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
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.
You can only have one Transfer Order per Warehouse, per Shipment Date with Document Status = Open, Shipment Created, or Back Order
On the top of the grid, 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 filter by Item No, Item Description, Warehouse Name, or Shipment Date.
Buttons:
Save Changes: Save to the Agency Order Changes table.
Net Available cannot negative
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
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:
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.