tbinv.com
School Transfer Form
Creates transactions to document transfers of textbooks within
the district or to an external source.
To open the form: Click Trans from the main menu.
To find a record:Enter a TransferID in the Find field to jump directly to a transfer.
Click the ID, Book, From, To, ReqDate or RcvDate link to sort by that field. Click the TransferID to select
a single record to print, view or edit.
Click
Print to print a single selected Transfer report to the default printer. To print several transfers,
check Sel by the transfers and click Print. The Clear link unchecks all selections. All selects all transfers.
Date exposes Start and End date fields. All transfers within the date/time range will be selected for printing.
ID exposes Start and End TransferID fields. All transfers within the range will be selected for printing.
The Pend link selects all transfers with a blank RcvDate for printing.
Click
View to view a single transfer on the screen. Right click the document in preview mode and click Print
to set the page range, number of copies and printer. Click Send (Export in Access 2000) to email the the report as
an attachment in HTML, Excel, text, Wordpad RTF or Access Snapshot .SNP format.
Double click the TransferID or click a transaction and
Edit to open the Transfer form.
Select the Sender and Receiver. You can return books to the district warehouse, issue to another school or if
the district uses Teacher accountability, you may select any TeacherID within your school. If the district uses
Student accountability, you may also select any StudentID within your school. If your transaction is to a
student or teacher, the Book combo will show books they are authorized. If a teacher has more than one class,
the ClassID combo will show classes where that teacher uses the selected book. The SendOH quantity helps you
ensure you issue books that are in stock. The Auth and RecOH fields help you determine how many books the
receiver is authorized and already has.
Select a book and enter a request quantity. Enter a comment particularly
if needed. When you ship to another school or the district warehouse, fill
in the shipped quantity. The receiving school will enter the received quantity
to acknowledge receipt. On issue to a teacher or student, if you enter a received
quantity when the shipped or request quantity is blank, they will be set to the
received quantity.
Print the Transfer report from the Transfers form by clicking Report. The TransferID uniquely identifies
the transfer in the system. For accountability, you cannot delete a transfer. Instead, create another
transfer moving the book back with a comment.
To create many transfers automatically, click
Auto.
At the end of year, the
ReturnBooksToSch link creates transfers to transfer one or all books from students
and teachers to the school.
The
IssueBooks link creates transfers to issue books from the school to teachers or students who need them. You can
specify one or all books. This feature only issues books where the Auto checkbox on the Book form is checked.
The
ReceiveInbound link marks transfers to the school as received. You can select the sending school or
choose All schools. You can select transfers for one or all books to mark received.
The
ReceiveSelected link marks transfers selected as received. Select the transfers on the Transfers form.
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