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DealerTeam

How to Receive Parts Transfer

Goal

After completing this how-to you will learn to Receive a Parts Transfer.

First Step

Start by clicking on Purchase Order Tab. Click on newest Purchase Order. Once in it, you will see all info and under the Trasfer# field you will have a Transfer #. That shows you it is associated with a Parts Transfer. 

Then you will see that there is a Transfer # associated to the Purchase Order. 

 

Second Step

Change picture once bug is fixed. (Commit Transfer button is showing error)

Click Receive Purchase Order button.

From Purchase Order screen you will see that this Purchase Order is associated with a intercompany Transfer. You will process the order just like you are processing a Parts Purchase from any other vendor.

(Should I talk about Status or PO)


Third Step

Vendor is the account associated with the sending location. Each location receives an account representing that location for the purpose of sales and purchases.

  1. Ensure what arrived matches what was sent.    
  2. Click Receive Parts button.

After you click Receive Parts button it will take you to Print Part Labels. Click Back button.

  • Parts transfers and purchase orders are directly related. The transfer object is basically a junction between parts invoice and purchase order. Parts transfer is simply the mechanism that records what went out and what went in. 

 

Fourth Step

Now receiving the parts makes another commit to the database and another financial accounting transaction. It accepts the purchase "Status - Accepted" and is now finalized on the receiving dealership side.

Fifth Step

To see Status of shipment refresh PO screen. 

When you refresh the transfer screen you no longer can commit or reverse the part transfer and can no longer add lines. You can update the transfer notes. So the Received status is what you encounter when you are done with the transfer. When the receiving dealership has taken control of the parts you have received.

* If all the parts don't come through, the transfer is still received and the corresponding journal entries are updated to say that it got shorted and the original inventory is still holding the bag on what it relieved. So when they do a physical inventory it's going to say it got shorted. So you can receive a partial order.