Transfer Demand Center Entry - Header field descriptions

Fields are presented in alphabetical order in each section.

Ship From

Address: The Ship From address.
Instructions: Typically, from the Ship To warehouse Product Warehouse Description Setup record, but can be overridden and user-defined. These instructions should be related to special instructions needed for the Ship From warehouse to ship the transfer. The shipping instructions print on all transfers to alert you to special directions.
Name: The Ship From name.

Ship to

Address: Specify a ship to address.
Name: Specify a ship to name.
Reference: User-defined reference that is used to further explain any necessary information associated with this transfer. If a warehouse transfer is created for surplus stock that you have accepted, the Reference field is displayed.

Shipping Information

Authorize

Use this value to authorize stock transfers between warehouses. If you request stock from another warehouse, you may be required to obtain an authorization number.

Due Date

The date the transfer is to be received from the Ship From warehouse. This field is blank initially. After the Transfer RRAR merge process in Transfer Demand Center Entry is performed, the due date calculations are made and update this field. If a due date is entered, that date is used as the due date on the warehouse transfer when it is created during the merge. However, if the due date is overridden, that override updates the due date on the Header.

If a product is a nonstock, the due date is calculated by adding the value in option, Default Lead Time on Non-ARP Transfer, in SA Administrator Options-Documents-Transfer Orders-Processing, to the order date calculated when Transfer RRAR merge process in Transfer Demand Center Entry is performed.
If a product is surplus, the due date will be calculated by adding the order date calculated by Transfer RRAR merge process in Transfer Demand Center Entry to the value in option, Default Lead Time on Non-ARP Transfer, in SA Administrator Options-Documents-Transfer Orders-Processing.
For other line conditions, the due date is calculated by adding the Transfer RRAR merge process in Transfer Demand Center Entry order date and the value in the Avg Lead Time field in Product Warehouse Description Setup for the Ship To warehouse. The lead time is reviewed for all line items on the transfer and the longest lead time is defaulted in this field.

Ignore Lead Time

Determines if the lead time should be recalculated for each line item. Generally, this option should be not selected so lead times are recalculated. For each item that requires a back order, this option is selected because the lead time generated would be erroneous. This option can also be selected if unusual circumstances would distort the lead time. For example, if you are not following your normal Authorized Replenishment Path, select this option. The accuracy of lead times is critical for the system to know when to recommend ordering products.

Requested Ship Date

The date the Ship To warehouse requests the transfer to be shipped. This field is initially blank. The requested ship date controls when the transfer is printed, not the due date. After the Transfer RRAR merge process in Transfer Demand Center Entry is performed, the requested ship date calculations are made and this field is updated, unless the date is manually entered. If the product is a stocked product, is not a surplus item, and a requested ship date exists on the Header, the requested ship date from the Header is used for the transfer created during Transfer RRAR merge process in Transfer Demand Center Entry. Otherwise, these fields are used to determine the requested ship date for non-surplus items:

Requested Ship Date is the current date.
In SA Administrator Options-Documents-Sales Orders-Entry Settings, the option, Additional Days for Calculating Requested Ship Date, adds this number of days to the current date.
The settings in Product Warehouse Description Setup-Other-Shipping:
- End of Day Cutoff setting. If your End of Day Cutoff is 1500 (3:00 p.m.) and it is 5:00 p.m., an extra day is added to account for the time.
- Saturday Shipments setting. Either includes or does not include Saturday.
- Sunday Shipments setting. Either includes or does not include Sunday.

For example, today is Thursday and it is 5:00 p.m., and you have not manually entered your requested ship date. You have your Additional Days for Calculating Requested Ship Date option set to 3, your End of Day Cutoff is 3:00 p.m., and you ship on Saturday, but not on Sunday. The requested ship date in this example will be Monday. Because it is after 3:00 p.m., the formula starts calculating on the next day, which is Friday. Three additional days are added; Sunday, but because shipping does not occur on Sundays, therefore, Monday is considered the requested ship date.

If surplus is involved, these fields are used to determine the requested ship date:

Requested Ship Date is the order date from Transfer RRAR merge process in Transfer Demand Center Entry.
In SA Administrator Options-Documents-Sales Orders-Entry Settings, the option, Additional Days for Calculating Requested Ship Date, will add this number of days to the order date.

If the Product Warehouse Description Setup record End of Day Cutoff, Saturday Shipments and Sunday Shipments fields are not specified, these fields are used to determine the ship date:

If the product is not surplus and the Requested Ship Date field on the Header is blank, the requested ship date is equal to the order date from Transfer RRAR merge process in Transfer Demand Center Entry plus the value from the SA Administrator Options-Documents-Sales Orders-Entry Settings option, Additional Days for Calculating Requested Ship Date.
If a date exists in the Requested Ship Date field on the Header, the requested ship date on the transfer equals the Header date.
If the item is surplus, the requested ship date will equal the order date from Transfer RRAR merge process in Transfer Demand Center Entry plus the value from the SA Administrator Options-Documents-Sales Orders-Entry Settings option, Additional Days for Calculating Requested Ship Date.

Ship Via

Specify a form of transportation used to move stock from the Ship From warehouse to the Ship To warehouse. The Ship Via is defaulted from the Ship To warehouse’s Product Warehouse Description Setup record, but can be overridden. The Ship Via prints on all warehouse transfers. After a valid ship via is entered, the ship via description is displayed. Ship Vias are set up in SA Table Code Value Setup.

Add Ons / Totals

Capitalize: From Product Warehouse Description Setup. This valueis prorated to the line items during Transfer Shipping Entry based on the distribution method indicated on the Ship To warehouse’s Product Warehouse Description Setup record. This field can be overridden and you cannot override the capitalized addon on the transfer or the amounts distributed to each line item once the transfer is received. When the Markup Addons option is selected, the Capitalize field is read-only and a zero amount is displayed.
Expensed: From the Product Warehouse Description Setup record, but can be overridden. The expensed addons are reflected in the General Ledger based on the Addon Expense account set up on the Ship From warehouse’s Product Warehouse Description Setup record.
Markup Addons: When transfer markup addons functionality is activated, the Markup Addons option is selected but is displayed as a read-only indicator in the Add Ons/Totals section. When this option is selected, the Capitalize field is read-only and a zero amount is displayed, and the Type field is read-only.
Type: Set the Capitalize or Expensed values to either Amount or Percent.