Update Inventory Transfer - Equipment Information

Program/Screen: RATRST/RATRSTC2U

Description:

Use this screen to update the equipment and sales or miscellaneous items you are transferring to another location.

 

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Navigation

This is the third screen for the Update Inventory Transfer program.  At the top of the screen, update the numbers and quantities of any equipment being transferred.  At the bottom of the screen, update 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.

 

If necessary, use Option 3 for sales items to enter or update 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 updating the transfer.

 

Unique Update Inventory Transfer Screens

Update Inventory Transfer - Launch

Update Inventory Transfer

Update Inventory Transfer - Equipment Information

 

Additional Program Screens

Availability Calendar

Equipment Comment Maintenance

 

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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

To location

Displays the name of the location to which you are transferring items.

 

Transfer number

Displays the number assigned to the transfer.

 

Ordered by

Enter the name of the person who requested the transfer.

 

Make transfer permanent

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.

 

Print transfer

Indicate whether you want to print the transfer.

 

Bar code

Indicate whether you want to print bar code labels for the transferred items.

 

Equipment Number

Enter the number for the piece of equipment to be transferred.  If you do not know the number, enter 1 in the Option field to the left of this field to access Equipment Search.

 

Quantity

Enter the quantity of the equipment to transfer.  For serialized equipment, this amount must be 1.

 

New/Rental

Indicates if the equipment is new (N) or in your rental inventory (R).

 

Description

Displays the description of the equipment.

 

Available

Displays the quantity available for the equipment.

 

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Suggested Items/Sales and Miscellaneous Items (F9)

 

Item Number

Enter or accept the number for the sales or miscellaneous item being transferred.

 

Quantity

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 miscellaneous item, it moves up to the equipment list.

 

Unit of Measure

Enter or accept the unit of measure for the item being transferred.

 

Description

Displays a description of the sales or miscellaneous item being transferred.

 

Available

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

Equipment Maintenance

Sales Item Maintenance

Miscellaneous Charge Item Maintenance

 

 

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