Road Map: Branch Transfer Maintenance

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

Before you run this program each time

You should run these program:

  • (Optional) Requisition Maintenance (IRM) to enter a transfer requisition and release a branch transfer.

  • (Optional) Sales Order Maintenance (OE) to enter an order for an item. If the Disable branch transfer firewall? option is selected, the operator or the system can create a transfer.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Inventory Control Options) to set the Method for auto-obligation and Receiving method for transfers options.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Numbering System Setup (XOC) to set up transfer number assignment and set the Allow override? option.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise.

  • Branch Item Maintenance (IMB) to set up items for your branch.

  • Branch Maintenance (TBM) to set up the receiving and shipping branches.

  • Branch Groups Maintenance (TGM) to set up branch groups.

  • Ship Via Codes Maintenance (TSV) to set up ship via codes.

  • Freight Codes Maintenance (TFP) to set up freight payment method codes.

  • FOB Codes Maintenance (TOB) to set up Freight-On-Board codes.

  • Special Instructions Maintenance (TSIM) to set up standard special instructions.

  • (Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

  • User Fields Maintenance (XMO) to create user-defined fields for this program.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

The shipping branch will most likely run these programs in this sequence:

  1. Branch Transfer Confirmation (ITS) or Secured Transfer Confirmation (SITS) to create a transfer shipment and confirm it.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

  1. Transfer Shipment Register (IEJ) to print a listing of transfer shipments and update inventory account in the general ledger.

The receiving branch will most likely run these programs in this sequence:

  1. Receiver Maintenance (IRC) to receive the items ordered on a PO or transfer if you are using direct-to-stock receiving.

    AND conditionally

    Receiving and Inspection (IRI) to enter inspection results for items that require inspection or to receive if you are using dock-to-stock receiving.

  2. Transfer Receipt Register (IRJ) to print a listing of transfer shipments you have received and update inventory accounts in the general ledger.

You may also run these programs:

  • Branch Transfer Inquiry (ITSQ) to display a branch transfer.

  • Branch Transfer Listing (ITL) to print a listing of transfers between branches.

  • Transfer Print (ITP) to print a transfer to use the document as a picking list.

  • Audit Trails (ATR) to print an audit trail report for this program.

  • Shipment Confirmation (WMOCM) to confirm transfer shipments sent to the warehouse.