Create
Inventory Transfer - Equipment Information
Program/Screen: RATRST/RATRSTC2
Description:
Use this screen to enter the equipment and sales or miscellaneous items you are transferring to another location.
Click a link to advance to that section of the topic.
Navigation
This is the second screen for the Create Inventory Transfer program. At the top of the screen, enter the numbers and quantities of any equipment being transferred. At the bottom of the screen, enter sales or miscellaneous charge items that are being transferred. You can also press F9 to toggle that section to review a list of suggested items for the equipment being transferred.
Use Option 3 for sales items to enter the serial numbers of the items being transferred.
Depending on your settings in control record RATRS2, you might be advanced to the Truck Dispatch Entry screen after entering the transfer.
Unique Create Inventory Transfer Screens
Create Inventory Transfer - Launch
Create Inventory Transfer - Equipment Information
Additional Program Screens
Back to top
Options
|
Option |
Description |
|
1 |
Search. Enter 1 in the Option field to access Equipment Search at the top of the screen and Parts/Merchandise Search at the bottom of the screen. |
|
3 |
Availability. Enter 3 in the Option field for equipment to advance to the Category/Class Availability calendar. Enter 3 in the Option field for sales or miscellaneous items to advance to the Create Transfer Serial Number Entry screen to enter the serial numbers being transferred. |
|
7 |
Suggested Equipment. Enter 7 in the Option field to display the suggested items to transfer along with the entered equipment. |
|
8 |
Comments. Enter 8 in the Option field to advance to a view-only version of Equipment Comment Maintenance. |
Fields
Displays the name of the location to which you are transferring items.
Enter the name of the person who requested the transfer.
Indicate whether you want to make the transfer of equipment permanent. If you answer Y, the system creates the necessary general ledger transactions to transfer the ownership to the receiving location. It also updates the Assigned Location and Current Location fields in the Equipment Master for the transferred equipment.
In
control record RACETP,
you can specify whether to always make equipment transfers permanent
for transfers within a region and for transfers between locations
in different regions. If one or both of these control record
settings are set to Y,
you should use control record RATRS2
to default this field in Create Inventory Transfer to Y and protect it from being
modified. If you have special security code Z76
in your security profile, you can override the RATRS2 control record
settings.
Indicate whether you want to print the transfer.
Indicate whether you want to print bar code labels for the transferred items.
Enter the number for the piece of equipment to be transferred. If you do not know the number, enter 1 in the Opt field to the left of this field to access Equipment Search.
Enter the quantity of the equipment to transfer. For serialized equipment, this amount must be 1.
Indicates if the equipment is new (N) or in your rental inventory (R).
Displays the description of the equipment.
Displays the quantity available for the equipment.
Back to top
Suggested Items/Sales and Miscellaneous Items (F9)
Enter or accept the number for the sales or miscellaneous item being transferred.
Enter or accept the quantity of the item being transferred. If you enter or accept the quantity of a suggested item, and it is not a sales or miscellaneous item, it moves up to the equipment list.
Enter or accept the unit of measure for the item being transferred.
Displays a description of the sales or miscellaneous item being transferred.
Displays the quantity available for sales items.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Select Requests. Advance to the Rental Request Selection screen where you can review a list of rental requests and select items to add to the current transfer. |
|
F8 |
Item Number/Manufacturer's Number Toggle. Toggle the equipment number between its item number and the manufacturer's item number. |
|
F9 |
Sales/Suggested Items Toggle. Toggle the bottom section between sales/miscellaneous items and suggested items. |
|
F10 |
Transfer Comments. Advance to the Transfer Comments screen. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F17 (Shift + F5) |
Top/Bottom of List. Press F18 to advance directly to the bottom of whichever list your cursor is on. Press F17 to return to the top of the list. |
|
F18 (Shift + F6) |
|
|
F19 (Shift + F7) |
Top List/Bottom List. Press F19 to place your cursor in the top equipment list. Press F20 to place your cursor in the bottom sales item list. |
|
F20 (Shift + F8) |
|
|
F24 (Shift + F12) |
More Keys. Display more available function keys for the program. |
Related Programs
Miscellaneous Charge Item Maintenance
Back to top