How To: Entering Locator Information (03-11-01)

Overview

This tutorial describes how to enter Locator information on a transfer.

Step-by-Step

When you enter an item number on a new transfer, if the Outbound Branch is a locator branch and the item is not Locator Exempt, a window opens for entry of the location information:

Click image to enlarge.

  1. To skip entry of locator numbers and instead enter them during Shipping Confirmation (03-11-01), click the ‘Add when Ship’ button.

    Otherwise, move to Step 2 of this tutorial.

    IMPORTANT: The ‘Add When Ship’ option is only available when the ‘Activate Request for Transfers’ preference is set to ‘Y’ in Transfer Preferences.

  1. In the ‘Location’ field, enter the location (locator number) for the item(s). A list of valid locations and the corresponding quantities appears at the bottom of the window.

  1. From the ‘Status’ drop-down list, select the locator status of the item(s).

  1. In the ‘Qty’ field, enter the quantity being selected for this location and status.

  1. Click the ‘Add’ button.

Click image to enlarge.

  1. If the item is a B-Flag Serial Number item and the Inbound Branch is not a locator branch, the ‘To Serial’ number field appears. Enter a serial number that will be assigned to the item at the Inbound Branch and click the ‘Add’ button.
    NOTE: You must enter a serial number that is not already being used at the To Branch.

  1. Move to Step 11 of the ‘Creating a New Transfer’ tutorial.