Using the Cross Dock Suggested Transfer Queue

The Cross Dock Suggested Transfer Queue displays outgoing orders at other branches that can be fulfilled by your branch's inventory – both inventory received on purchase orders (P/Os) or other transfers, or items in stock.

Use the Cross Dock Suggested Transfer Queue to do the following:

Review outgoing orders at other branches listed in the queue.
Add items to transfers to fulfill the other branches' outgoing orders.
Create new transfers to fulfill the other branches' outgoing orders.

Transfer material to child branches, even if no orders are found related to a received P/O or transfer generation.

To use the Cross Dock Suggested Transfer Queue:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order on which you have items to receive by entering the transaction number in the Ship From field.

Press Esc to view the header information, and enter freight information, if needed.
Press Esc to display the Order Status screen.
Type R to change the status from Open to Received for the item that has arrived.
Use the XDock hot key to display the Cross Dock Printing Confirmation Queue screen.
Use the Xfer hot key to display the Cross Dock Suggested Transfer Queue screen.
The Xfer? field defaults to Y. Change for each line item if you do not want to add them to an order.
Manage the selected line items using one of the following hot keys:

Hot Key

Function

Create Xfer

Creates a transfer order for the selected line items. The system prompts to ship all material on the latest ship date, if the selected items ship on different days.

Note: Creating a transfer does not change the status from Open to Shipped. Instead you must change the status manually on the Transfer Order Status screen. For this reason, we recommend that you set the Order Status Print Status Defaults control maintenance record for open transfers to Batch. The status on batch printed transfer orders changes immediately.

Add to Xfer

If open transfer orders between the two branches already exist, the system displays a list of currently open transfer orders, letting you add the selected line item to a transfer order.

If no open transfers exist for the selection, the system prompts to create a new transfer. If you select a transfer that is currently being edited by another user, the system displays a message and prompts you to create a new transfer

Note: When adding to transfers, you can select those transfers with a future date at least one day beyond the current date.

Press Esc to save changes and exit the screen.

More Options from the Cross Dock Suggested Transfer Queue

The Cross Dock Suggested Transfer Queue screen also offers these options.

Hot Key	Function
Inq	Opens the Inventory Inquiry screen for the selected product.
Deselect All	Resets the Xfer? field to No.
Select Range	Selects a range of items to add to a transfer. After using this hot key to initiate the range, use the Up Arrow and Down Arrow keys to select the last line of the range. Press Enter to select.