Create Stock Transfer Order

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

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

The “Create Stock Transfer Order” page appears.

The system displays the following:

Status	The status of the stock transfer order. The system displays anyone of the following status. The options are:
	Fresh – indicates a newly created stock transfer order when all the mandatory fields are entered and if the “Schedule Type” is set to “Single”.
	Draft – indicates a newly created stock transfer order if any one of the mandatory fields is not specified and if the "Schedule Type" is set to " Staggered ".
	Deleted – indicates a stock transfer order that is deleted. Only unauthorized order(s) can be deleted.
	Authorized – indicates a stock transfer order that is authorized.
	Canceled – indicates a stock transfer order that is cancelled. Only authorized order(s) can be cancelled.
	Amended – indicates a stock transfer order that is amended. Only authorized order(s) can be amended. The order status will be in the “Amended” status until it is again authorized.
	Returned – indicates a stock transfer order that is returned. During authorization, the person in charge of authorizing the Stock Order Transfer, needs some changes to be done or does not want to authorize the order, in that case the order will be returned for modification. You can make changes in the Edit and Amend screen and the status is updated to “Fresh” or “Amended” respectively.
	Held – indicates a stock transfer order that is put to hold.
	Closed – indicates a stock transfer order that is closed.

Enter the following details in the “Ref. Information” group box:

Ref. Doc. Type	Use the drop-down list box to select the type of reference document Mandatory. You can select from either “None”, “Stock Transfer Receipt”. The options available are:
	None – indicates a stock transfer order that is created with out a reference document.
	Stock Transfer Receipt – indicates a stock transfer order that is created based on the stock transfer receipt. This will be used in case of Rejections at the Receiving point.
Ref. Doc. No.	The number identifying the reference document (Alphanumeric, 18). The system ensures that if the reference document selected is “Stock Transfer Receipt”, then the reference document number cannot be left blank.
	Help facility available.

Enter the following details:

Order No.	The unique number identifying a stock transfer order (Alphanumeric, 18) Mandatory. The number is displayed with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field. The order number can be automatically generated or manually entered. If entered manually then the order number should not be left blank.
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:

Ordering Point

The point identifying the location from where the stock transfer order was raised.

Enter the following details:

Order Date	The date on which the stock transfer order was created (Date format) Mandatory. The system displays “System date” by default on launch of the page. You can change the date if required. The system ensures that the order date is not greater than system date.
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 “Shipping Organization Units” mapped to the ordering organization unit in the drop-down list box and loads “Blank” as one of the values. It also checks if the chosen "Shipping Organization Unit" is mapped to all the "Receiving Organization Unit" chosen in the multiline.
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 with the chosen shipping point and also checks whether it is in “Active” Status or not. Both the “Shipping WH Code” and “Receiving WH Code” should be different.
	Help facility available.
Ordering Priority	Use the drop-down list box to select the priority code attached to the stock transfer order for servicing. You can select from “1”, “2”, “3”, “4”, or “5”. The system displays “1” by default on launch of the page.
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 fields in the “Default Information” 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.
Receiving Warehouse Code	The code identifying the warehouse at the receiving location (Alphanumeric, 10).
	Help facility available.
Required Date	The date when the goods are required by the receiving warehouse (Date Format).
Promised Date	The date on which the order is promised by the ordering point to be available at the receiving warehouse (Date Format).

Enter the following fields in the “Project Details” group box:

Project OU

Use the drop-down list box to select the project OU (Organization Unit) for stock transfer order. The combo is loaded with all organization units in which the project definition component is defined. The system displays “RSOU1” by default on launch of the page.

Project Code

A unique code identifying the project.

Help facility available.

The system displays the following field in the “Project Details” group box:

Project Description

The detailed description of the project.

Click the “Default” pushbutton to populate the details entered in this group box to the respective fields in the “Order Details” multiline.

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

Order Line No.

The line number identifying the stock transfer order. The system generates the line number automatically.

Enter the following details:

Item Code	The code identifying the item (Alphanumeric, 32). The system checks for the existence of the item and also for the validity of the item-variant combination. If the combination is valid then the system checks if the item status is “Active” for the shipping point, receiving point and warehouse.
	Help facility available.
Variant Code	The code identifying the item variant (Alphanumeric, 8).

The system displays the following fields:

Item Variant Desc.	The description of the item variant.
UOM	The unit of measurement of the item specified in the stock transfer order.

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” stock status. The system loads all the stock status that is mapped to stock transfer order and are allocable. The system displays “Accepted” by default on launch of the page if “Accepted” is one of the values or else it displays “Lowest Alphanumeric” values.
	Accepted – indicates that the stock is available for transfer.
	Rejected – indicates that the stock is not available for transfer at present in the warehouse.
Required Qty.	The quantity of items that is required to be transferred (Integer) Mandatory. This field cannot be zero.
Required Date	The date on which the goods are required by the receiving warehouse (Date Format) Mandatory. 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) Mandatory. The system ensures that the promised date is not be less than the order date.
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”.
	Single – indicates that the shipment of the goods to the customer is done in a single consignment.
	Staggered – indicates that the shipment of the goods to the customer is done in multiple consignments.

The system displays the following details:

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 reservation is made in the shipping warehouse (Date Format). The system ensures that this date is not less than the system date and order date. The system ensures that this field is not left blank if the schedule type is set to “Single”.

The system displays the following detail:

Status

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

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 that are mapped to the shipping point and where the stock transfer receipt are deployed will be available for selection. The system displays “Blank” as one of the values.
Receiving Warehouse Code	The code identifying the warehouse at the receiving location (Alphanumeric, 10) Mandatory. 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.
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 evaluates the stock availability.

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.

Select the “View ATP” link at the bottom of the page to view the ATP details.
Select the “View Stock Status” link at the bottom of the page to view the status of stock.
Check the box in the “Select” column of the multiline to select the stock transfer order number.
Click the “Create Order” pushbutton to create new stock transfer order.

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 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.

The system updates the order status to "Draft" if at least one of the mandatory information is not entered and also if the "Schedule Type" is set to " Staggered ".

The system updates the status of the stock transfer order to "Fresh" if all the valid mandatory information is specified and "Schedule Type" is set to "Single".

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

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.

To proceed, carry out the following

Select the “Specify Item Attribute” link at the bottom of the page to specify the attribute details for each Order Line number.
Select the “Create 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 “Edit Stock Transfer Order” link at the bottom of the page to modify the stock transfer order.
Select the “Authorize Stock Transfer Order” link at the bottom of the page to authorize the stock transfer 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.

Create Stock Transfer Order – An overview

A stock transfer order can be raised with or without a reference document. The order can be created based on stock transfer receipt . The order number is generated automatically or entered manually. If the order is raised based on “Stock Transfer Request”, then the system allows only automatic generation of order number.

If the stock transfer order is based on “Stock Transfer Receipt”, then the details pertaining to the receipt are populated to the respective fields in the page. The items with the stock status as “Rejected” and with schedule type as “Single” are only retrieved and displayed. The quantity of the rejected items should be greater than zero. In case the order is raised on “Stock Transfer Request”, then the system generates stock transfer order for each stock transfer request whenever the stock transfer request is released.

The details pertaining to the shipping and the receiving locations are also recorded in this page. The system also indicates the availability of stock on the available date, to meet the ordered quantity. It also checks for the stock availability, taking into consideration, the stock on 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 numbering type should be defined in the “xxx” activity of the “Numbering Class” business component.
The item details should be defined in the “Item Administration” business component.
Definition of dispositionable item in inventory
The UOM should be defined in the “UOM Addition” activity of the “UOM Administration” business component.
The warehouse code should be defined in the “Create Storage Information” activity of the “Storage Administration” business component.
The stock status should be defined in the “Configure Stock Status” activity of the Stock Status Definition business component.
The attribute details should be defined in the “Create Attribute” activity of the Attribute Definition business component.
The details of the stock transfer receipt should be defined in the “Create Stock Transfer Receipt” of the Stock Transfer Receipt 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.