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Contents of the Create Mass Inventory Transfers Screen

Use the fields and options to configure the Create Mass Inventory Transfers screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

From Inv Abbrev

Field Description
Option

This field displays One to indicate that you can choose one inventory abbreviation.

Start

Enter, or click to select, the ID of the parameter for the inventory. The parameter ID must already exist in the Parameters table.

To Inv Abbrev

Field Description
Option

This field displays One to indicate that you can choose one inventory abbreviation.

Start

Enter, or click to select, the inventory abbreviation to which the material will be moved. This inventory abbreviation must already exist on the Manage Inventory Projects screen.

Warehouse

Field Description
Option

This field displays One to indicate that you can choose one warehouse ID.

Start

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.

Options

Location Types to Transfer

Field Description
On-Hand

Select this check box to transfer on-hand type locations.

Reinspection

Select this check box to select incoming inspection and re-inspection type locations.

Shipping

Select this check box to transfer shipping type locations.

On-Hold

Select this check box to transfer on-hold type locations.

Reservation Deletion Option

Select a reservation deletion option from the drop-down list. The options available are:

  • Do not Auto-Delete: Select this option to leave existing reservations unchanged.
  • Auto-Delete between From and To Inv Abbrev: Select this option to delete reservations between the two inventory abbreviations.
  • Auto-Delete all referencing From Inv Abbrev: Select this option to delete all reservations for the From Inventory Abbrev.
Transfer Inventory at Zero Cost

Select this check box to transfer all items at zero cost.

Generate

Field Description
Transfer ID

If you select the Project/Account Transfers transaction in the Transaction IDs subtask of the Manage Warehouses screen and select the associated Auto-Assign check box, leave this field blank and Costpoint will automatically assign the next transfer ID. If Auto-Assign is selected and a transfer ID is manually assigned in this field, Costpoint will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen. If the Auto-Assign check box is clear, you can manually enter a transfer ID. The value in this field cannot begin with a space.

Material Handler

Enter, or click to select, the material handler who is performing this transaction. A valid employee ID is required.

Transaction Date

This field displays the system date as the default transaction date, but you can enter, or click to select another date.

Notes

Enter free-form text to be associated with this transfer.

Accounting Period

The fields in this group box show the accounting period to which the transaction will be posted according to the transaction date.

Field Description
Fiscal Year

This field displays the current fiscal year.

Period

This field displays the current period.

Subperiod

This field displays the current subperiod.

End Date

This field displays the end date.

From

Note: The labels Ref 1 and Ref 2 may display different labels if they have been changed on the Configure General Ledger Settings screen.
Field Description
Ref 1

Enter, or click to select, a valid reference 1 number.

Ref 2

Enter, or click to select, a valid reference 2 number.

To

Field Description
Ref 1

Enter, or click to select, a valid reference 1 number.

Ref 2

Enter, or click to select, a valid reference 2 number.