Using the Cross Dock Suggested Transfer Queue

The Cross Dock Suggested Transfer Queue displays outgoing orders at other branches that can be fulfilled by your branch's inventory – both inventory received on purchase orders (P/Os) or other transfers, or items in stock.

Use the Cross Dock Suggested Transfer Queue to do the following:

Review outgoing orders at other branches listed in the queue.
Add items to transfers to fulfill the other branches' outgoing orders.
Create new transfers to fulfill the other branches' outgoing orders.

Transfer material to child branches, even if no orders are found related to a received P/O or transfer generation.

To use the Cross Dock Suggested Transfer Queue:

From the Purchase menu, select Purchase Order Entry to display the Purchase Order Entry window.
Display the purchase order from which to cross dock.
Click the Header tab and enter freight information. (Optional)
Click the Status tab.
In the Order Status column, use the drop-down menu to change the status from Open to Received for the item that has arrived.
From the Edit menu, select Cross Dock to display the Cross Dock Printing Confirmation Queue window.

From the Edit menu, select Transfer Queue to display the Cross Dock Suggested Transfer Queue window.

The system automatically selects the Transfer field.

Deselect each line item you do not want to add to an order.
Manage the selected line items using the following menu options:

To...	Use this menu option...
create a transfer order for the selected line items. The system prompts to ship all material on the latest ship date, if the selected items ship on different days. Note: Creating a transfer does not change the status from Open to Shipped. Instead you must change the status manually on the Transfer Order Status window. For this reason, we recommend that you set the Order Status Print Status Defaultscontrol maintenance record for open transfers to Batch. The status on batch printed transfer orders changes immediately.	Edit > Create Transfer
add a selected line item to an open transfer order If open transfer orders between the two branches already exist, the system displays a list of currently open transfer orders, letting you add the selected line item to a transfer order. Note: When adding to transfers, you can select those transfers with a future date at least one day beyond the current date.	Edit > Add Transfer
add a selected item if no open transfer orders exist If no open transfers exist for the selection, the system prompts to create a new transfer. If you select a transfer that is currently being edited by another user, the system displays a message and prompts you to create a new transfer.	Edit > Add Transfer

Save your changes and exit the window.

More Options from the Cross Dock Suggested Transfer Queue

The Cross Dock Suggested Transfer Queue window also offers these options.

To...	Use this menu option...
display the Inventory Inquiry window for the selected product	View > Inventory Inquiry
deselect all the check boxes in the Transfer column	Edit > Deselect All
select a highlighted range of items to add to a transfer	Edit > Select Highlighted Rows