Use these fields to create transfer tickets.
1. Whse/Ticket
Specify the transfer ticket number (up to 5 characters). A T is assigned before the ticket number entered. Press Enter to assign the next number on file. The system displays NEXT as the ticket number until the header portion of the ticket is complete and then the actual ticket number is displayed.
Press F3 to perform a ticket search. Specify whether to search by T-ticket or W-warehouse.
You can also assign a new specific ticker number to a transfer by selecting the menu option File>New Document Number, then enter the ticket number. The entered ticket number cannot already exist in the transfer file (ICTRNH).
OR
2. Specify the warehouse from which items are to be transferred. The entry must be a valid warehouse code. Press Enter to default to the warehouse assigned to the terminal. Press F2 to perform a search for warehouses.
If the item does not update inventory (as set by the IC Control flag), this message will display: "This is an uninventoried item. Cannot Transfer. CR-Continue".
If the item is inventoried, but does not exist in the specified warehouse, this message will display: "Item must be in the ‘from’ warehouse. CR-Continue".
3. To Warehouse
Specify the warehouse to which items will be transferred. The entry must be a valid warehouse code.
4. Entered
Specify the date the transfer is entered. Press Enter to default to the system date.
5. Request
Specify the date the items are requested for delivery. Press Enter to default to the system date. Click ASAP to request the transfer as soon as possible.
6. Ship Via
Specify the method of shipment (up to 15 characters).
The ship via defaults to the new warehouse level ship via matrix as follows:
The from warehouse and to warehouse record
The from warehouse and blank to warehouse (all)
If no record is found, the ship via field will be blank
The Default will only get set when initially adding a transfer entry header. Press F1-Reset to Default to set the ship via back to the new warehouse level ship via matrix. If the default is blank, then this button will be disabled. Press F2-Search to search using from warehouse
7. Reference
Specify the reference number (up to 30 characters).
8. Planned Special Order transfers on file. Do you want to import?
If there are no planned special order transfers on file, this system skips this field. Specify Y or N to indicate whether the planned special order orders on file should post to the transfer ticket being entered. If you enter Y, the system displays the Import Planned Special Order Transfers dialog box. Refer to the Import Planned Special Order Transfers topic for details.
This concludes the header portion of the Transfer Ticket Entry program. At this time the ticket number is automatically assigned (if NEXT was entered in field #1) and displayed. After the header record is created, all the header fields except #1-3 are accessible through the change header routine. Fields #1-3 can only be changed by deleting and reentering the ticket.
The line-item portion of the program allows entry of up to 999 line-items and memo lines to complete the ticket.
Line numbers are assigned automatically beginning with 001 and incrementing by one for each additional line-item up to 999. In the rare case where 999 line-items have been entered on a single ticket, the program advances to the prompt-selection field and refuses further entries.
9. Item Number
Specify the item number to be transferred. The system displays Descriptions 1 and 2. If the From warehouse is not the To warehouse’s normal restocking path, the system displays an indicator message. If this item has a normal stocking path direct from the vendor, the system displays an indicator message --press Enter to continue.
When creating a transfer line for a specific back-ordered sales document line the ordered quantity must match the back-ordered quantity. Click Options>Import Planned Special Order Transfers to create a transfer line for a specific planned special order transfer record. Any line that is a special order line cannot have quantity changes. Existence of SO document and lines determines if this a special order.
PO and IC Suite Entry programs do not allow any change to special order ordered quantities or back-ordered quantities, when the PO or transfer is in process. Any changes must be managed through the originating order document and its special order line(s). Special order lines in SO Entry Suite programs can only be changed for their back-ordered quantity and price before the planned special order PO record or planned special order transfer record is converted into a purchasing document or transfer document. Once the planned special order PO or transfer record is converted into a purchasing or transfer document then, in SO Entry Suite programs, the only change allowed is to price.
For special orders, complete this information:
1. Specify the sales order number containing the items to be transferred for this special order. The number entered must be a valid sales order number.
2. Specify the line number of the sales order that contains the item number to transfer. The number of units (per stocking unit of measure) is automatically entered under units from the number of units on order or back order from the sales order and line number entered.
Sales Order Line Number Processing Details: If the available quantity in the "from" warehouse is less than the sales order back-ordered quantity, then the system displays a message with the option to continue or cancel.
Press F3 to advance to the prompt-selection field.
Press F4 to remove the line and backs up to the previous line number.
10. Requested
Specify the number of units (per stocking unit of measure) to transfer. If you set up multiple units of measure on the Item F/M screen for the item entered, you can press F2 or the Change UM button to change the unit of measure. If available is less than requested, then the system displays a message with the option to continue or cancel.
11. New Unit of Measure (Optional)
If you press F2 to change the unit of measure, the system displays the New UM prompt where you can enter the unit of measure for the transfer item. Press F2 to search units of measure. The UM must be valid for stocking - all quantities will be converted when the UM is changed
The system displays the optional Warehouse Quantities Window, which displays the "from" and "to" warehouse on hand, on order, committed, available, back-ordered quantities based on settings in IC Transfer Entry Options F/M (ICF978). When adding a line, the committed and back-ordered will be calculated based on the available quantity.
12. Committed Quantity
Specify the amount of inventory to commit. If the "Allow Over Commitment" flag in the IC Static Control file is set to "N", the committed plus shipped quantity cannot be greater than the available. When a line is being added or changed, the user will enter the requested quantity and then how much of that is committed and how much is back ordered. When adding a line, the requested quantity must be greater than zero. When editing the line, the requested quantity can be changed to zero to indicate that no more shipments of this line will be taking place. The requested, committed and back-ordered quantities cannot be negative. The committed plus back-ordered quantities must add up to the requested quantity for the line to be saved.
13. Back-ordered Quantity
Specify the amount of inventory to back order. If the item in inactive, it cannot be back ordered and it cannot commit more than is available.
TIP: Changing the requested or committed quantity will refigure the back-ordered quantity. Changing the back-ordered quantity will not automatically change any other quantities.
This concludes an entry in the line-item portion of the Transfer Ticket Entry program. The running total of the number of units and weight is updated and displays in the header. The line number is incremented by one and the program returns to the item field for the next line-item entry. Press F3 or the End button to end line-item entry
You can select from these options to perform the listed functions:
Change a line-item
Add line-items
Insert line-items
Delete line-items
Stop line-item entry
I- Accesses Note Entry (SME710) for the item highlighted in line item browser.
D - Accesses Note Entry (SME710) for the transfer header record specified in the program.
L - Accesses Note Entry (SME710) for the transfer line record highlighted in the line item browser.
Header (button) - Changes header
Done End the transfer entry
14. Print transfer ticket now?
Specify N or Y to indicate whether to print the ticket now. If N is entered the ticket is saved for batch printing and may be printed through the Transfer Ticket Print.
This concludes the ending routine of the Transfer Ticket Entry program. Upon completion, the screen is cleared of field information and the program returns to the ticket number field to await further entries.
Press F4 to end the program.
The Transfer Entry menu bar contains these options:
File
New document number Allows you to manually enter document numbers. Otherwise, the program automatically assigns them as you complete the header of each document.
Open Existing Doc Enables you to open and edit an existing document.
Delete Document Deletes the current document. The system deletes the line items and sets the header to deleted status. The document prints on the Daily Shipment Register as deleted, providing an audit trail of assigned document numbers.
Edit
Add line Adds a line item to the transfer
Insert line Enables you to insert a line item above the one selected in the item browser.
Delete line Deletes a line item from the transfer.
View
Committed Displays committed quantities for a selected item. Choose to view sales orders, warehouse transfers, manufacturing tickets and equipment rental contracts (for Service & Repair users).
On Order Displays any purchase orders, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item.
Item Notes Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected item. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.
Header Notes Displays any notes entered Notes Entry SME710 for the selected document.
Line Notes Displays any notes entered Notes Entry SME710 for the selected transfer line.
Warehouse Quantities Display Displays the on hand, on order, committed, available, back-ordered, long-term and short-tern surplus quantities and unit of measure for the To and From warehouses.
Options
Header Detail Provides access to all the header fields available for this document type.
Import Planned Special Order Transfers Accesses the Import Planned Special Order Transfers screen, where you can import planned special order transfers for the transfer ticket.
Go To
Transfer Entry A check mark is displayed to indicate this program is open.
Shipment Confirmation Opens the Shipment Confirmation program.
Receipt Confirmation Opens the Receipt Confirmation program.