Contents of the Enter Location Transfers Screen

Use the fields and options to configure the Enter Location Transfers screen.

Identification

Field	Description
Warehouse	Enter, or click to select, the ID of the warehouse from which the material will be taken. The warehouse ID must already exist in the Warehouses table.
Transfer ID	If you selected the Auto-Assign check box for Location Transfers on the Transaction IDs subtask of the Manage Warehouses screen, leave this field blank and Costpoint will automatically assign the next transfer ID. If Auto-Assign is selected and you manually enter a transfer ID in this field, the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen is not updated. If you clear the Auto-Assign check box, you can manually enter a transfer ID. The value in this field cannot begin with a space.
Transaction Date	This field displays the system date as the default transaction date, but you can enter, or click to select, another date.
Material Handler	Enter, or click to select, the material handler performing this transaction. A valid employee ID is required.
Organization	Enter, or click to select, the materials handler's organization ID of the employee.

From

Field	Description
Default Location	Enter, or click to select, the location ID for the warehouse you just entered in the Warehouse field, as the default from where the material will be taken. The location ID must already exist for that warehouse in the Locations table.
Inventory Abbrev	Enter, or click to select, the abbreviation of the inventory from which the material has been taken. The description of the inventory abbreviation selected is displayed.

To

Field	Description
Warehouse	Enter, or click to select, the ID of the warehouse to which the material will be moved. The warehouse ID must already exist in the Warehouses table.
Default Location	Enter, or click to select, the location ID for the warehouse you just entered in the Warehouse field, as the default to where the material will be moved. The location ID must already exist for the warehouse in the Locations table.
Load Default Location by Part/Project	Select this check box to automatically load the location ID from the location ID assigned on the Manage Part Project Data screen in Costpoint Product Definition for those parts with a project ID that is the same as for the inventory abbreviation specified. If you clear this check box, the default location ID will be used.
Notes	Enter free-form text to be associated with this transaction.
Autoload	Click this button to automatically load the transaction lines with the default information entered in the header section.

Transfer Details

Field	Description
Line	The line number is automatically generated.
Part	Enter, or click to select, the part ID for the material to be issued.
Part Security	This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the replacement part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the part is subject to part data security restrictions and whether you have the necessary authorization to access information for that part: Unrestricted: The part is not subject to data security restrictions. Restricted: The part is subject to data security restrictions and you are authorized to access detailed part information. *UNAUTHORIZED*: The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.\ Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Rev	This field displays the last revision assigned to the part ID; however, you can enter, or click to select, another revision that exists for this part ID.
Description	This field displays the description for the part.
U/M	This field displays the inventory unit of measure for the part.
Transfer Qty	Enter the quantity to be issued. This defaults from the reservation if you entered one.
From Location	Enter, or click to select, the ID of the location from which the material is being transferred.
To Location	Enter, or click to select, the location to which the material is being transferred.

Subtasks

Subtask	Description
Serial/Lot Info	Click this link to open the Serial/Lot Info subtask, to record or view serial and lot number information for a selected transaction line.
Back Orders	Click this link to open the Back Orders subtask, to view back order processing information for a selected transaction line.
Inventory Allocations	Click this link to open the Inventory Allocations subtask, to load any existing inventory allocations based on the transaction line (for non-tracked parts) or based on the associated serial/lot row (for tracked parts).

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Contents of the Enter Location Transfers Screen

Use the fields and options to configure the Enter Location Transfers screen.

Identification

Field	Description
Warehouse	Enter, or click to select, the ID of the warehouse from which the material will be taken. The warehouse ID must already exist in the Warehouses table.
Transfer ID	If you selected the Auto-Assign check box for Location Transfers on the Transaction IDs subtask of the Manage Warehouses screen, leave this field blank and Costpoint will automatically assign the next transfer ID. If Auto-Assign is selected and you manually enter a transfer ID in this field, the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen is not updated. If you clear the Auto-Assign check box, you can manually enter a transfer ID. The value in this field cannot begin with a space.
Transaction Date	This field displays the system date as the default transaction date, but you can enter, or click to select, another date.
Material Handler	Enter, or click to select, the material handler performing this transaction. A valid employee ID is required.
Organization	Enter, or click to select, the materials handler's organization ID of the employee.

From

Field	Description
Default Location	Enter, or click to select, the location ID for the warehouse you just entered in the Warehouse field, as the default from where the material will be taken. The location ID must already exist for that warehouse in the Locations table.
Inventory Abbrev	Enter, or click to select, the abbreviation of the inventory from which the material has been taken. The description of the inventory abbreviation selected is displayed.

To

Field	Description
Warehouse	Enter, or click to select, the ID of the warehouse to which the material will be moved. The warehouse ID must already exist in the Warehouses table.
Default Location	Enter, or click to select, the location ID for the warehouse you just entered in the Warehouse field, as the default to where the material will be moved. The location ID must already exist for the warehouse in the Locations table.
Load Default Location by Part/Project	Select this check box to automatically load the location ID from the location ID assigned on the Manage Part Project Data screen in Costpoint Product Definition for those parts with a project ID that is the same as for the inventory abbreviation specified. If you clear this check box, the default location ID will be used.
Notes	Enter free-form text to be associated with this transaction.
Autoload	Click this button to automatically load the transaction lines with the default information entered in the header section.

Transfer Details

Field	Description
Line	The line number is automatically generated.
Part	Enter, or click to select, the part ID for the material to be issued.
Part Security	This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the replacement part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the part is subject to part data security restrictions and whether you have the necessary authorization to access information for that part: Unrestricted: The part is not subject to data security restrictions. Restricted: The part is subject to data security restrictions and you are authorized to access detailed part information. *UNAUTHORIZED*: The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.\ Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Rev	This field displays the last revision assigned to the part ID; however, you can enter, or click to select, another revision that exists for this part ID.
Description	This field displays the description for the part.
U/M	This field displays the inventory unit of measure for the part.
Transfer Qty	Enter the quantity to be issued. This defaults from the reservation if you entered one.
From Location	Enter, or click to select, the ID of the location from which the material is being transferred.
To Location	Enter, or click to select, the location to which the material is being transferred.

Subtasks

Subtask	Description
Serial/Lot Info	Click this link to open the Serial/Lot Info subtask, to record or view serial and lot number information for a selected transaction line.
Back Orders	Click this link to open the Back Orders subtask, to view back order processing information for a selected transaction line.
Inventory Allocations	Click this link to open the Inventory Allocations subtask, to load any existing inventory allocations based on the transaction line (for non-tracked parts) or based on the associated serial/lot row (for tracked parts).