Confirming Procurement Transfers

Before procured products are transferred between branches, each transfer goes to the Transfer Confirmation Queue for review. This queue is similar to the Procurement Confirmation Queue. Both queues let personnel track a "running order" of requests. Branch managers use the Transfer Confirmation Queue to see what items are being requested for procurement and transfer between the branches in a multi-branch network.

View all branch procurements using this queue, except return transfers. Product inventory listed in the queue is committed from the transfer-from branch to the transfer-to branch, even though the system did not generate transfers, yet. Use the PROCUREMENT.CONFIRM hot key permission levels to limit access to the procurement confirmations.

Use the Reprocure Backorder Tagged Transfer Quantities control maintenance record to indicate if you want to reprocure tagged items. If set to No, the status on the order changes to its original status before the transfer was cancelled. If set to Yes, the order status does not change and the product status is changed to S for stock if the transfer was cancelled or to P for procure if the tagged quantity is lowered.

You can ensure that a transfer order for a vendor that has exceeded their credit limit is not created. To do this, the Check Customer Credit On Procurement control maintenance record must be set to Yes. If this record is set, then before a transfer order is created from Transfer Confirmation, the system verifies that the vendor has credit approval in the system before allowing a transfer order to be entered. If the user has authorization, the system does one of the following:

Notifies you that the order cannot be released
Allows you to release the order
Prompts you for a password in order to release the order.

If released of credit hold, the release and user ID are recorded in the change log.

Note: If an item is not procured because of a credit hold from the Procurement Confirmation Queue, the system does not include the item on the Open Order Status Review Queue. For more information, see Reviewing the Status of Open Sales Orders.

To keep the comments attached when a procurement becomes a transfer, make sure the Copy Comments For Procured Items To Transfers control maintenance record is set to Yes.

To confirm a transfer:

From the Xfers menu, select Transfer Confirmation to display the Transfer Confirmation screen.
In the Transfer From Br field, specify the branch shipping the transfers.
In the Transfer To Br/Tr/All field, indicate if you want to view the transfers by branch or territory. Type All if you want to view all transfers in a combined view.

If there are items available to transfer, the system displays a Br/Items screen that lists the branches and the number of transfer items requested by each. After you select a Transfer To Br from this screen, the system lists the items.

In the Sel column, enter an asterisk (*) next to each item you want to transfer. To clear an asterisk, press the Spacebar.
Use the following hot keys as needed:

To...	Use this hot key...
display the selected transfer item for review or edit.	View / Edit Order
sort the transfer items differently.	Sort
create a new transfer for the selected items.	Create Xfer
add the selected items to an existing transfer.	Add to Xfer
select multiple items for transfer, based on their ship date, order status, or ship via.	Select
clear the selected transfer items, removing the asterisks from the Sel field.	Clr Sel
Toggle to hide or show any items which are unavailable. These items display in the Proc Qty field highlighted in red. Note: This availability check includes checking kits components and the availability of the kit as a whole.	Hide Unval / Show Aval

Use the Create Xfer or Add to Xfer hot key to confirm and process the transfer.

Each line item flagged with an asterisk (*) is added to the transfer order.

Press Esc to return to the main menu.