This program can be used to generate Internal Branch Transfers,
shipping selected available stock quantities out of the warehouse,
for delivery to specified branch locations to meet the min/max
location quantity requirements.
This process applies to Sales Products only.
The "Source" location is considered to be a warehouse, from which all available stock quantity is to be distributed to the selected branch locations as required.
The stock transfer list can be generated for all locations, or
selected locations, by class, group, or by product range. This list
is displayed on the screen and can be edited before being accepted.
Suggested Transfer amounts are calculated only for products with
min/max requirements.
Once edited, and accepted, stock transfer records are created that
can be viewed in Internal Transfer Console
and can then be shipped from the warehouse and received at the
branch.
The prompts to generate the list of stock transfer records are:
Check this box to display only the records for products, for which a Required Transfer quantity has been calculated.
Additional records can be added to the list displayed.
The display includes the Product Number, Location, the On Hand
quantity at the location, the Minimum, and the Maximum quantity
requirements for that location.
It also displays any quantity Committed on a W.O., Contract, etc.,
and the current quantity Available at the source location, the
quantity Required to meet the location max requirements, and the
Suggested quantity to transfer.
Click EXP/CON or press <F9> to view any
quantity In Transit to this location on an open inventory transfer
transaction.
The Suggested transfer value is the quantity recommended to be transferred from the source location to the branch location. This quantity is calculated on the following criteria:
The Suggested Transfer quantity can also be manually adjusted,
but the location transfer total can never exceed the Available
source quantity.
Complete transfer records can be deleted and additional records can
be added.
Lookup windows are provided on the Product # and Division fields,
when adding a new product record.
Note: Serialized Sales parts are excluded from this process.
When all items on the edit list have been reviewed, click
ACCEPT.
Confirmation is required to proceed as outlined in Confirmation Screen.
Transfer Window
When the edit list is accepted, a single inventory transfer
transaction as of the current date, is generated for each branch
location.
These are displayed in a Allocation of Stock to Branches
window, with the Transfer#, and Receiving Location.
Window on the Details to view the product numbers,
descriptions and quantities being transferred to that Receiving
Store for the transfer transaction.
Click OK to exit the window.
The transfer transactions can also be viewed in Internal Transfer Console and can then be shipped and received.
Posting Control
This Allocation of Stock To Branches program is meant to be
run by one operator at a time and to prevent conflicts cannot be
run while being run on another workstation.
Locking will occur if an operator did not exit the posting program
correctly.
A Posting Control Information warning
will appear on the screen and only operators with Security Role permission to reset the
Allocation of Stock to Branches flag will have access to the
RESET button that unlocks the program.
Whenever the posting control flag is reset, a record is written to
the Delete Log for the Function
INDH12.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |