Editing Transfer Orders

Use Transfer Order Entry 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.

ClosedMultiple Sessions

When opening an order, if you select an order that you already have open on your computer, the system notifies you: "You are already editing order: <order number>. Press OK to continue." After clicking OK, the system brings the order to the front.

If you try to open an order you already have open on another computer, the system prompts you to confirm that you want to run more than one session. After confirmation, the system notifies you: "Order <order number> is being edited by <UserID>." For more information about multiple Solar Eclipse sessions, see Viewing and Logging Out of Multiple Solar Eclipse Sessions.

You must have the TOE.WRITER.EDIT authorization key assigned to edit any transfer orders. If you have the TOE.WRITER.COST authorization key, you can edit costs only on orders that you have created.

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 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.

Note: To make it easier to see how an order breaks into generation, the system provides generation highlighting and generation tooltips that you can turn on. For more information, see Using Generation Display Options.

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 Ordercontrol 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:

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 Orderscontrol maintenance record to indicate if you want messages send to those users on associated trackers.

To edit a transfer order:

  1. From the Xfersmenu, selectTransfer Order Entryto display the Initial Order Entry window.

  2. In the Ship From field, enter the branch to which the transfer is coming.

Note: The system uses the ship via based on the Terminal ID of the shipping branch for the shipping side of the order.

  1. In the Ship To field, enter the branch to which the transfer is going.

The Transaction Selection dialog box 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 theoption to view the shipment.

Type All in both fields for step 2 and 3 for a list of open transfer orders.

Note: The system uses the receiving branch's default ship via.

  1. Select the transfer you want to edit and click OK.

Note: If there is only one transfer associated, no selection is needed and the Body window displays.

  1. Edit the fields as necessary to update information.

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.

  1. Click the Status tab and verify the status information.

  2. Click the Header tab to edit information on the order's Header window.

  3. Click the Totals tab to verify the value of the inventory being transferred on the Totals window.

  4. Use the Search & Select menu from the Body tab to find products on the order. If a product is not on the order, an error message displays.

  5. Save your changes and exit the window.

Cancelling Transfers

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.

See Also:

Transfers Overview

Entering Transfer Orders