If you do not have the required assets and/or stock for your client job, in your current Group Company stock location, but they are located at another Group Company stock location, you can do an Internal Transfer. This transfer is designed to be shipped on to your client job. If you just want equipment from another location for you own use, see How to Manifest for Internal Transfer with No Client Job.
Note: In order to do an Internal Transfer you will need a previously set up Internal Job. See Guide How to Set Up an Internal Job for Internal Transfers.
In this scenario, Group Company 1 with a Location of UK will be requesting an Internal Transfer from Group Company 2 and Location Norway for a client job (demonstration only) GHI Marine Ltd.
STAGE 1
Group Company 1 – Location UK - Create Job, Mobilisation Requisitions & Location Requests
- Open the Job Details for the Client Job. scenario (GHI Marine Ltd)
- Select the Mobilisation Request tab.
Your item(s) will be shown as red if there is not enough at the current location to fulfil the required quantity that you need (and as such you need an Internal Transfer).
- Double click the red box to the left of the required asset to open the record.
- Click on the Location Requests tab.
Note: If you have the assets in other locations they will be listed here.
- Enter the quantity required in Qty Required from Location and tick the Transfer Required box.
- Save & Close the record. Do this for all assets that require a transfer.
- From your Job Details (Hdr) select Functions and choose the option “Submit Requests for Picking”
Note: The system will create a Stores Request for each location required. If the Stores Request is for an Internal Transfer, the Internal Job No (read-only) will be filled in and the Internal Transfer tab will be available.
- Complete the Stores Request(s) mandatory fields and any additional information that you require the stores personnel to carry out at each location and then Save and Close.
Note: An email will go to the relevant Store Location(s) advising that a Stores Request has been received for your location and will also be displayed on the relevant user’s dashboard.
Group Company 1, UK have completed their request.
STAGE 2
Group Company 2, Location Norway - Stores Request for Internal Transfer
Note: When Group Company 2 log on there will be a stores request for internal transfer.
- Open the Stores Request at your location, complete any fields on the Stores Request (Hdr)
- Click on the Internal Transfers tab. Open the Manifest Assets dataset and enter your asset number. Save and close to return to the Stores Request (Hdr)
- From the Toolbar menu select Function ”Complete Stores Request”
- To create the Manifest for the internal transfer, remain in the store request and click on the blue link to the Internal Job No.
- From the Manifest (Hdr) select Function ”Create Manifest”
- Add your packing list and select your assets for the packing list (see Adding Packing List)
- Within the Manifest (Hdr) ensure you have added all shipping information including the Manifest Currency.
Note: Print your required documentation to ensure you are happy with what is being displayed on the Delivery Note & Commercial Invoice.
- Enter your Actual Mobilisation date (date shipped) and enter your Actual on Hire Date (this date is the date you will start charging rental rates from)
- From the Toolbar menu click on the Function and select “Confirm Manifest”. All assets will now be updated to “In Transfer”
Group Company 2, Norway have manifest the required Assets/Stock to the UK Location
STAGE 3
Group Company 1 – Location UK - Receipt of Assets/Stock from Norway
Group Company 1 receive the Manifest documentation from Group Company 2.
- Select Job Receipts and press Insert to create a new Job Receipt
- You can enter an Asset No in the Find Job by Asset No field which will go and find the Norwegian Internal Job No. If you do not know the asset no, enter the Norwegian Internal Job No – displayed on the Norwegian Manifest. This will then populate the Receipt information on to the Job Receipt (Hdr) for your location
- If you wish these assets to go directly on to your client job manifest assets, set the Asset Status to “Available” on the Job Receipt (Hdr)
- From the Toolbar menu select Function ”Get all Client Assets and Items”
- Click on the Job Receipt Assets tab and tick the assets that you have received or from the Toolbar menu select Function ”Confirm All Assets” if you are happy that all the assets listed are there.
- From the Toolbar menu select Function ”Complete Receipt”
If you receipted your Assets in as Available, they will now be Pending Mobilisation on your Client Job ready for you to Manifest to the Client Site.
Group Company 1, UK are now in possession of Norwegian Assets/Stock