Welcome Guest, you are in: <root>AdminBusinessDevelopmentSupport • Login

Page History: Transfer Order

Compare Page Revisions

1 0 Current 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: 02/21/2019 10:45 AM

Table of Contents [Hide/Show] Transfer Purchase Order    Create Transfer Purchase Order Receipt    Transfer Work Order and Transfer Shipment    Receive Transfer Purchase Order Receipt    Check Transfer Shipment Status Receiving Transfer Purchase Order Receipt Exceptions    Duplicate Transfer Shipment Selection    Transfer Discrepancies    Adjust Transfers

Transfer Purchase Order¶

The following example shows the screens that are used to transfer items between locations as described in the Location Transfer Overview.

Create Transfer Purchase Order Receipt¶

Requesting Location (the To location) creates the Transfer Purchase order receipt

The To location creates a Transfer Purchase order receipt (which is assign a unique number) using the Create PO/Xfer task.

Select the PO Type of "Transfer Order".







Select the desired Transfer From location.

Enter desired inventory items.







Optional: The To location Prints or Saves the Transfer Purchase order receipt. The PO Status changes to "Open" and a PO No is assigned.

The To location releases the Transfer Purchase order receipt using the Actions menu option Release Transfer Order.













The PO Status changes to "Released".

When the Transfer Purchase order receipt is released, the following is updated on Shipping Location (the From location):

A corresponding new Transfer Work Order is created. 







The item Committed quantities (in the From location) and the On Order quantities (in the To location) are increased by the quantities ordered for the items on the Transfer Purchase order receipt.

Optional: Use the Action Search Location Inventory to access the From and To locations' on hand, committed, on order, and available.







Optional: Select:

• The desired Item Number.
• Use Add to select the desired Locations.
• Select the (Search) button to display the Location information.
  

Transfer Work Order and Transfer Shipment¶

Shipping Location (the From location) prints, update, and finalizes the Transfer Work Order and Transfer Shipment

The From location accesses the Transfer Work Order using the Work Orders task Search menu option Transfer Orders.

This Transfer Work Order was created automatically by CDN (and assigned a unique number) when the Transfer Order was released by the To location (both the To and the From locations must be in CDN Online mode).







Select Search For "Transfer Orders" with Status of "Open".

Select the desired Transfer Order.







Optional: The From location prints the Picking List from the Transfer Work Order Actions menu Print Pick Slip.

The From location creates the Transfer Shipment (which will be assign a unique number) from the Transfer Work Order using the Create Shipment action or icon.

Notes:

• Selecting the Print action or icon prints the Work Order.
  

• Do NOT change the Ordered quantity on the Transfer Work Order as this can get the Transfer Shipment and the Transfer Purchase order receipt out of synch.
  

The Shipments task automatically displays the new Transfer Shipment with a Ship Status of "In Progress".

Optional: The From location prints the Picking List from the Transfer Shipment Actions menu Print Pick Slip.







The From location updates the Transfer Shipment to reflect the quantities pulled and packed.

The From location verifies the Transfer Shipment and then prints the Packing List from the Shipments task using the Print action or icon. If this is the first time the Transfer Shipment has been accessed, the Ship Status should change to "In Transit". (Note: The Transfer Shipment can be reprinted as often as required without changing the Ship Status.)

Optional: If the From location did NOT print the Transfer Shipment, then the From location must release the Transfer Shipment using the Actions menu option Release Shipment. The Ship Status should change to "In Transit".

Warning: Do NOT use the Release Shipment action if the Ship Status is "In Transit" as it will be changed to "Released". The Ship Status on the Transfer Shipment must be "In Transit" to enable the To location to receive the Transfer Purchase order receipt.







Note: Do not attempt to create an Invoice from a Transfer Shipment because the "You cannot invoice a Transfer Order" error will be displayed.

Receive Transfer Purchase Order Receipt¶

Requesting Location (the To location) receives the shipped Transfer Purchase order receipt

The TO location then checks in and receives the Transfer Purchase order receipt using the Receive PO/Xfer task:

Select the Type of "Transfer Order".







Select the By Location from which the Transfer Purchase order receipt was requested.







Select the desired Transfer Purchase order receipt from the list.







Optional: Print the "Receiving Report" using the Actions menu option Print Receiving Report.

Make all adjustments to the quantity Received.

Note: Changes made by the To location (the shipping location) on the Transfer Work Order and the Transfer Shipment are NOT automatically updated on the Transfer Purchase order receipt.







Print or Save the Transfer Purchase order receipt:

• The Receipt No is assigned.
  

• The on hand and on order quantities are updated.
  

When the Transfer Purchase order receipt is received (printed or saved), the following is updated on Shipping Location (the From location):

• The status on the corresponding Transfer Shipment is changed to "Received".
• The Item Committed Quantity is decreased and the On Hand Quantity is decreased by the quantities shipped for the items on the Transfer Purchase order receipt.
• Differences in the quantity shipped and the quantity received are added to the Adjust Transfers task screen.
  

This completes the Location Transfer.

Optional: Use the Action Search Location Inventory to access the From and To locations' on hand, committed, on order, and available. Compared to the earlier screen, this shows that a quantity of one was added to the on hand of the second location and a quantity of one was subtracted from the appropriate on hand, committed, and on order values.

Check Transfer Shipment Status¶

Shipping Location (the From location)

Optional: The From location Transfer Shipment Ship Status is changed by CDN to "Received" after the To location has received the Transfer Purchase order receipt. Check this Ship Status to see if the receiving location has completed the transfer process.

Optional: To verify this Ship Status of a Transfer Shipment:

• Open Work Orders task and display the Work Order you wish to open in the Shipments screen.
• Select the List Shipments action from the Actions menu.
  

Receiving Transfer Purchase Order Receipt Exceptions¶

Duplicate Transfer Shipment Selection¶

This window appears if there are multiple shipments for a Transfer Purchase order receipt. Select the desired Transfer Shipment from the drop down box.

Transfer Discrepancies¶

This warning message is displayed if the received quantity does not match the shipping quantity.

Select the (Yes) button to accept the discrepancy. The Adjust Transfers task is then used to reconcile these discrepancies. 

Adjust Transfers¶

The Adjust Transfers task in the Order Entry - Billing group displays any location transfer discrepancies so that they can be reconciled and written off to the desired general ledger account.