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Planned Transfers

Planned transfers are used to stage an inventory transfer that will be completed at a later time. Additional charges, known as cost adjustments, can be added to the planned transfer to add costs to the inventory being transferred. These charges may be per pound or a fixed amount. Fixed amount charges allocate based on the weight of destination item lots.

Each planned transfer consists of one or more pairs of items: the "From" item (source) and the "To" item (destination). Transfers move weight and value from the source item to the destination item. Users specify the lot and weight to be transferred and the system automatically calculates the value of the transfer. All calculations of value are based on the cost of the "From" item. Charges are then added to the "To" item. The "From" item weight and the "To" item weight do not need to equal. If the weights do not equal a yield will be calculated based on the "To" item weight/"From" item weight x 100.

Planned Transfers can be created from a Standard Transfers template. Standard Transfers are used to set up "recipes" or templates for planned transfers that use multiple raw materials to make one common finished good. The standard planned transfer creates the relationship between raw material ingredients needed to produce a batch of the finished good item or work-in-process item that requires further processing or packing

Lots that have been selected are treated as "committed" in the system and are not available for use until the transfer is completed. The items on the planned transfer are included or excluded in the available inventory calculations based on the Planned Transfer and Location settings in Sales Options.

If multiple lots are selected for the "From", the lots can be commingled into a single lot or multiple lots can be created for the "To" item based on the Commingle Planned Transfer Lots setting in Inventory Options. The system be set to allow the commingle of lots, prevent the commingle of lots or prompt the user to allow the commingling of lots.

Available Actions

Using

Adding

Changing

Printing

Finishing

Voiding

Planned Transfers Fields

Header Fields

Planned Transfer	The system assigned planned transfer reference number.
Note	The optional description for the planned transfer.
Opened	The date the planned transfer was opened. Defaults to the current system date: today's date.
Expected	The date the planned transfer is expected to be completed. This field defaults to system date
Completed	The actual date the planned transfer was completed. This field defaults to the system date.
Status	The status of planned transfer: open or closed
Carrier	(Optional) The carrier ID code for the planned transfer
Charges	Y (Y=yes) denotes additional charges, such as freight, customs fees, etc. have been added to the planned transfer; N (N=no) signifies no additional charges have been added.
	The total pounds and total charges added to the planned transfer will display in RED as lines are added to the planned transfer.

Line Item Detail	These fields display for both the "From" and "To" item. The "From" item is the source item code being transferred from, and the "To" item designates the destination item. The "From" item and the "To" item do not need to be the same item.

Item	The item ID code
Item Name	The item name
Quantity	The quantity to be transferred from the "From" item or to the "To" item, expressed in the stocking unit of measure.
Lot	The location ID and lot number for lotted items or the lot number for unlotted items. If "Multiple" appears in this field, this indicates the "From" item has been taken from multiple lots. If a pound sign(#) appears to the left of the unit column, this indicates that the "To" items location has slotting capabilities.
COOL	The COOL identify
Info	The item info lot attributes for the "From" item lots and "To" item lots.

Security Required : Inventory - Planned Transfer