Creating Transfers from the Transfer Surplus Queue

Use the Transfer Surplus Queue to create transfers from surplus quantities that appear in the Suggested P/O Queue. This queue allows for automatic transferring of surplus stock that otherwise would be purchased to satisfy short buys or line buys.

Any branch within the branch network can transfer surplus to another branch. The program ignores the normal branch transfer relationships specified in Procurement Group Maintenance when calculating the Transfer Surplus.

The program also ignores the Transfer Excess Grace Days set for the product. A parent branch has a surplus if the available stock is greater than the line point plus the Economic Order Quantity (EOQ) rounded to package quantity. A child branch has a surplus if the available stock is greater than the transfer point, plus the EOQ rounded to package quantity.

To use the Transfer Surplus Queue:

From the Xfers menu, select Transfer Surplus Queue to display the Transfer Surplus Queue screen.

Note: Use the Xfer Q hot key to display the screen from the Suggested P/O Queue. The system prompts you to display surplus items in the currently selected buy line or in all buy lines listed on the Suggested P/O Queue.

In the From Br field, identify branches from which the surplus stock is being transferred. Separate multiple branches with a comma.
In the To Br field, identify branches that are receiving the surplus stock. Separate multiple branches with a comma.
In the Buy Line field, do one of the following:
Enter a buy line to check for surplus product. Press F10 for a list of buy lines.
Use the Buy Lines hot key to create a list of multiple buy lines. *Multi* displays in the field if more than one buy line is selected.

In the Mode field, select which type of surplus items to display in the queue. Press F10 and select from the following:
All – Displays all available surplus items.
Position to Buy – Displays surplus items listed on the Suggested P/O.
Short Buy – Displays surplus items listed on the Suggested P/O that are below their order point.

The following information is displays for each surplus item:

Field	Description
Description	Product description of item in surplus.
Buy Line	Buy line to which the product belongs.
ToBr	Branch to which item will be transferred.
FrBr	Branch from which item will be transferred.
UM	Item's unit of measure.
Surplus	Surplus quantity of the item in the shipping branch. Note: If a plus sign (+) displays, then the surplus point for the item is zero (0), the buy package is greater than one, and the item is set to not separate the buy package quantities. The available quantity displays rather than the quantity rounded to buy package.
Short	Quantity below the order point in the receiving branch.
Xfer	Quantity recommended for transfer. You can edit this field.

Use the following hot keys as needed.

Hot key	Description
Buy Lines	Select buy lines for which to display the queue. See Step 4.
Create Xfer	Create new transfers for items on the queue. The system creates a transfer order for a "to" branch and displays the transfer order entry Body screen. The items on the queue for that "to" branch are added to the transfer. After you save the transfer, the system follows the same procedure for the next selected "to" branch.
Add To Xfer	Add items on the queue to open transfers. The system displays a list of open transfers for a "to" branch. When you select a transfer, the transfer order entry Body screen displays and the items on the queue for that "to" branch are added to the transfer. After you save the updated transfer, the system follows the same procedure for the next selected "to" branch.
Inventory Inq	Access inventory information for a selected item.
Network	Access the Transfer Surplus Network information. For more information, see Displaying All Suggested Transfers Within Networks.
View	Toggles the Short column to Line to display the short buy or line buy information.

Press Esc to save changes and exit the screen.