Create transfer automatically
Avtomatsko kreiranje prenosa
This feature allows you to create an inter-warehouse transfer based on issues from a specific warehouse over a specified period. It is useful if you sell goods from a warehouse in a planned manner, although you do not have any stock at that warehouse. This way, you can transfer the quantity sold from a warehouse with stock to the warehouse from which you made the sale. In such cases, it is recommended to use the feature as regularly as possible.
- Header
- Lines to Transfer
- Errors
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1. Header
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Document Types
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The types of issue documents from which sales data is collected.
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Issuing Warehouse
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The issuing warehouse from which the sale was made. The data in this field is populated automatically from the Receiving Warehouse field in the header of the document from which the function is called. This ensures that the items are transferred to the right warehouse.
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Date From–To
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Date period for which sales data is collected.
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Create New Document
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If checked, the program creates a new document for the inter-warehouse transfer for the currently used Document Type. Otherwise, the program creates lines on the document you are on. Unchecked by default.
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Date of new document
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The date that is entered into the header of the inter-warehouse transfer when creating a new document. The date can be defined manually, with the current date set as the default value. An inter-warehouse transfer takes place on this date.
Useful if the Create New Document option is selected.
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Include Negative Issues
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If checked, includes the lines with negative quantities in the inter-warehouse transfer.
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Collect (button)
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Collects the data from the lines of issues according to the selected criteria.
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Create (button)
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Creates the lines of the new inter-warehouse transfer on the existing or a new inter-warehouse transfer document, depending on the settings defined in the form header.
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2. Lines to Transfer
This panel shows all lines selected by the program according to the criteria selected in the form header. At this point, certain lines can also be unchecked and thus not added to the inter-warehouse transfer. It is also possible to transfer Package items.
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Sel. (Select)
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Check to select an item for transfer.
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Key
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Unique number of the document.
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Line
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Consecutive number of the line generated automatically by the program.
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Note
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The note for the document.
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Item
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ID of the item in the line of the currently selected document.
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Name
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Name of the item in the line of the currently selected document.
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Quantity
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Quantity of the item in the line of the currently selected document.
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Packing Slip
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Date of the packing slip.
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Price
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Price in the line of the currently selected document.
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D% (Discount %)
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Percentage of recognized discount.
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Value
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Value of goods based on the sale price.
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Packages
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Number of packages in the line.
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U/M (Unit of Measurement)
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Unit of measurement in the line of the currently selected document.
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Valuation Price
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Price for valuation that is currently valid for this item at the issuing warehouse.
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Warehouse Value
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Total value of this item based on the valuation price and available quantity at the issuing warehouse.
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VAT
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Code of tax rate. The default value is taken from the Items register.
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Department
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Department in the line of the currently selected document.
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Cost Ctr. (Cost Center)
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Cost center in the line of the currently selected document.
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3. Errors
This panel shows a list of any errors that occur when creating an inter-warehouse transfer. For example, if there is not enough stock in the issuing warehouse on a certain date to be transferred to the receiving warehouse, the program reports this and does not create such transfer lines.
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Key
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Unique number of the document.
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Line
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Consecutive number of the line generated automatically by the program.
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Link
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ID of the item for which the error occurred during an inter-warehouse transfer. |
| Error |
Short description of the error. |