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Patricia Zhuo

Amy Valenzano

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To enter agency Transfer Orders, you can:

  • Enter agency Transfer Orders manually one by one

  • Use the Agency Order Allocation to mass-create or update Transfer Orders

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  1. On the left side of the pagegrid, you will see all Warehouses (except Main and In-Transit) with and the Shipment Dates that are for Transfer Orders currently in Transfer Orders the system with the Document Status = Open, Shipment Created, and or Back Order.

    1. You can only have one Transfer Order per Warehouse, per Shipment Date with Document Status = Open, Shipment Created, and or Back Order

  2. On the right side top of the pagegrid, you will see items and UOMs that have Net Available (On Hand + On PO = Total Available).

    1. Available = Total Available - Qty. on Transfer Orders

    2. Only Items with Available > 0 will display.

  3. You can search filter by Item No, Item Description, Warehouse Name, or Shipment Date.

  4. Buttons:

    1. Save Changes: Save to the Agency Order Changes table.

      • Net Available cannot negative

    2. Update Transfer Orders: Update changes to Transfer Orders.

      • Available cannot negative

      • Transfer Orders must have Document Status = Open

      • The new quantity cannot be less than the quantity that is picked

    3. Add New Shipment: Add a new shipment date for a Warehouse.

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