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You can enter agency Transfer Orders manually one by one, or you can use the Agency Order Allocation to mass create or update Transfer Orders. |
On the left side of the page, you will see all items and UOMs that have On Hand Qty. or On PO Qty.
Click on Item No. to navigate to the Item page.
You can search by Item No, Item Category, Item Description, or Warehouse Name.
On the right side of the page, you will see all agency warehouses.
At the end of Warehouse Name, you will see No. of open Transfer Orders in ().
Open Transfer Orders are Transfer Orders with Document Status = Open or Shipment Created, and Closed is not checked
You can only have one open Transfer Order per warehouse, otherwise, you will not be able to update the Transfer Order from the Agency Order Allocation page.
You can close open Transfer Orders by checking the Closed field on the Transfer Order.
Click on the Warehouse to navigate to the agency account set up in the Warehouse.
Review Agency preferences and order history.
Review existing open Transfer Orders.
Enter or update Quantities under each warehouse.
Available cannot be negative.
When updating fields, GoldFinch does several checks:
Available cannot negative
One warehouse can only have one open Transfer Order.
New quantity cannot be less than the quantity that is on Whse. Shipment Line
If the new quantity is less than the allocated qty, GoldFinch will reduce the allocated qty.
GoldFinch updates allocation automatically when a Transfer is created or updated.
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