Using Planned Transfers
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 created 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.
The field definitions referenced by these sections may be found below.
Planned Transfer Field Definitions
The following fields of data are found on the Planned Transfer screen:
Header Fields
- Planned Transfer – The system assigned planned transfer reference number.
- Note – An optional description for the planned transfer. The item name of the first "From" item will default as the note.
- Opened – The date the transfer was opened. Defaults to 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.
Line Items Fields
- Item – The item ID code
- From Item/To Item – Each planned transfer has a "From" item and a "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. 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.
- Quantity – The quantity to be transferred from the "From" item or to the "To" item. The quantity is 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" item's location has slotting capabilities.
- Cool - the COOL Identity of the "From'" and "To" item.
Note: The system can auto assign lot numbers if the Auto Lot Number Assigned in Planned Transfers setting in Location is set to Y (Y=yes).
Use the Available Actions links below for more information.
Security Required : Inventory - Planned Transfer