Generate Transfer Orders

September 5, 2018 in Inventory Control

Purpose

Release SymbolUse this function at any time during the day to generate Stock Transfer Orders based on the current inventory levels held in the system. This function allows you to generate transfer orders in the same way as the overnight (End-Of-Day) replenishment functionality except that this procedure can be run at any time during the day, any number of times, and for a selected number of stock items.

Note that this function only selects inventory items that are set to Automatic Stock Transfer replenishment. It also excludes items where the ‘On-Hand plus In-Store quantity’ is less than zero i.e. negative. This is done because there is a basic assumption that there is a problem if an item is in negative i.e. the quantity is negative due to a transaction error/data-entry mistake/timing issue. An item in negative should be investigated, and the users should correct any issues 1st before replenishing the item, because it might not really need replenishing.  For example someone looks into the item and finds out the wrong product was issued from stock, they correct that, and the item is back to zero or positive and potentially no longer requires replenishment based on its inventory settings.

Data Input

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Step 1 – Fixed Filters

You are able to enter (or re-use) filters for the inventory items to be selected where you want to focus on a particular area of inventory. For example, you may only want to generate replenishment transfer orders for a particular stock location and/or product group. If you want to create transfer orders for all inventory items set up for Automatic Stock Transfer replenishment, then do not enter any filters. For a description of how to use filters, see the section on ‘User Filters’ in Launching Reports.
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Step 2 – Selected Items

The Inventory items that are tagged with a replenishment of ‘Automatic Transfer’ and with zero On Hand and In-store that also match your entered filters are selected and displayed in a list for further refinement.

Select whether to ‘Include’ or ‘Omit’ any items presented on the list. Please refer to View and Omit selection filtering for a full description.
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Processing

Processing

Once you have selected the items that you wish to process, press submit. The routine performs a replenishment check as described in the Replenishment Overview and generate stock transfer orders. Once complete you are able to produce a report that summarises the transfer orders created by issuing stock location, along with a list of each product and the stock transfer quantity calculated as being required.
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