To setup transfer branches for procurement: You can identify branches that can supply stock to other branches within the company in emergency situations. Usually you base the selection of these branches on distance. Use the Procurement Group Maintenance screen to identify the branches in your company that can help supply another branch when an emergency procurement is needed.
In addition, you can procure an out of stock item from a branch that does not have availability. For example, you have six branches in your company. Branches 4 and 5 are the only branches that carry Product Z. Both branches are out, but Branch 2 has a customer who wants one. You can procure from Branch 4 or 5 even though the availability is 0. Use the Procurement Group Branches screen to indicate procurement is allowed. These unavailable items can be viewed on the Transfer Procurement Confirmation screen.
When you enter an item assigned to this procurement group on an order and the item is not available, the existence of any transfer branch for the designated sales branch causes PROCURE to highlight in red in sales order entry. This alerts you to procure the item from one of the transfer branches, using the Order Entry Schedule screen.
To setup transfer branches for procurement: From the Purch > Maintenance menu, select Procurement Group Maintenance to display the Procurement Group Maintenance screen.
In the Group ID field, enter the group ID for which you want to add transfer branches.
Position the cursor in the Whs Br or Buy Br field of the branch for which you want to set up transfer branches.
Use the Transfer Branches hot key to display the Procurement Group Branches screen for that branch.
In the Branches field, enter the other branches that can transfer stock to that branch.
In the Ignore Avail? field, set the flag to Y if you want to be able to procure even if availability is at 0.
Use the Sort Toggle hot key to indicate the order in which the transfer branches display on the Detail Scheduling screen.
Order lists the order in which the branches display on the Transfer Branch screen for the procure group.
Surplus lists the branches according to the amount of surplus stock they have. The branch with the most surplus is listed first.
Press Esc to add the branches.
Repeat this procedure for each branch in your company that needs transfer branches identified.
Note: You can press the Space Bar to remove a branch, therefore deleting that branch.
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