Create Stock Transfer Note

This page allows you to create a stock transfer note. Tell me more.

Select the “Create Stock Transfer Note” link under the “Stock Transfer Note” business component.

The “Create Stock Transfer Note” page appears.

The system displays the following field:

Status

The status of the stock transfer note.

Enter the following details:

STN No.

The unique number identifying a stock transfer note (Alphanumeric, 18) Mandatory. The number is displayed with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field. The number will be automatically generated if the “Numbering Type” not set to “Manual”. The system also checks if the there are any special characters or space in the number. If the numbering type is set to “Manual” then the system ensures that this filed is not left blank and also checks if the entered number already exists.

Numbering Type

Use drop-down list box to select the numbering type Mandatory. The values are populated from the “Numbering Class” business component.

The system displays the following field:

STN Point

The point from where the item specified in the stock transfer note is raised. The system populates the “Login Organization Unit” by default on launch of the page.

Enter the following details:

STN Date	The date on which the stock transfer note was created (Date Format) Mandatory. The system displays “System Date” by default on launch of the page. The system ensures that this date is not less than the shipped date of the pack slip. The system returns the status of the financial period for the given stock transfer note date from “Financial Calendar Closure” business component.
Pack Slip No.	The number identifying the pack slip (Alphanumeric, 18) Mandatory. The system checks for the existence of the pack slip number and also checks if the pack slip status is “Shipped” from “Pack Slip” business component. The system also retrieves the source document for the selected pack slip number from the “Pack Slip” business component. If the source document of the pack slip is not “Stock Transfer Order” then the system displays an error message.
	Help facility available.
Shipping Point	Use the drop-down list box to select the point identifying the location from where the items specified in the stock transfer order are shipped Mandatory. The system populates all the shipping organization unit to which the STN is mapped in the “Component Interaction Module” business component.

The system retrieves and displays the following field details for the selected pack slip number:

Shipped Date	The date on which the items specified in the stock transfer order was shipped.
Receiving Point	The point identifying the location at which the items specified in the stock transfer order are received.

Enter the following details in "Contact Person Details" group box:

Despatched By

The code identifying the person who despatches the items specified in the stock transfer note.

Zoom facility available.

Despatched To

The code identifying the person who receives the items specified in the stock transfer note.

Zoom facility available.

Enter the following details in "Road Permit Details" group box:

Inward Permit No

The number identifying the inward permit number of the carrier.

Zoom facility available.

Outward Permit No

The number identifying the outward permit number of the carrier.

Zoom facility available.

The system retrieves and displays the following field in the "Road Permit Details" group box.

Carrier Code

The code identifying the carrier.

The system retrieves and displays the following fields in the "Project Details" group box.

Project OU	A unique code identifying the OU (Organization Unit) in which the project has been created.
Project Code	A unique code identifying the project associated with packslip.
Project Description	The detailed description of project.

Note: The “Project Details” are visible only when “Project Code” is associated with “Pack Slip No.”.

The system displays the following field in the “STN Details” multiline:

STN Line No.	The line number identifying the stock transfer note. The system generates the line number automatically.
Item Code	The code identifying the item.
Variant Code	The code identifying the item variant.
Item Variant Desc.	The description of the item variant.
UOM	The unit of measurement of the item specified in the stock transfer order.
Shipped Qty.	The quantity of item specified in the pack slip that is to be shipped.
Unit Cost	The cost of the item at the shipping point. The system calculates and retrieves the unit cost for each line item.
Order No.	The number identifying the stock transfer order.
Shipping Warehouse Code	The code identifying the warehouse at the shipping location from where the items must be shipped.
Ordering Point	The point identifying the location from where the stock transfer order was placed or raised.
Alternate UOM	The alternate unit of measurement for a catchweight item.
Alternate Quantity	The alternate quantity for a catchweight item.
WBS ID	A unique ID identifying the work break down structure of the project.
Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.

Note: The fields WBS ID, Task Code, Task Description fields are visible when the order number has reference to a project.

Check the box in the “Select” column of the multiline to select the stock transfer note number.
Click the “Create Stock Transfer Note” pushbutton to create a stock transfer note.

The system populates the “Value” from the pack slip to the “Item Basic Value” field for all the rows.

The system calculates the “Basic Value” as a sum of “Item Basic Value” for all the items.

The system populates “Transfer Value” with “Basic Value”.

The system populates “Transfer Price” with the respective “Unit Price”

The system populates “STN Net Amount” with “Basic Value”.

The system updates "Created by" with login user id and "Created date" with the system date.

The system updates the status of the note to “Fresh”.

The system saves the stock transfer note and its associated details.

The system displays the following detail:

Status	The system displays anyone of the following status. The options are:
	Fresh – indicates a newly created stock transfer note.
	Authorized – indicates a stock transfer note that is authorized. On successful authorization, the system updates the corresponding pack slip status to “Invoiced”.
	Canceled – indicates a stock transfer note that is deleted. The system soft deletes the selected note number and its associated details.
	Reversed – indicates a stock transfer note that is reversed. On successful reversing, the system updates the corresponding pack slip status to “Shipped”.
	Partially Received – indicates the status of the stock transfer note when the received and shipped quantity specified in the authorized stock transfer receipt does not match with the stock transfer note. .
	Returned – indicates a stock transfer note that is returned. The note that is in “Fresh” status can only be returned.
	Held – indicates a stock transfer note that is put to hold. The note that is in “Fresh” or “Authorized” status can only be put to “Held” status.
	Closed – indicates the status of the stock transfer note when the received and shipped quantities specified in the authorized stock transfer receipt matches for each line in the stock transfer note. The status is also set to “Closed” if the received and shipped quantities specified in the stock transfer receipt does not match with that of the authorized material lost in transit.

To proceed, carry out the following

Select the “Accounting Information” link at the bottom of the page to specify details regarding the accounts.
Select the “Specify Taxes and Charges by Item” link at the bottom of the page to specify the taxes and charges details for each item specified in the stock transfer order.
Select the “Specify Taxes and Charges by Document” link at the bottom of the page to specify the taxes, charges and freight details for the document as a whole.
Select the “View Stock Transfer Note Summary” link at the bottom of the page to view the summary of the stock transfer note.
Select the “Attach Notes” link at the bottom of the page to attach notes regarding the stock transfer note.
Select the “ Tax Calculation - Summary” link at the bottom of the page to specify the tax details pertaining to the stock transfer note.
Select the “View PackSlip Container Details” link at the bottom of the page to view the packslip container details
Select the “Edit Stock Transfer Note” link at the bottom of the page to modify the stock transfer note,
Select the “Authorize Stock Transfer Note” link at the bottom of the page to authorize the stock transfer note.
Select the “View Stock Transfer Note” link at the bottom of the page to view the stock transfer note.

The system displays the following:

Created By	The login user ID of the person who has created the stock transfer note.
Created Date	The date on which the stock transfer note was created.

Create Stock Transfer Note – An overview

This page allows you to create a note for the selected stock transfer order. The system generates the stock transfer note either manually or automatically based on the setting of “Numbering Type” field. If set to “Manual”, the number has to be entered manually or else it is generated automatically by the system. You can also select the pack slip based on which the pack slip details are retrieved and displayed in this page. You can also specify the point from where the items specified in the stock transfer order have to be shipped. The system updates the status of the document to “Fresh”. The system saves the note details. The system updates "Created by" with login user id and "Created date" with the system date.

Prerequisites

“Organization Setup” business component should be defined.
The analysis and subanalysis code should be defined in the “Account Based Budget” business component.
The account code should be defined in the “Account Rule Definition” business component.
The cost centre should be defined in the “Cost Centre Rule Definition” business component.
The numbering type should be defined in the “xxx” activity of the “Numbering Class” business component.
Mapping of organization unit with the “Component Interaction Modulator” business component should be defined for selecting a shipping point from that organization unit.
The pack slip for stock transfer orders should be in “Shipped” status.
Tax, charge definition should be defined in “TCD Administration” business component.
Tax, charge rule should be defined in “Tax, charge” engine.