Authorize Stock Transfer Order

This page allows you to authorize the selected stock transfer order details. Tell me more.

Select the “Authorize Order” link at the top of “Select Stock Transfer Order” page.

The “Authorize Stock Transfer Order” page appears.

The system displays the following:

Status

The status of the stock transfer order. It can be “Fresh”, “Amended”, or “Null”.

The system displays the following details in the “Ref. Information” group box:

Ref. Doc Type	The type of reference document. It can be either “Stock Transfer Receipt” or “Stock Transfer Request” or “None”.
Ref. Doc. No.	The number identifying the reference document.
Order No.	The number identifying the stock transfer order. The system checks for the existence of the order number.
Ordering Point	The point identifying the location from where the stock transfer order was placed or raised.
Order Date	The date on which the stock transfer order was created.

Enter the following field details:

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. 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.
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.
	Help facility available.
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”.
Carrier Code	A unique code identifying the carrier. Help facility available.
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:

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.
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.
	Help facility available.
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.
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:

Project OU	The organization unit in which the project is defined.
Project Code	A unique code identifying the project associated with stock transfer order.
Project Desc	The detailed description of the project.

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

Order Line No.

The line number identifying the stock transfer order.

Enter the following details:

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.
	Help facility available.
Variant Code	The code identifying the item variant (Alphanumeric, 8).

Based on the item and variant code entered, the system displays the following fields:

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.
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:

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 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.
Required Qty.	The quantity of items that is required to be transferred (Integer) Mandatory. The system ensures that the required quantity is not zero.
New Required Qty.	The new quantity of items that is required to be transferred (Integer)
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.
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.
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”. If the schedule type is set to “Staggered”, then the schedule quantity should not be left blank for all that order line number.

The system displays the following field:

ATP Qty.	The quantity of item available in a selected warehouse for a given promised date.
	Help facility available.

Enter the following field:

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:

Status

The status of the stock on running ATP. It can be either “Available” or “Not Available”.

Enter the following field details:

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. 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.
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 warehouse. It also checks if it is in “Active” status for receiving point and warehouse from the “Item 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.
	Help facility available.

The system displays the following field details:

Shipped Qty.	The quantity of item that were actually dispatched from the shipping location.
Received Qty.	The quantity of items that are received by the destination location.
Open Qty.	The open quantity for each order line number is calculated as a difference between Required Qty and (Issue Qty. + Shipped Qty). The open quantity for each schedule number is calculated as a difference between Schedule 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.
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.

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 for the order that is in “Amended” or “Fresh” status, 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.

Check the box in the “Select” column of the multiline to select the stock transfer order number.
Click the “Update Order” pushbutton at the bottom of the page to save the selected stock transfer order details before it is authorized.

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 checks if the item-variant is mapped to the attribute code from the “Attribute” business component for all the selected order(s).

The system retrieves the item account group for the items from the “Item Administration” business component.

The system retrieves and displays the analysis and subanalysis code for account code from the “Account Based Budget”.

The system checks if the item is dispositionable from the “Item Administration” business component. It also checks if the status of the stock is “Nettable”. If the two conditions are satisfied, then the system checks the free stock quantity for all the line where the available date is not left blank.

The system populates the calculated open quantity for each line.

Save the "Order No." with all its associated details. AND refresh the page with the saved records.

The system stores the login user ID and the system date along with the modified details.

The system generates the order line number for any order line.

If the required quantity is equal to the open quantity then the system deletes the lines that are selected for deletion.

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.

Click the “Authorize Order” pushbutton at the bottom of the page to authorize the selected stock transfer order details before it is authorized.

If for all the order line numbers, if the schedule type is “Staggered” then the system ensures that the sum of the schedule quantity is equal to the required quantity.

The system also ensures that the maximum and minimum quantitative values specified are within the limits of minimum and maximum value attached to the item variant-attribute from “Item Administration” business component. It also ensures that if the attribute type is set to qualitative then the system checks if any one of the values is attached to the item variant attribute from “Item Administration” business component

The system checks for the validity of analysis code, subanalysis code, account code and finance book combination from the “Account Based Budget” business component.

If ATP Quantity is less than Required Quantity / Schedule Quantity / Open Quantity then the system splits the schedules into two quantity schedules namely: Schedule 1: ATP quantity is set to required quantity or schedule quantity or open quantity. Schedule 2: contains the remaining quantity.

If the order is raised against “Stock Transfer Receipt” then the system updates the receipt closed quantity for all the selected order(s).

The system stores the login user ID and the system date along with the modified details.

The system updates the status of all the selected order(s) to “Authorized”.

Click the “Return Order” pushbutton at the bottom of the page to return the selected stock transfer order for making changes to the details.

The system updates the status of the order to “Returned”.

Click the “Print” pushbutton to print the stock transfer order details.

The system displays the following:

Created By	The login user ID of the person who has created the stock transfer order.
Created Date	The date on which the stock transfer order was created.
Last Modified By	The login user ID of the person who has last modified the stock transfer order.
Last Modified Date	The date on which the stock transfer order was last modified.

To proceed, carry out the following

Select the “Edit Item Attribute” link at the bottom of the page to specify the attribute details for each Order Line number.
Select the “Edit Order Schedule” link at the bottom of the page to create 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 “View Stock Transfer Order” link at the bottom of the page to view the stock transfer order.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist for the stock transfer order.

Authorize Stock Transfer Order – An Overview

This page allows you to authorize the selected order number. Based on the order number selected, the system retrieves and displays the order details in this page. This page also allows you to modify the details of the selected order. You can also specify the point from where the shipment of goods are to be done, the warehouse at the shipping point and also the priority in which the order is to be processed. You can also modify the details pertaining to the item specified in the order and also specify any details pertaining to the order. This page also retrieves the stock status for the selected order.

You can also update the details that are modified to the order before authorization. The system saves the order details. The open quantity is calculated and displayed for each order line number and schedule number. The status of the order on authorization is updated to “Authorized”. This page also allows you to return the selected order number. The status of the order on returning is updated to “Returned”. The login user ID and the system date are stored along with the modified details.