TOE (Transfer Order Entry)

The following control maintenance records belong to the TOE (Transfer Order Entry) category.

Copy Comments For Hazard Items To Transfers

Indicate whether the system copies the hazard comments to the transfer order when a user places a hazard product on a transfer. More:

Options	Yes - Copies hazard comments to transfer orders. No - Does not copy hazard comments to transfer orders.
Outcome of setting this control record	When an order writer adds a product that has hazardous information defined in the Product MSDS Information window in product management, the comments associated with the hazard information are copied to the transfer order. If set to Yes, the system also adds the comments to transfers created using the Transfer Confirmation Queue.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Define a product's hazard comments in Product Maintenance. For more information see, Adding MSDS and Hazardous Information to Product Records.

Copy Comments For Procured Items To Transfers

When a product is procured from another branch (tagged), the system can copy attached comments from the sales order to the purchase order. More:

Options	Yes - Copies all comments for the product, except for the customer part number and location, to the transfer order. No - Does not copy comments for the product to the transfer order.
Outcome of setting this control record	If set to Yes, when the system has procured an item and a confirmation transfer has occurred from another branch, the system copies the procured product from the sales order to the transfer order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Default Ship Via For Transfers

Select the ship via the system uses for transfers if the Via field on the Transfer Confirmation window if left blank.

Default Vendor Consignment On Transfers

Select the how the system handles consignment items on a transfer order if the Consignment Transfers field in the Additional Vendor Information window is blank. More:

Options	Consigned to Inventory - The system adds the items to regular stock inventory in the receiving branch. Consigned to Consigned - The system adds the items to consignment inventory in the receiving branch.
Outcome of setting this control record	Your selection in this control record determines how the system handles consigned inventory on transfer orders.
Default Value(s)	Consigned to Consigned
Action if set to Null	Same as if set to Consigned to Consigned.
Additional Information	You can override this record at the vendor level using the Consignment Transfers field in the Additional Vendor Information window is blank.

Enable Branch Authorization For Transfers

Indicate whether the system requires users to have access to the ship-to and ship-from branches on a transfer to create the transfer. More:

Options	Yes - Users must have access to the ship-to and ship-from branches. You can assign which branches users have access to on the Accessible Branches screen. No - Depending on the assigned transfer order entry authorization keys, any user can create or edit an existing transfer order from any branch to any branch, regardless of whether those branches are accessible to the user.
Outcome of setting this control record	If set to Yes, users with authorization to the branch can create transfers. Users cannot create new transfer orders to ship-to branches, or receive transfer orders into ship-to branches if the user does not have access to those branches
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Assign branches to users in Accessible Branches in User Maintenance. For more information, see Assigning Branches to Users. For more information, see Defining Vendor branch Override Capabilities.

Enable User To Receive Transfers Shipped In A Period Now Closed

Indicate whether the system enables users to receive transfers shipped in a period that is now closed. Complete this record if your receiving department prints a Transfer Receiver Report that shows locations when receiving transfers. More:

Options	Yes - Initially the Transfer Order Entry Body tab is view-only. The Transfer Order Entry Status tab, the system displays the shipping and receiving generations for the transfer. The shipping generation is view-only. No - The transfer is view-only.
Outcome of setting this control record	If set to Yes, the shipping generation in the Status tab of the transfer order is view-only. However, you can edit the receiving generation of the order: Receive quantity of the receiving generation on the Body tab. Status of the receiving generation on the Status tab. Shipping instructions on the Header tab.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Print Transfer Receiver Instead Of Transfer Register

For each branch, indicate whether the system prints a transfer receiver instead of a purchase order receiver. More:

Options	Yes - Prints a purchase order receiver. No - Prints transfer register. Use the transfer register report to check shipping/receiving or pricing/costing discrepancies between branches.
Outcome of setting this control record	Determines which report prints for receiving transfer orders.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Resort Transfer Items When Shipped For Branch

For each branch, specify whether the items on a transfer order are re-sorted by location when the order is shipped and, if so, how they are re-sorted. More:

Options	Primary Loc - Sorts by the primary location specified in Product Location Maintenance. Line Item Loc - Sorts by the location selected for the line item on the order using the Scheduling window. Uses the ship/stock branch. Description - Sorts by product description. No - Does not sort.
Outcome of setting this control record	Re-sorting can be used to facilitate picking the order. The re-sort occurs at the time the order is processed. The new order of line items displays on the ticket and the window. If this record is set to Primary Loc or Line Item Loc, unattached comments, since they do not have an assigned location, sort to the top of the list.
Default Value(s)	Blank
Action if set to Null	Same as if set to No.
Additional Information	None

Use Receiving Branch When Pricing Transfers

For each branch, indicate whether the system prices transfers using the receiving branch. More:

Options	Yes - Prices transfers using the receiving branch price sheets. No - Prices transfers using the shipping branch price sheets.
Outcome of setting this control record	Determines from branch the system uses for pricing products on transfer orders.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	The shipping and receiving branch assignments on the ledger record do not change.

TOE (Transfer Order Entry) Control Maintenance Records