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.
Note: If the system suggests a transfer for a cut product, the cut information is automatically calculated for the order.
If a customer is on credit hold when the system tries to process the transfer, the transfer is sent to the Open Order Status Review Queue for standard processing. A credit manager must check the Credit column and release the order or override the credit hold before the transfer can be completed.
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 becomes a transfer,
make sure the
Note: The system does 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 window.
In the From Branch/Territory field, enter the branch, branches, or territories from which you want the procured items transferred.
In the To Branch/Territory field, enter the branch, 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.
Click the Multiple button next to the field to enter a list of multiple ship vias.
In the Transfer Via field, enter a different ship via to set the ship via for the transfers created regardless of the ship via under which it was procured.
From the File menu, select Begin to initiate the transfers or select Options > Schedule to schedule the transfers to run later.
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.
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