Slide 1

Slide notes: We are working with Stock Transfers by Dispatch, and we are looking at the PROCESS and / or CANCEL step. Stock Transfers are initially captured or generated by the system, after which they can be amended, queried and listed. When the Transfers are ready, they are dispatched with dispatch documentation, which are in fact the Report produced with the LIST option. At this stage, there are Transit Indicators on the Stock Records to indicate that a Stock Transfer is in process. The CANCEL option may be used to cancel a Transfer before it is dispatched, but the PROCESS option is only used at the Receiving Store, to finally process the Transfer.

 

 

 

 

Slide 2

Slide notes: Selection of a Transfer to CANCEL or PROCESS is done by indicating the Transfer Date.

 

 

 

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Slide 7

Slide notes: And the selected transfer may now be cancelled or processed. Note that when we choose PROCESS, no further changes are possible and any subsequent corrections can only be performed by Journal. So if any quantities received are in fact different from what the Transfer record indicates, then it must be changed BEFORE choosing PROCESS.

 

 

 

Slide 8

Slide notes: The PROCESS option is therefore the FINAL step. During processing of the Transfer, the Transit Indicators are removed and the Stock records are finally updated with an effective Stock Transfer.

 

 

 

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Slide 12

Slide notes: Now we will do another example, to emphasize how we need to change Receiving Quantities, if necessary, BEFORE choosing PROCESS.

 

 

 

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Slide 20

Slide notes: In this case, we are saying that although the intended transfer is for a quantity of 2, we have in fact only received a quantity of 1 at the Receiving Store.

 

 

 

Slide 21

Slide notes: And now we choose PROCESS to conclude the Stock Transfer.

 

 

 

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