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 window 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/

By default the Convert Suggested to Actual window 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
Warehouse	Branches transfers are from.
Receive Branch	Branches transfers are to.
Flow	Transfer type, such as Normal or Return. See Transfer Types for complete descriptions.
Buy Line	Number of 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.
Generated	Date when the transfer was generated.
Items	Number of products on the transfer.
Transfer Amount	The dollar amount for the items being transferred.

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 window.
In the From Branch/Terr/All and To Branch/Terr/All fields, enter the branches, territories, or type all to display the suggested transfers between the selected branches or territories.

In the Create column, click the check box for each transfer you want to select for conversion.

Note: Use the Edit menu to Select All or Deselect All items in the queue.

From the File menu, select Create Transfer Orders to display the Create Transfer window. The program starts with the first selected transfer and displays them in order.
Use the Buy Lines and Ranks fields on the Create Transfer window 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.
Click OK.

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

Edit the order if needed and then click the Status tab.

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

Save your changes and exit the window.