This module allows you to create restrictions on transferring and assigning inventory, as well as assigning to purchase orders in other Branches where geographical issues exist. In other words, if there are Branches that are too far away from other Branches for it to make sense to share inventory and transfer between Branches, those processes in the system can be prevented between those Branches from this module. Please Note: If you do not have geographical issues with your Branches, you don’t need to do anything in this module. When you enter this module, the system will place the cursor in a Branch ID field. Hit enter to accept the current Branch or type in a new Branch ID. The system will then display a Branch Control Maintenance screen as follows: 

Based on the Branch ID you entered at the very top left of the screen, in the Other Branch (1) field, type in the ID of a Branch to which you want to create inventory and purchase order restrictions. At the Can assign to Purchase Orders in Other Branch above (2) field, type an “N” for no to prevent this Branch’s POs from appearing in the lookup for the Branch entered at the top left. At the Can assign to Inventory in Other Branch above and Can initiate Inventory transfer TO “Other Branch” Above (3) field, type an “N” for no to prevent this Branch’s Inventory from being accessed by the Branch above and also prevent any transfer of inventory from this Branch to the Branch above--make sure you repeat this process for all Branches that apply. For instance, if Branch 2 cannot assign inventory from Branch 4, make sure the reverse is set up so that Branch 4 cannot assign inventory from Branch 2. Important Note: in the User Control 3 screen of the System Maintenance module, there is a control that will give applicable Users the ability to override these setups when the situation warrants. That control appears as follows: Disregard Transfer/Assign Security. 

At the Inventory Transfer Overbill Method (A)mount / (C)ost % (4) field, ONLY if you wish to add an Overbill value to Job Cost for the cost of transferring material to various Branches from the current Branch, you can decide whether that value will be a flat Amount or a percentage of Cost. Type an “A” or a “C” in this field to then access the  next (5) field which appears as follows: Overbill Value. Type the applicable value in this field. With this setup complete, you will then see this Overbill field in the Inventory Transfer screen. Leave the Overbill fields blank to skip this option. At the Allow Transfer Overbill Override by Product Code (6) field, if you wish to allow for setting Overbill values by Product Code, rather than by a set amount for all items, type a “Y” at this control. When you enter through this option, a Transfer Overbill Override by Product Code selection box will appear as follows:

You can double-click on each applicable Product Code to set a custom Overbill amount or percentage, based on how you answered the previous control option of how to charge, by Amount or Cost %.