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How to Create Transfer Orders
There are several ways you can create Transfer Orders
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You can use the Agency Order Allocate page to mass-create or update
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Transfer Orders
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Create from Purchase Order Warehouse Receipts
These Purchase Orders are specifically allocated to certain agencies.
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Or you can enter transfer orders manually.
How to process transfer orders
Use views to manage workflows
Open
GoldFinch allocates inventory as soon as a transfer order is created
To remove allocations, you can check Do Not Allocate on the transfer order then save the order again.
Or you can use the Mass Deallocate function on the transfer order list.
To manage allocation on each transfer line,
Edit page - click Allocated Qty. then you can move allocation among open transfer lines.
Shipment Created
Only allocated quantities will be transferred to the shipment
Create a Pick Ticket to pick inventory
Update Shipment Pending
You can add more items or quantities after the Whse. Shipment is created.
Met Council adds fresh produce to the transfer order each morning
This field is checked when Transfer Order Quantity > Whse. Shipment Total Quantity
Click the Update Shipment button to update the Whse Shipment
Back Order
After a Whse Shipment is posted, you will not be allowed to add more items or quantities to a transfer order.
Back orders should not happen in Met Council.
All Shipped
When a Whse Shipment is posted.
Receipt Created
When a Whse Receipt is created by a pantry manager.
Partially Received
This should not happen????
All Received
When items are all received by a pantry
Use Mass routines from the transfer order list
Mass Allocate
Mass Deallocate
Mass Update Shipment
Mass Create Receipt
Bulk update Closed field
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You can also enter Transfer Orders manually
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You cannot have duplicate Transfer Orders with the same Transfer-to Warehous and Shipment Date. |
After creating the Transfer Orders:
Choose Alternate Shipping and Shipping Contact
Click Send Documentto email Packing List to Shipping Contact
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How to Process Transfer Orders - Standard Workflow
*Not Recommended
Create a Transfer Order
Allocate
Create a Whse Shipment
Create and Post a Pick
Update the Transfer Order
Update Allocations
Update the Whse Shipment
Create and Post another Pick
Post the Whse Shipment
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How to Process Transfer Orders - Simplified Workflow
Bypass Allocation, Update Shipment, and Create Pick steps
Configure one Pick bin for the Main warehouse. Use the Shelf field on the Item page to identify the actual bins.
On the Item List, Non-Sellable is checked if Main Available < 0.
On Transfer Orders, Items with Non-Sellable = true will not display as the search result.
After creating a Transfer Order, click Print Packing List to pick inventory.
Still being tested: When saving Transfer Order, display a warning if Quantity is more than Main Available on any of the Transfer Lines.
During picking, write the actual Picked Qty. on the PDF.
Update Transfer Order with the actual Picked Qty.
Actual Picked Qty. cannot be greater than Quantity.
The Pick Status on the Transfer Order is updated to Partially Picked, Fully Picked, or None Picked.
Add Items or update quantities on Transfer Orders as needed.
Print Packing List again to pick inventory.
Quantity, Picked Qty., and Not Picked Qty. are printed on the document
Create Shipments
Only if the Pick Status is Fully Picked.
Batch Post Shipments.
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How to Manage Funds
Populate Project to Transfer Line
How to Manage Funds - to be deleted
Use Project to manage funds
Total Order Cost is
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a roll-up summary of each transfer line’s inventory cost
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This cost could be updated on the Whse. Shipment because of the FIFO costing method
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The Project field is filtered by Transfer-to Account field
How to update allocations, after you receive new inventory?
Mass Allocate transfer orders
Allocate on a transfer order.
Allocate by Item manually. Navigate to Item, then Allocation Management
How to pick and ship a transfer order?
After a Whse Shipment is created, you can create a Pick Ticket to pick inventory from directed bins.
Use Whse Shipment list to manage outbound shipments
Print Picking Instructions.
Post the Pick
If you get updated quantities on the Whse Shipment, create another pick to process.
Posting Whse Shipments
Whse Shipments cannot be posted if there are more items on the Transfer Order than Whse Shipment
You can Close the transfer order and then post.
Or you can go back to the transfer order and click Update Shipment
Packing Slip can only be printed when a Whse Shipment is posted.
You can mass post Whse Shipments
The Project Task is updated automatically when Transfer Orders are created or updated.
On the Project object: