Background: Branch Transfer Maintenance

Use the Branch Transfer Maintenance (ITM) program to enter and change transfers of items from one branch to another. See Road Map for work flow.

This topic has these subtopics:

Transfer Process
Close a Transfer
Obligation for Partial Shipments
Audit Trail

Transfer Process

The transfer process consists of three events:

1. A branch requires an item and requests a transfer from another branch. You can use the Branch Transfer Maintenance program to enter a transfer. Like a sales order, the items to be transferred must be obligated before you can ship them. See Overview: Obligation and Shipment Creation.
   
   Alternatively, you can enter a requisition with the Requisition Maintenance (IRM) program. Releasing the requisition creates a transfer. However, you must enter a separate requisition for each item. A transfer request can be for more than one item.

2. The shipping branch creates and confirms shipment. You can click Create ship to create a shipment when you enter the transfer. Alternatively, you can run the Transfer Auto Processing (ITAP) program to obligate items and create shipments.
   
   You can also create a shipment with the Branch Transfer Confirmation (ITS) or Secured Transfer Confirmation (SITS) program. You can confirm shipment with those programs or with Bill of Lading Maintenance (BLM). Confirmation reduces the quantity shipped from on-hand inventory and moves it to intransit.

3. The receiving branch receives the transfer. When the transfer arrives, the receiving branch runs the Receiver Maintenance (IRC) program. If using dock-to-stock receiving or the items require inspection, the receiving branch also runs the Receiving and Inspection (IRI) program. When the receiving branch receives the transfer, the system moves the intransit quantity to the inventory for that receiving branch.

Obligation for Partial Shipments

The program disables automatic obligation when the obligated quantity does not match the line quantity. In other words, if you manually change the obligated to a quantity other than the total line quantity, the obligation must be done manually until the obligation quantity equals the line quantity.

Close a Transfer

You cannot close a transfer that has an open shipment. What if the receiving branch decides that they no longer need the item? You can run the Branch Transfer Confirmation (ITS) program and delete the shipment. Then you can click the Close TRN button in Branch Transfer Maintenance.

Suppose that the transfer has multiple lines and the receiving branch no longer wants one of the lines. You can delete a line from a transfer provided:

• • it is not in-picking, shipped or received

  • it does not have supply attached

• In the Branch Transfer Confirmation (ITS) program, you can change the Qty in picking for that line to 0 and confirm shipment.

Closing a transfer changes the status of the transfer to:

Audit Trail

To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.

• I1AB: Branch Inventory Master File

• I1T: Branch Transfer Header

• I1TL: Branch Transfer Line

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