Adding Transactional Data of type Transfer

You can add transactional data of type ‘Transfer’ to the transaction measures that are not mapped to the cycles in Replenishment engine.

  1. Access the worksheet which contains transactional data measures.
  2. Right click a transactional data measure. The Add Transactional Data menu is displayed.
    Note: The Add Transactional Data menu is displayed only if:
    • The measure is of Transactional Data (Transfer) type.
    • The Transactional data measure is not defined in the Replenishment Engine.
    • The user has the permission to add transactional data.
    • The scenario is editable by the current user (part of share).
  3. Select Add Transactional Data. A new window is displayed.
  4. Specify this information:
    Name
    The name of the transactional data.
    Note: This value is defaulted based on the selected Transactional Data measure.
    Source Measure
    The source measure of the transactional data. This value is derived from the transactional data name.
    Destination Measure
    The destination measure of the transactional data. This value is derived from the transactional data name.
    Source Location
    The base location for the transactional data.
    Note: This value is populated only if the measure associated with the cell is destination measure.
    Destination Location
    The base location for the transactional data.
    Note: This value is populated only if the measure associated with the cell is destination measure.
    Item
    The item of the transactional data record. You must select the base node Item.
    Critical Flag
    Indicates the criticality of the transactional data.
    Note: By default, this value is set to None and is read only.
    Quantity
    The value of the transactional data record.
    Ship Date
    The shipping date of the transactional data record.
    Note: 
    • If Transactional data Enable Lead Time is set to On:
      • This value is populated with ‘End date of the selected cell – Lead Time’.
      • This value is populated when the values for Item, Location and Supplier fields are specified.
      • The Delivery Date is updated as 'Ship Date + Lead Time' at the time of modifying the populated value.
    • If Transactional data Enable Lead Time is set to Off:
      • The value populated with the End date of the selected cell.
      • The Delivery Date is not updated when you modify the populated value.
    Delivery Date
    The delivery date of the transactional data record.
    Note: 
    • This value is pre-populated with the End date of the selected cell.
    • This value is populated only if the values for Item, Source Location and Destination Location fields are specified.
    • If Transactional data Enable Lead Time is set to On and you modify the populated value, the Ship Date is updated as ‘Delivery Date – Lead Time’.
    • If Transactional data Enable Lead Time is set to Off, Ship Date is not updated
    Lead Time
    Indicates the Lead Time defined in the Engine.
    Note: 
    • This field is displayed only if Transactional data Enable Lead Time is set to On.
    • This value is populated only if the values for Item, Source Location and Destination Location fields are specified.
    • If you modify the populated value, the Delivery Date is updated as ‘Ship Date + Lead Time’.
    Need Date
    The default value is same as Delivery Date. However, you can modify the value.
    Note
    The additional information (text note) related to the transactional data.
    Reference
    The reference text related to the transactional data.
    Custom Fields
    Additional text used as reference for the transactional data. This fields are displayed based on the configuration of the transactional data definition.
  5. Click Save. The selected locations are directly mapped to the Source Location and Destination Location fields.