Fields Updated by Transfers

Status R: Request

From-store

To-store

Function or
Report

Field updated

Function or
Report

Field updated

Inventory Maintenance
Stocking tab

Committed Qty
(see Note 1)

Inventory Maintenance
Stocking tab

Qty On Order
(see Note 2)

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?

Status S: Shipped

From-store

To-store

Function or
Report

Field updated

Function or
Report

Field updated

Inventory Maintenance
Stocking tab

Qty on Hand

None

None

RDS

Transfers Created
($ amount)

Inventory Maintenance
Stocking tab

Committed Qty (see Note 1)

Inventory Maintenance
Stocking tab

Last Sale (see Note 2)

RDS

Transfer totals included in Dept Sales totals and in Tax/Non-tax Mdse totals (see Note 3)

Inventory Maintenance
History tab

Current Period, To Date, and the Year To Date fields (see Note 3)

RDI

transfer transaction is reported like a sale transaction (see Note 3)

MDE/RDE
MCL/RCL
MFI/RFI

RDI when run updates Current Period, Sales Retail and Sales Cost (see Note 3)

RDS

transfer totals reported as a separate lump sum in Dept Sales totals and reported in Transferred Merchandise totals (see Note 4)

RDI
with option S-subtotals

transfer and sales subtotals separately by department, clerk, and terminal (see Note 4)

MDE/RDE
MCL/RCL
MFI/RFI

RDI when run updates Current Period, Purchases Retail and Purchases Cost (see Note 5)

Customer Maintenance
Transaction viewer

Invoice for the transfer can be viewed like any other A/R invoice (see Note 6)

RDS

amount of the transfer is reported as cash, check, bankcard, or charge (see Note 6)

RDS

amount of the transfer is reported as transfers w/o payment (see Note 7)

Inventory Maintenance
History tab

If item is on promo, then YTD fields for Promos (units, sale$, cost$)

RPM

If item is on promo, then Promo Units

Item Sales History
RSH

Period 1 Promo Units

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?

Status C: Complete

From-store

To-store

Function or
Report

Field updated

Function or
Report

Field updated

None

None

Inventory Maintenance
Stocking tab

Qty on Hand

Inventory Maintenance
Stocking tab

Qty on Order (see Note 1)

Inventory Maintenance
History tab

YTD Other Purch (see Note 2)

MDE/RDE
MCL/RCL
MFI/RFI

RDI when run updates Current Period, Purchases Retail and Purchases Cost (see Note 2)

Inv Maintenance
Pricing tab

Average cost, Replacement cost, or both (see Note 3)

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