The Part Transfer Request is a query frame allows you to search for and view Part Transfer Requests in addition to giving users the ability to create transfer request to request part from other inventory locations. The other inventory location will then receive that request for a part or parts and can ship the parts via the Part Transfer frame.
The Requesting Location value will always be your current login location. To the right of the Requesting Location are the ‘Hold All’ and ‘Unhold All’ buttons. ‘Hold All’ will select the ‘hold’ box for all requests displayed. ‘Unhold All’ deselects any ‘hold’ boxes that are checked.
M5 also has the ability to group transfers by ticket number; this functionality is controlled by System Flag 5153. See the System Flag section below for more details.
Selection Criteria:
Shipping from Location - Shipping Location for the Part Transfer. Must be a valid inventory location from Location Main.
Reserve Code - You can select ALL, Direct Account, Department, Indirect Account, Unit, Work Order from the drop down.
# of Days Back - Transfers within the last X amount of days are displayed, see System Flag 5156 to set a default value for this field.
Reserve Ref No. - Reference Number for the transaction, will depend on the value selected in the Reserve Code drop down (Direct Account, Department, Indirect Account, Unit, Work Order No.).
Part No. - Part Number being requested, must be a valid part from Part Main.
Status - All, hold, request.
To run a query, click the 'Retrieve' button once you have finished entering your selection criteria.
Transfer Request Details:
The results of the query will display on this i-frame; you can also create new Part Transfer Requests by entering new data an empty row.
Part Number - Part Maint Catalog Number of the part for which you are making the transfer request.
Shipping from Loc - Shipping Location for the transfer request.
Qty - Quantity being transferred.
Unit of Measure - Read-only, will populate automatically based on the part number.
Unit Cost - Read-only, will populate automatically based on the part number.
Resv Code - Stock, Direct Account, Indirect Account, Department, Unit, Work Order.
Resv Ref. No. - If not reserving to stock, enter the ID number of the entity you are reserving the parts for, example: Unit Number or Department Number.
Note - Enter any notes pertaining to the transfer request here.
Hold - M5 will hold the part transfer request on this frame and will not send it to the shipping location until the user takes the part off hold. The default setting is for the 'Hold' flag to be unchecked and once the user saves the transfer request, the shipping location will be able to see the request on their end.
System Flags
1217 - Print Part Issue Ticket? (0/1/2/3) - 0 = No, 1 = On Inventory Issue, 2 = On Part Transfer, 3 = On Both Issue and Transfer.
5138 - Apply Unit of Measure Pack Size Conversions to Transfer Requests? (Y/N) - If both this flag and flag 5095 are set to 'Y', the Batch Reorder Process uses unit of measure conversions to create transfer requests.
5145 - Print Part Pick Ticket? (0/1/2/3) - 0 = No, 1 = On Inventory Issue, 2 = On Part Transfer, 3 = On Both Issue and Transfer. The default is 0. The Pick Ticket will not print from the Work Order.
5153 - Group Part Transfers and Part Transfer Requests by Customer Ticket Number? (Y/N) - If this flag is set to 'Y', then customer ticket number is required when creating part transfers and part transfer requests.
5156 - Number of Days Back for Part Transfers - Value entered here will be default value for Part Transfer frame. For example, if set to 30, transfers within the last 30 days are displayed.
5245 - Process Part Transfer Request on Part Receive? (Y/N) - If this flag is set to 'N', standard M5 functionality applies. If this flag is set to 'Y', after parts are received, M5 will display outstanding part transfer requests available for processing (applies for stock parts only).
5261 - Utilize Pick/Ship Functionality for Part Transfers? (Y/N) - If this flag is set to 'Y', M5 will apply pick/ship functionality to part transfers.
5316 - Prevent M5 from Automatically Loading Records on the Part Transfer Frame? (Y/N) - If this flag is set to 'Y', M5 will prevent the i-frame from loading records automatically upon visiting the frame. If set to 'N', the i-frame will automatically load record each time you navigate to the frame, prior to filters or selection criteria being entered.
5320 - Add Reference Number on Part Transfer and Part Transfer Request? (Y/N) - If this flag is set to 'Y', M5 will add the Reference Number column to the Part Transfer and Part Transfer Request frames on the part line items. The Reference Number field will also display on the header of Part Transfer frame. The Part Requisition process will validate the reference numbers when creating transfer requests. If set to 'N', the field will not display on the frames and Part Requisitions will not validate the number.
5323 - Display Additional Fields on Part Transfer Request? (Y/N) - If this flag is set to 'Y', M5 will display Bin, Min, Max, In-Transit, and Quantity Available on the Requesting Location.
5362 - Billing: Create Transfers (0) Separately, (1) At Outgoing, (2) At Incoming - The Billing Program's Part Transfer Request OUT (PTFR) records are for the departure of parts from a location, and PTFR IN records are for the receipt of those parts at a location. If the flag is set to '0', each of the records is created when the transaction occurs, meaning that is the PTFR OUT occurs in one month and the PTFR IN in the next, at the month boundary a general ledger does not show the parts values anywhere. A flag value of '1' creates the PTFR OUT and PTFR IN records when the parts are transferred out; effectively this makes the receiving location responsible for the parts during transit. A flag value of '2' creates both records when the parts are received.
Role Privileges
NOT FORCE TRANSFERS - If a user has this privilege, M5 will not force them to transfer parts requested by locations when receiving stock inventory on the Part Receive frame.
Last Updated: 01/19/2017
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.