The stockroom transfer screen was designed to facilitate the easy transfer of materials from a stockroom to a Kanban or standard warehouse using the materials. Specifically, the purpose of the stockroom transfer screen is:

• To present the stockroom manger or clerk with concise summary of materials that will be needed for coming jobs
• Provide an easy and efficient way to generate transfer documents for each.
• Provide a mechanism for using barcodes to “check out” material being transferred.

Stockroom Manager Screen

The stockroom manager screen is comprised of three sections:

• The inventory status section (top half) shows inventory at the stockroom (left side) and Kanban or standard warehouse used for production (right side). Filters allow the operator to only show all materials or only materials the production warehouse is short on.
• The transfer documents that will be created are summarized in the “Transfer Summary” section (bottom left).
• When working with a particular inventoried material, the order detail section (bottom right) identifies all WIP orders currently reserving the selected material.

Several filters and searchers are built in for the inventory status. These include:

• Search: Enter part of the part name here or scan a bar code and the next occurrence of a match will be selected. Pressing the F3 key on the screen will search for the next occurrence. You can also enter SKU numbers here as a search criteria.
• Primary Warehouse – Select from all Stockroom and standard warehouses.
• Filter Selection
  • All – shows all parts regardless of inventory levels
  • Non-Zero – shows all parts where the Production Warehouse Available quantity is other than zero
  • Below Zero – shows all parts where the Production Warehouse Available quantity is less than zero
  • Red Alert - shows all parts where the quantity is below the red alert level
  • Yellow Alert - shows all parts where the quantity is below the yellow alert level
  • Below Restocking Level - shows all parts where the quantity is below the restocking level
• Secondary Warehouse – Select from all Kanban and standard warehouses.
• Filter Selection
  • All – shows all parts regardless of inventory levels
  • Only Stocked – shows only parts that are stocked in this warehouse
  • Non-Zero – shows all parts where the Production Warehouse Available quantity is other than zero
  • Below Zero – shows all parts where the Production Warehouse Available quantity is less than zero
  • Below Minimum - shows all parts where the quantity is below the minimum needed to complete scheduled jobs
  • Above Maximum - shows all parts where the quantity is above the maximum needed to complete scheduled jobs

Transfer Units

Control allows the definition of “transfer units”. A transfer unit is the smallest unit of an item that is normally transferred. For example:

By default, the transfer unit is the same as the inventory unit (as in the last example above). Entering the transfer unit and a name for it is established in Part Setup for the specified part.

Transfer Documents
Anytime material is transferred from one inventory to another, a transfer document is created. The transfer document records:

• The source warehouse of the material.
• The destination warehouse of the material.
• The amount of material being transferred.
• Who transferred it the material.
• Whether the transfer was barcode scanned or manually entered.

One transfer document can contain any number of items, but can only be between two warehouses.
Inventory in a Kanban warehouse is tracked in an asset account for that Kanban warehouse. Inventory in other warehouses is stored in asset accounts determined by the part setup. When transferring materials into or out of a Kanban warehouse, the appropriate GL accounts will be adjusted as in the following example.
Example: The stockroom manager moves $1000 in Ink and $500 in Laminate from Stockroom A to Kanban Warehouse A

Example: At the end of a job, $100 in excess polyethylene is returned to Stockroom A from Kanban Warehouse A.

Barcode Transfers
In order to facilitate efficient transfers and provide a safeguard against accidental inventory transfers, Control screen transfers include an option to require materials be scanned out of the stockroom. This feature is tied into the stockroom transfer screen as follows:

• The user clicks the “Scan Part Out” button on the transfer screen. A window will open that accepts bar codes.
• The operator can scan bar codes for all items that are to be transferred.
  • If the item scanned is already selected and in the “Transfer Summary”, but the “Quantity Scanned” is less than the transfer amount, the “Quantity Scanned” will be incremented by one (transfer unit).
  • If the item scanned is already selected and in the “Transfer Summary” and the “Quantity Scanned” is equal to the transfer amount, the “Quantity Scanned” and the transfer amount will be incremented by one (transfer unit).
  • If the item scanned is not in the “Transfer Summary” section, it will be added and the quantity scanned and transfer quantity will be set to one (transfer unit).
• The scan bar code dialog remains open on top until manually closed by the operator (by clicking close). It will stay on top of the screen as long as the Stockroom transfer screen is open, even if the dialog loses focus. If the stockroom transfer screen is closed, the bar code dialog is also automatically closed.

Inter-Division Inventory Transfers

Inventory transfers between divisions are supported in Control via Inventory Transfer Documents and the Stockroom Transfer screen. When transferring between divisions, GL entries are created for the following:

• To transfer the asset value to the new division.
• To expense any difference in inventory value caused by different standard costs. (When average part costing is used, this does not apply, though the average cost of the inventory in the destination warehouse will be adjusted accordingly.)
• To record the resulting Inventory Transfer liability created between the two divisions. Control uses an Inter-divisional asset transfer account called Interdivisional Inventory to debit and credit as in the following example:

Example #1: 100 units of Inventory X are transferred from Warehouse A in Division A to Warehouse B in Division B. The inventory is valued at $1 each in Division A, but $1.10 each in Division B. Average costing is not enabled in Division B.

Example #2: 100 units of Inventory Y are transferred from Warehouse A in Division A to Warehouse B in Division B. The inventory is valued at $1 each in Division A, but $1.50 each in Division B. Average costing is enabled in Division B.

Note: Upon completion of the transfer, the average cost of Inventory Y was reduced based on the cost averaging formula.