This update is designed to keep managers aware of any units transferred from/to their branch.


Once Units are added to an Equipment Transfer Order (ETO), the below steps must be done. All of them are accessed from the "Actions" menu in the ETO.

 

  1. The FROM branch must choose "Send for Approval":
    • All the fields on ETO will be locked. 
    • You can use Actions -> Re-open to reverse the "Send for Approval" so that you can edit the ETO again.

  2. The FROM branch must choose "Approve":
    • Only users that are listed as "Transfer Approver" for the SHIPPING branch can do this step.
    • The Approver's login and date are captured as a "Signature" approving the transfer out of the branch.
    • Once Approved, the ETO can only be re-opened by users that are listed as "Transfer Approver" for the SHIPPING branch.

  3. The FROM branch must choose "Confirm Delivery" (which really means "Confirm Shipped"):
    • Only users that have "Transfer Delivery" authorization for the FROM branch can Confirm Delivery.
    • Note: "Delivery" = "Shipping" and "Delivered" = "Shipped"...... poor English.

  4. The TO branch must choose "Confirm Receipt":
    • Only users that have "Transfer Receipt" authorization for the TO branch can Confirm Receipt.
    • This completes the transfer: Equipment Data is updated, GL entries are made, and Movement Memos show "Completed"