Creating Procurement Transfers Automatically

Automatic transfers are an alternative to using the Transfer Confirmation Queue. They let you bypass the review of all proposed branch procurements before creating or adding to a transfer. Automatic transfers are useful when you are certain you want to transfer all the procured items without having to select and create transfers individually. Items transferred by this program are removed from the Transfer Confirmation Queue.

Use the following control maintenance records to identify default entries for customers, products, and sales sources, if your entry cannot be found:

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

Note: The system will not create an auto-transfer if items are unavailable in the procurement branch.

To create an automatic transfer:

From the Xfers menu, select Auto Create Procurement Transfers to display the Auto Create Procurement Transfers screen.
In the From Branch field, specify the branch from which you want the procured items transferred.
In the To Br/Tr/ALL field, specify the branches or territories that are receiving the procured items.

Unless specified, the system calculates which branches need the transfer and creates a transfer to that branch or territory. Type All if all branches are available to which you can transfer items. By selecting All, you indicate that the system can calculate for you which branches need the items.

In the Ship Via field, specify procurement ship vias to which you want the transfers restricted. If left blank, all procurements are transferred.

Use the Ship Vias hot key to enter a list of multiple ship vias.

In the Transfer Via field, to set the ship via for the transfers created regardless of the ship via under which it was procured.
Use the Begin hot key to initiate the transfers or the Schedule hot key to schedule them.

Two Phantom Processor messages advise you of the automatic transfer’s progress. The first message notifies you that the transfer was created and identifies which branches were involved. The second message notifies you when the transfer is complete.

Press Esc to return to the main menu.