Sell Items in Transfer Order

Reference No: R2-8587

Version No: 06.00.04-00

Details

Support for the Sell Items in Transfer Order has been provided, when the Allow to Transfer Assign Sell Items on Order check box in the Configuration module > Warehouse tab is selected. Also, support for the Transfer Assign option in the Sale Order is provided when the Allow to Transfer Assign Sell Items on Order check box in the Configuration module is selected.

The functionality is explained in the below Sample Work Flow:  

Prerequisites

1. Select the Configuration module > Warehouse tab.

2. Select the Allow to Transfer Assign Sell Items on Order check box, as shown in Figure 1.0.

Figure 1.0 Configuration module > Warehouse tab > Allow to Transfer Assign Sell Items on Order check box

3. Save and Exit the Configuration module.

4. Relaunch the R2 application.

5. Select the Site [SAN FRANCISCO].

6. Select the Maintenance module > Items tab.

7. Create Serial Items [FLOOR JACK] and [JACK PLANER] with 10 Qty each.

8. Create the Serial Item [PIPE THAWERS] by selecting the Sell check box , 5 Qty stock , Repl. Cost Site [100.00] and Av. Cost Site [50.00], as shown in Figure 1.1.

Figure 1.1 Serial Item [PIPE THAWERS]

8. Save and Exit the Maintenance module.

Sample Workflow

Scenario I - Support for Single Sell Item in Transfer Order from Reservation

1. Select the Site [NEW YORK].

2. Select the Account module. Tag a Company [EVERGREEN AV RENTALS] and create a Rental Reservation Order [ORD-85].

3. Search and add the Serial Item [PIPE THAWERS] with 2 Qty, Unit Price [500.00], and Action [Sell]. The Status is displayed as Not Available, as shown in Figure 2.0.

Figure 2.0 Rental Reservation Order [ORD-85]

4. Right-click the Item [PIPE THAWERS] line > Assign option > Transfer In option > User Assign option > Create new Transfer Order option  > OK. The Transfer Order Information dialog box is displayed.

5. Create a Transfer In [TO#10] with the From Site [SAN FRANCISCO] and To Site [NEW YORK], as shown in Figure 2.1.

Figure 2.1 Transfer In [TO#10]

6. Click the Availability button. The Availability - PIPE THAWERS window is displayed, as shown in Figure 2.2.

Figure 2.2 Availability button > Availability - PIPE THAWERS window

7. Close the  Availability - PIPE THAWERS window.

8. Exit the Transfer Order [TO#10].

9. The Serial Item [PIPE THAWERS] Status within the Order [ORD-85] is displayed as T-Reserved, as shown in Figure 2.3.

Figure 2.3 Serial Item [PIPE THAWERS] Status within the Order [ORD-85] is displayed as T-Reserved

10. Exit the Order [ORD-85].

11. Select the Site [SAN FRANCISCO].

12. Select the Account module > Search Orders drop-down > Transfer Orders option. The Search Transfer Orders window is displayed.

13. Search and open the Transfer Order [TO#10].

14. Fill and Ship the Items, as shown in Figure 2.4.

Figure 2.4 Items Filled and Shipped in Transfer Order [TO#10]

15. Save and Exit the Transfer Order [TO#10].

16. Modify the Site [NEW YORK].

17. Select the Account module > Search Orders drop-down > Transfer Orders option. The Search Transfer Orders window is displayed.

18. Search and open the Transfer Order [TO#10]. The Transfer Order [TO#10] is displayed, as shown in Figure 2.5.

19. Click the Receive Items icon. The Transfer Receive dialog box is displayed, as shown in Figure 2.5.

20. Fill the Assets [PIPE THAWERS#01] and [PIPE THAWERS#02], as shown in Figure 2.5.

Figure 2.5 Receive Items icon > Transfer Receive dialog box > Receive Assets [PIPE THAWERS#01] and [PIPE THAWERS#02]

21. Close the Transfer Receive dialog box.

22. The Item [PIPE THAWERS] Status is modified to Received, as shown in Figure 2.6.

Figure 2.6 Transfer Order [TO#10] Item [PIPE THAWERS] Status is modified to Received

23. Click the Availability icon. The Availability - PIPE THAWERS window is displayed, as shown in Figures 2.7.

Figure 2.7 Availability icon > Availability - PIPE THAWERS window

24. Exit the Availability - PIPE THAWERS window.

25. Exit the Transfer Order [TO#10].

Scenario II - Support for Multiple Sell Items in Transfer Order from Sale Order

1. Select the Site [NEW YORK].

2. Select the Account module. Tag a Company [EVERGREEN AV RENTALS] and create a Sale Order.

3. Search and add the Serial Items [FLOOR JACK] and [JACK PLANER] with 1 Qty and Action [Sell]. The Status is displayed as Not Available, as shown in Figure 3.0.

Figure 3.0 Reservation Sale

4. Select the Actions menu > Assign option > Transfer Assign option, as shown in Figure 3.1.

Figure 3.1 Actions menu > Assign option > Transfer Assign option

5. The Transfer Assign dialog box is displayed.

6. Select the User Assign option > Create new Transfer Order option  > OK. The Transfer Order Information dialog box is displayed.

7. Create a Transfer In [TO#11] with the From Site [SAN FRANCISCO] and To Site [NEW YORK], as shown in Figure 3.2.

Figure 3.2 Transfer In [TO#11]

8. Exit the Transfer Order [TO#11].

9. The Serial Items [FLOOR JACK] and [JACK PLANER] Status within the Sale Order [ORD-89] is displayed as T-Reserved, as shown in Figure 3.3.

Figure 3.3 Serial Items [FLOOR JACK] and [JACK PLANER] Status within the Sale Order [ORD-89] is displayed as T-Reserved

10. Exit the Order [ORD-89].

11. Select the Site [SAN FRANCISCO].

12. Select the Account module > Search Orders drop-down > Transfer Orders option. The Search Transfer Orders window is displayed.

13. Search and open the Transfer Order [TO#11].

14. Fill and Ship the Items, as shown in Figure 3.4.

Figure 3.4 Items Filled and Shipped in Transfer Order [TO#11]

15. Save and Exit the Transfer Order [TO#11].

16. Modify the Site [NEW YORK].

17. Select the Account module > Search Orders drop-down > Transfer Orders option. The Search Transfer Orders window is displayed.

18. Search and open the Transfer Order [TO#11]. The Transfer Order [TO#11] is displayed, as shown in Figure 3.5.

19. Click the Receive Items icon. The Transfer Receive dialog box is displayed, as shown in Figure 3.5.

20. Fill the Assets [FLOOR JACK#08] and [JACK PLANER#08], as shown in Figure 3.5.

Figure 3.5 Receive Items icon > Transfer Receive dialog box > Receive Assets [FLOOR JACK#08] and [JACK PLANER#08]

21. Close the Transfer Receive dialog box.

22. The Items [FLOOR JACK] and [JACK PLANER] Status is modified to Received, as shown in Figure 3.6.

Figure 3.6 Transfer Order [TO#11] Items [FLOOR JACK] and [JACK PLANER] Status is modified to Received

23. Exit the Transfer Order [TO#11].

24. Search and open the Sale Order [ORD-89] and click the Fill And Ship All button.

25. The Items [FLOOR JACK] and [JACK PLANER] Status is modified to Sold, as shown in Figure 3.7.

Figure 3.7 Items [FLOOR JACK] and [JACK PLANER] Status in Sold Status

26. Exit the Sale Order [ORD-89].