Warehouse transfer stages

Stage 0-Requested

Each line on a warehouse transfer can be approved, requested, or not approved. If one line item is requested, the entire transfer is in Stage 0-Requested. The warehouse transfer does not advance to Stage 1-Ordered until all line items have been approved or not approved.

Stage 1-Ordered

When warehouse transfers and Direct Order (DO) transfers are added, they are assigned to Stage 1-Ordered if these conditions are met:

• The approval warehouse on your SA Operator Setup record is the same as the ship from warehouse, or you can approve transfers for all warehouses
• The Approval Type in the Product Warehouse Description Setup-Extended is set to Approve, Requested, or ARP Approved

A new transfer could also be assigned to Stage 1 if these conditions are met:

• The approval warehouse on your SA Operator Setup is different from the ship from warehouse, or blank
• The Approval Type in the Product Warehouse Description Setup-Extended is set to Approve or ARP Approved, and the ARP is followed.

Stage 2-Picked

When a warehouse transfer is printed, the stage advances to Stage 2-Picked. Print warehouse transfers in Transfer Entry, Transfer Approve Transfer Inquiry, and Transfer Entry Print Warehouse Transfer Report.

Stage 3-Shipped

When warehouse transfers and Direct Orders (DO) are processed in Transfer Shipping Entry, the stage is automatically changed to Stage 3-Shipped. If you attempt to ship a transfer that contains a quantity of zero, this message is displayed: Cannot Ship WT With a Total Quantity of 0 (6006)

Stage 4-Pre-received

After a transfer is processed through Transfer Pre receiving Report for the receiving warehouse, it advances to Stage 4 (Pre-received). This allows stock to be set aside to fill back orders and direct orders.

Stage 5-Exception

An exception receipt is created when the quantities the shipping warehouse sent and the receiving warehouse received do not match. Because the quantity discrepancy exists with the ship from warehouse, that warehouse should perform exception receipts. After the corrections have been made, the transfer is updated to Stage 6-Received.

Stage 6-Received

After you receive a warehouse transfer in Transfer Receipt of Inventory Entry, its stage advances to Stage 6-Received. General Ledger and Inventory Control balances are updated.

Stage 9-Cancelled

You can cancel warehouse transfers and Direct Order (DO) transfers in Transfer Entry. You can also cancel DO transfers in Sales Order Entry. When you cancel a warehouse transfer or DO, the system reverses all file updates that have occurred for this transfer and updates its stage to Stage 9-Cancelled. You can only cancel transfers in Requested, Ordered, or Picked stage. After a transfer is cancelled, it cannot be changed through Transfer Entry.

Inventory balance updates

As the warehouse transfer advances through its stages, inventory balances in both the ship from warehouse and ship to warehouse are adjusted in Product Setup. This table shows the balances that are updated during each stage: