These reports work in tandem with the Inventory Transfer feature. They are used to keep track of inventory that needs to be transferred in from other Branches, as well as out to other Branches. When you enter this report module, the screen will appear as follows:

 

 

The default report setting is From Other Branches. See explanation further down for For Other Branches. When material is assigned From another Branch’s inventory, it will automatically appear on this report. This report prints for each individual Branch to communicate to the warehouse the inventory that needs to be physically transferred from other Branches to fill orders in the current Branch. This report will print a list of all inventory items needing to be transferred, or you can customize the report to print inventory items by the following criteria: Job Branch, Customer, Order or Install Date, Job Number, Job Type, Salesperson, and Job Status. The Include In-Job Transfers checkbox, when checked, will include those transfer requests initiated from within Jobs. If you do not need to customize the report, you can simply click on the Continue option to print everything on the report.

 

The For Other Branches option is used to keep track of inventory in the current Branch that needs to be shipped to other Branches for Jobs in progress so it can be prepared for physical transfer. When other Branches assign material from the current Branch’s inventory, it will appear on this report. This report will print a list of all inventory that needs to be transferred out of the current Branch to complete order processing in other Branches. You will make your sort criteria options much the same as explained above. However, when you hit Continue, the system will perform an additional step. This report will first prompt the following:

 

 

This screen will display the Jobs that meet the criteria selected in the previous screen and allow you to perform some additional functions. You can Print the list and give to warehouse personnel for pulling material, and when ready you can initiate Transfers from this screen, View Jobs, View Catalog, View Existing Inventory, and even Print Pre-Stage Pick Tickets, so material for the entire Job can be pulled. Once an item is transferred, it will fall off the For report screen. This report will page at the start of each Branch. Also, if an Initials Record has been entered in the Order Entry screen indicating that an Install Date has been scheduled, those initials will print on this report next to the Order Date.