Creating Transfer Orders

Use Transfer Order Entry for procurement or replenishment of stock between branches without specific sales commitments. You can fill orders that do not have branch procurement sources set, transfer overstock to a branch that can sell it easier, or balance inventory throughout branches.

You can only transfer quantities that are currently available. Unlike customer sales orders, the system does not allow transfer orders to contain backorders of items. The system notifies you if the item is not available and allows you to remove it from the transfer.

Note: If you are transferring cuttable products, the system does not include products that have not yet been cut.

Consider the following control maintenance records:

• Products with hazardous warnings attached retain the warning labels when added to a transfer. Use the Copy Comments For Hazard Items To Transferscontrol maintenance record to indicate whether to keep the comments attached.

• A transfer can be priced based on the shipping branch or the receiving branch. Use the Use Receiving Branch When Pricing Transferscontrol maintenance record to indicate if you want to use the receiving branch for pricing the transferred items. The default is No.

• 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 sent to those users on associated trackers.

• If the Enable Branch Specific Products Forcontrol maintenance record is set to Price Branch for transfers and if either the Ship or Receive branch is authorized then the product is authorized for transfer.                                                    

To create a transfer order:

1. From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry window.

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

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

3. In the Ship To field, enter the branch from which the transfer is going. If there is only one Ship to branch, the information populates in the Ship-To field.

4. Select New from the Transaction Selection window to create a new transfer order.

Note: You must be assigned the Enable Branch Authorization For Transferscontrol maintenance record in order to create a new transfer.

5. In the Qty/Unit and Product Description fields, enter the items you want to transfer. The system populates the remaining columns, such as UM. The

Note: When transferring a product that is a non-lot or non-detail lot item in one branch to a branch where the product is a lot or detail-lot item, the Split Locations window displays and you are prompted to enter the lot number. If you use incremental, sequential lot assignments, you can have the system automatically assign lot numbers. Also, this window only displays if the Prompt For Lot ID On Process Of P/Ocontrol maintenance record is set to Yes.

6. In the Ship Prc and Recv Prc fields, verify and update the information, if needed.

7. Use the View menu to select other column information to view.

8. Click Status tab and verify the Status information.

9. Click the Header tab, to update the Header information, such as shipping address or contact information.

10. Click the Totals tab to verify the total cost of the inventory being transferred.

11. Save your changes and exit the window.

See Also:

Setting up Transfers

Editing Transfer Orders