Setup Requirements for Transfers

Following are the control maintenance records and authorization keys used for Transfer Order Entry.

Before using Transfer Order Entry, you need to set up each branch to handle transfers. Also, you must assign authorization to users who work with transfer orders.

Control Maintenance Records

Set the following control maintenance records:

• Check Customer Credit On Procurement

• Check Branch Authorization for Price Branches on Select Screens

• Copy Comments For Hazard Items To Transfers

• Copy Comments For Procured Items To Transfers

• Create Log Entry When A Transfer Is Shipped Incomplete

• Default Ship Via For Transfers

• Default Vendor Consignment On Transfers

• Display Alternate Billing Address in TOE

• Enable Automatic Suggested Transfers From Cross Dock Printing

• Enable Branch Authorization For Transfers

• Enable Immediate Print/Process From Cross Dock Sug Transfer

• Enable Receive Branch Transfers In Closed Accounting Period

• Enable User To Receive Transfers Shipped In A Period Now Closed

• Enter Outbound Serial Numbers On Transfers

• Percentage Of Mother Branch's OP Protected In Suggested Transfer

• Print Transfer Receiver Instead Of Transfer Register

• Prompt For Serial Numbers On Outbound Transfers

• Re-Sort Transfer Items When Closed For Branch

• Reprocure Backordered Tagged Transfer Quantities

• Respect Item Min/Max For Suggested Transfers

• Update Associated Trackers Upon Invoicing Of Orders

• Update Cost On Sales Order From Tagged Transfer Order

• Use Receiving Branch When Pricing Transfers

Authorization Keys

Assign the following authorization keys:

• CONV.SUGGESTED.TRANSFER

• COGS.VIEW- for Transfer Register Report only

• PROCUREMENT.ALL.BRS

• SUGGESTED.AUTO.TRANSFER

• SOE.CREDIT.RELEASE- for releasing transfer orders on credit hold

• TOE.ALLOWED

• TOE.BID.COST.EDIT

• TOE.BID.COST.EDIT.NONSTOCK

• TOE.BID.PRC.EDIT

• TOE.CLOSED.CHANGE.BRANCH

• TOE.CLOSED.ORDER.CANCEL

• TOE.CLOSED.ORDER.EDIT

• TOE.CLOSED.ORDER.OPEN

• TOE.CLOSED.PRC.EDIT

• TOE.CLOSED.QTY.EDIT

• TOE.COST.EDIT

• TOE.COST.EDIT.NONSTOCK

• TOE.CREDIT.QTY

• TOE.EDIT.VIEW.ONLY.NOTES

• TOE.OPEN.ORDER.EDIT

• TOE.OPEN.PRC.EDIT

• TOE.OPEN.QTY.EDIT

• TOE.ORDER.TO.BID

• TOE.PIL.DAYS.OVRD

• TOE.SCHEDULE

• TOE.WRITER.COST

• TOE.WRITER.EDIT

• TRANSFER.CONFIRMATION

See Also:

Creating Transfer Truck Schedules

Transfers Overview