Using the Direct Through Stock Queue

The Direct Through Stock Queue is the center for Direct Through Stock (DTS) inventory for each branch.

All transactions occur from the DTS Queue. The project manager for the customer can review what quantities have been ordered, received and shipped. Then, material can be shipped or transferred. In addition, users can drill into the corresponding orders, track transfers and shipments, or make inventory adjustments, when needed.

Note: If using the Eterm application, both sales orders and purchase orders display in view-only mode.

If you are in an RF warehouse environment, DTS items do not display as available in the DTS queue until they are fully closed through the RF process.

For more information about how DTS work on an overall scale, see Direct-Through-Stock Orders.

Use the following when working with the DTS Queue:

To...	Do this...
display the queue	From the Orders > Queues menu, select Direct Through Stock to display the Direct Through Stock Queue. In the Branch/Tr/All field, enter the shipping branch for which you want to filter the queue. In the Customer field, enter the customer whose orders you want to filter by in the queue. To see all customer orders, leave this field blank. In the Vendor field, enter the vendor whose orders you want to filter by in the queue. To see all vendor orders, leave this field blank. In the Job Number (Job Mgmt) field, enter the number created from Job Management for the job or the order ID to display the associated order. Leave this field blank to display the queue for all job numbers. Note: If you have DTS material in Job Mangement that is already released and have an order ID, but not a job number, you can enter the sales order ID in this field to display the associated order. In the Job Name field, enter Job Management, Job Name, or Job Bid Name. If you are not using Job management, leave Job Name field blank to display the queue for all jobs. In the Product Description field, enter the products you want to display in the queue. Leave this field blank to display the queue for all products. Use the Completed Items area to indicate whether to include items that have been completed. Completed Items are products that have ordered, received, and shipped completely. Select Display Available Only to show only those orders that are ready to ship. Click Update.
sort the queue	Click the column header to sort alphabetically by that column information.
create a shipment	Use the Action Qty column to select how much you want to ship. From the Orders menu, select Create Shipment. For full instructions, see Creating Shipments for DTS Orders Generations on DTS orders cannot be consolidated and line items cannot be merged after the order is changed to DTS. If you use Job Management, this same restriction applies: you cannot merge standard orders with either DTS or Job Management orders.
create a transfer	Use the Action Qty column to select how much you want to ship. From the Orders menu, select Create Transfer. For full instructions, see Creating Transfer Orderss for DTS Orders
adjust inventory when handling discrepancies	Use the Action Qty column to enter the positive or negative adjustment needed, such as -1. From the Orders menu, select Create Adjustment. For full instructions, see Handling DTS Customer Credits and Adjustments.
create a customer credit order	Use the Action Qty column to select how much you want to credit the customer. From the Ordersmenu, selectCreate Credit Order. For full instructions, see Handling DTS Customer Credits and Adjustments.
change views	From the View menu, select Change View to select different columns on the queue to best suit your needs: Customer / Vendor - Displays the default view for the queue with customer and vendor information. Transfer - Adds the Open on Transfer and Transfer Qty columns. Customer Credit / Adjustment - Adds the Credited Qty and Adjusted Qty columns. Job Details - Adds Job Name and Job Number columns. For more information about the columns on the queue, see Displaying DTS Orders
purge the queue to keep your records more organized.	Close the DTS Queue. From the Maintenance menu, select Merge/Purge > Purge Direct Through Stock Queue. The system only purges the products that have been shipped completely. The purge utility checks the shipment date to compare to the amount of months in the purge setup. Note:The purge date is based on the product's shipment date and then the original DTS order date.
view or edit a corresponding transaction	Use the Order menu to select which type transaction you want to view or edit: View / Edit Sales Order View / Edit Purchase Order Note: If using the Eterm application, both sales orders and purchase orders display in view-only mode.
view or edit transactions	Use the Transaction menu to select what transactions to view or edit that relate back to the product on the original DTS order. View / Edit Shipments View / Edit Transfers View / Edit Credits View / Edit Adjustments
update or view locations	From the View menu, select Change View to display the Customer Credit / Adjustment column. By default the system assigns the DTS location based on the settings in Location Maintenance for the product.