Transfer Entry overview
Function acronym: WTET
Use this function to create and maintain warehouse transfers, and to print pick tickets.
If Distribution SX.e is fully integrated with the Purchase and Sales modules, this function has limited use. In most cases, warehouse transfers are created in Sales Order Entry to fulfill customer demand. Required ties between the customer's order and the transfer are created automatically so that the order is filled when the merchandise is received. Transfers for weekly, bi-weekly, or monthly replenishment of the branches can also be generated automatically from the Transfer Entry Recommended Replenishment Action Report.
When a warehouse transfer is created, including those created by copying an existing transfer, the current date is assigned as the enter date. This date is used on some Transfer report ranges.
Prerequisite setup
Several setups must be completed before warehouse transfers can be entered.
You must complete the setup in these functions before entering transfers:
- Customer Setup
- GL Account Setup, if interfacing to General Ledger
- Product Warehouse Description Setup for GL account codes
- Product Setup
- Product Warehouse Product Setup
- SA Administrator Options-Documents-Sales Orders-Processing, to select the Interface to Warehouse Transfer option
- SA Operator Setup
- SA Table Code Value Setup, for Ship Via, Unit of Measure, Lost Business, Purchase Order Addons, and Product Category values
We recommend that you complete the setup in these functions before entering transfers:
- Vendor Setup
- Customer Ship To Setup
- Customer Setup, for GL accounts
- Product Line Setup
- Product Extended Product Cross Reference Setup
- Product Extended Unit Conversion Setup or SA Table Code Value Setup
- Product General Ledger Distribution Setup
- Product Extended Warehouse Cross Reference Setup
- Product Extended Hazardous Information Setup
- Product Extended Serial Number Setup
- Product Extended Lot Number Setup
Canceling and deleting transfers and operator security
Your operator record determines the activities that you can perform with warehouse transfers. You must have security of 3 or greater to enter warehouse transfers. This list explains the actions permitted for each security level:
- 1 or 2, you cannot work with warehouse transfers
- 3, you can add and maintain transfers
- 4, you can add and maintain transfers and cancel transfers in stage 0 or 1
- 5, you can add, maintain, cancel, and delete transfers
You cannot delete a warehouse transfer with a 00 suffix that contains active back orders. An active back order is a transfer in Stage 1 (Ordered) or Stage 2 (Picked). If you attempt to delete a transfer that has active back orders attached, this message is displayed:
Can’t Delete, Active Back Order or Releases Exist
If you delete a tied Order Entry Direct Order line, the corresponding line is deleted from the warehouse transfer if it has not been printed. If you delete all lines from the transfer, the transfer header is also deleted.
When you cancel or delete a warehouse transfer, all file updates that have occurred are reversed. If a warehouse transfer is tied to sales order or build-on-demand kit component, the warehouse transfer number is removed from the sales order, but the sales order is not deleted.
Alternative to minimum and maximum supply
Product Line Setup and Product Warehouse Description Setup records contain purchasing parameters for warehouse transfers. When the order method is economic order quantity (EOQ), the carrying cost and replenishment cost for a warehouse transfer can be defined on these records. The Minimum Weeks Supply and Maximum Weeks Supply fields put a limit on the lowest and highest values the calculated EOQ order quantity. The calculated EOQ order quantity remains above the Minimum Weeks Supply and below the Maximum Weeks Supply.