Content Comparison

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

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

2. On the top of the grid, 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 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.

      • A new line will be created in the grid that will allow you to enter quantities for items.

      • Select the Update Transfer Orders button to create a new Transfer Order

Allocation Updating Process:

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