exit this screen-saver mode and return to the screen where you left off.

 

 

 

 

 

 

 

 

 

 

 

 

Press ENTER to access the Inventory System menu.  See the following example.  Select one of the following options.

 

<F1> = Data Entry

<F2> = Inquiries

<F3> = Purge Data

<F4> = Transmit Data

<MODE> To End

 

 

 

 

 

 

 

 

 

 

 

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Introduction  (Contd)

 

Press F1 to perform an inventory posting or transfer.  Press F2 to review all items, serial numbers, and associated quantities stored in the scanners memory.  Press F3 to purge all current data stored in the scanners memory.  Press F4 to transmit the data stored in the scanners memory to The La Crosse Systemä.  Press MODE to exit the Inventory System menu and return to the LMS Password screen.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Inventory Transfer

From the Inventory System menu, press F1 to open the Data Entry screen.  See the following example.

 

<F1> = Posting

<F2> = Transfers

<MODE> = Main Menu

 

 

 

 

 

 

 

 

 

 

 

 

From the Data Entry screen, press F2 to begin the inventory transfer process.  The following prompt appears.

 

Enter From Warehouse

 

 

 

 

 

 

 

 

 

Enter the number for the warehouse from which you will be transferring inventory.

 

The From Warehouse is checked for validity.  A valid warehouse is numbered from 1-9999.  If valid, a beep sounds and the Enter To Warehouse prompt displays.  If invalid, a buzz sounds and the Enter From Warehouse prompt redisplays.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Inventory Transfer  (Contd)

 

Enter To Warehouse

 

 

 

 

 

 

 

 

 

 

Enter the number for the warehouse to which you will be transferring inventory.  The To Warehouse is checked for validity.  If valid, a beep sounds and the Item Data Entry screen displays.  If invalid, a buzz sounds and the Enter To Warehouse prompt redisplays.  Note:  Press F2 to re-enter the From Warehouse.  Press MODE to return to the Data Entry screen.

 

The Item Data Entry screen opens and the following prompt appears.

 

Enter Item Number:

 

 

 

 

 

 

 

 

 

 

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Inventory Transfer  (Contd)

 

Enter Item Number:

 

At the Enter Item Number: prompt, enter an item number by scanning the bar-code label or manually entering the items number on the keyboard.  To enter an item number using the bar-code scanner, scan the items bar-code label.  Pass the scanners laser, which is emitted from an area behind the monitor, over the bar-code label.  The red light of the laser should intersect the label horizontally.  A beep sounds and a green light flashes near the top of the monitor if the label scans successfully.  The system checks the item numbers validity.  If valid, the Quantity Data Entry screen is displayed.  If invalid, a buzz sounds.  The Enter Item Number: prompt redisplays.  Re-scan the items bar-code label or enter the items number manually.  The item number can be up to 17 characters in length to properly scan with the bar-code scanner.  The bar-code scanner is unable to read the label for an item or serial number greater than 17 characters.

 

Note:  If a non-serialized item is not stocked in either the From Warehouse or the To Warehouse, The La Crosse Systemä automatically stocks the item in the appropriate warehouse as a stock item.  The onhand quantity is adjusted accordingly.

 

To manually enter an item number, enter the number on the scanners keyboard.  Press the SHIFT key to change the keyboard from numeric mode to alphabetic mode.  Press F3 to move ahead one space.  Note:  Press F4 to enter the Item Number Search screen to see if an item number was entered previously.  Press MODE to exit the Item Data Entry screen and return to the Item Data Entry screen.

 

If the item is serialized, press F1 to open the Serial Data Entry screen.  The following prompt appears.

 

Enter Serial Number:

 

 

 

 

 

 

 

 

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Inventory Transfer  (Contd)

 

Enter Serial Number:

 

Enter the items serial number by scanning the serial number section of the bar-code label or enter the items serial number manually on the keyboard.  Entering the serial number using the bar-code scanner:  Scan the serial number section of the bar-code label with the bar-code scanner.  A beep sounds and a green light flashes near the top of the monitor if the label scanned successfully.  A quantity of one is assumed for a serialized item.  Therefore, the Enter Quantity: prompt is skipped.  One serialized item must be entered at a time.

 

If you try to transfer a serialized item that is either an invalid item, not assigned to the From Warehouse, already in the To Warehouse, or placed at a customer site, the serialized item does not print on the Inventory Transaction report.  A message stating why the serialized item was skipped is displayed on your terminal during the transfer process in The La Crosse Systemä.

 

Note:  Press F2 to redisplay the Item Data Entry screen and re-enter the item number.  The previously-entered item number is erased.

 

The Quantity Data Entry screen opens and the following prompt appears.

 

Enter Quantity:

 

 

 

 

 

 

 

 

 

 

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Inventory Transfer  (Contd)

 

Enter the quantity for the item using the keyboard on the scanner.  For pack multiples, enter the multiple rather than the pack (i.e., enter 12 for 1 case of toner which contains 12 bottles).  Press ENTER when finished.  The quantity is checked for validity (1-9999).  If valid, a beep sounds and a green light flashes near the top of the monitor.  If invalid, a buzz sounds and the Enter Quantity: prompt redisplays.  Enter quantities as each rather than as a case, etc.  (e.g., Each case of toner has a package multiple of 4.  You have two complete cases and one extra bottle.  When entering the quantity for this item, you must enter 9.)  Note:  Press F1 to open the Serial Data Entry screen and enter a serial number for a serialized item.  Do not enter a quantity for a serialized item.  The bar-code scanner assumes that a serialized item has a quantity of one.  The system allows you to transfer a quantity greater than that currently in the From Warehouse.  Press F2 to redisplay the Item Data Entry screen and re-enter the item number.  The previously-entered item number is erased.  Press F3 to insert a space at the prompt.

 

Repeat for every item or item type that you wish to transfer between the previously-entered warehouses.  If the label of a particular item is scanned more than once, every entry is listed separately on the bar-code scanner and Inventory Transaction Report.  However, every entry for a particular item is accumulated and correctly impacts inventory in The La Crosse Systemä.  If you transfer an item with a quantity greater than that in the From Warehouse, The La Crosse Systemä indicates a negative onhand quantity in the From Warehouse after the transfer is complete.

 

Note:  Press F3 to start a new inventory transfer with different From and To Warehouses.  Press F4 to enter the Item Number Search screen to look for an item number that has been entered previously.  Press SHIFT to change the keyboard from numeric code to alphabetic mode.  Press MODE to return to the Data Entry Menu.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Item Number Search

From the Item Data Entry screen, press F4 to open the Item Number Search screen to search all previously-scanned data to see if the item is already input.

 

The Item Number Search screen opens and the following prompt appears.

 

Enter Item Number:

 

 

 

 

 

 

 

 

 

 

Enter the item number by scanning the items bar-code label with bar-code scanner or enter the item number manually using the keyboard.  Note:  When performing the item number search, the program first looks for an exact match of the item number.  If unsuccessful, the program looks for the next closest match.  (e.g., Item number TONER1 with a quantity of 12 was entered.  A search performed on TONER, which has yet to be entered) would result in the display of TONER1 12

 

If the item number is not found, a buzz sounds and a NOT FOUND!!! message displays.  The screen returns to the Item Number Search screen and Enter Item Number: redisplays after a few seconds.  If the item number is found, a beep sounds and a FOUND IT!!! message displays along with the item number, quantity, and serial number.  Press F2 to redisplay the Item Number Search screen and perform another item number search.  If multiple serial numbers have been entered for an item, press F3 to view each of the available serial numbers.

 

Note:  Press F1 to delete the item number, serial number, and quantity.  The Delete Item Record Are You Sure? prompt displays.  If yes, enter Y and press the ENTER key.  An ITEM RECORD DELETED message displays and the record is deleted.  The Item Number Search screen redisplays.  If no, enter N and press the ENTER key.  The Item Number Search screen redisplays, and the item is not deleted.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Data Inquiry

From the Inventory System screen, press F2 to open the Data Inquiry screen.  View each item in the order in which it was entered.  This option is only efficient when a small number of items have been scanned because you must page through each item in the order they were entered.  See the following example.

 

 

 

 

 

 

 

 

 

The first item number, serial number, and quantity are displayed under their respective headings.

 

Note:  Press F2 to display the next data record.  Continue to press F2 to page forward through the available data records.  Press F3 to display the previous data record.  Continue to press F3 to page backward through the available data records.  Press MODE to exit the Data Inquiries screen and return to the Inventory System menu.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Purge Data

From the Inventory System screen, press F3 to purge all data currently stored in the scanners memory.  The Purge Data screen opens and the following prompt appears.

 

Purge Data Records

Are You Sure?

<Y> or <N>

 

 

 

 

 

 

 

 

 

Enter your choice.  If yes, enter Y and press the ENTER key.  A DATA RECORDS

PURGED!! message displays.  The Inventory Systems Menu redisplays.  If no, enter N and press the ENTER key.  The date records are not purged, the program is exited, and the Inventory System Menu redisplays.

 

Note:  Perform the purge data function only after completing a success inventory update and before beginning the inventory of a warehouse.  This ensures that no previously entered records are stored in the scanners memory.

Remote Inventory Transfer  (Contd)

 

 

Operate the Bar-Code Scanner  (Contd)

 

Transmit Data

From the Inventory System screen on the bar-code scanner, press F4 to transmit the data stored in the scanners memory to The La Crosse Systemä.  The Transmit Data screen opens and the following prompt appears.

 

Transmit Data

Are You Sure?

<Y> or <N>

 

 

 

 

 

 

 

 

 

 

Enter your choice.  If yes, enter Y and press the ENTER key.  All stored data records are uploaded to The La Crosse Systemä.  If no, enter N and press the ENTER key.  The data records are not transferred, the program is exited, and the Inventory System Menu redisplays.

 

Note:  A TRANSMITTING& message is displayed while the data is being transferred from the scanner.  The length of the data transfer is dependent on the file size.  Usually, the process only lasts a few seconds.  When the transmission is complete, the Inventory System Menu redisplays.

Remote Inventory Transfer  (Contd)

 

 

Enter Data

 

Remote Inventory Transfer is found on the Inventory Data Entry menu, 1-10.  The report has two options:  Report Only or Update Quantities.  See the following example.

 

Report Only, Update, End

Enter R for the Report Only option, which prints a list of the data transferred from the bar-code scanner.  Note:  It is recommended that you select the Report Only option before the Update option to review the inventory transfer data before it is used to update inventory.  The Inventory Transaction Report provides the From Warehouse number, To Warehouse number, product code, item number, description, serial number (if applicable), quantity to transfer, pack multiple, unit of measure, quantity in From Warehouse before transfer, quantity in From Warehouse after transfer, quantity in To Warehouse before transfer, quantity in To Warehouse after transfer, average cost and extended cost for every item scanned.  The cursor proceeds to the following prompt.

Enter U for the Update Quantities option, which compares and updates the items and associated quantities-onhand currently in the system with the transferred data.  The Inventory Transaction Report prints a list of the data transferred from the bar-code scanner and the updated inventory quantities after the transfer process.  The cursor proceeds to the following prompt.

 

Enter E to end the Remote Inventory Transfer program.  The Enter Y To Return To Menu prompt opens.  Enter Y to return to the Inventory Data Entry menu.

Remote Inventory Transfer  (Contd)

 

 

Enter Data  (Cont'd)

 

Pagebreak By From WH, To WH, Both, None:

 

Enter F to divide the Inventory Transaction Report by From Warehouse.  All of the inventory transfers that share the same From Warehouse will display or print together on the same page.  Enter T to divide the Inventory Transaction Report by To Warehouse.  All of the inventory transfers that share the same To Warehouse will display or print together on the same page.  Enter B to divide the report by both From and To Warehouse.  All of the inventory transfers that share the same From and To Warehouses will display or print together on the same page.  Enter N to display the Inventory Transaction Report in its entirety.

 

Continue? (Y/N)

 

Select Y to continue with the Inventory Transaction Report and/or the Update Quantities option.  Enter N to return to the Report Only, Update, End: prompt.

 

Use Average Cost Or Last Cost In the Value Calculation

 

Enter A to use the average cost of the item to determine the inventory dollar value.  Enter L to use the last cost of the item to determine the inventory dollar value.  Note:  The Serial File cost displays for serialized items.

 

After inventory is updated, purge the data from the scanner.  See the Operate the Bar Code Scanner/Purge Data section for instructions.  NOTE:  CONFIRM THAT INVENTORY HAS BEEN IMPACTED CORRECTLY BEFORE PURGING THE DATA.  Now, you can use the bar-code scanner to transfer inventory between other warehouses, continue to transfer between the same warehouse if necessary, or collect data for the remote inventory posting process.

Remote Inventory Transfer  (Contd)

 

 

Report Results

 

See the following example of the Inventory Transaction Report.

 

Inventory Transaction Report

The following displays for each item found:

 

FROM WH:  The number of the warehouse from which the item is being transferred.

 

TO WH:  The number of the warehouse to which the item is being transferred.

 

P.C.:  The product class of the item.

Remote Inventory Transfer  (Contd)

 

 

Report Results  (Contd)

ITEM NUMBER:  The item number and item description.  If a problem is encountered in the transfer of an item, an error message displays in the items description field.  (i.e., If a serialized item is placed and a transfer is attempted, the **Serial No. Is Placed** message displays.)  The serial number of the item is also available, if applicable.

 

If the label of a particular item is scanned more than once, every entry is listed separately on the bar-code scanner and Inventory Transaction Report.  The Inventory Transaction Report does not reflect the accumulation of multiple entries for an item in the before and after onhand quantities.  However, every entry for a particular item is accumulated and correctly impacts inventory in The La Crosse Systemä.  If you transfer an item with a quantity greater than that in the From Warehouse, The La Crosse Systemä indicates negative onhand quantity in the From Warehouse after the transfer is complete.

If a non-serialized item is not stocked in either the From Warehouse or the To Warehouse, The La Crosse Systemä automatically stocks the item in the appropriate warehouse as a stock item.  The onhand quantity is adjusted accordingly.

 

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.  The Association Item Number message also displays for this item while the transfers are being processed.

If you try to transfer a serialized item that is either an invalid item, not assigned to the From Warehouse, already in the To Warehouse, or placed at a customer site, the serialized item prints on the Inventory Transaction Report with the associated error message in the Items description field.  While processing transfers various error messages stating why serialized items are skipped display during the transfer process, and the program continues on.  The messages are:  Serial No. Record Not Found if the serialized item is invalid; Serial No. Record Cannot Be Updated.  Machine Is Not Stored In Warehouse #### if the serialized item is not assigned to the From Warehouse; Serial No. Record Cannot Be Updated.  Machine Is At Customer Site if the serialized item is already placed at a customer site, and Serial No. Record Cannot Be Updated.  Machine Is Already In Warehouse ### if the serialized item is already located in the To Warehouse.

Remote Inventory Transfer  (Contd)

 

 

Report Results  (Contd)

After the Inventory Transfer report or update process is complete, a detailed message displays for each item that is skipped.  The messages are:  Item: ### Serial: ### No Found  It Will Not Be Transferred To Warehouse #### if the serialized item is not assigned to the From Warehouse; Item: ### Serial: ### Is Placed At A Customer Site  It Will Not Be Transferred To Warehouse #### if the serialized item is already placed at a customer site; Item: ### Serial: ### Already In Warehouse ####  It Will Not Be Transferred Again if the serialized item is already located in the To Warehouse; Item: ### Wh: #### Is Invalid if the item is not valid; and Item Number ### Was Deleted From Item File  Item Will Not Be Updated if the item has been deleted and an item association is not created.

 

QTY TO XFER:  The quantity of the item to be transferred.  If the item is packaged in multiples but a quantity of single units less than the pack multiple is transferred, an E for Each is also displayed here.

 

PM:  The pack multiple of the item.

 

UM:  The unit of measure of the item (i.e., CS for case, CT for carton, EA for each).

 

QTY IN FROM WHSE BEFORE:  The quantity of the item in the From Warehouse before the transfer.  If the item is packaged in multiples, this is the number of packages (i.e., case, carton) plus any single units (EA for eaches).

 

QTY IN FROM WHSE AFTER:  The quantity of the item in the From Warehouse after the transfer.  If the item is packaged in multiples, this is the number of packages (i.e., case, carton) plus any single units (EA for eaches).

 

QTY IN TO WHSE BEFORE:  The quantity of the item in the To Warehouse before the transfer.  If the item is packaged in multiples, this is the number of packages (i.e., case, carton) plus any single units (EA for eaches).

 

QTY IN TO WHSE AFTER:  The quantity of the item in the To Warehouse after the transfer.  If the item is packaged in multiples, this is the number of packages (i.e., case, carton) plus any single units (EA for eaches).

 

AVG. COST/LAST COST:  The average or last cost of the item depending the selection made when running the Remote Inventory Transfer program.  The Serial File cost displays for serialized items.

Remote Inventory Transfer  (Contd)

 

 

Report Results  (Contd)

 

EXT. COST:  The extended cost of the item.  The system uses the average cost or last cost to calculate this figure depending on which was selected previously.  The Serial File cost displays for serialized items.

 

REPORT TOTAL:  The total extended cost for every item on the report.