Edit Stock Transfer Order

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

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

The “Edit Stock Transfer Order” page appears.

The system displays the following:

Status

The status of the stock transfer order for which the details are to be modified. It can be “Open”, “Fresh”, “Held”, “Returned” or “All”.

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”.

Note: If the document type chosen for the selected order number is “Stock Transfer Receipt” then the stock transfer receipt number should exist, the schedule type should be “Single” and the “Stock Status” should be “Rejected”. The stock transfer receipt should be in “Moved” status and should have at least one rejected item. The system checks if stock transfer order has not been already raised against the stock transfer receipt (“Receipt No”) for all rejected items. If the "Item code" and "Variant Code" combination exists in stock transfer receipt then the system checks if the "Item Code" and "Variant Code" combination has Rejected Qty greater than zero. If stock transfer order is being raised against a stock transfer receipt, the "Shipping Point" and the “Shipping WH Code” in Stock Transfer Order should be the "Receiving Point" and “Receiving WH Code” of the stock transfer receipt against which Stock Transfer Order is being raised and the Required Qty should not be greater than “Rejected Qty”.

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. The system retrieves and displays the details for the selected order number to the respective fields.
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. The order date should not be left blank.

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. 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.

Note: The system retrieves the Finance book for the "Shipping WH Code" from the "Storage Administration" business component.

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 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.
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 project.

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

Order Line No.

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

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).

Based on the item and variant code entered, 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 from either “Accepted” or “Rejected”. The system loads with those "Stock Status" which are mapped to "Stock Transfer Order" and "Allocable". The default value is set to "Accepted" if Accepted is one of the values of drop-down else it defaults with lowest alphanumeric value.
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”. If “Schedule Type” is " Staggered " and "Available Date" is not left blank, then the system neglects the entered "Schedule Type "and saves it as "Single".

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 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 is deployed will be available for selection. The system displays “Blank” as one of the values. The system retrieves the item type for an item for a shipping point combination. If the item type is “Kit” or “Model” or “Capital” or “Service”, the system displays an error message.
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.

The system ensures that the UOM is always equal to Stock UOM. The system checks if the "Shipping WH Code" and "Receiving WH Code" are under same BU. If it returns “No” then it checks if the system parameter is set to "Yes". Else the system throws an error.

Check the box in the “Select” column of the multiline to select the stock transfer order.
Click the “Edit Order” pushbutton at the bottom of the page to modify the details of the selected stock transfer order.

The system updates the order status to "Draft" if at least the field "Order Date", "Order No.", Shipping Point, Shipping WH Code, Item Code, Receiving Point and Receiving WH Code are filled and are valid and at least one of the mandatory information is not filled.

The order status is set to “Fresh" if all the valid mandatory information are filled and Schedule Type is only "Single". If the order status is "Returned" then the system updates the order status to "Fresh”.

If the "Schedule Type" is " Staggered ", the order status will be "Fresh" if all the Order Line number with Schedule Type " Staggered " is already scheduled and the Schedules are Valid.

If status of the order is "Held" or "Returned", then the system checks if the status prior to "Held" or "Returned" status is “Fresh".

If any "Order Line No." in the multiline is selected for “Deletion” then the system hard delete the selected order line number. On deletion, the order line number is regenerated.

The system saves the "Order No." with all its associated details if the Order Status is not "Held". Changes in field values cannot be saved if the Order Status is "Held".

The system defaults Analysis and subanalysis code for Account code, which is added.

The system populates "Created by" with Login User Id and "Created date" with the system date. The date thus populated should be in same format as specified in the login screen.

Click the “Delete Order” pushbutton to delete the selected stock transfer order.

The Order number should be soft deleted and the order status is changed to “Deleted” and saved.

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 “View ATP” link at the bottom of the multiline to view the ATP details.
Select the “View Stock Status” link at the bottom of the multiline to view the status of stock.
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 “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.

Edit Stock Transfer Order – An Overview

The page allows you to modify the selected order. Based on the order number selected, the corresponding order details are populated in this page. Modifications to the shipping point, shipping WH code, item details, required quantity and required date can be made in this screen. The status of the order on modification is updated to “Fresh”. The system also ensures that if the order status is “Held” or “Returned", then the status prior to it should be the “Fresh” status.

This page also facilitates you to delete the order number selected. Individual order line number in the multiline can also be deleted. The order line number is regenerated and the status is updated to “Deleted”. The login user ID and the system date are stored along with the modified details.