Adding Replenishment Engine orders – Transfer

Transfer Transactional data are measures mapped as Order Type in the Replenishment engine, for the Cycle. These are the transfer order types:

  • Fixed Transfer Orders
  • Planned Transfer Orders
  • Scheduled Transfer Orders
  • Firm Transfer Orders

You can add Replenishment Engine Orders of type ‘Transfer’ for the Transactional data measures mapped to Transfer Orders in the Replenishment Engine assigned to the Cycle.

  1. Right click a transactional data measure which is mapped to a Transfer Order. The Add Transfer Order menu is displayed.
    Note: The Add Transfer Order menu is displayed only if:
    • The measure is of Transactional Data (Transfer) type.
    • The Transactional data measure is defined in the Replenishment Engine.
    • The Replenishment Engine is assigned to the Cycle.
    • The transactional data measure is mapped to a Transfer Order types defined in the Replenishment Engine.
    • The user has permission to add the transactional data.
    • The scenario can be edited by the current user (part of share).
  2. Select Add Transfer Order. A new window is displayed.
  3. 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 Transfer Order. This value is derived from the transactional data name.
    Destination Measure
    The destination measure of the Transfer Order. This value is derived from the transactional data name.
    Item
    The Transfer Item.
    Note: 
    • This value is selected from a list of base level items within the current context derived, using the Transfer In - Item attribute in the Engines Supply Allocation Mapping.
    • If the context is the base Item, the value is pre-populated.
    Source
    The source location of the Transfer Item.
    Note: 
    • This value is selected from a list of base level locations within the current context, derived using the Transfer In - Source Location in the Engines Supply Allocation Mapping.
    • If the context is the base Location, the value is pre-populated.
    Destination
    The destination location of the Transfer Item.
    Note: 
    • This value is selected from a list of base level items within the current context, derived using the Transfer In - location attribute in the Engines Supply Allocation Mapping.
    • If the context is the base Location, the value is pre-populated.
    Transport Method
    The transport method for the transfer.
    Note: 
    • This value is selected from a list of transport methods within the current context, derived using the Transfer In - Transfer Method in the Engines Supply Allocation Mapping.
    • The list is derived based on the values defined for Source and Destination.
    Quantity
    The value of the Transfer Order.
    Critical Flag
    Indicates the criticality of the Transfer Order.
    Note: By default, this value is set to None and is read only.
    Ship Date
    The shipping date of the transfer item.
    Note: 
    • If Transactional data Enable Lead Time is set to On:
      • This value is populated with the ‘End date of the selected cell – Lead Time’.
      • This value is populated when the values for Item, Source and Destination fields are specified.
      • The Receipt 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:
      • This value is populated with the 'End date of the selected cell'.
      • The Receipt Date is not updated when you modify the populated value.
    Receipt Date
    The receipt date of the Transfer Order.
    Note: 
    • This value is populated with the 'End date of the selected cell'.
    • This value is populated when the values for Item, Source and Destination fields are specified.
    • If Transactional data Enable Lead Time is set to On:
      • The Ship Date is updated as ‘Receipt Date – Lead Time’ at the time of modifying the populated value.
    • If Transactional data Enable Lead Time is set to Off:
      • The Ship Date is not updated when you modify the populated value.
    Lead Time
    Indicates the Lead Time of the Transfer Order.
    Note: 
    • This value is derived from the Transfer Lead Time parameter (in the Transfer Out Measure Mapping tab) for the selected Item, Source and Destination combination.
    • This field is displayed only if Transactional data Enable Lead Time us set to On.
    • This value is populated when the values for Item, Source and Destination fields are specified.
    • This value is set to zero, if Lead Time is not defined in the Engine.
    Need Date
    The default value is same as Receipt Date. However, you can modify the value.
    Note
    The additional information (text note) related to the Transfer Order.
    Reference
    The reference text related to the Transfer Order.
    Custom Field 1 to 5
    The additional text used as reference for the Transfer Order. These fields are displayed based on the configuration of the transactional data definition.
  4. Click Save.