Using Standard Transfers

Use Standard Planned Transfers as a tool to set up "recipes", or templates, for planned transfers that use multiple raw materials to make one common finished good. This tool creates the relationship that is used to execute the planned transfer.

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

• EXIT – Select EXIT to return to the Standards menu.
• ADD – Select ADD to create a new standard planned transfer template.
• PRINT LIST – Select PRINT LIST to print the list of standard planned transfer templates that have already been created.
• A list of the currently defined standard planned transfer templates which displays the standard transfer reference number and name.

The following information is found on the Standard Planned Transfer screen:

Header

• Std No – The user assigned standard planned transfer reference number
• Like Another (Y/N) – Used to create a new standard planned transfer based on an existing standard planned transfer
• Last Changed – The date the standard planned transfer was last updated 
• By – The user ID of the user that last changed the standard planned transfer
• Desc – The standard planned transfer name
• To Item – The finished goods item being produced by the standard planned transfer
• WIP Item – The work in-process item to use if the "to" item can also be processed via a bill of material and work order
• Std Qty – The size of a normal batch or expected amount to produce for the batch of the finished good item
• Un – The unit of measure for the finished good item ("to" item).

Line Detail

• Item – The raw material or ingredient item ID
• Item Name – The raw material or ingredient name
• Qty – The quantity needed of the raw material or ingredient to process the batch of the finished goods item
• Un – The unit of measure for the raw material item.

Use the Available Actions links for more information.

Security Required : Inventory - Bill of Materials