Converting Suggested Transfers to Actual Transfers

After using the Suggested Auto Transfer program to suggest transfers, you can create actual transfers using the Convert Suggested to Actual program. The screen lists the suggested transfers for the From and To branches. You can also break out transfers for each To and From branch combination for G/L types so that any given transfer contains only the specified G/L types. In addition, an item can be placed on multiple transfers if there are multiple branches in need and the parent branch has enough items on hand.

By default the Convert Suggested to Actual screen displays in detail mode, which shows each buy line ready for transfer, the date generated, and the transfer dollar amount. You can select individual buy lines to convert or in summary mode, you can convert the entire transfer without flagging each buy line for conversion.

After running the program, the system populates the following fields:

Field	Description
From Whse	Branches transfers are from.
To Brch	Branches transfers are to.
Flow	Transfer type, such as Normal or Return. See Transfer Types for complete descriptions.
Buy Line	Buy lines included on the suggested transfer lists. The buy lines display only in detail mode. Note: If running in summary mode with multiple buy lines, the system prompts you to select a buy line for which to display information.
Date Generated	Date when the transfer was generated.
Items	Number of products on the transfer.
Transfer$ Amt	Total cost for transfer by buy line in detail mode or by transfer in summary mode.

To convert a suggested transfer to an actual transfer:

From the Xfers menu, select Convert Suggested to Actual to display the Convert Suggested to Actual screen.
In the From Br and To Br fields, enter the branches, territories, or type all to display the suggested transfers between the selected branches or territories.

In the Do? field, type a Y for each transfer you want to select for conversion. Use the SetAll hot key, if you want to set each buy line to the same setting. This hot key is active only in detail mode.

In summary mode, an asterisk (*) displays in this field if some buy lines are set to Y and some buy lines are set to N.

Use the G/L Types hot key to specify the G/L Types to include on the suggested transfer for the branches identified in step 2.
Use the following hot keys, as necessary, before converting the suggested transfers to actual transfer orders:

Hot Key	Description
View	Displays the suggested transfer details in view-only mode.
Print	Prints the suggested transfer for the buy line on which you have the cursor.
BLine Maint	Displays the Buy Line Maintenance screen in edit-mode.
Recalc	Displays the Suggested Auto Transfer screen and recalculates the buy line on which you have the cursor. You must exit the screen and re-display the queue to view the changes.
Summary	Toggles the display to the summary mode. This hot key changes to read Detail when in summary mode.

Use the Convert hot key to display the Create Transfer screen. The program starts with the first selected transfer and displays them in order.
Use the Line(s) and Rank(s) fields on the Create Transfer screen to limit the transfers to products in a buy line or with a designated rank. By default, products for all buy lines and ranks are selected. This step is optional.
Press Esc to continue creating the transfer.

The system creates a transfer order and the Transfer Order Entry Body screen displays.

Edit the order if needed and then press Esc to display the Status screen.
Press Esc to save the order.

The Create Transfer screen displays for the next selected transfer on the list. Repeat steps 5 through 8 until each selected transfer has been created.

Press Esc to return to the main menu.