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This page allows you to modify the selected stock transfer order details. Tell me more.
Select the “Amend Order” link at the top of “Select Stock Transfer Order” page.
The “Amend Stock Transfer Order” page appears.
The system displays the following details:
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Status |
The status of the stock transfer order. It can be “Amended”, “Authorized” or “Returned”. If the order is in “Returned” status then the status prior to the “Returned” status should be “Amended”. |
The system displays the following details in the “Ref. Information” group box:
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Ref. Doc Type |
The type of reference document. |
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Ref. Doc. No. |
The number identifying the reference document. |
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Order No. |
The number identifying the stock transfer order. The system checks for the existence of the order number. The system retrieves and displays the details for the selected order number to the respective fields. |
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Ordering Point |
The point identifying the location from where the stock transfer order was placed or raised. |
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Order Date |
The date on which the stock transfer order was created. |
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Amendment No. |
The number identifying the amendment made for a stock transfer order. Every time an amendment is made, the system generates amendment number. |
Enter the following field details:
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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. All the shipping organization units mapped to the ordering organization unit will be available for selection. “Blank” will also be available for selection. The system retrieves the item type for the selected item and shipping point combination from the “Item Administration” business component. If the item type is “Kit”, “Model”, “Capital” or “Service”, the system displays an error message. The system ensures that the shipping point should not be changed for any single order line number if the pick or pack quantity is greater than zero. |
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Shipping Warehouse Code |
The code identifying the warehouse at the shipping location from where the items must be shipped (Alphanumeric, 10) Mandatory. The system checks if “Shipping WH Code” is mapped to the selected shipping point and also checks if it is in “Active” status from the “Storage Administration” business component. The system ensures that the shipping warehouse should not be changed for any single order line number if the pick or pack quantity is greater than zero. |
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Help facility available. | |
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Ordering Priority |
Use the drop down list box to select the priority code attached to servicing of stock transfer order. You can select from “1”, “2”, “3”, “4” or “5”. The system displays “1” by default on launch of the page. |
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Carrier Code |
A unique code identifying the carrier. Help facility available. |
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Sales Channel |
Use the drop-down list box to select the sales channel to which the sale is attributed. |
Enter the following field details in the “Default Entries” group box:
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Receiving Point |
Use the drop-down list box to select the point identifying the location to which the items specified in the stock transfer order must be dispatched. All the organization units that are mapped to the shipping point and where the stock transfer receipts are deployed will be available for selection. |
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Receiving Warehouse Code |
The code identifying the warehouse at the receiving location (Alphanumeric, 10) .The system checks for the validity of the code for the chosen receiving point and also checks if it is in “Active” status. |
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Help facility available. |
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Required Date |
The date on which the goods are required by the receiving warehouse (Date Format). The system ensures that the required date is not be less than the order date. |
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Promised Date |
The date on which the order is promised by the ordering point to be available at the receiving warehouse (Date Format). The system ensures that the promised date is not be less than the order date. |
Click the “Default” pushbutton to display the default values in the respective columns of the “Order Details” multiline.
The system displays the following field in the “Project Details” group box:
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Project OU |
The organization unit defined for the project. |
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Project Code |
A unique code identifying the project associated with stock transfer order. |
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Project Desc |
The detailed description of the project. |
The system displays the following field in the “Order Details” multiline:
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Order Line No. |
The line number identifying the stock transfer order. |
Enter the following details:
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Item Code |
The code identifying the item (Alphanumeric, 32) Mandatory. The system checks for the existence of the Item and also checks for the validity of the item-variant combination from the “Item Administration” business component. If the item-variant code is valid, then it checks if the status of the item is “'Active” for the shipping point, receiving point and warehouse from “Item Administration” business component. |
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Help facility available. | |
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Variant Code |
The code identifying the item variant (Alphanumeric, 8). |
Based on the item and variant code entered, the system displays the following fields:
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Item Variant Desc. |
The description of the item variant. The system retrieves the item variant description for the entered item and variant code from the “Item Administration” business component. |
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UOM |
The unit of measurement of the item specified in the stock transfer order. The system retrieves the stock uom for the entered item code from the “Item Administration” business component. |
Enter the following field details:
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Stock Status |
Use the drop down list box to select the status of the stock Mandatory. You can select either “Accepted” or “Rejected”. All the stock statuses that are mapped to “Stock Transfer Order” and ‘”Allocable” will be available for selection from the “Stock Status Definition” business component. The system displays “Accepted” by default on launch of the page. The system ensures that the stock status should not be changed for all the order line number where pick or the pack quantity is greater than zero. |
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Required Qty. |
The quantity of items that is required to be transferred (Integer) Mandatory. |
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New Required Qty.
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The new quantity of items that is required to be transferred (Integer) |
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Required Date |
The date on which the items specified in the stock transfer order are required (Date Format) Mandatory. The system ensures that the required date is not less than the order date. The system ensures that the required date should not be changed for all the order line number where pick or the pack quantity is greater than zero. |
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Promised Date |
The date on which the order is promised by the ordering point to be available at the receiving warehouse (Date Format) Mandatory. The system ensures that the promised date is not less than the order date. The system ensures that the promised date should not be changed for all the order line number where pick or the pack quantity is greater than zero. |
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Schedule Type |
Use the drop down list box to select the type of schedule in which the goods are to be shipped. You can select from “Single” or “Staggered”. |
The system displays the following field:
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ATP Qty. |
The quantity of item available in a selected warehouse for a given promised date. |
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Help facility available. |
Enter the following field:
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Available Date |
The date on which the item will be available for issue from the warehouse (Date Format). The system ensures that the available date should not be blank if the “Schedule Type” is set to “Single”. It also ensures that the available date is not less than the system date and order date. The system ensures that the available date should not be changed for all the order line number and schedule number where pick or the pack quantity is greater than zero. |
The system displays the following detail:
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Status |
The status of the stock on running ATP. It can be either “Available” or “Not Available”. |
Enter the following field details:
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Receiving Point |
Use the drop down list box to select the point identifying the location to which the items specified in the stock transfer order must be dispatched Mandatory. All the organization units where stock transfer receipt is deployed and mapped to the shipping point will be available for selection. ”Blank” will also be available for selection. The system retrieves the item type for the selected item and receiving point combination from the “Item Administration” business component. If the item type is “Kit”, “Model”, “Capital” or “Service”, the system displays an error message. The system ensures that the receiving point should not be changed for any single order line number if the pick or pack quantity is greater than zero. |
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Receiving Warehouse Code |
The code identifying the warehouse at the receiving location (Alphanumeric, 10) Mandatory. The system checks for the validity of the “Receiving WH Code” for the selected receiving point and also checks if it is in “Active” status from the “Storage Administration” business component. The system ensures that the receiving warehouse should not be changed for any single order line number if the pick or pack quantity is greater than zero. |
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Help facility available. |
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WBS ID |
A unique ID identifying the work break down structure of the project. |
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Task Code |
A unique code identifying the task. |
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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.
The system displays the following field details:
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Shipped Qty. |
The quantity of item that were actually dispatched from the shipping location. |
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Received Qty. |
The quantity of items that are received by the destination location. |
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Open Qty. |
The open quantity for all the order line number is calculated as a difference between Required Qty and (Issue Qty. + Shipped Qty). The system checks if the open quantity is greater than or equal to zero. Else the open quantity is calculated as a sum of issued quantity and shipped quantity. |
Click the “Get Item Details” pushbutton to retrieve the details of the item code entered.
Click the “Run ATP” pushbutton to evaluate the stock availability in the warehouse.
If the shipping point and shipping warehouse is changed, then the system populates the “ATP Qty.” for all the rows if the following conditions are satisfied:
1. Item Code should not be null and the item-variant combination is valid.
2. Item is flagged as "Dispositionable".
3. Stock status is “Nettable”.
4. Available Date should not be null.
If the shipping point and shipping warehouse is not changed, then the system populates the “ATP Qty.” for all the rows if the following conditions are satisfied:
1. Item Code should not be null and the item-variant combination is valid.
2. Item is flagged as "Dispositionable".
3. Stock status is “Nettable”.
4. Available Date should not be null.
5. At least required quantity or available date should have undergone modification.
The system populates the status as “Available” for those lines for which the returned “ATP Qty” is greater than “Open Qty”. The status is set to “Not Available” for those lines for which the returned “ATP Qty” is less than “Open Qty”. The status is left blank if the “ATP Qty.” or “Open Qty” is not entered.
Select the “View ATP” link at the bottom of the page to view the stock availability details.
Select the “View Stock Status” link at the bottom of the page to view the stock information in the warehouse.
Note: The system checks if the chosen "Shipping Organization Unit" is mapped to all the "Receiving Organization Unit " from the “Component Interaction Module” business component.
Check the box in the “Select” column of the multiline to select the stock transfer order number.
Click the “Amend Order” pushbutton to amend the details of the selected stock transfer order.
The system also ensures that both the “Shipping WH Code” and “Receiving WH Code” are different.
The system retrieves the financial company, business unit for the selected “Shipping WH Code” and “Receiving WH Code” from the “Organization Setup” business component. It also checks if the both the shipping and receiving warehouse are attached to the same financial company and is under the same business unit.
The system ensures the following criteria’s if the stock transfer order is being raised against a stock transfer receipt:
1. The "Shipping Point" in stock transfer order should be the "Receiving Point" of the stock transfer receipt.
2. The "Shipping WH Code" in stock transfer order should be attached to the same site as the "Receiving WH code" of the stock transfer receipt.
3. Checks for the existence of the item code in the stock transfer receipt.
4. Checks for the existence of the item code and variant code combination in the stock transfer receipt. If the item-variant combination exists in the stock transfer receipt, then the system checks if the rejected quantity is greater than zero for that item-variant combination.
5. The system calculates the receipt closed quantity as a sum of all the rejected quantity. The required quantity should not be greater than the rejected quantity obtained as a difference of the rejected quantity from stock transfer receipt and receipt closed quantity.
6. The schedule type should be “Single”.
7. The stock status should be “Rejected’.
The system retrieves and displays the analysis and subanalysis code for account code from the “Account Based Budget”.
If the following conditions are satisfied then the system automatically generates the amendment number. 1. The order number should not be in “Amended” status. 2. At least one field values should be modified.
The system populates the calculated open quantity for each line.
The system stores the login user ID and the system date along with the modified details.
The status of the stock transfer order is updated to “Amended” if the order status is “Authorized” or “Returned”. The amendment number is also generated.
The system generates the order line number for any order line, which is added.
The system allows deletion of the selected lines only if the open quantity is equal to the required quantity.
Click the “Print” pushbutton to print the stock transfer order details.
To proceed, carry out the following
Select the “Amend Item Attribute” link at the bottom of the page to specify the attribute details for each order line number.
Select the “Amend Order Schedule” link at the bottom of the page to specify schedule for all the order line number with schedule type as “Staggered”.
Select the “Accounting Information” link at the bottom of the page to specify details regarding the accounts.
Select the “Attach Notes” link at the bottom of the page to attach notes regarding the stock transfer order.
Select the “View Amendment History” link at the bottom of the page to view the history of the amendment made for an order.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist for the stock transfer order.
The system displays the following:
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Created By |
The login user ID of the person who has created the stock transfer order. |
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Created Date |
The date on which the stock transfer order was created. |
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Last Modified By |
The login user ID of the person who has last modified the stock transfer order. |
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Last Modified Date |
The date on which the stock transfer order was last modified. |
Amend Stock Transfer Order – An overview
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This page allows you to make changes to the selected stock transfer order. The system populates the selected stock transfer order details to the respective field in this page. Only authorized or returned orders can be amended. Changes to the shipping details, details pertaining to the item specified in the order can be done in this page. The system retrieves the stock availability in the warehouse. If the available quantity is greater than the open quantity, then the status is updated to “Available” if not it is set to “Not Available”. The system also retrieves and displays the ATP quantity and the calculated open quantity for each line. The system generates the amendment number automatically if the status of the order is not in “Amended” status and if at least one of the field values is modified. The system updates the status of the selected order to “Amended”. The system saves the modified details in this page. The login user ID and the system date are stored along with the modified details.
