Updated: January 13, 2022 11:41am

Transfer Slip Preferences

 In this area of preferences, you can define the following preferences related to transfers:

Preference Description
After Transfer Slip is updated go to: Select what should be displayed after a slip is updated:
New Slip: A new slip form is opened, ready for editing.
Former Slip: The Former Slip is displayed. To create a new slip, the user must click the New button.
Defines whether the user is taken to a new Transfer Slip or the finalized Transfer Slip, after update
Upon Transfer Slip update generate:

ASN or Voucher.
If set to ASN then the receiving store gets an ASN that they can generate a voucher against AND the documents will end up in transfer verification so that they can be reconciled.
If set to Voucher, the Transfer Verification module is bypassed completely and both the sending and receiving stores have the appropriate vouchers and inventory is updated without further action. Nothing will need to be reconciled in Transfer Verification (and nothing will be displayed). Note: This is the same way that transfer verification worked in legacy versions of Retail Pro.
Default Resolution Method:

The Default Resolution Method defined in preferences is consumed when the user is in Transfer Verification and selects the RESOLVE ALL option. Prism will use the Default Resolution Method and apply the Resolution Rules.
The default resolution method is used when a user clicks the "Update All" button in the Transfer Verification area. This preference is not used when manually resolving or updating selected document pairs.
Prompt (default): If set to "Prompt", the user will select a method at runtime.
Correct Sending: Resolution method which assumes the sender made an error. This is corrected by way of reversal and generation of replacement documents
Correct Receiving: Resolution method which assumes the sender made an error. This is corrected by way of reversal and generation of replacement documents
Adjust Sending: Resolution method which assumes there were no user errors. The document record is corrected by way of reversal and generation of replacement documents. Required quantity adjustment memos are generated for the sending location
Adjust Receiving: Resolution method which assumes there were no user errors. This is corrected by way of reversal and generation of replacement documents. Required quantity adjustment memos are generated for the receiving location.
Verify Transfers Upon Voucher Update

If this preference is checked, when a ASN is referenced at the Send To store and the user selects Generate Voucher, once that voucher is updated AND there are no discrepancies, the transfer will be automatically Verified; nothing will display in Transfer Verification for the document. This setting reduces the number of documents that a back-office person would have to go through to reconcile transfers. In other words, if there are no problems with the sending and receiving transfers then Prism will automatically verify the transfer, removing the need for a person to deal with it.
Any differences between documents at the source and target stores is handled by the Default Resolution Method preference.
Require Comment on Transfer Slips If selected, a Comment must be selected before a user can update a slip.
Note: To select a Comment on a slip, you must first define Comments in Node Preferences > Transfers > Comments.
Require Transfer Slips reference Transfer Order

If selected, a TO Number must be entered on transfer slips.
If not selected, the TO No field can be empty
Fee Types Fee Types for transfers must be set at the Subsidiary level. If you are at the global level, first double-click the desired Subsidiary, then the Fee Type UI will be editable.


Transfer Fees
To add/edit fee types for transfer documents:
Select a Subsidiary.
In the Transfer Fees area, click the Edit button for the Fee Type you want to edit.
Type the desired text (limit six characters).
Select the Active checkbox. Only active Fee Types will be available for selection on slips.    
Save the changes.  

Transfers > General Preferences

Node Preferences > Transfers > General

 

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