Minimum Version Required: 23.12
Pre-Conditions
Multiple Locations
Equipment Type with Is Portable = True
Equipment Type with Is Barrel = False
Equipment with Status = Active
Steps
How to Use:
1. Navigate to ‘Equipment Transfer Planner’
2. Search for the portable Equipment you need to transfer
3. Double-check that the Equipment in question contains the liquid you need to transfer
4. Select the Equipment you need to transfer
5. Click ‘Transfer’
6. Select the transfer date and TO Location
Backdating is supported
7. Click ‘Transfer’
8. See the Equipment transferred, along with the Invoice & Purchase created to move the inventory in question.
The Invoice is created in Balanced Status and requires no further action.
The Purchase is created in Received Status, and will require Confirming.
The liquid inventory Quantity, Unit Cost, Batch, and Proof (if a spirit) are passed through the Invoice to the Purchase and retained during the transfer.
9. Click on the Equipment to see the updated Equipment record in the destination TO Location. Updates to the Equipment include:
Updating the Equipment Location to the destination TO Location
Creating and setting a new Equipment Bin that is in the TO Location, and moving the liquid inventory Bin Lot to this new Equipment Bin.
Deleting the old empty Equipment Bin that was in the FROM Location
Updating the Equipment Location Bin to the Default Receiving Bin in the TO Location.