Entering Transfer Orders

Use Transfer Order Entry for procurement or replenishment of stock between branches without specific sales commitments. You can fill orders that do not have branch procurement sources set, transfer overstock to a branch that can sell it easier, or balance inventory throughout branches.

You can only transfer quantities that are currently available. Unlike customer sales orders, the system does not allow transfer orders to contain backorders of items. The system notifies you if the item is not available and allows you to remove it from the transfer.

Products with hazardous warnings attached retain the warning labels when added to a transfer. Use the Copy Comments For Hazard Items To Transfers control maintenance record to indicate whether to keep the comments attached.

A transfer can be priced based on the shipping branch or the receiving branch. Set the Use Receiving Branch When Pricing Transfers control maintenance record to indicate if you want to use the receiving branch for pricing the transferred items. The default is No.

When transfer orders are released and invoiced, a message is appended to any associated tracker. Use the Update Associated Trackers Upon Invoicing Of Orders control maintenance record to indicate if you want messages sent to those users on associated trackers.

To create a transfer order:

From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry screen.
In the Ship From Branch field, enter the branch from which the transfer is coming.

Note: Type All in both fields for step 2 and 3 for a list of open transfer orders.

In the Ship to Branch field, enter the branch from which the transfer is going. If there is only one Ship to branch, the information populates in the Ship-To field.

Select New from the Transaction Selection screen to create a new transfer order.

Note: You must be assigned the Enable Branch Authorization For Transfers control maintenance record in order to create a new transfer.

In the Qty/Unit and Product Description fields, enter the items you want to transfer. If you enter a product that requires a minimum package quantity and you have not met it, the system displays a warning.

The system populates the remaining columns, such as UM. The UM column displays the quantity unit of measure.

Note: When transferring a product that is a non-lot or non-detail lot item in one branch to a branch where the product is a lot or detail-lot item, the Split Locations screen displays and you are prompted to enter the lot number.

In the Ship Qty and Recv Qty fields, verify and update the information, if needed.
Use the View hot key to select other column information to view.
Press Esc to display the Status screen.

The Status screen displays separate generations for the branch shipping the transfer and the branch receiving the transfer, marked Open Shipment and Open Receiving. Each generation shows the default order status, print status, shipping date, and shipping method. You can edit these fields.

Use the Header hot key, to update the Header information, such as shipping address or contact information and then press Esc.
Use the Totals hot key to verify the total cost of the inventory being transferred and press Esc.
Press Esc to complete the transfer.
Press Esc to return to the main menu.