• Location:  The Inventory Location in which the inventory is located.

• S:St:  The sales-to-stock ratio, followed by the Sales Units/Stock Units of the inventory.  The number of sales units per stock unit.
• (A):  The Available quantity.
• (T):  The quantity of the inventory that will be Transferred.  This is an editable field.

• (R):  The quantity of the inventory that was Received.
• (U):  The quantity of the inventory that was Returned.

• Price:  The price (per Requested Unit) that the Destination Inventory Area will be charged.
• Expiration Date:  Expiration date of the inventory.
• Lot Number:  Lot number of the inventory.
• Serial Number:  Serial number of the inventory.
• NDC Number:  National Drug Code of the inventory.
• Mfr:  Manufacturer of the inventory.
• Comments:  Comments that are associated with the Transferred inventory.  This is an editable field.

• Saves the changes made to the editable fields.
• The inventory will not be updated until the 'Ship' button is clicked on the 'Inventory Transfer' screen.

• Closes the form without saving the changes.
• A confirmation message will be presented before the form is closed.

• The date that will be associated with all Request Items that are shipped when the 'Ship' button is clicked.

• Provides the ability to enter the product, quantity Transferred, and quantity Cancelled, for any of the Request Items listed in the 'Request Items' section.

1. Product Code or Barcode:
   • The Product Line and Sequence Number, in the format "Product Line.Sequence Number".
   • An alternate ID associated with the product, such as a barcode entered manually, or using a barcode scanning device.
2. Transferred:
   • The quantity being Transferred, in Stock Units.
3. Cancelled:
   • The quantity being Cancelled, in Stock Units.
   • Must be less than, or equal to the quantity Requested, minus the quantity Transferred.
   • If less than the quantity Requested, minus the quantity Transferred, the remaining quantity will be considered to be 'Backordered'.
4. Submit Button:
   • Searches the list of Request Items for the product code or barcode.
   • If the product is found, uses the available inventory from the Inventory List.
   • If the barcode is found, uses the inventory with the matching barcode.

• Product:  The product line number, sequence number, and name of the requested product.
• Sales Unit:  The Sales Unit of the Request Item.
• S:St:  The Sales-to-Stock ratio of the Request Item.
• Stock Unit:  The Stock Unit of the Request Item.
• Status:  The status of the Request Item.
• Unit Price:  The price (per Sales Unit) that the Destination Inventory Area will be charged.
• Sales Quantity:  The quantity (in Sales Units) that were requested.
• Extended Price:   The Unit Price multiplied by the Sales Quantity.
• Request Number:  The Request Number of the Inventory Transfer Request on which the item was requested.
• Request Date:  The date that the Request Item was requested.

• Requested By:  The user who requested the item.
• Tags:  The list of Tags that were assigned to the Inventory Transfer Request on which the item was requested.
• Shipment Number:  If this is an item that has already been shipped, this is the Shipment Number of the Inventory Transfer Shipment on which the item was shipped.
• Shipped Date:  If this is an item that has already been shipped, this is the date on which the Request Item was shipped.
• Shipped By:  If this is an item that has already been shipped, this is the user who shipped it.
• Shipped From:  If this is an item that has already been shipped, this is the Source Inventory Area.

1. Units:  The units that were requested.
   • If requested in Sales Units, only the Sales Unit will be displayed.
   • If requested in Stock Units, the S:St ratio and Sales/Stock Units will be displayed.
2. Quantity:  The quantity requested in Requested Units.
3. Sales Quantity:  The quantity requested in Sales Units converted by multiplying the Requested Quantity by the requested S:St ratio.  If the Requested Units is 'Sales Units', this quantity will be equal to 'Quantity'.

• The sum of the quantities of Request Item and inventory in the 'Inventory List' section.
  • These quantities are expressed in Requested Units.  The units are not relevant because the purpose of the Request Item Quantities is to provide a high-level view of the status of the Request Item.
  • The sum of the 'Transferred', 'Cancelled', and 'Backordered' quantities must be equal to, or less than, the sum of the Requested and Excess quantities. 
  • The sum of the Received, Returned, and Missing quantities must be equal to, or less than, the Transferred and Excess quantities.

1. Re(Q)uested:
   • The Requested quantity for the Request Item.
2. (E)xcess:
   • The total of the Excess inventory.
   • This is the amount of inventory that was received in Excess of what was Requested.
   • Adj Button:  When the Excess quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred in Excess of what was Requested.  The adjustment will increase the quantity Requested and Transferred, adjust inventory quantities, and post adjustments to the inventory transaction log.
3. (T)ransferred:
   • The total of the Transferred inventory.
4. (C)ancelled:
   • The Cancelled quantity for the Request Item.
   • This is and editable field, and provides the ability to enter the amount of Requested inventory that will not be Transferred or Backordered.
5. (B)ackordered:
   • The Backordered quantity for the Request Item.
   • This is the amount of Requested inventory that was not Transferred or Cancelled.
   • The Backordered quantity is calculated by the 'Inventory Transfer' screen and form when the sum of the Transferred and Cancelled quantities is less than the quantity Requested.
6. (R)eceived:
   • The total of the Received inventory.
   • This is the amount of Transferred and Excess inventory that was Received.
7. Ret(U)rned:
   • The total of the Returned inventory.
   • This is the amount of Transferred and Excess inventory that was Returned to the Source Inventory Area.
   • Adj Button:  When the Returned quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred but Returned.  The adjustment will decrease the quantity Transferred, and increase the quantities Cancelled and/or Backordered, adjust inventory quantities, and post adjustments to the inventory transaction log to identify the inventory as 'Damaged and Disposed' or 'Returned to Inventory'.
8. (M)issing:
   • The total of the Missing inventory.
   • This is the amount of Transferred inventory that was not Received.
   • The Missing quantity is calculated by the 'Inventory Receiving' screen and form when the sum of the Received and Returned quantities is less than the quantity Transferred.
   • Adj Button:  When the Missing quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred but not Received.  The adjustment will decrease the quantity Transferred, and increase the quantities Cancelled and/or Backordered, adjust inventory quantities, and post adjustments to the inventory transaction log to identify the inventory as 'Lost', 'Stolen', or 'In Error'.

• This editable field provides a place to record comments pertaining to the Request Item.
• These comments appear on all screens that display the Request Item.

• Provides the ability to navigate forward and backward through the list of Request Items in the 'Request Items' list on the 'Inventory Transfer' screen.
• The order of Request Items is determined by the order of the items in the 'Request Items' list.
• Updates made to the Request Items on the 'Inventory Transfer' form will be reflected in the 'Request Items' list on the 'Inventory Transfer' screen.
• Buttons:
  • <<:  Navigates to the beginning of the list.
  • >>:  Navigates to the end of the list.
  • <:  Navigates to the previous Request Item in the list.
  • >:  Navigates to the next Request Item in the list.
• Item / Items Field:
  • Indicates the current Request Item and the total Request Items in the list.

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

Click here for a list of the Inventory Transfer Request status rules