Pending Management

The Pending Management Program is used to keep track of inventory that you own that is not currently located in one of your warehouse locations. The Pending Management program is used to manage “loaners” or merchandise that has been sent out to your customers for testing and evaluaton, to track and process items that are being returned to your vendors for credit or replacement, and to handle items that are being transferred between your warehouse facilities using the IFT system. The Pending Management program is also used to track and process Ticket Billing transactions. A brief description of each of these transaction types is presented below.

      Loaners – The Pending Management program is used to track and process customer “Loaners”. Loaners are items that have been shipped out to customers “on loan” and that you have not yet billed for. Items can be shipped to a customer at no charge using a type L sales order, and can be billed to the customer, returned to inventory, or written off at a later time using the Pending Management program.

      Returns to Vendors (items sent back to vendors for credit and or replacement). The Pending Management progra, is used to track merchandise that is being returned to your vendor for credit or replacement. Later the open Pending records for the return can be used to create a negative accounts payable invoice for the vendor, or to receive replacement items from the vendor and return them to inventory.

      Inter Facility Transfers are inventory transfers between warehouse locations that are physically separate – where the goods need to be tracked in–transit. When IFT transfers are processed, the items being transferred are tracked in the Pending file from the time they are invoiced from the source location to the time they are received in the destination location.  Once the items are received at the destination location, they are cleared by receiving the IFT PO that was used to generate the transfer.

      Ticket Billing. The Ticket Billing option allows you to invoice a customer periodically instead of as each order is shipped or invoiced to the customer. When Ticket Billing is enabled, the sales orders for the customer are converted to loaners during invoicing/order completion. Goods are shipped to the customer at no charge and they are tracked in the Pending file. Later, a summary billing program is used to create a summary accounts receivable invoice for the customer and to clear the Pending records from the Pending file.


Display and Search Sequences

Status Radio Buttons

Selecting Records

Zoom - Pending Detail Panel

Return to Inventory Button

Write Off Button

Invoice Customer Button

Invoice Vendor Button

All Serial Numbers

Tagged Serial Numbers

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