Edit Stock Transfer Request

This activity allows you to modify the stock transfer requests that are in “Requested” status. In order to modify the request, the screen presents search criteria to select the request no or item created for the stock transfer request. Other than the item and request no, search criteria also captures the warehouses, transfer dates and request status to retrieve the related transfer requests. On entering the details in the search criteria the system retrieves the corresponding stock transfer details in the multiline.

You can modify the warehouse, transfer and receipt dates, quantity, zone and bin, lot and serial number details for the selected request number in the multiline. You can also change the status and the transfer type of the item to be transferred. On performing the necessary modifications to the stock transfer request, you can update the changes. A link is provided at the bottom of the page to view the free stock information of the item. A link named “Inquire Company Stock” is provided at the bottom of the page to view the free stock information of the selected request.

Select the “Edit Stock Transfer Request” link under the “Work Order Management“ business component.

The “Edit Stock Transfer Request” page appears.

Enter the following details in the “Search Criteria” group box:

Item Code

The code identifying the item for which the stock transfer request has been modified. The system ensures that the Item Code must exist in the Inventory Master for the login Business Unit. Item Code must be in “Active” status.

Variant Code

The code identifying the variant of the item being used as filter.

Note: For the Item Code/Variant, the system checks whether the login user has “All” access permissions to the Material Planner defined in the Control Unit.

Request No.	The number identifying the stock transfer request that has to be modified.
From Warehouse	The transfer warehouse for which the stock transfer request has to be modified.
To Warehouse	The receipt warehouse for which the stock transfer request has to be modified.
Stock Transfer Date	The transfer date for which the stock transfer request has to be modified.
Receipt Date	The receipt date for which the stock transfer request has to be modified.
Request Status	Use the drop-down list box to select the status of the stock transfer requests that have to be modified. You can select from “Requested” or “Released”. The system displays “Requested” by default on launch of the page.

Note: You cannot change the status of a stock transfer from "Released" to "Requested".

Click the “Search” pushbutton to retrieve the corresponding stock transfer request details that match the search criteria in the multiline.

The system retrieves the details of the Stock Transfer Request based on the search criteria entered. If none of the fields in the search criteria is entered, then the system retrieves all the Stock Transfer Requests for which the login user has at least “View” access permission to the Material Planner of the item.

The system displays the following in the “Stock Transfer Details” multiline:

Request No.	The number identifying the request being modified.
Item Code	The code identifying the item for which the stock transfer request was generated.
Variant Code	The code identifying the variant of an item for which the Stock transfer request was generated.
Desc.	The description of the item/item variant.
From Plant	The transfer plant from where the requested item has to be shipped. The value to this field is displayed based on the From Warehouse selected.

Modify the following details in the “Stock Transfer Details” multiline, if required:

From Warehouse	The transfer warehouse from where the requested item has to be shipped. Mandatory. The system ensures that this field cannot be left blank and should exist in the Inventory Master for the login Business Unit.
	Help facility available.

Note: For the From Warehouse, Item Code combination the system retrieves the From Plant and the UOM.

Stock Transfer Date

The date on which the item is to be moved from the From Warehouse. Mandatory. The Stock Transfer Date should not be less than the system date.

The system displays the following:

To Plant

The receipt plant that receives the item being moved from From Plant. The value to this field is displayed based on the To Warehouse selected.

Modify the following details, if required:

To Warehouse	The receipt warehouse that receives the item being moved from the From Warehouse. Mandatory. The system ensures that this field cannot be left blank and should exist in the Inventory Master for the login Business Unit.
	Help facility available.

Note: From Warehouse and To Warehouse must be different for a Request No. The "From Warehouse" and "To Warehouse" should belong to the same Business Unit.

Qty.

The quantity of the item that is to be moved from the From Warehouse to the To warehouse. The Quantity of the Stock Transfer should be greater than zero.

The system displays the following in the “Stock Transfer Details” multiline:

UOM

The production unit of measure of the item.

Modify the following details, if required:

Receipt Date

The date on which the item is available at the To Warehouse. Mandatory. The Receipt Date should not be less than the Stock Transfer Date.

The system displays the following in the “Stock Transfer Details” multiline:

Status	The status of the stock transfer request, which is updated upon modifying the request. It can be “Requested” or “Released”.
Problem	The problem associated with the stock transfer request, which is updated upon modifying the request.

Modify the following details, if required:

From Zone	The identifier of the zone in the From Warehouse. If this field is entered, it should exist for the From Warehouse.
	Help facility available.
From Bin	The identifier of the bin in the From Warehouse. If this field is entered, it should exist for the From zone.
	Help facility available.
To Zone	The identifier of the zone in the To Warehouse. If this field is entered, it should exist for the To warehouse.
	Help facility available.
To Bin	The identifier of the bin in the To Warehouse. If this field is entered, it should exist for the To zone.
	Help facility available.
Lot No.	The lot number of the item being moved from From Warehouse to To warehouse only if the item is Lot No controlled.
	Help facility available.
Starting Serial No.	The starting serial number of the item being moved from From Warehouse to To Warehouse only if the item is Serial No controlled.
	Help facility available.
Ending Serial No.	The ending serial number of the item being moved only if the item is Serial No controlled and computed based on the quantity being moved.
	Help facility available.

Modify the following details in the “Request Act” group box:

Transfer Type	Use the drop-down list box to select the type of transfer to be modified. You can select from “Single Step” or “Multiple Step”. The system displays “Blank” by default on launch of the page.
New Request Status	Use the drop-down list box to select the new status of the stock transfer request to be modified. You can select from “Requested”, “Released” or “Blank”. The system displays “Blank” by default on launch of the page.

Click the “Edit Stock Transfer Request” pushbutton to edit the stock transfer request for the selected item.

The system checks whether the status of the stock transfer request is “Requested”. If yes, updates the changes made to the necessary details of the transfer request. The system will not update the stock transfer request in “Released” status. If the Stock Transfer Request is in “Released” status, then the Date, Quantity or Warehouse cannot be modified. The Stock Transfer Request in “Released” status cannot be deleted.

The system updates the transfer type if it changed from single to multiple step or vice-versa. It ensures that the planning parameters should have been defined for the item in the Issue and Receipt Warehouse.. The system updates the stock transfer details in work order header and saves the details of the Stock Transfer Request modified.

The login user ID and the system date are updated in the “Created By” and “Created Date” fields.

The system displays the following:

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

To proceed, carry out the following

Select the “Inquire Company Stock” link at the bottom of the page to view the Physical stock information of the item.
Select the “Attach Notes” link at the bottom of the page to specify notes details.