Refer to the following three tables to determine which fields are updated, based on the status of the transfer.
Status R: Request |
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From-store |
To-store |
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Function or |
Field updated |
Function or |
Field updated |
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Inventory Maintenance |
Committed Qty |
Inventory Maintenance |
Qty On Order |
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Notes: 1. Only updated if the following field is set to Yes in Options Configuration: On Transfers Update Committed Quantity? 2. Only updated if the following field is set to Yes in Options Configuration: On Transfers Update Quantity on Order? |
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Status S: Shipped |
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From-store |
To-store |
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Function or |
Field updated |
Function or |
Field updated |
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Inventory Maintenance |
Qty on Hand |
None |
None |
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RDS |
Transfers Created |
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Inventory Maintenance |
Committed Qty (see Note 1) |
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Inventory Maintenance |
Last Sale (see Note 2) |
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RDS |
Transfer totals included in Dept Sales totals and in Tax/Non-tax Mdse totals (see Note 3) |
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Inventory Maintenance |
Current Period, To Date, and the Year To Date fields (see Note 3) |
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RDI |
transfer transaction is reported like a sale transaction (see Note 3) |
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MDE/RDE |
RDI when run updates Current Period, Sales Retail and Sales Cost (see Note 3) |
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RDS |
transfer totals reported as a separate lump sum in Dept Sales totals and reported in Transferred Merchandise totals (see Note 4) |
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RDI |
transfer and sales subtotals separately by department, clerk, and terminal (see Note 4) |
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MDE/RDE |
RDI when run updates Current Period, Purchases Retail and Purchases Cost (see Note 5) |
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Customer Maintenance |
Invoice for the transfer can be viewed like any other A/R invoice (see Note 6) |
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RDS |
amount of the transfer is reported as cash, check, bankcard, or charge (see Note 6) |
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RDS |
amount of the transfer is reported as transfers w/o payment (see Note 7) |
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Inventory Maintenance |
If item is on promo, then YTD fields for Promos (units, sale$, cost$) |
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RPM |
If item is on promo, then Promo Units |
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Item Sales History |
Period 1 Promo Units |
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Notes: 1. Only updated if the following field is set to Y in Options Configuration: On Transfers Update Committed Quantity? 2. Only updated if the following field is set to Y in Options Configuration or set to Y during a Transfer transaction: Update Sales History at From-store? 3. Only updated if the following field is set to Y or I in Options Configuration or set to Y during a Transfer transaction: Update Sales History at From-store? 4. Only updated if the following field is set to N in Options Configuration or set to N during a transfer transaction: Update Sales History at From-store? 5. Only updated if the following fields is set to Y in Options Configuration or set to Y during a transfer transaction: Update Purchase History at From-store? 6. Only updated if the following field in Customer Maintenance is set to Y for the Transfer account: Charge Allowed? 7. Only updated if the following field in Customer Maintenance is set to N for the Transfer account: Charge Allowed? |
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Status C: Complete |
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From-store |
To-store |
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Function or |
Field updated |
Function or |
Field updated |
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None |
None |
Inventory Maintenance |
Qty on Hand |
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Inventory Maintenance |
Qty on Order (see Note 1) |
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Inventory Maintenance |
YTD Other Purch (see Note 2) |
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MDE/RDE |
RDI when run updates Current Period, Purchases Retail and Purchases Cost (see Note 2) |
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Inv Maintenance |
Average cost, Replacement cost, or both (see Note 3) |
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Notes: 1. Only updated if the following field is set to Y in Options Configuration: On Transfers Update Quantity on Order? 2. Only updated if the following field is set to Y in Options Configuration or set to Y during a transfer transaction: Update Purchase History at To-store? 3. Field is updated based on how the following field is set in Options Configuration or how it is set during a transfer transaction: On Transfers Update Inventory Cost at To-store? Available settings: R=Repl Cost, A=Avg Cost, B=both Avg and Repl Cost |
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