How to Review & Edit Transfers
Does your organization utilize transfers? This document will cover reviewing
transfer reporting and adjusting transfer quantities as needed.
1. From within Yellow Dog navigate to
Standard Reports under Reports
Reading the Report
The detail transfer report will provide information on how much was issued, and accepted of each item, the issue and accepted cost, the shortage quantity where applicable, who committed the transfer and when, as well as the current status of the document.
2. Change Columns, Sorting & Grouping – This hyperlink will allow users to add or remove columns to the report, as well as where users can select sort by or group by options.
3. Store Issued From - will be the store that issued the transfer
4. Store Accepted From – will be the store that accepted the transfer
5. Document Number – will be the number assigned to the transfer. Typically document numbers are auto generated by Yellow Dog however, they can be manually updated with the appropriate permissions as needed.
6. Document Status – will display the current status of the transfer
7. Committed – will be the date and time the document was committed/issued
8. Vendor Price – will be the vendor price assigned to the item
9. Need By – will be the Need By date if one was added to the document
10. Total Issue Cost – will the total cost of the transfer when it was committed/issued
11. Shortage – if any items were unable to accepted for any reason i.e., damaged, lost, etc. that quantity would be listed here.
12. Total Accepted Cost – will be the total cost of the transfer when it was accepted
13. Level – will be the level path the item is in
14. Primary Vendor – if multiple vendors are assigned to the item, this will be the first vendor listed
15. SKU – will be the SKU assigned to the item
16. Item – will be the item description of the item
17. Item Current Retail – will be the retail price assigned to the item
18. Total Vendor Price – will be the total vendor price for the quantity of items included on the transfer
19. Save/Export/Print – will allow users
to save a report as a template, export to PDF, CSV, or Excel or Print.
Reviewing Transfers from within Purchasing
This view cannot be printed or exported, but will allow users to review transfers, and make edits as needed.
1. From within Yellow Dog navigate to Transfers under Purchasing2. Users can use the filter options to select specific stores, issue date range, and Transfer status’. Users can double click on any transfer to open the transfer editor to view detail on how much of what items are being included.
Notes on Editing Transfers:
Users with the appropriate permissions will be able to edit the quantities of an issued/committed transfer. Once a transfer has been accepted however, the quantities are locked in and cannot be adjusted. If a transfer has been accepted with the incorrect items/quantities, a reverse transfer should be created to send the product back to the issuing store, and the transfer should be recreated.
Editing Issued/Committed Transfers:
Using the steps above, filter to the transfer with a status of issued and double click on the transfer to open the transfer editor. If the Accepted quantity appears in a yellow box, and you are able to click into it your user has permissions to update the quantities.
Once the accepted quantities are accurate, select Accept Transfer in the bottom. If you are unable to edit the quantity or select Accept, a team member with the appropriate permissions will have to assist.
NOTE: If you are unable to accept the entirety of the issued quantity, adjust the accepted quantity to reflect the quantity you are actually accepting. Any amount that is unable to be accepted will be accounted for in your accounting export as a shortage and will appear in the Shortage column of the transfer editor, and transfer reporting.Editing Accepted Transfers:
If a transfer has been accepted but has incorrect information – either the incorrect stores were selected, or the incorrect items/quantity are on the transfer a reverse transfer will be required to send the product back to the issuing store, so the transfer can be recreated.
Using the
steps above, filter to the transfer with a status of Accepted. Highlight the
transfer and on the right side of the transfer screen select Create New Reverse
Transfer based on Selected.
The system
will ask you to confirm that you would like to create a Reverse Transfer
-select Yes Copy
Next you will see the transfer editor open with the To store & From store reversed. Select Issue at the bottom, and if your user has the permissions, you can also select Accept. If you do not have the appropriate permissions a team member will have to assist.
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