Inter-warehouse transfer document types have the following settings.
| ID |
The 3-character ID of the document type. |
| Short Name |
The optional short name of the document type (used in
overviews). |
| Name |
The name of the document type as it appears in
menus. |
| Record Only |
If checked, the document type will be visible in the menu and
you will be able to create new documents in this document type, but
it will not be available for automatic posting, will not be included
in the warehouse card and some reports. |
| Change Clerk |
(visible only if Change
Clerk on Documents is set to Set at
Document Type in Administration Panel | Settings | Program
Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document
type. |
| Note |
The note for this document type, for example a
description on its intended use. |
| Default Note |
The note that should appear in all
newly created documents of this document type. |
| Issuer |
The default issuer (issuing warehouse)
for this document type. |
| (Issuer Label) |
The custom label of the issuer that appears in
the Lines tab of documents of this document type. |
| Consignee |
The default consignee (receiving warehouse) for this document
type. |
| (Consignee Label) |
The custom label of the consignee that appears
in the header of documents of this document type. |
| Department |
The default department
for this document type. |
| Document 1 |
The label of linked document 1 that appears in the header of
documents of this document type. If this is left blank the relevant
field is not visible on documents. |
| Document 2 |
The label of linked document 2 that appears in
the header of documents of this document type. If this is left blank
the relevant field is not visible on documents. |
| (Checkboxes next to the above fields) |
If the checkbox next to one of the fields is checked it means
that the input of this information on the document is mandatory. If
such an information is not provided, a warning is returned.
Two examples:
Department must be specified
Linked document must be specified |
| Allow Qty = 0, Value <> 0 |
If checked, only the value of items may be
transferred between warehouses without changing quantity. Such a
transfer decreases the stock value at the issuing warehouse and
increases it at the receiving warehouse. |
| Check Min. Stock |
If checked, a message will warn the user when the stock at the
issuing warehouse falls below minimum stock (see
Stock has fallen below minimum).
Minimum stock for items is specified in the
Stock panel of the Items register. |
| Only Active Items can be Selected |
If checked, only items that are set as
Active in the item header will be
available for selection on documents. |
| Save Item Sale Price to Register |
If checked, the sale price (in the pricing
tab) of an item is saved to the
Items register.
For receipts to warehouses that value
stock at retail prices and where prices are changed via
price change documents, this option must not be enabled. |
| Auto-Assign S/N |
If checked, serial numbers will be
automatically assigned to items. |
| Approve Document on Report |
If checked, documents of this document type will be approved as
soon as any report is generated for them (invoice, packing slip,
etc.). This way, you can prevent subsequent editing of documents
that have already been printed (in combination with proper
authorizations).
|
| Mandatory Cost Center Input |
If checked, the cost center on
documents of this document types must be specified. If no cost
center is specified, a warning will appear (see
Cost center must be specified).
|
| Allow Changing Item Description |
If checked, the description of items can be changed
freely in document lines. |
| Enable Boxes Iss. Dept. and
Issuing Cost. Ctr. |
If checked, two additional fields appear in the header of transfer
documents:
Issuing Department and Issuing Cost Ctr..
When posting a transfer document that has these two specified: the
issuing side uses the department and cost center from the header,
while the receiving side uses the department and cost center from
document lines
 |
If this option is checked, the field Issuing Department
becomes available. |
|
| Post at Sale Price |
(available only if Enable Boxes Iss. Dept. and Issuing Cost Ctr.
is enabled)
If checked, revenue/expense is posted along with material
consumption with the formula: sale_price -
valuation_price_from_transfer_document_line.
Accounts must be set up properly for this to work (see
Posting at Sale Price). |
| Check Price and Quantity in Line |
If checked, a message will warn
the user if a newly entered document line has no price and/or
quantity specified.
Work can be resumed normally despite the warning. |
| Disable Changing Issuing
Warehouse |
If checked, the issuing warehouse on documents of
this document types will be locked to the default issuing warehouse
set for this document type. |
| Disable Changing Receiving Warehouse |
If checked, the receiving
warehouse on documents of this document types will be locked to the
default receiving warehouse set for this document type. |