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Transfer Lines
Transfer positions
Transfer positions
Enter the detailed info about the transfer of goods and services from one
warehouse to another in the document of transfer positions. These positions are
similar to positions of documents of receiving, this is why we are only
describing data related to the transfer here:
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With the click on the
icon in front of the consecutive number of position, a new window for entry
of the note to the document position opens. The icon changes into
 .
When the transfer of the note is finished, close the window with the click
on the
icon. (see also: Note entry). |
Pos.
|
Consecutive number of the position, which
is generated automatically by the program. For changing of this data see
Insert positions and
Renumbering positions! |
ID
|
ID or code of received asset.
Enter the data by typing or select it from the selection table. In the
program parameters select, which data should
the program display in the selection table when searching by ID.
If the search for subject ID is enabled in
the parameters, the subject ID can also be
entered in that field. When you confirm the position, our ID of the item is
displayed in the ID field, because the stock is always managed by our ID.
For the search for code or ID of the item the
item search function can be used.
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With the selection of the parameter "Display
only assets, that have the type set with the document type" in
Items | General data, the selection of
assets can be limited to the ones with the corresponding type of
assets, that has been entered in the
account settings of the transfer; with the search by ID as well
with the search by name. |
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Name
|
Name of the asset. The asset can be
entered by finding its ID in the selection table - in that case, the name of
the asset is displayed automatically. The asset can be searched for and
selected also in the name field - in that case the ID of the asset is
entered automatically. Select what data should be displayed by the program
in the selection table when searching by name - in the
program parameters.
If the
display of subject codes is also included in
the parameters, a different name of the item can be used in the report.
For the search of the item by name, the function
for the item search can also be used.
By double clicking this field, open the assets
register for this asset. This way a new asset can be added quickly,
check the data about the chosen asset or even correct them.
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Quantity
| the amount for transfer from the issuing to the
receiving warehouse
| UM
| unit of measurement |
Sale price
| The sales price from the assets register or
according to the sale price of the issuing warehouse, according to the
price setting hierarchy
| R %
| percentage of discount of the
supplier from the assets register
| Value
| value of goods according to the sale price (without
VAT)
| VAT
| code of
tax tariff default value from the assets register or
parameters. the data can also be entered
manually. By searching the mode of sale it is crucial, what type of
purchase the chosen receiver of goods has set in the subjects register.
| Valuation price
|
price for valuation, which is currently valid at the issuing warehouse.
Price for valuation is always shown in domestic currency.
| Goods value
| value of goods according to the
valuation price, displayed in domestic currency.
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 Department
|
- if the department is entered in the document header, the data
is transferred in the positions of issue.
- if the department has also been entered in the
assets register, the data with the highest priority will remain
valid.
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Cost driver |
code of the cost driver. The default value
of the cost driver is entered in the assets
register, and can be manually corrected here.
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The easiest way to sort the positions according to the
ascending order of an individual column, is with the
left click on the name of the column.
Sorting according to fields "Value" or "Sale price" is not possible.
The report will always be sorted according to the position numbers. |
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With the automatic posting of
the use of material, the name of the issuing and receiving warehouse or
data about the department from position is being transferred into the field
"Department" of position for posting. Select one of both choices in the
document types register. |
Beside the basic data a bout the transfer, you can find
the linked procedures and functions on linked sub-panels:
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