Option 3699 - Suggested Inventory Transfers

The Suggested Inventory Transfers screen is used to calculate and recommend transfers between a parent branch and its twigs to keep inventory at its optimal levels.

The program can then create the transfers that will move the displayed items. Recommended transfer quantities are based on the available inventory at the Parent branch and at the Twig branch, and on the Minimum and Maximum inventory settings for the Twig branch.

How the Suggested Transfer quantity is determined:

The program reads thru the inventory for the Twig location and selects any item set up for that location.

Exception Vendor items for the Twig location are NOT included in the Suggested Transfers program.

Inactive items are only included if the item has backorders or future orders at the Twig location.

Items that are identified as Non-Stock for the Twig location are NOT included.

NOTE: The program will suggest a transfer when the Twig’s Available quantity is less than or equal to the Twig's Minimum quantity.

The suggested transfer will attempt to put the Twig’s inventory at the Maximum quantity.

The quantity suggested for transfer is calculated by:

1. The Twig’s Maximum inventory quantity minus the Twig’s Available quantity.

2. Then subtract any Open Transfers or In-pool Transfers inbound to the Twig location.

3. Then the suggested transfer quantity is compared to the Minimum Order Multiple (MOM). If the suggested transfer quantity is less than the Minimum Order Multiple,

round up the suggested transfer quantity to fill the Minimum Order Multiple increment.

4. Then the suggested transfer quantity is compared to the displayed Case or Pallet pack quantity.

a. If the suggested transfer quantity is less than the pack quantity, but greater than 50% of the pack quantity, round the suggested transfer quantity up to fill a complete pack quantity.

b. If the suggested transfer quantity is greater than the pack quantity, round the suggested transfer quantity up to fill the a complete pack quantity.

5. If the suggested transfer quantity is greater than the available quantity at the Parent branch, the suggested quantity is reduced to the available quantity at the Parent branch.

NOTE: All Twig items with requirements are displayed, whether a transfer is suggested or not. This allows the user to add a transfer request if one is not suggested by the program.

Initial suggestion display:

For Parent Branches:

When the initial screen is displayed, the user’s branch will default to the ‘From Branch’. Enter the Twig that you wish to generate the suggested transfers to in the ‘To Branch’ field. The Twig must be in the division of the Parent Branch.

For Twig Branches:

When the initial screen is displayed, the user’s parent branch will default to the ‘From Branch’; the user’s Twig location will default to the ‘To Branch’. These locations are locked and cannot be changed.

NOTE: For Twig locations, the display is for inquiry only. From and To branches cannot be changed, and Override quantities cannot be entered.

If this is the first time that suggestions are made for this Parent/Twig combination (or first time since the last transfers were generated), the program will go thru the process of calculating the suggested transfer quantities. If there is a pending suggestion batch, the pending batch will display.

When the program is calculating the suggested transfer quantities, the following message will display

F10 Function Key:

When the initial screen is displayed, only items with suggested transfers to the Twig location are displayed. The F10 function key will allow you to see all items for the Twig location that have shortages (where the Twig available quantity is less than the Twig established Minimum quantity). Pressing F10 again will return the display to only items with suggested transfers.

With F10 key on:

After pressing F10:

Listing all items with shortages gives the user the ability to manually add a transfer to the list if the item does not have a suggested transfer.

F11 Function Key:

The F11 function key will expand the list of items to show the Minimum and Maximum settings for the selected Twig Location.

With F11 key on:

Pressing F11 again will return the display to the initial setting.

If the Available quantity for the ‘TO branch’ is displayed in reverse image, this indicates the Available quantity at the ‘TO branch’ is below the Minimum quantity for the ‘TO branch’.

When the items are displayed, any open Transfers (active or in-pool) will display under the item line. And the suggested transfer quantity will be reduced by the quantity of open transfers.

Option 5 – Display Buyer’s Super screen:

Entering a ‘5’ in the Option column will display the Buyer’s Super screen (menu option 4150) for the selected Parent Branch and Item.

Exiting the Buyer's Super screen will return to the Suggested Transfer display.

Entering override quantities:

If needed, the user can override the suggested transfer quantity by keying the new quantity in the ‘Override Qty’ column. Enter in the required override quantities and press ENTER to post. The override quantity will display in reverse image to identify the items that are overridden.

The override quantity can be set to 0 if no transfers is to be generated for this item.

The override quantity entered can not be greater than the available quantity at the Parent location.

The quantities in the ‘Override Qty’ column are the quantities used when transfers are generated.

NOTE: Twig locations are not allowed to enter Override quantities.

Reloading suggested transfer quantities:

If it is needed to clear a pending batch and re-calculate the suggested quantities from the available inventory data, the F17 function key will re-calculate.

Re-calculating will clear any overrides that were entered, and re-calculate from the current inventory data.

When the F17 function key is pressed, the ‘Verify Suggestions Reload’ window will display to confirm the request. If the transfer suggestions are to be re-calculated, enter a ‘Y’ and press ENTER. Press ENTER without a ‘Y’ entered and the suggestions reload is cancelled, and all current suggestions are retained.

NOTE: Twig locations can reload suggested transfers for their location only. Reloading will remove any Override quantities.

Generating transfers:

When the user is satisfied with the suggested transfer quantities, they can press the F13 function key to generate transfers based on the suggestions.

NOTE: The user must have authority to menu option 3610 (‘Intercompany Transfer Entry’) to generate transfers.

NOTE: Twig locations cannot create transfers; the F13 function key is not available.

When the F13 function key is pressed, the ‘Verify Transfer Creation’ window will display to confirm the request. If the transfers are to be generated, enter a ‘Y’ and press ENTER. Press ENTER without a ‘Y’ entered and the transfer generation is cancelled, and all suggestions are retained.

After the requested transfers have been generated, the pending suggestions are cleared and a new suggestion list will be calculated.

Then the ‘Transfers created’ window will display asking the user if they wish to view the generated transfers.

Enter ‘Y’ to display the Intercompany Transfer Inquiry screen (same as menu option 3650).