Finishing a Planned Transfer

Once you have added a new planned transfer or changed an existing planned transfer, you must finish the planned transfer as described below.

Refer to the Using Planned Transfer section for field definitions if not listed below.

1. Once you have added a new planned transfer or changed an existing planned transfer, command options will appear; select Finish(X).

2. A Select An Option window appears and displays the following choices:

• DON'T PRINT TRANSFER – Select DON’T PRINT TRANSFER and the system will not print the planned transfer. Proceed to the next step.
• PRINT TRANSFER – Select PRINT TRANSFER to print the planned transfer. Proceed to the next step.
• EXIT – Select EXIT to leave the Select An Option window and return to the planned transfer entry page.

3. If the BOL (Y/N) field has been set to Y (Y=yes) for the carrier of the planned transfer the system will ask whether or not to print the bill of lading (BOL).

4. A Select An Option window appears and displays the following options:

• DON'T COMPLETE TRANSFER – Select DON’T COMPLETE TRANSFER and the system will save the transfer without completing it.
• COMPLETE TRANSFER – Select COMPLETE TRANSFER and the system will complete the transfer and create a voucher and/or journal entry, if applicable, for the added charges. If the transfer cannot be completed, the system will warn you that it cannot be completed.
• EXIT – Select EXIT to the Planned Transfer entry page.

Note: A transfer may be planned, printed, and saved with hold lots in the source item; however, it may not be completed until all source items are taken off hold. The COMPLETE TRANSFER option will not appear if any required information is missing.

A transfer may be planned, printed, and saved without specifying the destination item location lots and slots, but lot numbers and slots must be entered before a transfer can be completed.

If lot numbers are Missing for the "To" item, an "ABORTED: Missing TO Lots !!! Space Bar to Continue" message will appear. Press the space bar and then select Info or Change to enter the missing lot numbers. The "To" items with a Missing Lot number will display the Missing in the Lot number field in "RED". See Changing Planned Transfer for more information.

If the "To" item is has a Strict COOL level and a COOL Identity was not assigned, an "Updated Aborted: COOL problems !!! press F10 or press Enter to Continue" message will appear along with a COOL Control information window that displays the following information:

• COOL problems - For each "To" item with a COOL problem - the reason for the COOL problem:

  • Required COOL missing

  • Lot does not match item
• Item name - The item name for the "To" item with the COOL Problem
• See COOL Rules for more information.

When trying to complete a planned transfer where a transfer is to an empty (zero balance) "in- process 'to item'" (refer to the Item/In Process Items), the following message displays: “COMPLETE ABORTED!!! Missing In Process Names. Press Space Bar”. The message occurs here because the system does not know that the in-process item is empty and needs to be renamed before the update is attempted. When this message is displayed, press the space bar, select Change from the command options, use the arrow keys to select the "to" item name, and type in the name in the space provided.

5. If Inventory Labels are set to Y (Y=yes) in Inventory Options the following message will display: "Print Inventory Labels? No/Yes?"

• Select no if you do not need to print inventory labels.
• Select yes to print inventory labels.

For more information on printing labels, see Labels.

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

Security Required : Inventory - Planned Transfer