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 Warehouses (except Main and In-Transit), with Shipment Dates that are currently in Transfer Orders with Document Status = Open, Shipment Created, and Back Order.
You can only have one Transfer Order per Warehouse, per Shipmen Date with Document Status = Open, Shipment Created, and Back Order
On the right side of the page, you will see items and UOMs that have Net Available (On Hand + On PO = Total Available)
Available = Total Available - Qty. on Transfer Orders
Only Items with Available > 0 will display.
You can search by Item No, Item Description, Warehouse Name or Shipment Date.
To add a new shipment date for a warehouse, click Add New Shipment button.
Allocation Updating Process:
Quantities that you see on the page are from both Transfer Order and Agency Order Changes tables.
Enter or update Quantities under each item.
Changed Quantity is displayed in Orange color.
Net Available cannot be negative.
Save Changes, to save to the Agency Order Changes table.
Net Available cannot negative
Update Transfer Orders to update changes to transfer orders.
Available cannot negative
Transfer Orders must have Document Status = Open
New quantity cannot be less than the quantity that is picked