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 authorization key permission levels to limit access to the procurement confirmations.

If you need to add any cut products, such as wire, to a transfer we recommend creating a new transfer. If you add them using the Options > Add to Xfer option on an existing transfer, the system does not create the work order and you must create a work order manually. By creating them manually, you do not create any tags or comments to any current transactions.

Use the Reprocure Backorder Tagged Transfer Quantitiescontrol maintenance record to indicate if you want to reprocure tagged items. If set toNo, the status on the order changes to its original status before the transfer was cancelled. If set toYes, the order status does not change and the product status is changed to Stock, if the transfer was cancelled, or to 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 Procurementcontrol 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 Transfer 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 Transferscontrol maintenance record is set to Yes.

To confirm a transfer:

From the Xfers menu, select Transfer Confirmation to display the Transfer Confirmation window.
In the Transfer From Branch field, specify the branch shipping the transfers.
In the Transfer To Branch/Territory/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.

Note: If there are items available to transfer, the system displays a Br/Items dialog box that lists the branches and the number of transfer items requested by each. Select one to display the transfer information.

Click Update.

Note: If you enter a branch that does not have any transfers available to other branches, an error message displays and you are prompted to enter another choice in the Transfer From Branch field.

In the Sel column, click the check box next to each item you want to transfer.

Note: The Overcommit column indicates which products are unavailable and cannot be transferred at this time.

In the Ship Via column, change the manner of shipment if required. The system validates selections based on the branch's ship via setup.
Use the following options as needed:

Option	Description
File > Edit Order	Displays the selected transfer item for edit.
File > View Order	Displays the selected transfer item for review.
Selection > Select Criteria	Selects multiple items for transfer, based on their ship date, order status, or ship via.
Selection > Clear Selection	Clears the selected transfer items, removing the asterisks from the Sel field.
Options > Hide Unavailable	Toggles 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.
Options > Create Xfer	Creates a transfer.
Options > Add to Xfer	Adds the items to an existing transfer. Note: If you need to add any cut products, such as wire, to a transfer we recommend creating a new transfer. If you add them using this option on an existing transfer, the system does not create the work order and you must create a work order manually. By creating them manually, you do not create any tags or comments to any current transactions.

Exit the window.