Epicor Transfer User Guide

Solar Eclipse Transfers
Release 9.0.3
Disclaimer
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Copyright © Epicor Software Corporation. All rights reserved. No part of this publication may be reproduced in any
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Publication Date: April 27, 2017
Table of Contents
Transfers Overview....................................................................................................................................... 1
How Transfers Work..................................................................................................................................... 2
Committed Sales ....................................................................................................................................... 2
Minimum Amount .................................................................................................................................... 2
Maximum Amount .................................................................................................................................... 2
Economic Order Quantity or Low Sale Quantity...................................................................................... 3
Package Quantity and Divisibility ............................................................................................................ 3
Setup Requirements for Transfers................................................................................................................. 4
Control Maintenance Records................................................................................................................... 4
Authorization Keys ................................................................................................................................... 4
Setup Requirements for Suggested Transfers ............................................................................................... 6
Authorization Keys ................................................................................................................................... 6
Setup Requirements for Transfer Confirmation............................................................................................ 7
Control Maintenance Records................................................................................................................... 7
Authorization Keys ................................................................................................................................... 7
Branch Access........................................................................................................................................... 8
Transfer Order Entry Header Attributes ....................................................................................................... 9
Transfer Order Entry Body Attributes ........................................................................................................ 10
Transfer Order Entry Totals Attributes ....................................................................................................... 11
Transfer Order Entry Status Attributes ....................................................................................................... 12
Generations ............................................................................................................................................. 12
Print Options ........................................................................................................................................... 12
Creating Transfer Orders ............................................................................................................................ 14
Editing Transfer Orders .............................................................................................................................. 16
Cancelling Transfers ............................................................................................................................... 17
Vendor Consignment Transfers .................................................................................................................. 18
Copying Transfers to Purchase Order Bids................................................................................................. 19
Drilling Into Transfer Order Details ........................................................................................................... 20
Printing Transfer Orders ............................................................................................................................. 23
Printing Open Transfers in Batches ............................................................................................................ 24
Transfer Types ............................................................................................................................................ 25
Running the Suggested Auto Transfer Program ......................................................................................... 26
Scheduling the Run ................................................................................................................................. 26
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Table Of Contents
System Determinations ........................................................................................................................... 26
Creating Procurement Transfers Automatically.......................................................................................... 29
Changing Default Parameters for the Suggested Auto Transfer Queue...................................................... 31
Converting Suggested Transfers to Actual Transfers ................................................................................. 32
Displaying All Suggested Transfers Within Networks ............................................................................... 34
Confirming Procurement Transfers ............................................................................................................ 35
Posting Transfers ........................................................................................................................................ 37
Creating Transfers from the Transfer Surplus Queue ................................................................................. 38
Creating Transfer Truck Schedules............................................................................................................. 40
Transferring Lot Items ................................................................................................................................ 41
Transfer Reports Overview ......................................................................................................................... 42
Running the Transfer Register .................................................................................................................... 43
Running the Transfer Sales Report ............................................................................................................. 44
Running the Open Transfers Report ........................................................................................................... 45
Running the Transfer Summary Report ...................................................................................................... 46
Index ........................................................................................................................................................... 47
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Transfers Overview
Transfers move inventory between branches without creating purchase orders and incurring additional
procurement costs.
You can use transfer orders to procure an unavailable item for an order or reduce the number of items to
purchase. In addition, you can replenish branches by transferring surplus stock from one branch to
another and balance inventory between your branches. Unless there is a committed sale, transfers to a
child branch are allowed only when the transfer does not cause the parent branch to fall below order
point.
Use the Transfer Confirmation Queue to track requests from other branches. Use the Transfer Surplus
Queue to create transfers from surplus quantities identified on the Suggested P/O Queue. These queues
help you avoid having to make short buys.
The Suggested Auto Transfer program helps automate the transfer process for surplus inventory among
the branches. Similar to the Suggested P/O Queue, items to be transferred to replenish branches are listed
for review before converting the suggested transfers to actual transfers.
You can check on transfer completion with the Confirming Procurement Transfers program. During A/P
Reconciliation, run the Transfer Register report for disputed items.
This section contains the following topics:
• Setting Up Transfers
• Entering a Transfer Order
• Editing a Transfer Order
• Posting Transfers
• Batch Printing Open Transfers
• Using the Transfer Surplus Queue
• Using the Transfer Truck Schedule
• Transfer Reports
© 2017 Epicor Software Corporation. All rights reserved.
1
How Transfers Work
Rel. 9.0.3
How Transfers Work
The Transfer program helps you move stock between branches of your company taking into consideration
committed sales, minimum and maximum amount required, economic order quantity (EOQ) and package
quantity division.
Committed Sales
A parent branch transfers stock to a child branch only if there is stock available. Normally, a transfer is
not completed if it will cause the parent branch to fall below order point. However, if there is a committed
sale at the child branch, then the transfer processes.
For example, a parent branch has a projected inventory level (PIL) of 12 and an order point of 12. All
child branches have PILs of zero, but different transfer points. Branch 3 has a committed sale of three
items. The Suggested Auto Transfer program transfers three items to branch 3 to cover the committed
sale. However, if there is a divisibility flag set, this changes what the parent branch can send. See Package
Quantity and Divisibility.
Minimum Amount
After the Suggested Auto Transfer program has allocated stock from the parent branch to satisfy
committed sales in the child branches, the system calculates if the parent branch has sufficient stock to restock the child branches back to their transfer minimums. The transfer point is the threshold for that
branch that triggers the replenishment. The transfer minimum calculation is the transfer point minus the
safety days. Transfer minimums provide each branch with stock based on demand and the current
transfer cycle days.
If a child branch has Min/Max values set, the Suggested Auto Transfer program uses the minimum value
in place of the transfer minimum of the child branch. However, if the Respect Item Min/Max For
Suggested Transfers control maintenance record is set to Yes, then the child branch must fall to the
minimum setting before the transfer is triggered.
For example, a parent branch has a PIL of 26 and an order point of 12. All seven child branches have
PILs of zero, but different transfer points. Branch 3 has a committed sale of three items. The Suggested
Auto Transfer program transfers three items to branch 3 to cover the committed sale. With the remaining
items, the system allocates five items to branch 2, three items to branch 3, and two items to branch 4 to
bring them back to the transfer minimums. Branch 5 receives one of its minimum of two because the
parent branch has reached its order point of 12. Branches 6 and 8 receive none.
Maximum Amount
After the Suggested Auto Transfer program has allocated stock from the parent branch to satisfy
committed sales and transfer minimums in the child branches, the system calculates if the parent branch
has sufficient stock to re-stock the child branches back to their transfer maximums. The transfer
maximum is the transfer point. If a child branch has Min/Max values set, the Suggested Auto Transfer
program uses the maximum value in place of the transfer maximum of the child branch.
For example, a parent branch has a PIL of 46 and an order point of 12. All seven branches have PILs of
zero, but different transfer points. Branch 3 has a committed sale of three. The Suggested Auto Transfer
program transfers three items to branch 3 to cover the committed sale leaving the parent branch with 43
items. With the remaining items, the system allocates enough stock to bring the child branches up to
transfer minimums. The parent branch now has 22 items left. The system allocates two items to branch 2,
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Rel. 9.0.3
Solar Eclipse Transfers
three items to branch 3, one item to branch 4, one item to branch 5, and three to branch 6. The parent
branch has reached its order point of 12, therefore branch 8 cannot be brought up to its transfer maximum.
Economic Order Quantity or Low Sale Quantity
After the Suggested Auto Transfer program has allocated stock from the parent branch to satisfy
committed sales, transfer minimums, and transfer maximums in the child branches, the system calculates
if the parent branch has sufficient stock to re-stock the child branches to the EOQ or low sale quantity,
providing that it is greater than the transfer point plus any committed sale.
For example, a parent branch has a PIL of 61 and an order point of 12. All seven branches have PILs of
zero, but different transfer points. Branch 3 has a committed sale of three. The Suggested Auto Transfer
program transfers three items to branch 3 to cover the committed sale leaving the parent branch with 43
items. With the remaining items, the system allocates enough stock to bring the child branches up to
transfer minimums. The parent branch now has 37 items left. The system allocates stock to bring the child
branches up to transfer maximums and leaves the parent branch with 27 items. The system then allocates
three items to bring branch 2, three items to branch 4, three items to branch 5 and six items to branch six.
Since branch 3 had committed sales and branch 8 has a transfer point greater than its EOQ and low sale
quantity, no additional stock is transferred to those branches.
Package Quantity and Divisibility
After the Suggested Auto Transfer program has allocated stock from the parent branch to satisfy
committed sales, transfer minimums, transfer maximums, and EOQ or low sale quantity in the child
branches, the system considers the effect of buy package quantities and divisibility requirements of the
child branches in a central warehouse scheme.
If the divisibility flag is set to No, the Suggested Auto Transfer program adjusts the stock quantities
allocated to the child branch in multiples of the buy package quantity. Setting the flag to No can produce
negative results. For example, if a child branch has a committed order of 10 items and the parent branch
has 9 items available, and the system cannot break package quantities, then the parent branch does not
transfer any items.
If the flag is set to Yes, then the Suggested Auto Transfer program adjusts the stock quantities allocated to
the child branch in multiples of the buy package quantities compared with the EOQ of the child branch.
If rounding to the buy package results in a transfer quantity that is twice the EOQ or more of the child
branch, then the system transfers only what the branch needs up to the EOQ.
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3
Setup Requirements for Transfers
Rel. 9.0.3
Setup Requirements for Transfers
Following are the control maintenance records and authorization keys used for Transfer Order Entry.
Before using Transfer Order Entry, you need to set up each branch to handle transfers. Also, you must
assign authorization to users who work with transfer orders.
Control Maintenance Records
Set the following control maintenance records:
• Check Customer Credit On Procurement
• Check Branch Authorization for Price Branches on Select Screens
• Copy Comments For Hazard Items To Transfers
• Copy Comments For Procured Items To Transfers
• Create Log Entry When A Transfer Is Shipped Incomplete
• Default Ship Via For Transfers
• Default Vendor Consignment On Transfers
• Display Alternate Billing Address in TOE
• Enable Automatic Suggested Transfers From Cross Dock Printing
• Enable Branch Authorization For Transfers
• Enable Immediate Print/Process From Cross Dock Sug Transfer
• Enable Receive Branch Transfers In Closed Accounting Period
• Enable User To Receive Transfers Shipped In A Period Now Closed
• Enter Outbound Serial Numbers On Transfers
• Percentage Of Mother Branch's OP Protected In Suggested Transfer
• Print Transfer Receiver Instead Of Transfer Register
• Prompt For Serial Numbers On Outbound Transfers
• Re-Sort Transfer Items When Closed For Branch
• Reprocure Backordered Tagged Transfer Quantities
• Respect Item Min/Max For Suggested Transfers
• Update Associated Trackers Upon Invoicing Of Orders
• Update Cost On Sales Order From Tagged Transfer Order
• Use Receiving Branch When Pricing Transfers
Authorization Keys
Assign the following authorization keys:
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Solar Eclipse Transfers
• CONV.SUGGESTED.TRANSFER
• COGS.VIEW - for Transfer Register Report only
• PROCUREMENT.ALL.BRS
• SUGGESTED.AUTO.TRANSFER
• SOE.CREDIT.RELEASE - for releasing transfer orders on credit hold
• TOE.ALLOWED
• TOE.BID.COST.EDIT
• TOE.BID.COST.EDIT.NONSTOCK
• TOE.BID.PRC.EDIT
• TOE.CLOSED.CHANGE.BRANCH
• TOE.CLOSED.ORDER.CANCEL
• TOE.CLOSED.ORDER.EDIT
• TOE.CLOSED.ORDER.OPEN
• TOE.CLOSED.PRC.EDIT
• TOE.CLOSED.QTY.EDIT
• TOE.COST.EDIT
• TOE.COST.EDIT.NONSTOCK
• TOE.CREDIT.QTY
• TOE.EDIT.VIEW.ONLY.NOTES
• TOE.OPEN.ORDER.EDIT
• TOE.OPEN.PRC.EDIT
• TOE.OPEN.QTY.EDIT
• TOE.ORDER.TO.BID
• TOE.PIL.DAYS.OVRD
• TOE.SCHEDULE
• TOE.WRITER.COST
• TOE.WRITER.EDIT
• TRANSFER.CONFIRMATION
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Setup Requirements for Suggested Transfers
Rel. 9.0.3
Setup Requirements for Suggested Transfers
Following are the authorization keys used for Suggested Transfers.
Authorization Keys
Assign the following authorization keys:
• CONV.SUGGESTED.TRANSFER
• SUGGESTED.AUTO.TRANSFER
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Rel. 9.0.3
Solar Eclipse Transfers
Setup Requirements for Transfer Confirmation
Following are the control maintenance records and authorization keys used for Transfer Confirmation,
along with additional set up requirements for users who may need access to specific branches. For more
information, click here.
Control Maintenance Records
Set the following control maintenance records:
• Change Both COGS And COMM-COST On Override
• Create Log Entry When A Transfer Is Shipped Incomplete
• Enable Branch Authorization for Transfers
• Enable User To Receive Transfers Shipped In A Period Now Closed
• Reprocure Backordered Tagged Transfer Quantities
Authorization Keys
Assign the following authorization keys:
• CONV.SUGGESTED.TRANSFER
• POE.ALLOWED
• PROCURE.GRP.MAINT
• PROCURMENT
• PROCUREMENT.ALL.BRS
• PROCUREMENT.CONFIRM
• PROCUREMENT.OVERRIDE.AVL
• SUGGESTED.PO.QUEUE
• SUGGESTED.TRANSFER
• TO.PRICE.VIEW
• TOE.ALLOWED
• TOE.BID.COST.EDIT
• TOE.BID.PRC.EDIT
• TOE.CLOSED.CHANGE.BRANCH
• TOE.CLOSED.ORDER.CANCEL
• TOE.CLOSED.ORDER.EDIT
• TOE.CLOSED.ORDER.OPEN
• TOE.CLOSED.PRC.EDIT
• TOE.CLOSED.QTY.EDIT
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7
Setup Requirements for Transfer Confirmation
Rel. 9.0.3
• TOE.COST.EDIT
• TOE.COST.EDIT.NONSTOCK
• TOE.CREDIT.QTY
• TOE.EDIT.VIEW.ONLY.NOTES
• TOE.OPEN.ORDER.EDIT
• TOE.OPEN.PRC.EDIT
• TOE.OPEN.QTY.EDIT
• TOE.PIL.DAYS.OVRD
• TOE.SCHEDULE
• TOE.WRITER.EDIT
• TRANSFER.CONFIRMATION
Note: The system lets you control which users have the authority to confirm transfers.
Users without the authority can only use Transfer Confirmation in view-only
mode.
Branch Access
To confirm transfers, a user must have access to each of the branches involved in the transfer. Verify that
the Home Branch and Home Territory fields, as well as any inventory inquiry territory and appropriate
branch access is set up.
To enable access to branches, ensure that the needed branches are listed in the User Accessible Branches
window.
• To add a branch, move the cursor to a blank line in the Branch ID column and press F10. Choose
from the list that displays and click OK.
• To delete a branch, move the cursor to the branch to be deleted and press Alt-Delete.
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Rel. 9.0.3
Solar Eclipse Transfers
Transfer Order Entry Header Attributes
Use the Header tab for administrative information that applies to an entire transfer order. For example,
use the Header tab to enter the order writer and picker IDs, source of the transfer, and shipping
instructions. Update the fields as needed.
The following fields are available:
Field
Description
Transfer #
Populated by system. Number of the transfer order.
Date Ordered
The date the transfer order was created.
Picked By
User ID of person who picked the product to fulfill the order.
Written By
Person creating transfer order. If you are logged onto your own account, your user ID
displays in this field.
Source of Transfer
Select Inside Sales or Showroom Sales to indicate from where the transfer request
originated.
Print Style
Any print style used to format the printing.
Payment Terms
If default terms have been set up in this vendor's record, the system populates this field
with those terms. Override the payment terms ONLY if you have secured special terms
of payment for this purchase order. If the vendor has the wrong default payment terms
you can change the terms to another payment terms available.
Order ID
A user-defined label attached to the transfer order for more specific identification. An
Order ID can be added to any open transfer order to differentiate it from other transfer
orders, such as a tagged order number.
Phone Number
Enter the vendor's phone number. If this vendor's record has a phone number on the
FIRST line of the Contact/Phone input fields, that phone number appears here.
Bonded Expiration
Date
Indicate the date after which ownership of the product is taken.
Shipping
Instructions
Enter instructions specific to the vendor in this field. These instructions appear at the top
of the transfer order.
Internal Notes
Any confidential notes about the transfer order.
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9
Transfer Order Entry Body Attributes
Rel. 9.0.3
Transfer Order Entry Body Attributes
The Body tab of a transfer order lists the branches and the products on the transfer order. You also use
this window to add, change, and delete products on the order. You can also price and schedule products
from the Body tab. The status line displays the order number, order status, shipping branch, receiving
branch, required date, and ship date.
There are several views from the Body tab that help you display the information for the transfer that you
need.
Note: You cannot create user-defined views in the Body of Sales Order Entry, Purchase
Order Entry, or Transfer Order Entry. For more information about user-defined
views, see User-Defined Views Overview.
Use the Use Receiving Branch When Pricing Transfers control maintenance record to indicate whether
the system prices transfers using the receiving branch. The system looks to the ship-to and bill-to entities
for a valid matrix cell before using this setting. For information on setting up matrix cells, see Creating
Individual Matrix Cells. For information on how the matrix hierarchy works, see Understanding the
Pricing Matrix Hierarchy.
Use the Inquiries menu to view the manufacturer's online catalog or inquiry information such as
Inventory History or Buy Line Maintenance.
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Rel. 9.0.3
Solar Eclipse Transfers
Transfer Order Entry Totals Attributes
The Totals tab shows the value of the inventory being transferred. To display the totals information for a
transfer order, click the Totals tab on other transfer windows.
The Totals tab for a transfer order displays the ship-date totals for the transfer including freight and
handling charges. Unlike sales orders, you cannot enter payment amounts on the Totals window for a
transfer order. You can edit the freight, handling, or sales tax amounts, all of which accept negative
amounts.
The window is divided into two primary areas:
•
Ship date totals on the left.
•
Shipment quantities on the right.
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11
Transfer Order Entry Status Attributes
Rel. 9.0.3
Transfer Order Entry Status Attributes
Use the Status tab to specify when and how the order is processed. For each generation of the order, you
can edit the order status, printing status, shipping/receiving date, and shipping method.
Click the Status tab of a transfer to open the Status window for that transfer order. The transfer’s Status
tab is used to detail when and how the shipments are made for each generation. The branch receiving the
transfer changes the status after the shipments arrive.
The status codes are as follows:
• Open transfer - The order has not been shipped or received.
• Shipped transfer - Order has been shipped as is in transit.
• Received transfer - Order has been received by the intended branch.
• Request for Bid - Requires a bid before completing the transfer.
• Canceled transfer.
Note: You can edit purchase orders and transfers attached to shipment only if they have a
Received or Cancelled status. Otherwise orders attached to shipments are not
editable.
Use the Cross Dock option to access the Cross Dock program to receive material at a central warehouse
and distribute it as you receive it. For more information, see Tracking Cross Docked Material.
Use the Manifest Queue option to access the Manifest Queue to create a report that lists the orders to be
delivered to one or more customers by different ship vias, such as a company truck or commercial carrier,
if the order is on a manifest.
Use the Ship Via Branch Overrides/Auto Scheduling window from Branch Maintenance to set the routing
ticket flag to indicate if you want routing tickets to print when a transfer is released.
Use the Enable User To Receive Transfer Shipped In A Period Now Closed control maintenance
record to indicate if you want users to be able to modify a received transfer order after the accounting
period closes.
Generations
Generations on transfer orders work the same as generations on purchase orders. You can add generations
to transfers when necessary, such as when changing shipping branches or shipping dates.
You can view generations on the transfer order's Status tab. When you change to the second generation
and switch to the Totals tab, the system displays the second generation's totals for the transfer. When you
switch to the Body tab, however, the first generation displays.
Print Options
Use the Print menu to access the Order Reprinting Options.
The system determines printer location selections for transfers using the following order:
• The system uses Printer Location Override defined for the order's ship via and shipping branch
according to the settings in Branch Maintenance.
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Rel. 9.0.3
Solar Eclipse Transfers
• The system prints to the location assigned to the shipping branch in Printer Location Maintenance.
• The system uses the printer location assigned to the user.
© 2017 Epicor Software Corporation. All rights reserved.
13
Creating Transfer Orders
Rel. 9.0.3
Creating Transfer Orders
Use Transfer Order Entry for procurement or replenishment of stock between branches without specific
sales commitments. You can fill orders that do not have branch procurement sources set, transfer
overstock to a branch that can sell it easier, or balance inventory throughout branches.
You can only transfer quantities that are currently available. Unlike customer sales orders, the system
does not allow transfer orders to contain backorders of items. The system notifies you if the item is not
available and allows you to remove it from the transfer.
Note: If you are transferring cuttable products, the system does not include products that
have not yet been cut.
Consider the following control maintenance records:
• Products with hazardous warnings attached retain the warning labels when added to a transfer. Use
the Copy Comments For Hazard Items To Transfers control maintenance record to indicate
whether to keep the comments attached.
• A transfer can be priced based on the shipping branch or the receiving branch. Use the Use
Receiving Branch When Pricing Transfers control maintenance record to indicate if you want to
use the receiving branch for pricing the transferred items. The default is No.
• When transfer orders are released and invoiced, a message is appended to any associated tracker.
Use the Update Associated Trackers Upon Invoicing Of Orders control maintenance record to
indicate if you want messages sent to those users on associated trackers.
• If the Enable Branch Specific Products For control maintenance record is set to Price Branch
for transfers and if either the Ship or Receive branch is authorized then the product is authorized
for transfer.
To create a transfer order:
1. From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry window.
2. In the Ship From field, enter the branch from which the transfer is coming.
Note: Type All in both fields for step 2 and 3 for a list of open transfer orders.
3. In the Ship To field, enter the branch from which the transfer is going. If there is only one Ship to
branch, the information populates in the Ship-To field.
4. Select New from the Transaction Selection window to create a new transfer order.
Note: You must be assigned the Enable Branch Authorization For Transfers control
maintenance record in order to create a new transfer.
5. In the Qty/Unit and Product Description fields, enter the items you want to transfer. The system
populates the remaining columns, such as UM. The UM column displays the quantity unit of
measure.
Note: When transferring a product that is a non-lot or non-detail lot item in one branch to
a branch where the product is a lot or detail-lot item, the Split Locations window
displays and you are prompted to enter the lot number. If you use incremental,
sequential lot assignments, you can have the system automatically assign lot
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Rel. 9.0.3
Solar Eclipse Transfers
numbers. Also, this window only displays if the Prompt For Lot ID On Process
Of P/O control maintenance record is set to Yes.
6. In the Ship Prc and Recv Prc fields, verify and update the information, if needed.
7. Use the View menu to select other column information to view.
8. Click Status tab and verify the Status information.
9. Click the Header tab, to update the Header information, such as shipping address or contact
information.
10. Click the Totals tab to verify the total cost of the inventory being transferred.
11. Save your changes and exit the window.
© 2017 Epicor Software Corporation. All rights reserved.
15
Editing Transfer Orders
Rel. 9.0.3
Editing Transfer Orders
Use Transfer Order Entry to edit information on open transfer orders. For example, when a transfer ships,
you need to change the status of the shipping generation from Open to Shipped.
About Multiple Sessions:
When opening an order, if you select an order that you already have open on your computer, the
system notifies you: "You are already editing order: <order number>. Press OK to continue."
After clicking OK, the system brings the order to the front.
If you try to open an order you already have open on another computer, the system prompts you
to confirm that you want to run more than one session. After confirmation, the system notifies
you: "Order <order number> is being edited by <UserID>." For more information about multiple
Solar Eclipse sessions, see Viewing and Logging Out of Multiple Solar Eclipse Sessions.
You must have the TOE.WRITER.EDIT authorization key assigned to edit any transfer orders. If you
have the TOE.WRITER.COST authorization key, you can edit costs only on orders that you have created.
You can edit the shipping and handling charges associated with a transfer. Transfers in a closed
accounting period open in Edit Receiving Only mode. You are warned if you try to open a transfer that is
being picked or received. You must confirm that you want to continue. If you have authorization, you can
add internal notes to a closed transfer, if necessary.
If the shipping generation is shipped but the received generation is open we will still allow the user to edit
the qty on the open received generation. You must have the TOE.OPEN.QTY.EDIT authorization key
assigned.
Note: To make it easier to see how an order breaks into generation, the system provides
generation highlighting and generation tooltips that you can turn on. For more
information, see Using Generation Display Options.
You can only transfer quantities that are currently available. Unlike customer sales orders, you cannot
have a transfer order that contains backorders of items.
Use the Update Cost On Sales Order From Tagged Transfer Order control maintenance record to
specify whether to update the cost on a sales order containing items that are tagged to a transfer for
procurement when a change is made to the Transfer Received Price of the tagged transfer.
Transfers have three stages:
•
Open Transfer - For both shipping and receiving.
•
Shipped Transfer - When shipped, the shipping status changes to S.
•
Received Transfer - When received, the receiving status changes to R.
Note: If you are editing a transfer that in a closed accounting period, you can change only
the segment that has Open status to Received status and if you have the
TOE.CLOSED.ORDER.EDIT authorization key assigned.
You can also cancel a transfer order, if necessary.
When transfer orders are released and invoiced, a message is appended to any associated tracker. Use the
Update Associated Trackers Upon Invoicing Of Orders control maintenance record to indicate if you
want messages send to those users on associated trackers.
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Rel. 9.0.3
Solar Eclipse Transfers
To edit a transfer order:
1. From the Xfers menu, select Transfer Order Entry to display the Initial Order Entry window.
2. In the Ship From field, enter the branch to which the transfer is coming.
Note: The system uses the ship via based on the Terminal ID of the shipping branch for
the shipping side of the order.
3. In the Ship To field, enter the branch to which the transfer is going.
The Transaction Selection dialog box displays existing transfers and the option New. Shipped
transfers are indicated by a "-Shp" following the order number. You cannot edit transfers after the
transfer has been placed on a shipment. If the transfer is on a shipment, you can use the Shpmt
option to view the shipment.
Type All in both fields for step 2 and 3 for a list of open transfer orders.
Note: The system uses the receiving branch's default ship via.
4. Select the transfer you want to edit and click OK.
Note: If there is only one transfer associated, no selection is needed and the Body
window displays.
5. Edit the fields as necessary to update information.
Note: If you update the received price or ship price, the system adds a comment to the
change log. For information on repricing a transfer, see Overriding Prices on
Orders.
6. Click the Status tab and verify the status information.
7. Click the Header tab to edit information on the order's Header window.
8. Click the Totals tab to verify the value of the inventory being transferred on the Totals window.
9. Use the Search & Select menu from the Body tab to find products on the order. If a product is
not on the order, an error message displays.
10. Save your changes and exit the window.
Cancelling Transfers
If you cancel the transfer, the system checks that all generations of the transfer are in open accounting
periods and that you have authorization. If one of the generations is not able to be cancelled, the system
discontinues the cancellations.
If the generations are able to be cancelled, then the system displays the following message: You are about
to cancel Invoice #: invoice number. This will cancel both the shipping and receiving generations. Type
CANCEL to continue.
If the generation has not been processed when you try to cancel, the system displays the following
message: You are about the cancel both the shipping and receiving generations. Cancel Open ShipDate:
Date. Answer Yes to cancel both generations.
© 2017 Epicor Software Corporation. All rights reserved.
17
Vendor Consignment Transfers
Rel. 9.0.3
Vendor Consignment Transfers
You can also procure consignment stock from another branch. When attempting to procure from a branch
source that contains vendor consignment inventory, the following warning may display: You are about to
procure material from a branch that contains vendor consigned material, continue? The OE Warn If
Procuring From Vendor Consignment control maintenance record much be set to Yes to receive the
message.
Identify consignment vendors in Vendor Maintenance. You must set the Consignment Inventory and
Consignment Transfers fields to Yes. Vendor consignment purchases are handled through the vendor
Ship-From accounts, not vendor Pay-To only accounts. You decide when consignment products are
received from a vendor, if the products can be transferred to another branch and used as stock items, or if
the products must continue to be consignment products.
Note: You cannot use expired pricing when copying to a bid to a consignment transfer.
The system allows the repricing of the order only.
For completely instructions about consignment order setup, see Vendor Maintenance.
Use the Allow Customer Consignment From Multiple Branches control maintenance record to
indicate if you want to be able to ship consignment inventory from branches other than the customer's
home branch.
Use the Default Vendor Consignment On Transfers control maintenance record to select the user you
usually use for consignment transfers. The system populates transfer order for a consignment with the
vendor you select.
To change consignment inventory from Product Location Maintenance, see Moving Vendor Consignment
Inventory.
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Rel. 9.0.3
Solar Eclipse Transfers
Copying Transfers to Purchase Order Bids
You can copy transfers to purchase order bids.
To copy a transfer to a bid:
1. Display the transfer which you want to copy.
2. From the Edit Order > Copy Order To menu, select Purchase Order Bid.
3. The system populates the following fields. Update these fields as needed:
Field
Description
Enter Price/Ship Branch
The branch from which the pricing information is being gathered.
Ship-From Vendor
The vendor from whom you want to use for the bid.
Gens to Copy
Indicate if you want to copy all generations of the order into the bid.
Copy Current Pricing
Indicate if you want to copy the current pricing information. If you
answer no, then the system uses the pricing information from the price
branch as indicated in the Enter Price Branch field.
4. Click OK.
The information from the transfer order is generated to a new purchase order. The purchase order
extension is now -Bid.
5. Verify the information on the Body, Totals, and Status tabs.
6. Save your changes and exit the window.
© 2017 Epicor Software Corporation. All rights reserved.
19
Drilling Into Transfer Order Details
Rel. 9.0.3
Drilling Into Transfer Order Details
Use Transfer Order Scheduling to receive purchase orders and drill further into the purchase order with
which you are working to change specific attributes, such as the unit of measure. For many of these
procedures, you must be authorized.
Note: To make it easier to see how an order breaks into generation, the system provides
generation highlighting and generation tooltips that you can turn on. For more
information, see Using Generation Display Options.
From the Transfer Order Entry Schedule window, you can:
• Identify multiple locations from which to pick or store the product.
• Update the purchase order when receiving the products.
• Handle discrepancies when receiving products.
• Add substitute products to the purchase order.
• View the Future Ledger.
• View the Inventory Inquiry.
• Create a Product Kit.
• Attach product specifications or product notes.
• View the sales order to which the purchase order is tagged.
• View the Inventory History Ledger.
• Change the unit of measure (UOM).
• Enter a serial number for the products displayed.
• View purchasing Information at the product level.
• Drill directly into product details using the options on the Maintenance > Additional Product
Maintenance menu.
• View a customer's credit control settings and account balances using the options in the
Maintenance > Additional Customer Maintenance menu.
To select a substitute product:
1. From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry window.
2. Display the transfer order for which you want to use a substitute product instead of the one
displayed.
3. Click Detail Schedule to display the Schedule window.
4. At the prompt, select if you want to view Ship Quantities or Recv Quantities.
5. Highlight the line item for which you want to use a substitute product.
6. Click the Body tab.
7. From the Line Items menu, select Substitute.
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Rel. 9.0.3
Solar Eclipse Transfers
Note: If no substitutes are available, this window is blank.
8. From the File menu, select Substitute Item.
9. Save your changes and exit the window.
To change the unit of measure:
1. From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry window.
2. Display the transfer for which you want to change a product's unit of measure.
3. Click Detail Schedule to display the Schedule window.
4. At the prompt, select if you want to view Ship Quantities or Recv Quantities.
5. Highlight the line item for which you want to change the UOM.
6. From the Edit menu, select Unit of Measure.
7. Edit the unit of measure, as needed, and exit the window.
8. Exit the Line Item Scheduling window.
9. Save your changes and exit the window.
To enter a serial number:
1. From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry window.
2. Display the transfer for which you want to add a product's serial number.
3. Click Detail Schedule to display the Schedule window.
4. At the prompt, select if you want to view Ship Quantities or Recv Quantities.
5. Highlight the line item for which you want to add a serial number.
6. From the Options > Line Options menu, select Serial Number.
7. Enter or edit the serial number for that product.
8. Exit the Line Item Scheduling window.
9. Save your changes and exit the window.
To view purchasing information at the product level: (not in Solar, yet)
1. From the Xfers menu, select Transfer Order Entry to display the Transfer Order Entry window.
2. Display the purchase order for which you want to view purchasing information.
3. Use the Sched hot key to display the Schedule screen.
4. Place the cursor on the line item for which you want to view the purchasing information.
5. Use the Purch hot key to display the Purchasing Info screen with the following information:
Field
Description
PN
Product number listed on the order.
Desc
Full description of the product.
Buy Line
Buy line in which the product exists.
© 2017 Epicor Software Corporation. All rights reserved.
21
Drilling Into Transfer Order Details
Rel. 9.0.3
Field
Description
Ship Br
Branch from which the product shipped.
Last Line Buy
Date of the last line buy for this product.
Order Cycle Days
Days in the order cycle for the product.
Average Lead Time
Days in the lead time for the product.
Next Est Purchase Dt
Date the system estimates the next purchase will be for the product.
Plenty Date
Date the system expects to have enough on hand to meet demand.
6. Press Esc to return to the Schedule screen.
7. Press Esc to exit the transfer order.
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Rel. 9.0.3
Solar Eclipse Transfers
Printing Transfer Orders
Print transfers manually when you need to send a transfer for shipment. In addition, you can print
individual transfer generations. The system uses the default shipping status as recorded on the Order
Status Print Status Defaults control maintenance record.
Printer location selection is based on a particular hierarchy. For purchase orders, the system first prints to
the location assigned to the shipping branch in Printer Location Maintenance. If a location exists with the
same shipping branch, then the user receives a prompt to select one of the following:
• Print Locally - System uses the printer location assigned to the user.
• Print Warehouse - System uses the printer location assigned to the shipping branch in Printer
Location Maintenance.
Note: The system checks the product file when printing. If any hazardous material is
listed on the order, a HAZMAT sheet prints with the order.
To print a transfer manually:
1. From the Xfers menu, select Transfer Order Entry to display the Initial Order Entry window.
2. Display the transfer you want to print.
3. Click the Status tab.
4. In the Print field for the generation you want to print for shipment, select one of the following:
•
Y - Print to your default printer. The system determines your printer location based on specific
parameters.
•
N - To hold the generation for printing.
•
F - Fax to your default facsimile machine.
•
A - E-mail the transfer to an indicated E-mail address. This option is not available if you are
using Eclipse Forms.
•
H - Send the transfer to your hold entries.
5. Save your changes and exit the window.
© 2017 Epicor Software Corporation. All rights reserved.
23
Printing Open Transfers in Batches
Rel. 9.0.3
Printing Open Transfers in Batches
Use the Print Batch Transfer Order program to print all pending open transfer orders at one time that are
ready for shipment. You can set the system to print to a specific printer when printing batch transfers. Use
the Default Printer Location For Branch control maintenance record to indicate where you want the
batch transfers to print.
To batch print, the Open Transfer parameter in the Order Status Print Status Defaults control
maintenance record must be set to Hold for Printing. With this default set to H, all open transfers assume
a print status of H and are printed when this program runs. Any other print status requires manual printing
of transfers.
When transfers containing cut products have work orders created for them, the transfers automatically and
immediately print if the cut products are available due to the processing of the work orders.
Note: If a transfer has a future date, the system ignores the transfer for printing until the
purchased material is available.
To batch print open transfers:
1. From the Xfers menu, select Print Batch Transfer Order to display the Print Batch Transfer
Order window.
2. In the From Branch/Territory field, enter the branch, branches, or territories for which to print
the open transfers. This is the branch or territory from which inventory is being transferred.
The system populates the Xfers Selected field with the number of open transfers.
3. In the Location field, select which printer you want to send the transfer orders to for printing.
4. Set options, if needed, and complete printing.
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Rel. 9.0.3
Solar Eclipse Transfers
Transfer Types
Use the Suggested Auto Transfer for several types of transfers.
Normal transfers enable parent branches to replenish child branches in a multi-branch network. Return
transfers only concern the inventory levels and surplus points of child branches. Emergency return
transfers exclude transfer grace days from the calculation.
Scheduling return transfers to run monthly, or even quarterly avoids needless transferring of stock back
and forth between parent and child branches when demand in a child branch fluctuates.
To set up automatic transfers, see Running the Suggested Auto Transfer Program.
To check surplus stock throughout your networked branches, see Displaying All Suggested Transfers
Within Networks to use the Transfer Surplus Queue. You can create transfers from that queue, as needed.
Transfer
Selects...
Normal
standard parent-to-child transfers.
Return
stock and nonstock items in surplus in the child branches, which should be returned to
the parent branch.
When choosing a Return Transfer Type, the system used the From branch as the To
branch when creating the transfer order.
Return (Stock)
stock items in surplus in the child branches, which should be returned to the parent
branch. Stock and nonstock return transfers use transfer grace days to limit the quantities
of stock items available at a branch to transfer back to the central warehouse.
If you want to select items in surplus at your child branches and take into account needs
from other branches in your network, then use the Return (Short) selection below.
Return (NonStock)
nonstock items in surplus in the child branches, which should be returned to the parent
branch. A child branch has a surplus of a nonstock item if its projected inventory level
(PIL) exceeds its surplus point.
Return (Emergency)
items in surplus in the child branches, which can be returned to the parent branch to
fulfill an emergency need. An emergency exists when the product is below the order
point of the parent branch, or will be below the order point if the parent branch conducts
automatic transfers for the child branches.
Return (Short)
the surplus a child branch has if the parent branch or any other child branch is short. This
selection only suggests returns from a child branch that has a surplus if there are other
branches in your network that are below their order point in which case, they need the
surplus stock.
This selection differs from the Return (Stock) above. The Return (Stock) suggests
returns from the child if it has a surplus regardless of the needs of the other branches in
the network.
When using this option, the system suggests return transfers (short) in the transfer has
the following conditions:
• The child has excess using normal system calculations.
• There is a need somewhere else in the network for that excess.
• The parent cannot cover the need based on the current available stock minus the order
point (lead time X demand + manual safety stock.
© 2017 Epicor Software Corporation. All rights reserved.
25
Running the Suggested Auto Transfer Program
Rel. 9.0.3
Running the Suggested Auto Transfer Program
The Suggested Auto Transfer program determines which branches should be replenished, according to the
product procurement group assignments. The program determines the suggested transfers, stores the data,
and creates a report. You can review the report and then convert a suggested transfer to an actual transfer.
The data generated for a suggested transfer remains in the system until the next time the program runs for
that transfer.
The program can suggest different types of return transfers between any branches. The report shows the
suggested transfers from each selected branch to the others. In addition to the location, description, and
unit of measure for each product, the report shows the quantity to be transferred to each branch and the
projected inventory level in that branch following the transfer.
Important: The Suggested Auto Transfer program may take several hours to complete. We
recommend running it during non-business hours as it could affect system
performance.
Scheduling the Run
You can run the program as needed or schedule it to run on a regular basis. How often you run the
program for any transfer depends on the size and configuration of your company. We recommend you
schedule return transfers to run less frequently than standard transfers. By running return transfers
monthly, or even quarterly, you can avoid transferring items back and forth between parent and child
branches when demand in a child branch fluctuates. You do not want to overwhelm the central warehouse
with a sudden influx of items being returned from all of your child branches.
Note: If you run the program for multiple auto-transfers for the same warehouse, the
system locks all needed branches for the warehouse it is processing before trying
to process additional transfers. Therefore, the system waits to process the second
job until the first one completes the task for all the branches in that warehouse.
System Determinations
By default, the system determines the amount of product to transfer from the parent branch to the child
branch and does not transfer a quantity that takes the parent branch's on-hand quantity below the order
point, unless there is an immediate need by the child branch. However, the parent branch must stay at
least at line point. If the parent branch is at the line point, a transfer will not be suggested even in an
emergency situation.
In addition, only the parent's stock quantities are considered when making the suggestion calculation. You
can use the Percentage Of Mother Branch's OP Protected In Suggested Transfer control maintenance
record to indicate if you want to protect a percentage of the parent branch's order point. The system will
ignore package quantities if the baby branch's minimum is set to zero (0) or if there is no minimum and
the transfer point is zero (0).
Note: The system does not automatically procure items from sales orders that are locked.
A locked sales order indicates that the user is editing it and it should not be
selected for auto procurement.
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Rel. 9.0.3
Solar Eclipse Transfers
To create Suggested Auto Transfer reports:
1. From the Xfers menu, select Suggested Auto Transfer to display the Add Transfer Branches
initial dialog box.
2. In the From Branch/Territory/All and To Branch/Territory/All fields, enter the branches for
which to create a suggested transfer report.
3. In the Transfer Type field, select the type of transfer for which to create the report: Normal,
Return Return (Emergency), Return (Stock), Return (NonStock), or Return (Short).
Note: If you select the Return Transfer Type, the system used the From branch as the To
branch when creating the transfer order.
4. Click OK to display the report columns in the Suggested Auto Transfer window.
The Suggested Auto Transfer window lists each combination of transfer branches and types a line
items as follows:
Column
Description
From
Branch from which to make the transfer.
Note: The From branch in the set up is the From branch used by the Suggested
Transfer program when the system creates the transfer order.
To
Branch to which to make the transfer.
Transfer
Type
Type of transfer for which to select products. For descriptions see, Transfer Types.
Cycle
Default cycle for transfers between these branches. For example, 7 indicates a weekly
transfer. If you override the default to 5, then an asterisk displays (5*) to alert you that
the value is an override.
Addl Lead
Default additional days required to transfer products from one branch to the other. If
you override the default, an asterisk (*) displays beside the value.
Ship Via
Default ship via for transfers between these branches. If you override the default, an
asterisk displays beside the value.
5. Click Add Branches to display the Add Transfer Branches dialog box again and change the
parameters or add to the current report.
Note: To delete a row, right-click on the row and select Delete Row.
6. Set options, if needed, and generate the report.
Note: You can modify this driver from the phantom scheduler program, if needed.
More Options
The following options are available for the Suggested Auto Transfer window:
Option
Description
Settings > Audit
Creates an audit report showing the transfers associated with a product.
Settings > Buy Line
Limits the report to selected buy lines. By default the report runs for all buy lines.
Settings > Set All
Copies the selected value to all other transfers.
© 2017 Epicor Software Corporation. All rights reserved.
27
Running the Suggested Auto Transfer Program
Rel. 9.0.3
Option
Description
Settings > Edit Defaults
Displays default information for the selected transfer and the dates when it was
last suggested and converted. You can edit the Normal Cycle, Addl Lead Days,
and Ship Via fields.
Settings > Save Settings
as Default
Saves the currently displayed settings in the Cycle, Addl Lead, and Ship Via
columns as defaults for all the branch transfers.
File > Create Transfer
Opens a new transfer for the suggestions without having to use the Convert to
Actual Transfer window.
This transfer matches the Suggested Auto Transfer report which is generated. If a
product is no longer available for transfer, the item is not added to the created
transfer order and a message displays on the report as "Items not Available for
Transfer."
File > View Report
Drill in to the product details that display on the report including the History
Ledger and Future Ledger for the product.
File > Print Report
Print the report as it is displayed.
File > Clear Table
Removes all the transfer suggestions so you can begin your work again.
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Rel. 9.0.3
Solar Eclipse Transfers
Creating Procurement Transfers Automatically
Automatic transfers are an alternative to using the Transfer Confirmation Queue. They let you bypass the
review of all proposed branch procurements before creating or adding to a transfer. Automatic transfers
are useful when you are certain you want to transfer all the procured items without having to select and
create transfers individually. Items transferred by this program are removed from the Transfer
Confirmation Queue.
Note: If the system suggests a transfer for a cut product, the cut information is
automatically calculated for the order.
If a customer is on credit hold when the system tries to process the transfer, the transfer is sent to the
Open Order Status Review Queue for standard processing. A credit manager must check the Credit
column and release the order or override the credit hold before the transfer can be completed.
Use the following control maintenance records to identify default entries for customers, products, and
sales sources, if your entry cannot be found:
• ATO Default Customer If Not Found
• ATO Default Product If Not Found
• ATO Default Sales Source
To keep the comments attached when a procurement becomes a transfer, make sure the Copy Comments
For Procured Items To Transfers control maintenance record is set to Yes.
Note: The system does not create an auto-transfer if items are unavailable in the
procurement branch.
To create an automatic transfer:
1. From the Xfers menu, select Auto Create Procurement Transfers to display the Auto Create
Procurement Transfers window.
2. In the From Branch/Territory field, enter the branch, branches, or territories from which you
want the procured items transferred.
3. In the To Branch/Territory field, enter the branch, branches, or territories that are receiving the
procured items.
Unless specified, the system calculates which branches need the transfer and creates a transfer to
that branch or territory. Type All if all branches are available to which you can transfer items. By
selecting All, you indicate that the system can calculate for you which branches need the items.
4. In the Ship Via field, specify procurement ship vias to which you want the transfers restricted. If
left blank, all procurements are transferred.
Click the Multiple button next to the field to enter a list of multiple ship vias.
5. In the Transfer Via field, enter a different ship via to set the ship via for the transfers created
regardless of the ship via under which it was procured.
6. From the File menu, select Begin to initiate the transfers or select Options > Schedule to
schedule the transfers to run later.
© 2017 Epicor Software Corporation. All rights reserved.
29
Creating Procurement Transfers Automatically
Rel. 9.0.3
Two Phantom Processor messages advise you of the automatic transfer’s progress. The first
message notifies you that the transfer was created and identifies which branches were involved.
The second message notifies you when the transfer is complete.
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Rel. 9.0.3
Solar Eclipse Transfers
Changing Default Parameters for the Suggested Auto
Transfer Queue
Use the Default Suggested Auto Transfer Information window to change and update the parameters the
system uses when suggesting transfers.
To change the default parameters:
1. From the Xfers menu, select Suggested Auto Transfer to display Suggested Auto Transfer
window.
2. Run the Suggested Auto Transfer Program to display the current suggestions.
3. From the Settings menu, select Edit Defaults hot key to display the Default Suggested Auto
Transfer Information window.
The system populates the fields with the current defaults.
4. Update the fields as needed and click OK.
5. Rerun the Suggested Auto Transfer Program to use the new settings.
6. Save your changes and exit the window.
© 2017 Epicor Software Corporation. All rights reserved.
31
Converting Suggested Transfers to Actual Transfers
Rel. 9.0.3
Converting Suggested Transfers to Actual Transfers
After using the Suggested Auto Transfer program to suggest transfers, you can create actual transfers
using the Convert Suggested to Actual program. The window lists the suggested transfers for the from
and to branches. You can also break out transfers for each to and from branch combination for G/L types
so that any given transfer contains only the specified G/L types. In addition, an item can be placed on
multiple transfers if there are multiple branches in need and the parent branch has enough items on hand.
By default the Convert Suggested to Actual window displays in detail mode, which shows each buy line
ready for transfer, the date generated, and the transfer dollar amount. You can select individual buy lines
to convert or in summary mode, you can convert the entire transfer without flagging each buy line for
conversion.
After running the program, the system populates the following fields:
Field
Description
Warehouse
Branches transfers are from.
Receive Branch
Branches transfers are to.
Flow
Transfer type, such as Normal or Return. See Transfer Types for complete descriptions.
Buy Line
Number of buy lines included on the suggested transfer lists. The buy lines display only
in detail mode.
Note: If running in summary mode with multiple buy lines, the system prompts you to
select a buy line for which to display information.
Generated
Date when the transfer was generated.
Items
Number of products on the transfer.
To convert a suggested transfer to an actual transfer:
1. From the Xfers menu, select Convert Suggested to Actual to display the Convert Suggested to
Actual window.
2. In the From Branch/Terr/All and To Branch/Terr/All fields, enter the branches, territories, or
type all to display the suggested transfers between the selected branches or territories.
3. In the Create field, click the check box for each transfer you want to select for conversion.
Note: Use the Edit menu to Select All or Deselect All items in the queue.
4. From the File menu, select Convert to display the Create Transfer window. The program starts
with the first selected transfer and displays them in order.
5. Use the Buy Lines and Ranks fields on the Create Transfer window to limit the transfers to
products in a buy line or with a designated rank. By default, products for all buy lines and ranks
are selected. This step is optional.
6. Click OK.
The system creates a transfer order and the Transfer Order Entry Body window displays.
7. Edit the order if needed and then click the Status tab.
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Rel. 9.0.3
Solar Eclipse Transfers
The Create Transfer window displays for the next selected transfer on the list. Repeat steps 5
through 8 until each selected transfer has been created.
8. Save your changes and exit the window.
© 2017 Epicor Software Corporation. All rights reserved.
33
Displaying All Suggested Transfers Within Networks
Rel. 9.0.3
Displaying All Suggested Transfers Within Networks
Use the Transfer Surplus Network program to list the suggested transfers for all branches within the
network.
The queue displays each branch's projected inventory level (PIL) and short quantity. You can determine
how to route the material for the branches in need.
To display the transfer surplus network queue:
1. From the Xfers menu, select Transfer Surplus Queue to display the Transfer Surplus Queue
window.
2. Display the queue for the buy line you want to check.
3. From the Inquiry menu, select Network to display the Transfer Surplus Network window.
The system populates the Branch, PIL, Short and Transfer columns.
The From Branch field indicates the branch from which you have stock to transfer surplus stock.
The Surplus Quantity field displays the total amount of surplus.
4. In the Transfer column, enter the amount of surplus you want to transfer. This total cannot be
more than what displays in the Surplus Quantity field.
5. Save your changes and exit the window.
The Transfer Surplus Queue refreshes to indicate the new suggested transfers.
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Rel. 9.0.3
Solar Eclipse Transfers
Confirming Procurement Transfers
Before procured products are transferred between branches, each transfer goes to the Transfer
Confirmation Queue for review. This queue is similar to the Procurement Confirmation Queue. Both
queues let personnel track a "running order" of requests. Branch managers use the Transfer Confirmation
Queue to see what items are being requested for procurement and transfer between the branches in a
multi-branch network.
View all branch procurements using this queue, except return transfers. Product inventory listed in the
queue is committed from the transfer-from branch to the transfer-to branch, even though the system did
not generate transfers, yet. Use the PROCUREMENT.CONFIRM authorization key permission levels to
limit access to the procurement confirmations.
If you need to add any cut products, such as wire, to a transfer we recommend creating a new transfer. If
you add them using the Options > Add to Xfer option on an existing transfer, the system does not create
the work order and you must create a work order manually. By creating them manually, you do not create
any tags or comments to any current transactions.
Use the Reprocure Backorder Tagged Transfer Quantities control maintenance record to indicate if
you want to reprocure tagged items. If set to No, the status on the order changes to its original status
before the transfer was cancelled. If set to Yes, the order status does not change and the product status is
changed to Stock, if the transfer was cancelled, or to Procure, if the tagged quantity is lowered.
You can ensure that a transfer order for a vendor that has exceeded their credit limit is not created. To do
this, the Check Customer Credit On Procurement control maintenance record must be set to Yes. If
this record is set, then before a transfer order is created from Transfer Confirmation, the system verifies
that the vendor has credit approval in the system before allowing a transfer order to be entered. If the user
has authorization, the system does one of the following:
• Notifies you that the order cannot be released
• Allows you to release the order
• Prompts you for a password in order to release the order.
If released of credit hold, the release and user ID are recorded in the change log.
Note: If an item is not procured because of a credit hold from the Transfer Confirmation
Queue, the system does not include the item on the Open Order Status Review
Queue. For more information, see Reviewing the Status of Open Sales Orders.
To keep the comments attached when a procurement becomes a transfer, make sure the Copy Comments
For Procured Items To Transfers control maintenance record is set to Yes.
To confirm a transfer:
1. From the Xfers menu, select Transfer Confirmation to display the Transfer Confirmation
window.
2. In the Transfer From Branch field, specify the branch shipping the transfers.
3. In the Transfer To Branch/Territory/All field, indicate if you want to view the transfers by
branch or territory. Type All if you want to view all transfers in a combined view.
© 2017 Epicor Software Corporation. All rights reserved.
35
Confirming Procurement Transfers
Rel. 9.0.3
Note: If there are items available to transfer, the system displays a Br/Items dialog box
that lists the branches and the number of transfer items requested by each. Select
one to display the transfer information.
4. Click Update.
Note: If you enter a branch that does not have any transfers available to other branches,
an error message displays and you are prompted to enter another choice in the
Transfer From Branch field.
5. In the Sel column, click the check box next to each item you want to transfer.
Note: The Overcommit column indicates which products are unavailable and cannot be
transferred at this time.
6. In the Ship Via column, change the manner of shipment if required. The system validates
selections based on the branch's ship via setup.
7. Use the following options as needed:
Option
Description
File > Edit Order
Displays the selected transfer item for edit.
File > View Order
Displays the selected transfer item for review.
Selection > Select
Criteria
Selects multiple items for transfer, based on their ship date, order status, or
ship via.
Selection > Clear
Selection
Clears the selected transfer items, removing the asterisks from the Sel
field.
Options > Hide
Unavailable
Toggles to hide or show any items which are unavailable. These items
display in the Proc Qty field highlighted in red.
Note: This availability check includes checking kits components and the
availability of the kit as a whole.
Options > Create Xfer
Creates a transfer.
Options > Add to Xfer
Adds the items to an existing transfer.
Note: If you need to add any cut products, such as wire, to a transfer we
recommend creating a new transfer. If you add them using this option on
an existing transfer, the system does not create the work order and you
must create a work order manually. By creating them manually, you do not
create any tags or comments to any current transactions.
7. Exit the window.
36
© 2017 Epicor Software Corporation. All rights reserved.
Rel. 9.0.3
Solar Eclipse Transfers
Posting Transfers
When products have been transferred from a branch without entering a transfer order, you can post the
completed transfer to the Eclipse system after the transfer is complete to maintain accurate shipping and
transfer records.
For example, as the transfer truck arrives at branch 2 you need to get a product to branch 3 for a customer.
You send the product with a note on the truck and call branch 3. Branch 3 receives the transfer and enters
the transfer information with the Post Transfer Order Entry program.
To post a completed transfer order:
1. From the Xfers menu, select Post Transfer Order Entry to display the prompt.
The system prompts you to enter a Batch ID.
2. Enter the Batch ID, if you want to assign a batch ID to the order and click OK.
3. In the Ship From field, enter the branch from which you are posting.
4. In the Ship To field, enter the branch to which you are posting and click OK.
5. From the Open Transfers dialog box, select the transfer you want to post.
The transfer order entry window displays on the Body tab.
6. Continue to enter the transfer order as you would a regular order.
7. Set options, if needed, and generate the report.
© 2017 Epicor Software Corporation. All rights reserved.
37
Creating Transfers from the Transfer Surplus Queue
Rel. 9.0.3
Creating Transfers from the Transfer Surplus Queue
Use the Transfer Surplus Queue to create transfers from surplus quantities that appear in the Suggested
P/O Queue. This queue allows for automatic transferring of surplus stock that otherwise would be
purchased to satisfy short buys or line buys. The system verifies that the transfer quantity cannot exceed
the surplus quantity.
Any branch within the branch network can transfer surplus to another branch. The program ignores the
normal branch transfer relationships specified in Procurement Group Maintenance when calculating the
Transfer Surplus.
The program also ignores the Transfer Excess Grace Days set for the product. A parent branch has a
surplus, if the available stock is greater than the line point plus the Economic Order Quantity (EOQ)
rounded to package quantity. A child branch has a surplus, if the available stock is greater than the
transfer point, plus the EOQ rounded to package quantity.
To use the Transfer Surplus Queue:
1. From the Xfers menu, select Transfer Surplus Queue to display the Transfer Surplus Queue
window.
Note: Use the File > Transfer Queue option to display the window from the Suggested
P/O Queue. The system prompts you to display surplus items in the currently
selected buy line or in all buy lines listed on the Suggested P/O Queue.
2. In the From Branch field, identify branches from which the surplus stock is being transferred.
Separate multiple branches with a comma.
3. In the To Branch field, identify branches that are receiving the surplus stock. Separate multiple
branches with a comma.
4. In the Buy Line field, enter a buy line to check for surplus product.
5. In the Mode field, select which type of surplus items to display in the queue. Press F10 and select
from the following:
• All - Displays all available surplus items.
• Position to Buy - Displays surplus items listed on the Suggested P/O.
• Short Buy - Displays surplus items listed on the Suggested P/O that are below their order
point.
6. Click Update.
The following information is displays for each surplus item:
38
Field
Description
Description
Product description of item in surplus.
Buy Line
Buy line to which the product belongs.
To Branch
Branch to which item will be transferred.
From Branch
Branch from which item will be transferred.
UM
Item's unit of measure.
© 2017 Epicor Software Corporation. All rights reserved.
Rel. 9.0.3
Solar Eclipse Transfers
Field
Description
Surplus
Surplus quantity of the item in the shipping branch.
Note: If a plus sign (+) displays, then the surplus point for the item is zero (0), the
buy package is greater than one, and the item is set to not separate the buy package
quantities. The available quantity displays rather than the quantity rounded to buy
package.
Short
Quantity below the order point in the receiving branch.
Xfer
Quantity recommended for transfer. You can edit this field.
Note: The transfer quantity cannot exceed the surplus.
7. Use the following Options as needed.
Option
Description
File > Select Buy Lines
Select buy lines for which to display the queue. See Step 4.
File > Create Transfer
Create new transfers for items on the queue.
The system creates a transfer order for a "to" branch and displays the
transfer order entry Body window. The items on the queue for that "to"
branch are added to the transfer.
After you save the transfer, the system follows the same procedure for
the next selected "to" branch.
File > Add To Transfer
Add items on the queue to open transfers.
The system displays a list of open transfers for a "to" branch.
When you select a transfer, the transfer order entry Body window
displays and the items on the queue for that "to" branch are added to the
transfer.
After you save the updated transfer, the system follows the same
procedure for the next selected "to" branch.
Inquiry > Inventory
Inquiry
Access inventory information for a selected item.
Inquiry > Network
Access the Transfer Surplus Network information.
8. Save your changes and exit the window.
© 2017 Epicor Software Corporation. All rights reserved.
39
Creating Transfer Truck Schedules
Rel. 9.0.3
Creating Transfer Truck Schedules
In a central warehousing scheme, use the Transfer Truck Schedule program to help you replenish child
branches quickly and efficiently. By using the Transfer Truck Schedule, the Future Ledger program
calculates how soon the parent branch can deliver an item to the child branch based on when it arrives at
the parent branch.
For example, your parent branch has three child branches. The parent branch receives its weekly shipment
from vendors on Monday mornings. It takes a day to receive all the items. Then the truck is loaded with
the items for each child branch. It takes three hours to make it to each branch. Therefore, Branch 3 can
plan on receiving weekly shipments on Wednesday afternoons.
To use the Transfer Truck Schedule:
1. From the System > System Files, select Transfer Truck Schedule to display the Transfer
Schedule window.
Note: If prompted, log on to the character-based system.
2. In the From Branch and To Branch fields, enter the branches to which the schedule applies.
3. Use the Add hot key to display the Date Scheduler screen.
4. Define the schedule by entering the following information:
• Enter a starting date and ending date for the transfer schedule.
• Indicate which days of the week the truck makes a transfer by flagging the appropriate fields
with an asterisk (*).
• Indicate whether the schedule is daily, weekly, or bi-weekly by flagging the appropriate field
with an asterisk (*).
5. Press Esc to return to the Transfer Schedule screen. The system prompts you to change a
scheduled date when it coincides with a holiday. You can edit and add dates to the list. The
scheduled dates are listed on the screen.
Note: Use the Clear hot key if you need to clear all dates on the Transfer Schedule
screen.
6. Use the Start hot key to move the cursor to a date on the Transfer Schedule screen. The system
prompts you for the date.
7. Press Esc to save the schedule.
Note: Repeat steps 2 - 5 to schedule trucks for other branches.
40
© 2017 Epicor Software Corporation. All rights reserved.
Rel. 9.0.3
Solar Eclipse Transfers
Transferring Lot Items
You can transfer lot items as you would any other kind of item. However, when a product is a non-lot or
non-detail lot item in one branch and is transferred to a branch where the product is a lot or detail-lot
item, the Split Locations window displays and you are prompted to enter the lot number.
The transfer process is the same with lot items as it is with regular stock. For more information about
creating a transfer, see Creating Transfer Orders.
For Lot ID information to carry over during a transfer, a product must have the same Control Type field
setting for each branch involved in the transfer. Specify the Control Type field setting for each branch in
Product Location Maintenance.
For more information about lots, see any of the following:
•
Lot Billing
•
Detail Lot Maintenance
•
Lot Item Order Shipment Reconciliation
© 2017 Epicor Software Corporation. All rights reserved.
41
Transfer Reports Overview
Rel. 9.0.3
Transfer Reports Overview
Transfer reports help you follow transfers between branches, check profits and losses generated by
transfers, or show the movements of products.
Use the following reports to monitor transfers:
• Running the Transfer Register
Reports transfer transactions between branches. Use this report to check for shipping/receiving or
pricing/costing discrepancies between branches.
• Running the Transfer Sales Report
Used by accounting personnel to review the profits and losses generated by transfers between
branches.
• Running the Open Transfers Report
Lists all transfers that have been generated but not yet processed.
• Running the Transfer Summary Report
Shows the movement of products between branches.
42
© 2017 Epicor Software Corporation. All rights reserved.
Rel. 9.0.3
Solar Eclipse Transfers
Running the Transfer Register
Use the Transfer Register report to check for shipping/receiving or pricing/costing discrepancies between
branches. You can run the report for transfers between two branches or multiple branches. If transfers
were entered as a batch, you can run the report on that batch. We recommend that you schedule transfer
registers to run at month-end.
Note: You must be authorized to print the transfer register for a receiving generation. The
following authorization keys should be assigned:TOE.ALLOWED and
TOE.CLOSED.ORDER.EDIT.
Depending on your authorization, the report displays just pricing information or Cost of Goods Sold
(COGS) and G/L Posting in addition to pricing.
This report is useful in closing transfers at month-end. To close out transfers, all inventory must be
accounted for. Transfers can be completed, in dispute, or in transit. You can run the report for the
following transfer statuses:
Run the report for...
To list...
Shipped and Received
completed transfers.
Check that the Total Ship, Total Recv, and Total Cost amounts are
equal for each transfer.
Disputed Only
disputed transfers.
Shipped/Not Received
shipped transfers in transit to another branch.
If the transfer is in transit at month-end, you must decide which branch
owns the inventory while it is in transit. For that branch, post a journal
entry to debit Inventory and Credit Transfer Exchange. On the first date
of the following month, reverse the journal entry.
To run the Transfer Register report:
1. From the Xfers > Reports menu, select Transfer Register to display the Transfer Register
window.
2. In the Start Date and End Date fields, enter the date range of the report. You can enter calendar
date or a variable date in these fields.
3. In the To Branch(es) field, indicate the branches to which transfers have been made. You can
enter multiple branch numbers separated by commas.
4. In the From Branch(es) field, indicate the branches from which transfers have been made. You
can enter multiple branch numbers separated by commas.
Note: Use the Check Branch Authorization for Price Branches on Select Screens
control maintenance record if you want the system to check authorization for billto/ship-to branches for this report.
5. In the Status field, select the transaction status for the transfers you want to list on the report.
6. If you want to run the register for a batch of transfers, in the Batch field, enter the Batch ID. This
field is optional.
7. Set options, if needed, and generate the report.
© 2017 Epicor Software Corporation. All rights reserved.
43
Running the Transfer Sales Report
Rel. 9.0.3
Running the Transfer Sales Report
Use the Transfer Sales Report to review the profits and losses generated by transfers between branches.
To run the Transfer Summary report:
1. From the Xfers > Reports menu, select Transfer Sales to display the Transfer Sales Report
window.
2. In the Start Date and End Date fields, enter the date range of the report. You can change the
dates. You can enter a calendar date or a variable date in these fields.
3. In the To Branch/Territory field and From Branch/Territory field, enter the branch or
territories to include in this report.
4. In the Unreceived field, indicate whether to include, exclude, or include only transfers that have
not yet been received.
5. In the Sales Basis field, indicate which amount you want to display. Press F10 and select
Shipped Price, Received Price, or Disputed Amount.
6. In the Line Type field, accept the default Price Line to run the report for price lines or use the
drop down menu to enter Buy Line to run the report for buy lines. The option you select in this
field sets the variable field in which you can do one of the following:
• Leave the variable field blank to run the report for all price lines or buy lines.
• In the variable field, enter the price line ID or buy line ID to run the report for one price line.
• Use the Multi button to run the report for multiple price lines or buy lines. *Multi* displays in
the variable field.
7. Set options, if needed, and generate the report.
44
© 2017 Epicor Software Corporation. All rights reserved.
Rel. 9.0.3
Solar Eclipse Transfers
Running the Open Transfers Report
Use the Open Transfers Report to list all transfers that have been generated but not yet processed.
To run the Open Transfers Report:
1. From the Xfers > Reports menu, select Open Transfers to display the Open Transfers window.
2. In the Branch field, specify which or all branches and territories to include on the report.
3. In the Start Date and End Date fields, enter the date range of the report. By default, the system
populates the date range for the 365 days prior to the current date. You can change the dates. You
can enter a calendar date or a variable date in these fields.
4. In the Order/Ship Date area, designate whether to select the transfer orders to include in the
report by their Order Date or Ship Date.
5. In the Sort by area, designate whether to sort the report data by branch, order number, or date.
The default is Branch.
6. Set options, if needed, and generate the report.
© 2017 Epicor Software Corporation. All rights reserved.
45
Running the Transfer Summary Report
Rel. 9.0.3
Running the Transfer Summary Report
The Transfer Summary Report shows the movement of products between branches. You can select by buy
line or price line and date. If you have a parent/child relationship between branches or have several
purchasing branches, this report lets you determine who is using whose inventory.
To run the Transfer Summary report:
1. From the Xfers > Reports menu, select Transfer Summary to display the Transfer Summary
Report window.
2. In the For Branch field, enter the branches separated by commas, such as 1,2,4. Type All to
include all branches and territories in the report.
Note: These are branches that received transfers.
3. In the Between Branch field, enter the branch from which the transfers were sent. If you want to
see a summary of all transfers, enter All.
4. In the Start Date and End Date fields, enter the date range of the report. You can change the
dates. You can enter a calendar date or a variable date in these fields.
5. In the last field, accept the default Price Line to run the report for price lines or select Buy Line
to run the report for buy lines. The option you select in this field sets the variable field.
6. Enter the price line or buy line ID. Use the Multi button to select more than one.
7. Set options, if needed, and generate the report.
46
© 2017 Epicor Software Corporation. All rights reserved.
Index
C
S
consignments, vendor
suggested transfer orders 26
transfer orders 18
surplus stock, transferring
E
surplus network 34
economic order quantity (EOQ)
Transfer Surplus Queue 38
transfer truck schedule 40
transfers 3
EOQ (economic order quantity)
transfers 3
T
Transfer Register Report 43
L
Transfer Sales Report 44
lot items
Transfer Summary Report 46
transfers 41
transfers
O
about 1, 2
Open Transfers Report 45
batch
P
posting 37
procurements
printing 24
confirmation
transfers 35
transfers
canceling 17
committed sales 2
confirming 35
auto creating 29
consignments 18
confirming 35
converting to actual 32
product cutting
printing open transfers 24
Transfer Confirmation Queue 35
copying to bids 19
creating
from procurement transfer 35
R
from suggested transfer 32
reports, transfers
from TOE window 14
about 42
economic order quantity 3
Open Transfers 45
editing 16
Suggested Auto Transfer 26
lot items 41
Transfer Register 43
low sale quantity 3
Transfer Sales 44
maximum amount 2
Transfer Summary 46
minimum amount 2
open
© 2017 Epicor Software Corporation. All rights reserved.
47
Index
printing 24
serial numbers 21
report 45
substituting products 20
printing
setting up 4
batches 24
suggesting 26, 31
options 12
surplus 34, 38
printer location selections 12, 23
tab attributes
transfers 23
procurement
body 10
header 9
auto creating 29
status 12
confirming 35
totals 11
queue 38
transfer order entry 1
scheduling
truck schedule 40
changing unit of measure 21
purchasing information 21
48
Rel. 9.0.3
types 25
truck transfer schedule 40
© 2017 Epicor Software Corporation. All rights reserved.
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