Transfer Shipment - Revision history

Claudefeistel2 at 20:56, 11 November 2009

2009-11-11T20:56:38Z

Claudefeistel2: /* Using Transfer Shipments */

2009-11-11T16:17:02Z

‎Using Transfer Shipments

Claudefeistel2: /* Introduction to Transfer Shipments */

2009-11-10T22:54:14Z

‎Introduction to Transfer Shipments

Claudefeistel2 at 22:49, 10 November 2009

2009-11-10T22:49:30Z

Sichen: Protected "Transfer Shipment": Sysop page [edit=sysop:move=sysop]

2009-01-12T23:23:25Z

Protected "Transfer Shipment": Sysop page [edit=sysop:move=sysop]

Sichen: New page: A transfer shipment is a shipment which transfers inventory between two warehouses. Transfer shipments are typically created from transfer requirements which have been ap...

2009-01-12T23:23:24Z

New page: A transfer shipment is a shipment which transfers inventory between two warehouses. Transfer shipments are typically created from transfer requirements which have been ap...

New page

A transfer shipment is a shipment which transfers inventory between two warehouses. Transfer shipments are typically created from [[Requirements|transfer requirements]] which have been approved. You can group a series of transfer requirements into a transfer shipment.

When you try to send an outgoing transfer shipment, the system will check that there is sufficient inventory in the originating warehouse. If there is not sufficient inventory, you will get an error, and you must modify the original transfer requirements and the shipment. If there are several inventory items available, they will be reserved for the transfer shipment based on the configuration of the warehouse.

When you receive the transfer shipment in the destination warehouse, you can receive a quantity which is different than that on the transfer shipment. The difference will be charged off as "lost in transit".

@@ Line 15: / Line 15: @@
 '''Stage 1: Create the Transfer Request Using MRP'''
-The procedure for using transfer shipments starts as follows:
+The procedure starts with running MRP:
   * Navigate to Purchasing > Planning Tab
   * Look at the upper right hand corner of the screen and confirm that the "Organization" listed
     there is the one for which you want to process transfer requirements.  When you run MRP the
-    factors considered will focus on your selected organization.
+    factors considered will focus on your selected organization. [Change] if needed.
   * Click: Purchasing > Planning Tab > [Run MRP] in the Shortcut Box.
   * Select '''Facility''' -- your primary warehouse facility
@@ Line 32: / Line 32: @@
            manufacturing requirements on this MRP run.
   * Click: [Run MRP] at the bottom of the form to generate the report
   * When the View MRP screen opens, notice that the facility you selected is listed on the form.
   * Click: [Find] to open the newly generated MRP report.  This report will include a line item
@@ Line 42: / Line 46: @@
   * Click: the Check Box at the end of each line item ready for a Transfer Request
-This completes the creation of Transfer Requests which can now be processed and completed.  To complete inventory transfers by this method, proceed with Stage 2.
+This completes the creation of Transfer Requests which can now be processed and completed.  To complete inventory transfers proceed with Stage 2.
 '''Stage 2: Move Inventory Using the Transfer Request'''

← Older revision		Revision as of 16:17, 11 November 2009
Line 12:		Line 12:

	==Using Transfer Shipments==		==Using Transfer Shipments==
		+
		+	'''Stage 1: Create the Transfer Request Using MRP'''
		+
		+	The procedure for using transfer shipments starts as follows:
		+
		+	* Navigate to Purchasing > Planning Tab
		+	* Look at the upper right hand corner of the screen and confirm that the "Organization" listed
		+	there is the one for which you want to process transfer requirements. When you run MRP the
		+	factors considered will focus on your selected organization.
		+	* Click: Purchasing > Planning Tab > [Run MRP] in the Shortcut Box.
		+	* Select '''Facility''' -- your primary warehouse facility
		+	** You can narrow the MRP to focus on a specific subset by entering any of these data items:
		+	*** Supplier, or Product Store, Product ID
		+	* Select '''Create Transfer Requirements''' = Yes, to see the requirements before a transfer
		+	request is created, or use
		+	'''Create Transfer Requirements''' = No, to produce transfer requests directly thus
		+	bypassing the opportunity to review the needs before the request is created.
		+	* Select '''Create Pending Internal Requirements''' = Yes if you also want to see the internal
		+	manufacturing requirements on this MRP run.
		+	* Click: [Run MRP] at the bottom of the form to generate the report
		+	* When the View MRP screen opens, notice that the facility you selected is listed on the form.
		+	* Click: [Find] to open the newly generated MRP report. This report will include a line item
		+	for each Transfer Requirement or Transfer Request indicated by the MRP run.
		+	** Note: Transfer Requirements generated in this process are created in Approved status, thus you
		+	can view and handle them by going to going to the "Approved Transfer Requirements" screen.
		+	* Click: [Approved Transfer Requirements] button in the Shortcut Box.
		+	The screen opens to display your current (Approved) Transfer Requirements which can now be
		+	used to create Transfer Requests for all items you need to initiate now.
		+	* Click: the Check Box at the end of each line item ready for a Transfer Request
		+
		+	This completes the creation of Transfer Requests which can now be processed and completed. To complete inventory transfers by this method, proceed with Stage 2.
		+
		+	'''Stage 2: Move Inventory Using the Transfer Request'''

@@ Line 1: / Line 1: @@
 ==Introduction to Transfer Shipments==
-A transfer shipment is a shipment which transfers inventory between two warehouses.  Transfer shipments are created from [[Requirements|Transfer Requirements]] which have been approved.
+A transfer shipment is a shipment which transfers inventory between two warehouses.  These are for products which need to be transferred from a backup facility to another primary facility.  Transfer shipments are created from [[Requirements|Transfer Requirements]] which have been approved.   When they are approved, they can be aggregated into a Transfer Shipment, which can then cause inventory transfers to occur between the facilities.
 When you try to send an outgoing transfer shipment, the system will check that there is sufficient inventory in the originating warehouse.  If there is not sufficient inventory, you will get an error.  Then, you must modify the original transfer requirements and the shipment to conform with the quantity available.
@@ Line 9: / Line 9: @@
 When you receive the transfer shipment in the destination warehouse, you can receive a quantity which is different than that on the transfer shipment.  The difference will be charged off as "lost in transit".
 You can group a series of transfer requirements into a transfer shipment.
 ==Using Transfer Shipments==

← Older revision	Revision as of 23:23, 12 January 2009
(No difference)