Suggested Transfer Entry (ICE310)

How To

Use this program to enter suggested transfers for inventory items from one warehouse to another. The items may then be printed and checked for accuracy on the Suggested Transfer Report before the actual transfer is entered on a transfer ticket.

Suggested transfers are automatically updated to this file by the IC Replenishment Report’s optional update. Throughout the sales order entry programs, if items are on backorder, the user may automatically update items to the suggested transfer file. If a line of an order is deleted and a suggested transfer exists, the suggested transfer is automatically removed from the suggested transfer file.

When a special order suggested transfer is created, the system checks to make sure that a suggested PO does not already exist for that order and line and that the order and line do not already exist on another suggested transfer.

Access this program by choosing Inventory Control -->Warehouse Transfers -->Suggested Transfer Entry.

Use the following fields to enter suggested transfers:

1. From Warehouse

Enter the warehouse from which to transfer items. The entry must be a valid warehouse code. The system displays the warehouse description. Press Enter (CR) to default to the warehouse assigned to the terminal. Press F2 or the $image\find_shg.gif$ icon to search.

If the item does not update inventory (as set by the IC Control flag), the system displays the following message: "This is an uninventoried item. Cannot Transfer. CR-Continue."

If the item is inventoried, but does not exist in the specified warehouse, the system displays the following message: "Item must be in the ‘from’ warehouse. CR-Continue."

2. To Warehouse

Enter the warehouse to which items will be transferred. The entry must be a valid warehouse code. The system displays the warehouse description. Press Enter (CR) to default to the next warehouse on file after the FROM warehouse.

Press F2 or the $image\find_shg.gif$ icon to perform a search.

Press F3 or the $image\newrec.gif$ icon to default to the next warehouse on file after the FROM warehouse.

3. Type

Select the type of transfer you are creating. You can select from: R-Restocking or S-Special Orders.

4. Prompt-Selection Field

You can select the Inquiry From button to display FROM warehouse item pricing, quantity, usage and receipt information.

You can select the Inquiry To button to display TO warehouse pricing, quantity, usage and receipt information.

You can select the Del Range to delete a range of items from the suggested transfer. The system displays the Delete Range of Items screen.

At the Beginning Item prompt, enter the beginning item number to delete. The entry must be a valid item number. Press $image\ex_allft.gif$ to default to FIRST. . Press F2 or the $image\find_shg.gif$ icon to search.

At the Ending Item prompt, enter the ending item number to delete. The entry must be a valid item number and must numerically come after the beginning item to delete. Press F2 or the $image\find_shg.gif$ icon to search. Press $image\ex_allrt.gif$ to default to LAST.

Press OK to delete the item(s).

You can also perform the following functions for transfer lines:

# -or the $image\edit.gif$ icon Changes a line-item -
You can modify a suggested transfer line by highlighting it in the browser and pressing the $image\edit.gif$ icon.

A or the $image\plus.gif$ icon -
Adds a line-item - Line items may be added by entering the item information for each line.

If an item entered has a restocking path that is direct from the vendor a message is displayed. Press Enter (CR) to continue.

For restocking transfers the system displays the following fields:

1. Item

Enter the number of units (per stocking unit of measure) to transfer.

You can press Inquiry From (warehouse) to display FROM warehouse item information.

You can press Inquiry To (warehouse) to display TO warehouse item information.

2. Units

Enter the number of units (per stocking unit of measure) to transfer. Press $image\chum2.gif$ to change the unit of measure if they are set up for the item.

New Unit of Measure (Optional)

If you press F2 or the $image\chum2.gif$ (Change UM) button 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.

Totals for the transfer are calculated and displayed. Totals include total number of items, units, weight and cost of suggested transfer

For special order transfers the system displays the following fields:

1. Order

Enter the sales order number containing the items to be transferred for this special order. The number entered must be a valid sales order number. Press F2 or the $image\find_shg.gif$ icon to perform a special item search, i.e. searching sales orders with special order items.

2. Line

Enter the line number of the sales order that contains the item number to transfer. The item continued on this line must be on backorder.

3. Units

Enter the number of units (per stocking unit of measure) to transfer.

Press Inquiry From to perform a FROM (warehouse) inquiry which displays item information of the item in the FROM warehouse.

Press Inquiry To to perform a TO (warehouse) inquiry which displays item information of the item in the TO warehouse. Press Enter (CR) to default to the quantity on order or backorder for the item on the line of the sales order.

Totals for the transfer are calculated and displayed. Totals include total number of items, units, weight and cost of suggested transfer.

D or the $image\Delete.gif$ icon-
Deletes the highlighted suggested transfer line.

Suggested Transfer Entry (ICE310)

Use the following fields to enter suggested transfers:

See Also