Adding Planned Transfers

1. When you first enter into the Planned Transfer option, a Select An Open Planned Transfer window appears and displays the following options:

• EXIT – Select EXIT to leave this option.
• NEW – Select NEW to create a new planned transfer.
• FIND – Select FIND to find an Open or Completed Planned Transfer by the Planned Transfer reference number.
• PRINT – Select PRINT to print an Open or Completed Planned Transfer.
• STANDARD - Select STANDARD to create a Planned Transfer from a Standard Transfers Template. The STANDARD option will only appear if Standard Transfers have been create in the system. See Standard Transfers for more information.
• A list all open planned transfers with the following information:
  • The Planned Transfer Expected Date.
  • The Planned Transfer Reference Number.
  • The Planned Transfer header note if one was entered.
  • The first "From" item code on the transfer.
  • ... More to indicate the transfer has more than one "From" item.
  • Next Lot - Next Lot will appear if one of the "From" lots has not been assigned to a specific lot by using the Next Lot option.

• COMPLETED - Select Completed to view a list of Planned Transfers completed on the current system date. Completed Planned Transfer cannot be changed.
  • A Select A Completed Planned Transfer window will appear with the following options:
  • The completed date and time of the Planned Transfer.
  • The Planned Transfer reference number.
  • The Planned Transfer header note.

Scroll to the NEW option and press Enter to confirm your selection.

1. Entering/Changing the Header Information

• At the blank field, enter an optional description for the planned transfer. This field will display in the selection window and will print on the planned transfer. The description field will default the first "From" item code entered on the planned transfer if left blank.
• At the Opened field, enter the date the planned transfer was opened or press Enter to accept the current system default date.
• At the Expected field, enter the date the transfer is expected to be completed or press Enter to accept the current system default date.
• At the optional Carrier field, enter in the appropriate Carrier ID code or press F3 to display a Select A Carrier window and a select a carrier from a list of carriers defined in the system. Highlight the appropriate carrier and press Enter to confirm your selection.
• At the Charges field, you can add additional charges to this planned transfer by entering a Y (Y=yes). Otherwise, press Enter to accept the system default of N (N=no).

Line Item Detail

2. At the first "From"or source item field, enter in the item mask and select the item code for the source item.

If you are uncertain of the item ID code or how to enter the item ID code, see Navigating Net Yield - Selecting an Item ID Code.

If you have selected an unlotted item, the Lot selection window below will appear.

If you have selected a lotted item, a Select A Location window will appear with the following options

• Exit - Select Exit to Exit from the Select A Location window.
• A list of all locations with an on hand balance for the item. - Scroll to the location from which the item will be transferred from and press Enter. The lot selection window (see below) will open.
• NEXT LOT  - Select NEXT LOT to commit the quantity from the Next Available lot within a location that does not currently have an on hand balance for the item selected.
• A Select A Location For Next Lot window will appear with a list of Locations that do not have an on hand balance for the item. Scroll to the location and press Enter to select. The lot selection window (see below) will open with only the Next Lot option.

The Lot selection window will display with the following information:

Header:

The Item name for the 'From" or source item.

A list of "F" function keys to quickly tag the quantity to transfer from the lot(s):

• F3 Unit - Press F3 to toggle between the stocking unit of measure and pounds.
• F4 Tag Lot - Press F4 to tag or assign the available lot balance for the lot selected.
• F5 All Lots - Press F5 to tag the total available lot balance of all lots to the transfer.
• F7 Available (Unlotted items only) - Press F7 to tag the item available balance to the transfer. The item available balance is the total lot available balance for all lots less the total quantity on unshipped sales orders and not assigned a lot number.
• F8 On Hand (Unlotted items only) - Press F8 to tag the total on hand balance of all lots for the item.
• F9 Commitments (Lotted Item Only) - Press F9 to view the details of each transaction that is committed to the lot selected.
• F10 Exit - Press F10 to exit from the lot selection screen.

Lot Section:

• Next Lot - select Next Lot to assign the quantity to the next available lot for the item if unlotted or the location if lotted.
• A listing of all lots for the item and if lotted, for the location selected.
• Date - The date the lot was created.
• Lot - The location id and lot number if the item is lotted, or the lot number if the item is unlotted.
• S - For unlotted items, the Status of the lot , H=Hold.
• The quantity to transfer based on the stocking unit of the item. Use the F3 key to toggle between the stocking unit and pounds.
• Available - The Available column indicates the total available weight in the lot that may be transferred. Weight that is not available for transfer includes any weight that has been committed on a sales order, work order, or open planned transfer.
• Slot - If the item is lotted and the location is slotted, the slot id in which the lot is stored.
• Committed - For unlotted items the total quantity committed on sales order, work order, or open planned transfer. For lotted items, the committed amount on lotted items is indicated with an " * " in the F9 column. Press the F9 key to get a detail list of the amounts committed. The committed column will only appear if the items and lots have commitments on an sales order, work order, or open planned transfer.. See F9 Committed Inventory for more information.
• Vendor - The Vendor id of the vendor that supplied the product. If lots from multiple vendors were combined, "//////" will appear in the vendor column.
• The remaining columns will display the COOL Identity and item info lot attributes based on the sort order of the item info template assigned to the item. See Item Info Lot Attributes for more information.

Footer:

• Item Name.
• The Total Quantity entered for the transfer in the unit of measure selected for the transfer.
• Item Available Quantity - The item available balance is the total of the lot available balances less the total quantity on unshipped sales orders that have not been assigned a lot.
• On Hand -The current on hand balance for the item before commitments and open orders.

Use the arrow keys to highlight the appropriate lot and enter the total weight or quantity to be transferred in the Unit column or use one of the "F" function keys above to quickly assign the proper lot balance. Use the F3 key to toggle between the stocking unit of measure and pounds. As weights or quantities are entered, the sum of units or pounds selected is displayed in the message line.

Use Next Lot to assign the quantity for the transfer to the next available lot for the item and if the item is lotted, the next available lot for the location. The quantity can be tagged to both Next Lot and any available lot. The planned transfer cannot be completed until the balance of the Next Lot is zero.

After selecting the lots to transfer, press F10 to close the window.

• The Screen will display the following information for the "From" item:
  • Item - The Item Id
  • Item Name - The Item name.
  • Quantity - The total quantity of the item to be transferred in the stocking unit of measure.
  • Lot - The location and lot number if a single lot was selected, or "Multiple" to indicate more than one lot was selected.
  • COOL - The COOL identity for the item selected if a single lot was selected or the word "Multiple" to indicate more than one lot was selected and the COOL identity was not the same .
  • Info - The remaining item info attributes if a single lot was selected or multiple lots were selected and the item lot info attributes are the same. If more than one lot was selected and the item info lot attributes were not the same, the Info field will be blank,

If no entry was made in the "From" item field and Enter was pressed, the system will leave this window and bring you back to an empty "From" item field. See Selecting Lots for more information.

3. At the "To" or destination item field, enter in the item mask and select the item code for the destination item from the Select An Item window.

If you are uncertain of the item ID code or how to enter the item ID code, see Navigating Net Yield - Selecting an Item ID Code.

If an entry is not made within this field and Enter is pressed the system will return to an empty "From" item field.

If the "To" item selected is an In-Process item type, a blank line will appear. Enter the description for the in-process item. See Item for more information on in-process item types. Press Enter after adding the description. This description field becomes the temporary item name and is displayed as the item name and on the Planning Report. Enter the average Lbs per EA for the In-Process lot.

At the Quantity field, the system will default the "From" item quantity to the "To" item based on the stocking unit of measure of the "To" item. The current on hand balance for the "To" item will be displayed until the quantity is specified. Press Enter to confirm the quantity or enter in the appropriate amount that is being transferred. The "T" quantity entered does not need to equal the "From" quantity entered. If the "To quantity " is greater than or less than the "From quantity", a yield percentage for the weight gained or lost will be calculated.

If the "To" item is a lotted item, enter the location ID for the "To" location or press F3 to choose a location from a Select A Location window.

Based on the Commingle Planned Transfer Lots setting in Inventory Options, the user will have the following options:

• If set to Yes and multiple lots are selected, the lots will automatically be consolidated or commingled into one lot
• If Set to NO and multiple lots are selected, multiple planned transfers lines will be created for each lot selected.
• If set to Ask and multiple lots are selected, the following command line will appear :" Commingle Lots? No/Yes"
  • To create a planned transfer line for each lots selected , select No.
  • To commingle the lots select into single lot , select Yes

If the "To" location is slotted a "#" will appear to the left of the quantity field indicating that this is a slotted location and a Select An Option window will appear displaying the following choices: EXIT, SLOT BY VOLUME, SLOT BY SLOT.

Scroll to the appropriate selection and press Enter.

See Entering Slot Information for more information on the SLOT BY VOLUME and SLOT BY SLOT options.

If you select EXIT the message line displays, "Entire quantity not slotted!!! Exit anyway? No/Yes."

• Select no and the system will not exit and will display the Select An Option window and available slotting options.
• Select yes and the system will return to the next "from" item line on the planned transfer.

If a single lot and slot is selected , the following command line will appear to quickly move the quantity selected from one slot to another: Move Slot? No/Yes

• Select NO to continue with the planned transfer
• Select yes to move from the current slot to a new slot. Enter the new slot id or press Enter to return to an empty "From" item field.

4. At the lot info field, options will appear to:

• C = Change. - Select Change to Change the item's default item info lot attributes or the attributes that defaulted from the "From" item.
• B = Blank. - Select Blank to delete the item info lot attributes and leave the fields blank.
• L = Last Used. - Select Last Used to default the item info lot attributes from the last "To" item entered. (Cannot be used for the first line.)
• N = No Changes.- Select No Changes to accept the item's the default values for the item info lot attributes without opening the Lot info window.