Inter-site transfers
Use this function to intervene on a stock line or a group of stock lines and transfer stock from one site to another for one or several companies. You can thus modify the stock status and unit on the target site.
The functionalities to be covered by the function are determined by the selection of a stock change transaction with the 'inter-site transfers' movement type that can be set up.
An Inter-site transfers function is also available in VT mode. This function, accessible from a virtual terminal, is used to create inter-site transfer transactions and launch the printing of labels automatically.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
When entering this function, choose a transaction amongst those set up.
Selection block
The inter-site transfer is performed on a specific slip. A same note can group subcontract transfers for several products. You must, however, select the stock lines to be modified product by product. Use the Product field of the Selection header block to filter the stock lines to be moved.
Stock lines block
You can intervene on a stock line or a group of stock lines. In the case of a mass inter-site transfer, select the stock lines by picking. These lines are displayed in the Stock selections panel. For the stock lines to appear in this selection panel, you need to enter a product code and source location in the dedicated field.
The stock lines thus selected generate the lines of the inter-site transfer slip.
Selection of stock lines
The Stock selection panel is populated with all the stock lines of the product. You can apply a filter to limit the number of lines: click Picking criteria and enter additional selection criteria.
In the selection panel, select the lines by picking either one by one or by group of lines. To select a group of lines: pick the first line and then the last line while holding down the Shift key on your keyboard. To select several groups of stock lines, use the Control and Shift keys of your keyboard.
The stock quantity selected on a line is limited to the available quantity for this stock line (this quantity is shown in the Stock lines selection panel).
- Case of products with serial numbers managed in Receipt & issue: the picking of serial numbers to be modified can be carried out in several ways:
- by a multiple selection of consecutive serial numbers in the selection panel: the system aggregates on a single slip line the group of selected consecutive serial numbers,
- by selecting line by line the serial numbers to be processed:the system only aggregates serial numbers if the line by line selection is made in consecutive serial number order. As soon as the sequence is broken, the system creates a new slip line.
- Case of products with serial numbers managed in Global receipt & issue: serial numbers are not displayed. To view and, if needed, distribute the quantities to the various serial number sequences, click Stock change detail entry from the Actions icon.
Inter-site transfers
The lines on the note created in this way show, according to the setup of the selected inter-site transfer transaction, the source stock information and the target stock information.
According to the role of the transaction used, you can change the target information to specify the quantity to be processed, the target location, the target license plate number, the target status, the target unit, or the movement description. You enter this information:
- either directly on the document line,
- or from the Detail entry screen of inter-site transfers if you want to distribute the selected stock throughout several locations, or with several statuses or several units.
Case of a status change
For each product, on the Management tab of the product record, you can specify if it is necessary to generate an analysis request if the new status will be of Q* type.
When creating the slip, the system generates as many stock movements as there are modified stock lines.
You cannot modify a created inter-site transfer: to modify a previous movement, you need to carry out a movement in the opposite direction. Nevertheless, the detail of the modifications made can be viewed by clicking Stock movement inquiry from the Actions icon on the slip line.
Inter-site or inter-company transfer
To transfer stock to another inter/intra-company site, you must use a transaction meant for this type of transfer.
Some information specific to inter-site transfers must be specified.
- Target site
This site can be part of the same company as the stock site entered, which is the originating site for the transfer or be part of a different company. In the last case, this is an inter-company stock transfer, and the Inter-company flag is updated automatically and cannot be modified. - Purchase site
This field is only used in an inter-company context. In this case, the purchase site is loaded by default with the destination site, if it is a Purchase site. When this is the case, the system assigns the first Purchase type site of the destination company.
Two controls are applied: - the entered purchase site must correspond to the same company as the target site,
- a customer record must be associated with the entered purchase site for the invoicing to be possible.
In an intra-company context, the purchase site is grayed out.
- Sales site
This field is only used in an inter-company context. In this case, the sales site is automatically loaded with the stock site (origin of the transfer) if it is of the Sales site, if not, the system assigns by default the first site of the Sales type having the same financial site as the stock site. If this is not possible, the system assigns the first sales site to be part of the same company as the stock site. A control checks that the specified sales site is part of the same company as the stock site.
In an intra-company context the sales site is disabled. - Target address in an intra-company context
This field is loaded by default with the address defined by default in the destination site. - Target address in an inter-company context
If the purchase site is defined as a customer, the destination address is the delivery address of this customer corresponding to the target site (reception site of the ship-to customer).
By default, an inter-company transfer is set to To be invoiced: the invoicing of such transfers is made using the automatic transfer invoicing function. Once the transfer has been invoiced, the invoice entry number is updated on the transfer entry in the dedicated field. An inter-site / intra-company transfer cannot be marked as "to be invoiced".Transfers in stock are facilitated transfers that do not manage returns, for instance. If you are to manage full and regular flows, the use of inter-site transfers is not recommended. In order to transfer goods between different companies, you need to use the Shipments and Receipts functions that can process returns and credit memos.
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Fields
The following fields are present on this tab :
Block number 1
| The storage site is initialized by default with the site linked to your function profile. |
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| Enter the entry number. |
| This is the description of the document. |
| Date utilisée à la comptabilisation du mouvement. Elle est initialisée avec la date du jour et peut être changée pour une date antérieure, si la date sélectionnée se situe dans une période ouverte du calendrier comptable.
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| Project reference that you associate with the stock movement. This project code will be stored in the PJT field in the STOJOU and STOCK tables if it was indicated in the document header. |
| Movement group, initialized by the movement group of the transaction being used. Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority. |
Intersites
| The name (title) of the production site. |
| This field is only useful in an inter-company context. In this case, the purchase site is loaded by default with the destination site, if it is a Purchase-type site. When this is the case, the system assigns the first Purchase-type site of the destination company.
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| This is the default address code for the receiving site chosen. This address will be printed on the order document sent to the supplier. |
| This field specifies if the transfer is an inter-company transfer. It is not available for modification. |
| The sales site must be part of the same company as the start site. |
| This is the invoice number. |
| This is used to indicate whether the transfer must be invoiced or not. |
Subcontract
| Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier. From the Selection icon, you can:
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| Sub-contractor address to which the transfer will be made. |
| In this field, enter a location by subcontract supplier address (where the supplier is defined as a customer). This location must be of the Sub-contractor type and will be used for sub-contractor deliveries.
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Selection
| This field is used to select the product. Selection start and end ranges must be entered for the product reference. |
| The display of this field depends on the setup of the entry transaction used. |
| The presence of this field is subject to the activity code WRH. |
| Reference of the location to be processed.
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Destination
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| The presence of this field is subject to the activity code WRH.
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| This field can only be viewed for stock changes of the Internal type.
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Stock picking
| This button is only available for Internal changes and when the entry transaction authorizes mass location changes. |
| This button is only available for Internal changes and when the entry transaction authorizes mass location changes. |
Grid Stock lines
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| This field indicates the quantity to be processed expressed in PAC.
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| This field indicates the quantity to process, expressed in STK. |
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| Enter a new packing unit of measure. |
| Enter the PAC-STK coefficient (packing and stock UoM). |
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| The presence of this field is subject to the activity code WRH.
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| Enter the new status. |
| Help common to every Stock change transaction screen Enter the license plate number used for the transfer. This field being available and the related management conditions (Displayed / Entered) are subject to the setup of the entry transaction used.
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| The type of location towards which the transfer will be carried out. |
| This is the location towards which the transfer must be carried out. The presence of this field and its management conditions (Displayed / Entered) depend on the setup of the entry transaction at use. |
| No help linked to this field. |
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| Use this parameter to save an analysis request to be processed by the Quality control function, in the event that the status has been entered with the 'Q' value. If the value of this parameter is "No", the switching of statuses to "A" or "R" cannot be performed in the Quality control function. It is necessary to use the Stock change transactions function. |
| Enter a free description that will be registered in all the stock transactions associated with the delivery line. |
| Order price. |
The analytical dimensions are initialized in compliance with the Default dimensions setup. Depending on the setup, they remain available for modification. |
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Action icon
Enter stock chge det
On entering a stock movement, you can distribute a stock line (or a set of stock lines for consecutive serial numbers, when the product serial numbers are managed in Receipt/issue), over:
- Several locations
- Several license plate numbers,
- or several statuses,
- Or several units
To do so, click this action to open the detailed entry window and distribute the quantity onto the required stock data.
The detailed entry window is composed of a header and a stock lines grid.
- The header picks up the stock characteristics of the stock line to be transferred (or stock lines if you selected consecutive serial numbers) as well as the quantity to be processed.
- The grid only picks up the destination stock information that the stock transaction plans to be modified as well as the quantity to be processed.
When the stock line applies to a product with serial numbers managed in Global receipt/issue, you cannot directly enter serial number sequences in this screen. To distribute the line over several serial number ranges, click Serial no. concerned from the Actions icon displayed at line start.
In the Actions panel, click the Analytical dimensions option to go to the inquiry and if needed to the modification of analytical dimensions linked to receipt and issue movements. Analytical dimensions are accessible only in the case of a stock transfer slip from one site to another. In the case of internal stock change or supplier transfer notes, analytical sections are not managed.
Invoice
Stock by Site Report
Impacted serial no.
This action is available when the serial numbers of the product are managed in Global receipt/issue and when the selected stock line corresponds to multiple serial numbers or serial number sequences.
Click this action to view the serial number sequences.
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Reports
By default, the following reports are associated with this function :
BONTRFEXT : External transfer notes
This can be changed using a different setup.
Specific buttons
Use this action to enter selection criteria and filter or limit the stock lines suggested in the selection panel. |
Menu Bar
Transaction
Click this action to view the setup of the inter-sites transfer transaction used.
Options/Dimensions
Click this action to view and potentially modify the analytical dimensions attached to the slip header, only in the case of an inter-site transfer slip.