Enter or Change a Branch Transfer

Use the Branch Transfer Maintenance (ITM) program to enter and change transfers to move items one branch to another. See Background and Road Map for more information.

Either the receiving or shipping branch can change a transfer. However, you cannot change a transfer after it has been confirmed shipped.

Enter or change the data in these fields:

Field Name	Type / Max Length	Action / Description
Transfer number	Required	Click New or enter NEW if you want the program to assign the next available transfer number. Use the Numbering System Setup (XOC) program to set up a transfer numbering scheme. OR Enter a unique identifier (12 alphanumeric characters maximum) for the transfer number you want to create. You can do this only if the Allow override? option is selected for Transfer in Numbering System Setup. OR Enter the transfer number you want to change or click the Lookup icon and use the standard lookup options to select the number from a list.
Shipping status	Display	The shipping status of the transfer is displayed for information
Last shipment status	Display	The status of the last shipment is displayed for information
Receiving status	Display	The receiving status of the transfer is displayed for information
Receiving branch	Required 4 alphanumeric	Select the branch that is receiving the transfer. Note The receiving branch is maintainable only if the transfer has no lines. If the branch is not correct and transfer lines exist, you must close the transfer and enter a new one with correct branch information.
Shipping branch	Required 4 alphanumeric	Select the branch that received the transfer request and is shipping the items. For the shipping branch, you must select a branch from your login inventory group. Note The shipping branch is maintainable only if the transfer has no lines. If the branch is not correct and transfer lines exist, you must close the transfer and enter a new one with correct branch information.
Date entered	Required 10 date	Accept the login date as the transfer creation date, select another date, or enter a date shortcut.
Expected ship date	Required 10 date	Select the date the shipping branch expects to ship the items or enter a date shortcut. If you created this transfer by releasing a transfer requisition, the system uses the Date wanted from the requisition.
Expected receipt date	Required 10 date	Select the date the requesting branch expects to receive the items or enter a date shortcut. If you created this transfer by releasing a transfer requisition, the system uses the Date wanted from the requisition.
Ship via	Optional 3 alphanumeric	Select the code of the branch's preferred carrier For an RMA transfer, this field defaults from the Branch Maintenance (TBM ) record of the receiving branch.
FOB	Optional 3 alphanumeric	Select the Freight On Board code for this shipment, which identifies when ownership of an order transfers from you to the receiving branch
Freight terms	Optional 3 alphanumeric	Select the freight terms code for this shipment, which identifies the branch's standard method of payment for freight
Incoterms code	Optional	Select the Incoterms (International Commercial Terms) code for this transfer. If populated, Incoterms (rather than FOB) is printed on transfer documents.
Reference	Optional 25 alphanumeric	Enter a reference for the transfer; for example, the customer's PO number.
Special instructions	Optional 42 alphanumeric	Accept special instructions from the shipping branch, select a standard special instruction or enter special instructions to be printed on shipping documents. For an RMA transfer, this field defaults from the Branch Maintenance (TBM ) record of the receiving branch.

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to abandon them.
Enter or change notes	Click Notes. See Enter or Change Notes.
Display data in custom fields your company uses	Click User. This button displays only if you have set up user fields for this program in the User Fields Maintenance (XMO) program.
Display change history for this transfer	Click Audit. See Display an Audit Trail. Click OK to return to this program. Note This button functions only if you have activated logging with the Audit Trail Maintenance (XAT) program.
Add or change an item to be transferred	Click Lines. If this is a new transfer, the program prompts for the first item. See step 3.
Cancel the transfer	Click Close TRN. This button is not available if there is supply attached or if the transfer is in picking or was shipped but not yet received.
Create a shipment	Click Create ship. The program displays the shipment number created. Click OK to acknowledge the message.
Accept the changes	Click OK. If this is a new transfer, the program prompts for the first item. See step 3.
Exit the program	Click Exit.

The program displays the transfer number and shipping and receiving branches followed by the line items on the transfer:

Field Name

Displays

The number of this line and status:

Sts

The status of the line item:

O	Open: No line quantity or a portion of the line quantity has been received
C	Completed: The entire line quantity has been received and stocked or rejected in two-step processing
R	Pending close: The order has not been received to stock with the Receiving and Inspection (IRI) program
X	Cancelled: The quantity requested was changed to zero

Item no

The item number of this line

Qty requested

The quantity ordered by the receiving branch

Qty obligated

The quantity assigned to this transfer

Qty shipped

The quantity that has shipped to the receiving branch

Qty received

The quantity received into the receiving branch

Rcvd to stk

The quantity received into stock at the receiving branch

Exp ship dt

The date the transfer is expected to ship

Exp rcpt dt

The date the transfer is expected to be received

Sup order no

The associated supply order number

Choose the appropriate options:

To	Do This
Add a line to the transfer	Click Add.
Delete a line	Highlight the line and click Delete. Note A delete is not allowed if the item status is obligated, in-picking, shipped or received, or the item is a specific supply for a parent demand order, or is a demand order for a specific supply. You can, however, reduce the quantity to zero if the item is obligated.
Review or change a line	Highlight the line and click Select or double click the line.
Print the list of lines	Click Print.
Return to the transfer header	Click OK. See step 1.

Enter or change data in these fields:

Field Name	Type / Max Length	Action / Description
Transfer number	Display	The number of the transfer being entered or changed
Line number	Display	The transfer line number; the status of the line is display below it
Item number	Required 24 alphanumeric	Enter the item number requested or click the Lookup icon and use the standard lookup options to select the item from a list. The item's description and unit of measure is displayed. You cannot change the item number on a line after it is created; delete the line and add a new one if you need to transfer a different item.
Description	Display	The item's description
Stocking UOM	Display	The item's stocking unit of measure
Qty requested	Required 11 numeric	Enter the quantity of the item to be transferred.
Qty obligated	Display	The quantity obligated
Qty in picking	Display	The quantity in picking
Qty shipped	Display	The quantity shipped
Qty received	Display	The quantity received
Qty rcvd to stk	Display	The quantity stocked
Qty rejected	Display	The quantity rejected
Date entered	Required 10 date	Accept the displayed date, select a another date, or enter a date shortcut.
Expected ship date	Required 10 date	Accept the date entered in the Expected ship field on the transfer header, select another date, or enter a date shortcut.
Last ship date	Display	The date of the last shipment
Expected receipt date	Required 10 date	Accept the date entered in the Expected rcpt field on the transfer header, select another date, or enter a date shortcut.
Last receipt date	Display	The date of the last shipment
These fields are also displayed:
Receiving branch	Display	The branch the goods are being transferred to
Shipping branch	Display	The branch the goods are being transferred from
Drop ship?	Display	Whether or not the item is drop shipped
Dem order type	Display	The type of demand
Dem order no	Display	The demand order number
Dem ord line no	Display	The demand order line number
Sup order no	Display	The supply order number
Sup ord line no	Display	The supply order line number
Requesting wh	Display	For future use
Requesting bin loc	Display	For future use

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to abandon them.
Delete this line	Click Delete. Note A delete is not allowed if the item status is obligated, in-picking, shipped or received, or the item is a specific supply for a parent demand order, or is a demand order for a specific supply. You can, however, reduce the quantity to zero if the item is obligated.
Enter or change notes for this line	Click Notes. See Enter or Change Notes.
Change the line number	Click Change no. This button is available when you are adding a line.
Display change history for this transfer line	Click Audit. See Display an Audit Trail. Click OK to return to this program. Note This button functions only if you have activated logging with the Audit Trail Maintenance (XAT) program.
Display location/control information for this line	Click Ctrl info. See Display Location/Control Details for Transfers. Click OK to return to this program.
Display the order that created a demand for this item or create link to it	Click Demand. See Create a Link to a Demand Order or Display Links to Demand Orders.
Obligate the item on this line, or change the warehouse/bin requested for the transfer of stock	Click Obligate. See Obligate Items and Background for more information on obligating partial shipments.
Display the receiver for this transfer line	Click Receiver. See Display Receivers for Orders. Click OK to return to this program. This button displays only if the receiving branch has received at least part of the quantity requested.