If your FACTS system is not set up to use Advanced Inventory Management (AIM), use this program to modify planned special order transfers or create and modify special orders for inventory items from one warehouse to another. During replenishment the Buyers Control Center automatically picks up back-ordered lines and special orders for both purchase orders and transfers. Planned Special Order transfers are automatically updated to this file by the IC Replenishment processing. Throughout the sales order entry programs, if items are on back-order, you can automatically update items to the planned special order transfer file. If a line of an order is deleted and a planned special order transfer exists, the planned special order transfer is automatically removed from the planned special order transfer file.
When a planned special order transfer record is created, the system checks to make sure that a planned special order PO record does not already exist for that order and line and that the order and line do not already exist on another planned special order transfer record or in the Buyers Control Center (POE400) program. If the special order is found already in the BCC, the addition is not allowed and a message is displayed indicating that a BCC record was found. For planned special order transfer records, the order/line must wholly be a special order. Quantity changes are not allowed. The amount ordered and amount back-ordered must be the same to allow manual entry/tie for special order.
Special order overrides
Special order overrides allow authorized users to manage special order quantities outside of normal FACTS processing. Override quantity changes are at the users own risk. The override ability applies to quantity and unit changes only. Override ability does not affect system behavior for non-special-order quantities and units from stock. Special-order stock still cannot be used on non-special-orders. Non-special-orders still cannot use special-order stock.
Special order override privileges and messaging display are set in User Code F/M (SMF950). Overrides provide the ability to create situations where special-order receipt records are over- or under-received. This creates OS type receipt records, even when the special-order receipt remains under- or not utilized. Use the Item Balancing Register to clean up OS type records for over and under situations.
Messages can be displayed to users with override ability to special order quantity changes. This provides knowledge of potential issues. Messages can be turned off, per user with override ability. Users without override ability will also see the relevant messages when changing quantity if that quantity changes falls outside allowed ranges.
Infor recommends that the override messages are left on for all users with override ability. This allows users to be forewarned that their changes should be carefully considered.
You cannot change the vendor return planned special order and actual transfer quantities in Transfer Entry programs. The serial/lot numbers are displayed from the SOCLOT file and cannot be changed.
To access this program, click Inventory Control >Warehouse Transfers >Planned Special Order Transfer Entry.
Click field descriptions for information on each field.
See also