Adding Standard Planned Transfers

1. When you first enter the Standard Transfers option a Select An Option window will appear:

• EXIT – Select EXIT to exit the Standard Transfers option and return to the Inventory menu.
• ADD – Select ADD to add a standard planned transfer.
• PRINT LIST – Select PRINT LIST to print a list of standard planned transfers.
• A list of the currently defined standard planned transfer templates which displays the standard transfer reference number and name.

Scroll to ADD and press enter to add a new standard planned transfer.

2. When you begin entering data, the Last Changed (the date the standard planned transfer was last updated) and the By (the user’s ID) fields will be populated with the current date and the user's ID.

3. Enter a three digit number to identify the standard planned transfer in the Std No field.

4. At the Like Another (Y/N) field enter Y (Y=yes) to copy from an existing standard planned transfer and then modify the new standard as needed. If you use this option, specify the standard transfer to copy.

5. At the Desc field, enter a description or name for the standard planned transfer.

6. At the To Item field, enter the item group and item of the "finished goods" that your "recipe" will create.

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

• If the finished good is associated with a bill of materials, the standard planned transfer may prompt you to also pick a work in-process (WIP) code from which you produce your finished goods. A Select A Work in Process Item window will appear; scroll to the appropriate item and press Enter to select. The work in-process item will appear in the WIP Item field. Select EXIT to opt not to link to the "to" item WIP code.
  
  

7. Enter the amount of finished goods that will be produced by the standard planned transfer in the Std Qty field.

8. At the Un field press Enter to accept the system default unit of measure for the item or press F3 to display a Select A Unit window to select another unit of measure.

Line Items

Note: If the standard planned transfer is being added using the "profile like another" option, the raw material items will appear in the line detail. See Changing Standard Planned Transfers for information on how to make changes to the line items.

9. At the Item field, enter the item group and item for the raw materials or "ingredients" to be used to create the "to" item. The item name will appear once the item is selected.

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

10. Enter the amount of the "from" item needed to create the "to" item in the Quantity field.

11. At the Un field press Enter to accept the system default unit of measure for the item or press F3 to display a Select A Unit window to select another unit of measure.

12. Continue adding items as necessary. When completed, the press Enter in a blank Item field. Command options will appear:

• Add – Select Add to add additional items to the standard planned transfer.
• Change – Select Change to change the quantity or units on an existing item on the standard planned transfer.
• Delete – Select Delete to delete an item from the standard planned transfer.
• Quantity – Select Quantity to change the quantity being used for all items on the standard planned transfer.
• Header – Select Header to change header information: the Std No, Desc, Std Qty, and Un fields.
• Print – Select Print to print the standard planned transfer. Command options will appear allowing you to print or choose from a set of other print options.
• Void – Select Void to void the standard planned transfer.
• Update – Select Update to update the standard planned transfer.
• Exit – Select Exit to exit the standard planned transfer and return to the Select An Option window without saving/updating the standard planned transfer.
• The Next Page/Prior Page command options will display if there is more than one page of information.

Note: If you make a change in Standard Transfer and choose to exit before updating, the system will ask you to "Exit without updating? No/Yes."

Select Update to save the standard planned transfer. The transfer can now be used in planned transfers.

For more information on the Standard Transfers option see Standard Transfers.

Security Required : Inventory - Bill of Materials