To edit a transfer order:Use the Transfer Order Entry screen to edit information on open transfer orders. For example, when a transfer ships, you need to change the status of the shipping generation from Open to Shipped.
You can edit the shipping and handling charges associated with a transfer. Transfers in a closed accounting period open in Edit Receiving Only mode. You are warned if you try to open a transfer that is being picked or received. You must confirm that you want to continue. If you have authorization, you can add internal notes to a closed transfer, if necessary. If the transfer is still open, you can select to receive the transfer.
If the shipping generation is shipped but the received generation is open we will still allow the user to edit the qty on the open received generation. You must have the TOE.OPEN.QTY.EDIT authorization key assigned.
You can only transfer quantities that are currently available. Unlike customer sales orders, you cannot have a transfer order that contains backorders of items.
Use the Update Cost On Sales Order From Tagged Transfer Order control maintenance record to specify whether to update the cost on a sales order containing items that are tagged to a transfer for procurement when a change is made to the Transfer Received Price of the tagged transfer.
Transfers have three stages:
Open Transfer – Begins with a status O for both shipping and receiving.
Shipped Transfer – When shipped, the shipping status changes to S.
Received Transfer – When received, the receiving status changes to R.
Note: If you are editing a transfer that in a closed accounting period, you can change only the segment that has Open status to Received status and if you have the TOE.CLOSED.ORDER.EDIT authorization key assigned.
You can also cancel a transfer order, if necessary.
When transfer orders are released and invoiced, a message is appended to any associated tracker. Use the Update Associated Trackers Upon Invoicing Of Orders control maintenance record to indicate if you want messages send to those users on associated trackers.
To edit a transfer order:From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry screen.
In the Ship From Branch field, enter the branch to which the transfer is coming.
In the Ship to Branch field, enter the branch to which the transfer is going.
The Transaction Selection screen displays existing transfers and the option New. Shipped transfers are indicated by a "-Shp" following the order number. You cannot edit transfers after the transfer has been placed on a shipment. If the transfer is on a shipment, you can use the Shpmt hot key to view the shipment.
Note: Type All in both fields for step 2 and 3 for a list of open transfer orders.
Select the transfer you want to edit and press Enter.
Note: If there is only one transfer associated, no selection is needed and the Body screen displays.
If there are multiple generations, at the prompt, indicate if you want to view Shipping or Receiving generations.
In the Body screen, edit the fields as necessary to update information.
Press Esc to display the Status screen.
This screen displays separate shipping and receiving generations. Each generation shows the order status, print status, shipping date, and shipping method. You can edit these fields.
Use the Header hot key, if needed, to edit information on the order's Header screen and then press Esc.
Use the Totals hot key, to verify the value of the inventory being transferred on the Totals screen and then press Esc.
Note: If you update the received price or ship price, the system adds a comment to the change log. For information on repricing a transfer, see Overriding Prices on Orders.
Press Esc to save the updated transfer and return to the main menu.
If you cancel the transfer, the system checks that all generations of the transfer are in open accounting periods and that you have authorization. If one of the generations is not able to be cancelled, the system discontinues the cancellations.
If the generations are able to be cancelled, then the system displays the following message: You are about to cancel Invoice #: invoice number. This will cancel both the shipping and receiving generations. Type CANCEL to continue.
If the generation has not been processed when you try to cancel, the system displays the following message: You are about the cancel both the shipping and receiving generations. Cancel Open ShipDate: Date. Answer Yes to cancel both generations.
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