Changing 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 a previously entered Open Planned Transfer by the Planned Transfer reference number.
• PRINT – Select PRINT to print a 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

• CLOSED - Select Closed to view a list of Closed Planned Transfers closed on the current system date. Closed Planned Transfer cannot be changed.
  • A Select A Closed 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.

See Adding A Planned Transfer for additional information.

Select the Planned Transfer to Change from the list and press enter or Select Find and enter the number.

2. The planned transfer details and command options will display:

• Add – Select Add to add additional line items to the planned transfer. Refer to the Line Item Detail section of Adding Planned Transfers for more information on adding line items.
• Change – Select Change to make changes to a planned transfer's "From" and To" item information. Highlight the line to be edited and press Enter. Enter the appropriate changes. Enter C at the Info field to change item info lot attributes. You must select Change to enter the slot number if the "To" location is slotted. Refer to the Line Item Detail section of Adding Planned Transfers for more information the planned transfer line fields.

Note: Item ID codes for "From" items or "To" items cannot be changed. Select Delete and re-enter using the correct item ID code.

Note: If the planned transfer was already completed, the message line displays "Option not available for COMPLETED plan !!! Press space bar". Completed plans will be available only if they were completed on the current system day.

• Delete – Select Delete to delete a previously entered line on the planned transfer. Highlight the line to be deleted and press Enter.
• Header – Select Header to enter or change the planned transfer header information, which includes the Note, Opened, Expected, Carrier, and Charges information fields. See the Entering/ Changing the Header Information section in Adding Planned Transfers for more information.
• Cost – Select Cost to view the per unit cost of each line item.
• Info – Select Info to view/add/change the item info lot attributes for each "To item, the "To" lot number, lot opened date, COOL identity, and other item info lot attributes.
• Text(Z) – Select Text(Z) to enter a text message for the planned transfer.
• Finish(X) – Select Finish(X) to finish the planned transfer. See Finishing Planned Transfers for instruction on how to finish planned transfers.
• Void – Select Void to void the planned transfer.
• Exit – Select Exit to exit the Planned Transfer option without updating or saving any changes.
• The Next Page/Prior Page command options will also appear if there is more than one page of planned transfers lines

3. After you have completed the necessary changes use the Tab, Page Down, or Enter key to move through fields. Command options will appear.

Select Finish(X) to finish the planned transfer. Refer to Finishing Planned Transfers for instructions on how to complete the planned transfer.

For more information about the Planned Transfer option see Planned Transfers.

Security Required : Inventory - Planned Transfer