Receiving Transfers in a Manual Warehouse

Transfers move inventory between branches without creating purchase orders and incurring additional procurement costs. You can use transfer orders to procure an unavailable item for an order or reduce the number of items that a branch needs to purchase. In addition, you can replenish branches by transferring surplus stock from one branch to another and balance inventory between your branches.

Note: You can receive an open generation of a transfer on a closed shipped generation without needing to reopen the closed period.

To receive a transfer:

From the Xfersmenu, selectTransfer Order Entryto display the Initial Order Entry dialog box.
To display a transfer, do one of the following:

In the Ship From field, enter the transfer order number you want to receive and click OK.
In the Ship From field, enter the branch shipping the transfer. In the Ship To field, enter the branch receiving the transfer. Select the transfer from the displayed list.

The system displays the Which generation would you like to view dialog box.

In the dialog box, click the Receiving button to display the receiving generation for the transfer on the Transfer Order Entry window.
In the Qty/Unit field, enter the quantity you received for each product.

Note: If you are receiving a product that is a non-lot or non-detail lot product from the shipping branch, but is a lot or detail lot item at the branch at which you are receiving it, the Split Locations window displays and you are prompted to enter the lot number for the product. Use the Location hot key on the Split Locations screen to display the Product Location Maintenance screen where you can select a control type of Lot or Detail Lot for the product before continuing. Press Esc to return to the Split Locations screen. If you indicate an item as a lot or a detail lot item, and close the Split Locations screen without entering a lot number, the system assigns the lot number for you.

Click the Status tab to display the transfer order's status information.
Select the Open Receiving generation and change the Open status to Received. The PO Receiver Report for the generation prints.

Note: If you are receiving material for a different branch, the system may warn you that you are receiving material for a branch that is different than the terminal's branch assignment. Accept the warning to continue to receive material for a different branch.

Save your changes and exit the window.

To process tagged items:

Use the P/O Receiver Report to identify any tagged items and place in the appropriate staging area in your warehouse.
Place a special order label on the material.
Continue verifying all material received.