Introduction
An
interbranch transfer is the process of moving inventory from one location to
another location within the internal business environment. An example is the transfer
of inventory from one warehouse to another. An interbranch transfer for a
production order is carried out in the event one warehouse does not have
sufficient stock of an item that is required for production purposes. The item
is then transferred in from another warehouse.
To transfer
an item, go to Manufacturing/Entries/Production
orders, select a production order with the item to be transferred
and click Open. At the Production orders screen, click Transfer.
The
production order must already have been authorized before a transfer can take
place. The item must also be registered to more than one warehouse for a
transfer to take effect.
Description
This screen will be displayed when you click Transfer at the Production
orders screen.
Sort
Select
how you want the items in the purchase order that are out of stock to be
sorted. Select Item to sort by
items (the same items will be grouped together), or select Warehouse to sort by warehouse (items that
are stored in the same warehouse will be grouped together). By default, Item is selected.
Warehouse
Select
the relevant warehouse where the items that are to be transferred will
originate from. Select one of the following options:
- All warehouses – Select All warehouses to
display items from all the warehouses. By default, this is selected.
- Main warehouse – Select Main warehouse to
display items from the main warehouses.
- Select
other relevant warehouses to display items that are from that Warehouse.
Show
Select
one of the following options to view the items accordingly:
- All – This will list all relevant items
that can be transferred.
- Requirements <> Allocation – This will list items whereby the
required quantity is not the same as the allocated quantity.
- Advice > 0 – This will list items
where the stock positions for material requirements planning has a quantity
of more than 0. The advice is the stock level calculated depending on the
production order’s requirements and the stock available in the warehouse.
Include:
Stock controlled
Select
this check box if you want to include stock controlled items in the results.
Stock controlled items are items that an organization manufactures for the
purpose of stocking them up instead of manufacturing according to orders.
An
item is defined whether it is made to stock or made to order at the item
maintenance screen (go to Manufacturing/Setup/Items,
select the item, and then click Open)
under the Inventory tab.
Interbranch
transfer lines
Note: It is possible that not all columns
in this example are displayed. You can add or remove columns as required by
clicking 
Columns.
Item
This
column displays the items in the purchase order that can be transferred. This
column cannot be edited.
Description
This
column displays the description of the item. The description displayed is based
on the Description defined for the
item at the item maintenance. This column cannot be edited.
Warehouse
(Issue)
This
column displays the warehouse where the item will be issued. The warehouse
displayed is based on the Warehouse code
defined for the warehouse at Inventory/Warehouse
management/Warehouses. This column cannot be edited.
Warehouse
(Receive)
This
column displays the warehouse where the item will be received. The warehouse
displayed is based on the Warehouse code
defined for the warehouse at Inventory/Warehouse
management/Warehouses. This column cannot be edited.
Selected
Double-click
this column to select the item for transfer. A green check mark will appear to show
that it has been selected.
Requirements
This
column displays the number of the items ordered. The required quantity
displayed is based on the Ordered
quantity of the items defined in the purchase order lines in the purchase order
entry screen. This column cannot be edited.
Allocated
This
column displays the quantity allocated for the item. This column cannot be edited.
Free
stock
This
column displays the number of free stock available for the item in the issuing
warehouse. This column cannot be edited.
Shortage
This
column displays the number of items that is short of stock in the receiving
warehouse. This column cannot be edited.
Advice
Type
the quantity required for transfer in this column. By default, the quantity
displayed depends on the number of items required and the number of free stock
available for the item. For example, if Requirements
is “5” and Free stock is “4”, the Advice column for the item will display
“4”.
Unit
This
column displays the unit of the item. The unit displayed is based on the Sls. unit defined for the item at the item
maintenance, under the Basics tab.
This column cannot be edited.
Buttons
Excel
Click
this to export the results to Microsoft Excel.
Transfer
Click
this to transfer the items as specified in the criteria.
Note: The items will be transferred only if
the Selected column contains a
green check mark and the Advice
column is not “0”.
Cancel
Click
this to cancel the transfer and return to the Production
Orders screen.