MyJobs

Job Transfer Tickets

Job Transfer Tickets

Job transfer tickets are used to transfer materials and other costs into a job.  Review Jobs > Job Costs > Transfers for details on this record in EBMS.

Complete the following steps to create, ship, or process these transfer tickets.

  1. Select and open a job within MyJobs

  2. Tap Transfer to open the following transfer list:

  3. The following barcodes can be scanned to open or create a ticket from a product transfer report.  Select Reports > Job Costing > Detail > Inventory Transfer report from the File > Reports dialog.

    1.  Scan the transfer ticket barcode to open an existing transfer.

    2. Scan the job costing barcode to create a new ticket or to scan the job for time tracking purposes.  

  4. Tap the camera button on the title bar to use the device camera to scan the barcodes.

  5. Create a new ticket by touching or open an existing transfer ticket by entering the ticket number.   

  6. Product can be scanned to entered into a transfer ticket by scanning a UPC code or a printed label.  The quantity can be incremented by subsequent barcode scans or by adjusting the quantity.  Review [Inventory] MyInventory Scanner > Overview for laser scanner details.  

  7. The quantities that are increased or decreased by this scanning action are determined by the MyJobs > Transfer > Settings options as shown below:

    1. Set ordered quantity:  This is the recommended setting when creating new tickets before the product is transferred to a job.  A second step (B) populates the transferred quantity of a job transfer tickets in the future.   

    2. Set transferred quantity:  Use this common option to set the transferred quantity within existing tickets.  

    3. Set ordered and transferred quantities:  Select to create new ticket and ship orders at the same time.  

  8. Tap Memo to add notes to the transfer ticket.  

  9. Tap Add new  to add new products to the order.

  10. Enter Product IDs or scan the product's barcode as well as adjust the Transferred and Ordered quantities.  Tap save   to add these items and return to the sales order list.

Tap Transfer all to copy the Quantity value to the Transferred column within the ticket.  

Tap Process to process and close the transfer ticket. Once a transfer ticket has been processed it cannot be open from the scanner.