Use the Transfer Surplus Queue to create transfers from surplus quantities that appear in the Suggested P/O Queue. This queue allows for automatic transferring of surplus stock that otherwise would be purchased to satisfy short buys or line buys. The system verifies that the transfer quantity cannot exceed the surplus quantity.
Any branch within the branch network can transfer surplus to another branch. The program ignores the normal branch transfer relationships specified in Procurement Group Maintenance when calculating the Transfer Surplus.
The program also ignores the Transfer Excess Grace Days set for the product. A parent branch has a surplus, if the available stock is greater than the line point plus the Economic Order Quantity (EOQ) rounded to package quantity. A child branch has a surplus, if the available stock is greater than the transfer point, plus the EOQ rounded to package quantity.
To use the Transfer Surplus Queue:
From the Xfers menu, select Transfer Surplus Queue to display the Transfer Surplus Queue window.
Note: Use the File > Transfer Queue option to display the window from the Suggested P/O Queue. The system prompts you to display surplus items in the currently selected buy line or in all buy lines listed on the Suggested P/O Queue.
In the From Branch field, identify branches from which the surplus stock is being transferred. Separate multiple branches with a comma.
In the To Branch field, identify branches that are receiving the surplus stock. Separate multiple branches with a comma.
In the Buy Line field, enter a buy line to check for surplus product.
In the Mode field, select which type of surplus items to display in the queue. Press F10 and select from the following:
All - Displays all available surplus items.
Position to Buy - Displays surplus items listed on the Suggested P/O.
Short Buy - Displays surplus items listed on the Suggested P/O that are below their order point.
Click Update.
The following information is displays for each surplus item:
Field | Description |
Description | Product description of item in surplus. |
Buy Line | Buy line to which the product belongs. |
To Branch | Branch to which item will be transferred. |
From Branch | Branch from which item will be transferred. |
UM | Item's unit of measure. |
Surplus | Surplus quantity of the item in the shipping branch. Note: If a plus sign (+) displays, then the surplus point for the item is zero (0), the buy package is greater than one, and the item is set to not separate the buy package quantities. The available quantity displays rather than the quantity rounded to buy package. |
Short | Quantity below the order point in the receiving branch. |
Xfer | Quantity recommended for transfer. You can edit this field. Note: The transfer quantity cannot exceed the surplus. |
Use the following Options as needed.
Option | Description |
File > Select Buy Lines | Select buy lines for which to display the queue. See Step 4. |
File > Create Transfer | Create new transfers for items on the queue. The system creates a transfer order for a "to" branch and displays the transfer order entry Body window. The items on the queue for that "to" branch are added to the transfer. After you save the transfer, the system follows the same procedure for the next selected "to" branch. |
File > Add To Transfer | Add items on the queue to open transfers. The system displays a list of open transfers for a "to" branch. When you select a transfer, the transfer order entry Body window displays and the items on the queue for that "to" branch are added to the transfer. After you save the updated transfer, the system follows the same procedure for the next selected "to" branch. |
Inquiry > Inventory Inquiry | Access inventory information for a selected item. |
Inquiry > Network | Access the Transfer Surplus Network information. |
Save your changes and exit the window.
See Also: