| Oracle® Retail Store Inventory Management Store User Guide Release 16.0 E76179-08 |
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| Oracle® Retail Store Inventory Management Store User Guide Release 16.0 E76179-08 |
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This chapter covers the transferring of goods from one location to another. This chapter covers the following topics:
Transfers and allocations define the movement of goods between internal entities or trading partners. Requests from corporate or other stores for shipping inventory out can be auto approved without human interaction and it is possible to transfer unavailable inventory between all entities with a store as a starting or ending point of the transaction.
Transfer functionality in SIM is split up into three dialogs: Transfers (Documents), Transfer Shipping, and Transfer Receiving:
Transfer documents define the logical movement of goods and are often created at corporate. They define the intent of what needs to be shipped.
Transfer shipping is the physical task of shipping out goods to a store, warehouse, or external finisher.
Transfer receiving, is the physical task of receiving in goods from a store, warehouse, or external finisher.
Transferring features:
Transfer zone restrictions are enforced
Initially limit store selection to buddy stores
Auto receiving store to store transfers
BUSINESS CASE
Scenario 1: Warehouse Shipment
The store manager is notified that a request for transfer has been created by the merchandising system for a shipment back to warehouse 1.
The store manager goes into the transfer document dialog, looks up the request, and determines the request is for shipping back unavailable damaged items.
The store manager makes a decision to honor all the items needing shipment and accepts the entire request.
The store manager asks the shipping clerk to create a new shipment for warehouse 1.
The shipping clerk goes into the transfer shipment dialog and creates a new shipment and new container for warehouse 1.
The shipping clerk selects the transfer for unavailable damaged items and adds the entire transfer document into the container.
The shipping clerk updates the quantity to ship, confirms the container, and subsequently dispatches the shipment. The shipment is ready to go on the truck back to warehouse 1.
Scenario 2: Store to Store Transfer Receipt
A user in the convenience Petrol Store creates a transfer request for the main store located on same premises (for example, Fleet Farm and gas station \ can also be used for offsite backroom concept).
The user walks to the main store and fills the transfer from the backroom inventory. The shipment is dispatched.
The user in the Petrol Store goes into the Transfer Receiving dialog and locates the delivery.
The user updates the quantity received and confirms the entire delivery. The transfer document is updated with the received quantity (all items shipped) and closed.
SIM Managed Stores is an administrative screen which allows a user to select stores to use within the enterprise. This screen should only be used during implementation time. The SIM Managed Stores Screen is accessed within the Setup dialog by clicking the SIM managed stores button from the SIM Stores menu.
Some stores may not use SIM, but exist within the enterprise. This administrative screen allows the user to select the stores using SIM. When a store is not a managed SIM store, the assumption is made that the other application handles communication between that store and the merchandising system.
The only transaction SIM prevents from publishing is the receipt message from a transfer.
The auto receiving logic should be set up for the non-SIM managed store to auto receive from any store that receive deliveries. This then allows transfer shipments/deliveries to take place between SIM managed and non-managed stores.
Example: Store A is not managed by SIM, but Store B is a managed store. SIM will need an internal receipt generated in order to close out the transfer delivery. Store A would be set up to auto-receive transfer deliveries.
If store A is auto-receiving transfer deliveries, it would normally generate a RIB message at the same time. This would be unfavorable, because assuming Store A is running some other system to manage the inventory, that will let RMS know when the delivery is received. If that third-party system and SIM both sent a receipt message, the delivery would effectively be double-counted. Hence, the message is suppressed within SIM (which is not the system of record for the non-managed store A).
Security needs to be set up to restrict users accessing the non-SIM managed store for all other inventory transactions. If other transactions are created and completed, SIM will publish this information since these stores are supposed to be non-active in SIM.
Auto-Receive Stores is an administrative screen which allows a user to select stores from which to automatically receive items. The Auto-Receive Stores screen is accessed within the Setup dialog by clicking the Auto-Receive Stores button from the SIM Stores menu.
Only stores within the same Transfer Zone or with no Transfer Zone display in the stores window.
If a store is selected to auto-receive from and the store parameter Store Auto Receive is set to "External message," the SOH of the receiving store is automatically adjusted as soon as the listed store dispatches the shipment.
If a store is selected to auto-receive from and the store parameter Store Auto Receive is set to "Date Driven," the SOH of the receiving store is automatically adjusted as soon as the listed store dispatches the transfer shipment if the secondary store parameter, Store Auto Receive number of days is set to zero. If the number of days is more than zero, a batch program will automatically receive any store transfers still open x days after being shipped.
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Note: For auto receiving to work, the system parameter needs to be set correctly and the store needs to be selected to auto-receive from. This is different from auto receiving warehouse or external finisher deliveries which only are controlled by the system option. |
The Buddy Stores screen allows a user to select stores the transferred items are normally sent. The buddy store list is available from several selection menus to shorten the list of values to select from when searching or creating transfers to another store. The Buddy Stores screen is accessed within the Setup dialog by clicking the Buddy Stores button from the SIM Stores menu.
The Buddy Store setup does not restrict a store from transferring items to non-buddy stores, but does restrict what will display in the store selection dropdown on the transfer, shipment and receiving dialog. Only stores within the same Transfer Zone as the logged in store will display in the stores window. If a store does not have a Transfer Zone assigned, the store will also be displayed in the stores window for selection. The lack of a Transfer Zone implies that this store is accessible by all shipping locations and can ship to all locations.
Most of the time transfer zones are setup to restrict shipments between countries or where it would be prohibitively expensive to ship to due to distance.
The transfer document dialog allows the user to create, accept, and reject transfer documents for the warehouse, store, and external finisher in a single dialog.
Transfer Document features:
Transfer documents allow the movement of goods between store, warehouse, and external finisher.
Created internally or externally.
Transfer documents created externally can be approved or rejected.
A handheld flow exists to pick items for the transfer request document.
Transfers using unavailable inventory.
Visibility of shipment and receipt values after transfer approval.
This section covers system parameters, store parameters, notifications, and security.
Auto Item to Transfer Requests
Values: Yes/No�
Default: Yes�
Topic: Transfers�
Editable: Yes
This parameter allows the user to add items to a requested transfer sent from RMS (or external system).
Days to Send Email Alert Before Not After Date for Transfer Requests
Values: 0 - 999
Default: 30
Topic: Transfers
Editable: Yes
This parameter specifies the number of days prior to the not after date to send a notification. This applies to any requested transfer.
Transfer Request Approve Email Alert
Values: Yes/No�
Default: No�
Topic: Transfers�
Editable: Yes
This parameter generates a notification when a requested transfer is approved. This only applies when requesting from one store to another.
Transfer Request Email Alert
Values: Yes/No�
Default: No�
Topic: Transfers�
Editable: Yes
This parameter generates a notification when a transfer is requested. This only applies when requesting from one store to another.
Transfer Request Reject Email Alert
Values: Yes/No�
Default: No�
Topic: Transfers�
Editable: Yes
This parameter generates a notification when a requested transfer is rejected. This only applies to requests from one store to another.
Unavailable Qty Discrepancy Email Alert
Values: Yes/No�
Default: No�
Topic: Transfers�
Editable: Yes
This parameter generates a notification when a requested transfer request is not auto accepted/approved, when configured, for various reasons. Example: the quantity requested is more than the quantity available to ship.
Auto Accept External Generated Request
Values: Yes/No�
Default: No�
Topic: Transfers�
Editable: Yes
Yes: the system automatically accepts the requested transfer (default the requested quantities into the accepted field and moves the request to "Approved" for RMS requested transfers.
No: the request will need to be manually approved.
Auto Accept Store Transfer Request
Values: Yes/No�
Default: No�
Topic: Transfers�
Editable: Yes
Yes: the system automatically accepts the requested transfer (default the requested quantities into the accepted field and moves the request to "Approved" for RMS requested transfers.
No: the request will need to be manually approved.
Not After Date Default Days
Values: 0 - 999
Default: 30
Topic: Transfers
Editable: Yes
This parameter adds a value to today's date to default the Not After Date when creating or requesting a transfer. This date will be looked at when determining to auto close a document.
Transfer Handheld Picking Mode
Values: Enter Pick Quantity/Scan Every Item�
Default: Enter Pick Quantity�
Topic: Transfers�
Editable: Yes
Enter Pick Quantity: the user will need to manually enter the pick quantity and then scan the item to validate that it is the correct item.
Scan Every Item: the user will be required to scan each instance of the item on the pick and then scan the bin, if required, instead of manually entering a pick quantity for all items picked. This method ensures every item is validated as the correct item to pick.
This parameter is used on the handheld when picking items for a requested transfer and pre-packing the items to be placed in a container for shipment.
The Transfer List screen displays a list of previously created transfer documents incoming and outgoing for a specific user's store. The screen is accessed within the Transfer dialog by clicking the Transfer button on the Shipping/Receiving screen.
The transfer document is what a user creates to explain what to ship from one location to another. This includes transfers to a warehouse, store, or external finisher. The following functions are included in the Transfer dialog:
View Transfer Documents and Requests for Transfer
Create, Accept, or Reject a Request
Create, Approve, or Cancel a Transfer
Look up Shipping and Receiving Details
Close a Transfer
Print a Transfer Report
Destination Types
Transfer Shipment to Store (Store to Store):
To create a Store Transfer Shipment, the destination type of "Store" must first be identified for the shipment. The system will provide a list of valid store locations.
Transfer Shipment to Warehouse (RTW) and to Finisher (RTF):
To return items to a warehouse, the destination type of "Warehouse" must first be identified for the shipment. The system will provide a list of valid warehouses. For a Return to Finisher, the user would select destination type of "Finisher" and select the destination for the shipment, or search for it using the lookup widget. Finishers are restricted to those which are for the same operating unit as the store.
Create Transfer
A transfer is created from the Transfer List screen when a store wants to send items to another store. When a transfer is created but not yet approved, the transfer will display a status of "In Progress." The transfer reserved bucket will update the moment the transfer is approved. When the items on the transfer are shipped, the saved quantity in the transfer reserved bucket will be removed. This will keep the available quantity accurate. Any reserved quantities will be communicated to the merchandising system.
A context type and value can be entered if necessary. The context type is used to give a reason or purpose for the transfer. For context types of "PROM," a promo ID will need to be entered or selected from the list of promotions in the lookup. If the promo ID exists, the description for the promotion will be displayed. If the promotion ID does not exist in the system the description displays as "Unknown." If the transfer is created from a transfer request, the context type will be disabled.
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Note: The context types are defined as part of data setup and must match that of RMS. |
Request
A request is created from the Transfer List screen when a store wants to receive items from another store. A request can be generated from an external system or be created in SIM.
From the Transfer Request Create popup, the Buddy Store field will automatically list all the buddy stores set up for the store the user is logged into, however, any other store can also be searched and selected from the Source field as long as they are within the same transfer zone. The transfer request is only available for store to store transfers (Source Type = Store).
If the store requesting items wants the items before a certain date, a date can be selected or typed into the Not After Date field. The request will automatically cancel if not accepted by this date. There are notifications in place to ensure the transaction is fulfilled in time, if configured.
A context type and value can be entered if necessary. The context type is used to give a reason or purpose for the request. For context types of "PROM,' a promo ID will need to be entered or selected from the list of promotions in the lookup. If the promo ID exists, the description for the promotion will be displayed. If the promotion ID does not exist in the system the description displays as "Unknown." If the promotion ID is a transfer request from RMS, the context type will be disabled.
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Note: The context types are defined as part of data setup and must match that of RMS. |
The request needs to be accepted by the other store before a transfer can be shipped. Once accepted, the transfer document can be filled in a shipment/container.
Reservation of inventory will happen at the time the request is accepted.
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Note: A transfer request is a state of the transfer. A request that is approved will be the same as a transfer that was created and approved without a request. |
Customer Orders
Transfer documents can come from the merchandising system to request goods from one store to another store that are for a customer order. These transfer documents will appear in the Transfer dialog.
There will be a customer order indicator on the Transfer to denote that the transfer has a customer order affiliated with it. When searching for a customer order using the filter, the user can search for those transfers that are for customer orders, or search for a transfer that contains a specific customer order and fulfillment order ID.
The details of the transfer will denote if the transfer is for a customer order and the information popup will display the specific customer order and fulfillment order ID for that transfer if there is one. The Allow Partial Delivery Indicator is populated based upon the customer order. If the box is not checked then: when accepting a transfer request, the user must accept the full amount being requested.
For additional details, see the Multi Leg Orders section in Chapter 20, "Customer Order Management."
The Transfer List Filter screen is accessed by clicking the Filter button from the Transfer List screen. The user can filter on various search criteria. After applying the filter, the use will be returned to the Transfer List screen with the transfer documents displayed per the entered criteria.
The Transfer Detail Screen displays several details for a specific transfer at the user's store. The Transfer Detail Screen is accessed within the Transfer dialog by clicking a transfer, Create Transfer button, or Create Request button on the Transfer List screen.
For adding an item to a transfer based on the item status, see Chapter 6, "Item."
This screen allows the user to perform many different functions such as create, accept, and reject requested transfers in addition to closing transfers. Depending on the action taken by the user, some fields/buttons will be displayed while others may not.
Accepting/Picking Request
Once the requested transfer is created by the receiving store or in the merchandising system, the user on the shipping side of the transfer can enter approved quantities or pick items and set them aside for eventual shipment. A handheld workflow is available to quickly pick, pack, and ship. Commerce Anywhere shipping requests can use this process where the user pre-packages the shipment by printing out a picking report, pick items from the shelf and physically confirm the store has the inventory available.
The picking flow saves time by allowing the user to access a requested transfer, identify the quantity available, and place the item in a bag or other type of box. This bag or box can then quickly be added to the container in the transfer shipping process.
The store can be configured to scan every item on the handheld during the pick process or enter a pick quantity and subsequently scan the item to validate it is the correct item. If set to scan every item, the user will be required to scan each instance of the item. Once the quantities are entered or picking is completed, the transfer moves to an approved status.
Only transfers in "Approved"' or "In Shipping" status are available to be shipped.
The Transfer Shipping dialog is focused on shipping out containers. Each container can be associated to one or more complete or partial transfer documents. Containers can also be restricted to specific merchandise hierarchies to prevent mixing of items.
Transfer Shipment features:
Supports shipping to the store, warehouse, or external finisher
Multiple transfer documents allowed in a single container
Create container without referencing a transfer document (on the fly)
Limit store selection by buddy store and transfer zone
Multiple containers allowed in a single shipment
Manifest system integration and package tracking ID processing
Two step approval process to warn of pending shipments
Restrict merchandise packaged together by merchandise hierarchy
This section covers system parameters and security.
Customer Order Fulfillment Restriction
When this parameter is set to Restricted, the transfer must be fulfilled in full. No partial shipments will be allowed.
For additional details, see the "Customer Order Picking" section in Chapter 20, "Customer Order Management."
Display Item Image Transfer Shipment - Mobile
Values: Yes/No
Default: No
Topic: Transfer Shipment
Editable: No
Yes: The item image will be displayed in the item list and the details of the transaction.
No: The item image will not be displayed in the Transfer Shipping dialog.
Search Limit for Transfer Shipments - Mobile
Values: 1 to 999
Default: 50
Topic: UI
Editable: Yes
Defines how many shipment records will be returned in the Transfer Shipment List screen.
The Transfer Shipment List is a screen which displays a list of previously created shipments incoming for a specific user's store. The Transfer Shipment List is accessed within the Transfer Shipment dialog by clicking the Transfer Shipment button on the Shipping/Receiving screen.
Shipments to store, warehouse, or external finishers are under a single new dialog. This dialog focuses on building a single shipment to a single entity and can contain one or more containers. Each container can be managed by a different user. This allows multiple people to work on a single shipment at one time.
The screen defaults to a list of all existing active shipments. Various search criteria include searching by: Last Update, Destination, Transfer for Allocation ID, ASN, Customer Order information, status, and promotion.
The main functions include the following:
Create, edit, cancel, or dispatch a shipment
Create, edit, cancel, or confirm a container
View customer orders associated with a container
Manage carrier shipping information and print container labels
Print shipment reports
Select a reason for a shipment to a warehouse or finisher
Container ID generation based on SSCC standards
The first step in the shipment process is to create a new shipment. Once created, the shipment will display in the list of shipments and can be viewed or edited at a later time.
There is also a field available to enter an Authorization Number when shipping back to warehouse or finisher.
Customer Orders
Those transfer documents that are affiliated with customer orders will be shipped to other stores in this dialog. The customer order will be indicated on the transfer shipment. The user can search on transfer shipments that are for customer orders as well as search on specific customer order fulfillment orders.
For additional details, see Chapter 20, "Customer Order Management."
The Transfer Shipment List Filter screen is accessed by clicking the Filter button from the Transfer Shipment List screen. The user can filter on various search criteria. After applying the filter, the user will be returned to the Transfer Shipment List screen with the transfer shipments displayed per the entered criteria.
The Transfer Shipment Detail screen displays a list of previously created containers for the selected shipment. The Transfer Shipment Detail is accessed within the Transfer Shipment dialog by selecting a shipment or clicking Create Shipment on the Transfer Shipment List screen.
The containers within a single shipment will display on this screen. If the shipment has just been created, the list will be blank. Several functions may be performed on this screen to include the following:
Viewing additional details
Updating authorization number
Creating a new container
Viewing existing customer orders
Set up the carrier shipment details
Printing a shipment and container report
Submit
The shipment can be saved in "In Progress" status to continue edits later or it may be submitted or dispatched. Submitting is possible when the store setting Dispatch Validate is configured for "Ship Submit." Submitting will set the shipment to a "Submitted" status and not allow for edits, there are no updates to inventory at this point. The only step possible will be to Cancel Submit or Dispatch.
Dispatch
When the shipment is dispatched, the transfer reserved quantity for the outbound location will decrease in addition to the stock on hand. If no shipping quantities are identified the transaction should be cancelled. Inbound is increased at the receiving store for what has been shipped.
Customer Orders
The Transfer Shipment Detail has a customer order check box at the container line level to indicate if the container is for a customer order. Selecting a container and then clicking on the customer order button will display the customer orders for that container. It will display the customer Order and fulfillment order IDs, along with the container ID, status, total SKUs, and comments for the customer order.
When dispatching a transfer shipment, if the transfer associated to the shipment has the Allow Partial Indicator set to Yes, then the user must ship the full amount which is requested.
Upon selecting a container on the Transfer Shipment Detail, the user will be taken to the details of that container on the Transfer Container Detail. The Transfer Shipment Container Detail has a customer order check box at the header to indicate if the container is for a customer order.
For additional details, see Chapter 20, "Customer Order Management."
The BOL Detail screen used to manage carrier information for all types of shipments. It is accessible through the BOL button on the Transfer Receiving Detail screen.
The BOL will contain the appropriate information to identify the sender, receiver, and carrier of the goods. The Carrier Type will be defaulted based on the transfer carrier table; however, the user can modify this if necessary. For carrier types of Third Party, the Service will need to be selected.
For additional details on the BOL screen and how it is used with manifesting and pre-shipment, see Chapter 12, "Shipping and Receiving Common Components."
The Transfer Shipment Container Detail screen displays the details for an outgoing container. The Transfer Shipment Container Detail is accessed within the Transfer Shipment dialog by selecting a container or clicking Create Container on the Transfer Shipment Detail screen.
There are several functions the user is able to perform on this screen. Some of the features include:
Create, edit, delete, or confirm a container
Select transfer items or add loose items
Manage carrier shipping information
Print a container label or container report
Manage extended attributes for items
Manage UINs
A container is created from the Transfer Shipment Detail screen when a store wants to send items to another store, a warehouse, or external finisher. The container can be created with or without referencing a transfer document. When a container is created but not yet completed, the container will display a status of "In Progress." The transfer reserved bucket will update the moment the container is saved. When the shipment is dispatched, the saved quantity in the transfer reserved bucket will be removed. This will keep the available quantity accurate.
For additional details for adding items to the container, see "Document Selection."
Shipment to Warehouse and Finisher
For warehouse and finisher containers, Inventory Type of "Available" or "Unavailable" is held at a container header level. This means that all items in the container must be for the same inventory type, there cannot be a mixture. This is different for return to vendor (RTV) shipments. Therefore, once items from a transfer have been added to the container, the inventory type is set for the container and can no longer be changed. However, a shipment may have both unavailable and available containers.
If inventory is from unavailable inventory, the shipped quantity cannot exceed the unavailable stock. If the system is configured to use sub-buckets, then the sub-bucket associated to the reason codes which are for unavailable inventory will be displayed. The sub-bucket will be updated as the unavailable inventory is updated.
A default reason code will be selected from the Document Selection screen. Reason codes available are based on the reason codes setup in the Shipment Reason Code administrative screen. Additionally, the user will be granted data permissions for the reason codes they can assign.
Additional validation is performed when a loose item is added to a container, to check the item is also available in the destination location. This prevents the user from shipping inventory to a warehouse or finisher that does not store that type inventory. Example, snowboards are not allowed to be returned to a warehouse in Florida, but are ok to be shipped to a warehouse in Upstate New York where they can be used. Loose items can only be added to a container set to use available inventory
For those items that are UIN items, it will be required to capture UINs. As the UINs are captured, the UIN quantity field will be updated.
The Document Selection popup displays a list of approved transfers and items available to add to a container for the selected destination store. The Document Selection is accessed within the Transfer Shipment dialog by clicking the Document button on the Transfer Shipment Container Detail screen.
This screen is used to select the transfer or allocation document available to add items to an outgoing container. The documents displayed will be based on the destination type and location already selected at the time of creating the shipment.
When the user enters this screen, they are able to select the inventory type of available or unavailable. When the user selects "Unavailable," an additional dropdown for the default reason code will also display. The user will be required to set the default reason code before they can leave the screen.
Limit Items to (Hierarchy Restriction)
If the user wants to set up the container to restrict the container to hold the same type of items, they can set up the container to restrict by department, class, and subclass. The user does not select the actual department, but rather sets the hierarchy level they want to restrict by. When the first item is added to the container, the department, class, and/or subclass is set for the container based on the hierarchy the item is part of. The container detail screen will display the hierarchy that is locked in. Any items added subsequently must match the hierarchy of the first item. For example, if the restriction was set up to limit items to the same department and the first item added was for the Women's Department, only items that match the Women's Department can be added to the container, but it will not matter which class and subclass the item is in since the hierarchy level is set at Department.
The hierarchy level is auto defaulted depending on the permission the user has been given.
Options to Add to Container
Users can select an approved transfer document and have different options to apply the items. When the user is working in the container screen, any items added manually, will be added to the selected transfer document. If the user does not want to add the items to the transfer, they can select No Document from this screen, to clear out the selection. Items added manually will be added to the Ad Hoc transfer if no document is selected, otherwise they are added to the transfer doc selected. Adding loose items to a container is only allowed for Containers setup for Available inventory.
Apply Item(s): The items are pre-filled in the container without quantities.
Apply Item(s) & Quantity: The items with their remaining quantity are added into the container.
Use Document: The user manually adds the items to the container validating against the selected document. The user will be prompted when an item does not exist on the document. If not, the user may or may not have the ability to add to the container or to the selected document.
No Document: This is used when the user adds items to a container that are not pre-defined on a transfer document.
Once the document and items are selected, the document ID is populated in the header of the container detail screen as well as next to each item added to the container. There are various permissions that will control which options a user can perform.
Unavailable Containers
For unavailable containers, the reason code exists at the header and the detail level.
The default reason code is selected from the Document Selection screen and the reason code will automatically default for all of the items being added to the container. The user still has the option of overwriting that reason code at the detail level.
Each reason code will be assigned an inventory type of available or unavailable. For transfer shipments, only the inventory type of "Unavailable" can be set up with reason codes. RTV Shipments are allowed to use reason codes for both inventory types. When creating the transfer, the user will select if the inventory for the transfer will come from available or unavailable inventory. Inventory (available or unavailable stock) for the item is displayed for informational purposes based upon the inventory status for the reason.
Reason codes will be restricted to those reason codes the user has data permissions for.
The Container Info popup displays additional details for a container. The details needed for printing shipping labels and manifesting can be found on this popup. The Container Info is accessed within the Transfer Shipment dialog by clicking the Info button on the Transfer Shipment Container Detail screen. See the Common Shipping and Receiving chapter For additional details, see Chapter 12, "Shipping and Receiving Common Components."
All validations and rules for transfer shipments on MAF is functionality also available on the PC application. Transfer Shipments exist in a small form factor on MAF.
Features:
Search for transfer shipments
Create a new shipment
Create a new container
View or edit an existing shipment or containers
Delete or cancel "In Progress" containers or shipments
Submit, cancel submit, or dispatch a shipment
Print pre-shipment, manifest, and transfer shipment reports
Print container labels
Transfer Shipments will be accessed on MAF through the Shipping / Receiving menu within the drawer. Selecting the menu option will take the user to the Tsf Ship List screen. On this screen, the user has the option to search for shipment records which will be presented on the Tsf Ship List screen. The user has the option to create a shipment, edit or view a shipment.
When creating, editing, or viewing a shipment, the user will first be directed to the list of containers within the shipment on the Tsf Ship Containers screen. The user has the option to create a container, edit or view a container.
When creating, editing, or viewing a container, the user will be directed to the list of items in the container on the Container Items screen. The user can add, view, and edit the details of the items on the Item Detail screen. On the Item Detail screen, there will be tabs for UINs as well as Extended Attributes if the system and/or item is configured for these.
When navigating to Transfer Shipping, the user is taken to the Tsf Ship List screen with the default list being defined for "Active" shipments.
The user can use the search criteria eye glasses to navigate to the transfer shipment search criteria screen to enter search criteria for transfer shipments. When scanning/entering a container ID in the scan bar, the system adds the container ID to the entered search criteria and narrows down the current list of shipments by the item scanned. The user can scan or enter the internal or external container IDs or the tracking ID to find the matching shipments. If there are multiple containers found with the same scanned or entered number, the user is prompted to select the shipment/container to return.
The create button will prompt the user to create a new shipment. The user will have the ability to create a shipment for store, warehouse, or finisher. Buddy stores are available to allow for searching for a location to ship to that are close in proximity. Creating a new shipment will direct the user to the Tsf Ship Containers screen with no containers. If the user selects an existing shipment, the same screen will display a list of created containers.
The Transfer Shipment Search Criteria screen. is accessed by the eye glasses on the Tsf Ship List screen. After applying the search criteria, the results will be listed on the Tsf Ship List screen and the criteria applied will show. The following fields can be searched on from this screen: last updated, destination type, destination ID, destination, document ID, asn, item, container ID, customer order ID, fulfillment order ID, customer orders exist, shipment status, context type, and context value.
When creating or selecting an existing shipment from the Tsf Ship List screen, the user is taken to the Tsf Ship Containers screen with the list being defaulted to "Active" containers. When scanning/entering a container ID in the scan bar, the system will navigate the user to the Container Items screen and display the items currently in the selected container. The user can scan or enter the internal or external container IDs or the tracking ID to find the matching containers in the shipment.
The create button will create a new container for the shipment. Creating a new container will direct the user to the Container Items screen with no details (items) in order to build a new container. Lastly, selecting a container from the list will navigate to the details for that container.
Footer Menu
Info: The Info option will access the Info (Shipment) popup.
BOL Info: The BOL Info option will access the BOL Info screen.
Note: The Notes option accesses the notes common dialog to capture notes.
Customer Orders: The Customer Orders option will access the Cust Ord List screen.
Create: Create will create a new container in the shipment.
Edit Shipment: Edit Shipment will access the Edit Shipment screen.
Submit: Submit will perform validations for "In Progress" shipments and lock the shipment for additional edits. The shipment will be ready for dispatch. This menu option will only be available when the store parameter "Transfer Shipment Dispatch Validate" is set equal to Ship Submit.
Cancel Submit: Cancel Submit will reverse the Submit and move the shipment back to "In Progress."
Dispatch: Dispatch will perform validations and post transactions to finalize the shipment and no further changes are allowed.
Delete: Delete will mark the shipment to "Canceled" status.
Back: Back will exit the shipment.
External Printing: External Printing will display the External Printing popup to select a printer for the pre-shipment notice and manifest documents.
Print: Print will display the common print dialog to print the transfer shipment report.
The Edit Shipment screen is used to enter details for the shipment including transportation details. The information entered and/or selected on this screen is the same as the BOL Detail screen for the PC. The same rules and validations apply. Details will include: BOL ID, motive, pickup date, ship to address, carrier type, carrier, carrier service and carrier address. If the shipment is to a warehouse or finisher, the user will also have the ability to enter an authorization number.
The Carrier information will be locked down once the container has been confirmed. At that time, the Adjust Carrier button will be available to move the containers back to "In Progress" which will allow the user to make changes to the carrier and other shipment details.
The Info (Shipment) is an informational popup that contains read-only information about the header level of the shipment. Details include: destination type, destination, shipment ID, asn, status, create date, create user, last update, last update user, submit date, submit user, dispatch date, and dispatch user.
The BOL Info is an informational screen that contains read-only information about the carrier details for the shipment. This screen is view only and the details are managed on the Edit Shipment screen. Details include: BOL ID, dispatch date, auth#, motive, pickup date, ship to address, carrier type, carrier, carrier service, and carrier address (if entered).
The Cust Ord List is an informational screen that contains read-only information about the customer orders within the shipment. The customer order information will be on the transfer documents selected for the shipment. Details include: Customer Order/Fulfillment Order, status, cnt ID, and container ID.
Scrolling in the list of customer order/fulfillment orders on the left will display a filter. The filter can be used to narrow down the list of items. Filtering can occur by customer order ID, fulfillment order ID, container ID, and customer order status.
The Container Items screen is the screen the user goes to when creating a container or a new container. The items on the list are for the container. The item image for the line items is displayed per configuration. The Container Items screen is also what is displayed when selecting a container from the Tsf Ship Container screen.
Line items appear in a list and selecting a line item will navigate to the item details of the item. If an item has been changed in the current session, it will be indicated by a bar on the left of the item. Scrolling in the list of items on the left will display a filter. The filter can be used to narrow down the list of items. Filtering can occur by item ID, description, document ID and reason code.
When a container is setup to use unavailable inventory, a reason code must first be selected before being able to add or edit an item in the container. The reason code is selected on the Edit Container screen. Containers that are setup to use available inventory will not use reason codes. The reason code selected is at the header level for the container and it will be applied to all newly added items until it is changed to a different reason, in which the newly changed reason will be added to the items.
Scanning or entering an item in the scan bar will navigate the user to the Item Detail screen for the item. Quantity may be updated, depending on the scan mode.
Directly below the scan bar, the currently selected transfer document will display. When the first entering the container, "No Document" will be displayed. The user will need special permissions to add items without selecting a document. The user will access the active documents by tapping on this bar which will bring the user to the Select Document screen.
Next to each item, the extended attribute icon will display if the item has any extended attributes assigned and the UIN icon will display if the UINs have been associated to the item.
The ellipsis in the lower right hand corner will access the footer menu which will contain all the functions that can be performed on a container.
Footer Menu
Info: Info will access the Info (Container) popup.
Notes: The Notes option accesses the notes common dialog to capture notes.
Edit Container: Edit Container will access the Edit Container screen.
Adjust: The Adjust option will reopen a container in Completed status and move it back to In Progress.
Confirm: Confirm will move the container in an In Progress status to Completed.
Save: Save will save the container in "'In Progress" status to be completed later. This option is only available when the screen is in edit mode.
Delete: Delete will mark the container to "Canceled" status. This option will only be available for containers that are in a New or In Progress status.
Cancel: Cancel will exit the container and changes made in that session will not be saved. This screen is only available when the screen is in edit mode.
Back: Back will bring the user back to the previous screen. This option is only available when the container is view only.
Print: Print will display the common print dialog to print the Transfer Shipment Container report and Transfer Shipping Label.
The Select Document screen is used for adding items to ship into the container. The user goes to this screen when tapping the Document ID in the header bar of the Container Items screen. If there are no approved documents to display, the list will be empty. The list is sorted by documents with a remaining quantity on top, then by not after date, and then by document ID.
A list of documents for Inventory Type of "Available" or "Unavailable" will display based on the selected option on the Edit Container screen. The default will be to display documents with inventory type set to available.
Additionally, if the user has placed a hierarchy restriction on the container using the Limit Item To dropdowns on the Edit Container screen, only those documents with items matching the criteria will display. This will happen once the restriction is set by adding the first item to the container. If the container is empty, all documents will be displayed for the appropriate inventory type.
Scanning or entering a document ID on this screen in the scan bar will display the Document Options popup if any are found. The user can add items only, add items and the remaining quantity or simply use the document for validation when scanning/entering items to the container.
Scrolling in the list of documents on the left will display a filter. The filter can be used to narrow down the list of documents. Filtering can occur by document ID, external ID, customer order ID, fulfillment order ID, context type, and context value.
The following icons will be displayed to indicate the status:
Green circle with check indicates the document has remaining quantities.
Orange triangle with exclamation point indicates the document has no remaining quantities.
The No Document button is used to clear the selected document. The user needs special permissions to use this button. Any items added to the container when No Document is selected, will be added to an ad hoc transfer created for the entire shipment for any unexpected items not associated with an existing transfer. The button will not be available when the container has been setup to pull items from unavailable inventory buckets.
The Edit Container screen is used to enter details for the container including transportation details. The user navigates to this screen from the footer menu on the Container items screen. Details will include: ID, inventory status, container ID, package type, weight, tracking ID, and container restriction by hierarchy. If the inventory status is unavailable, the reason code and sub-buckets (if configured to use sub-buckets) will also be available.The inventory status and the container restriction by hierarchy will be locked down once the first item has been added to the container. If manifesting has been configured, the package type and weight may be required by the carrier selected for the shipment before the user can confirm the container.
The Info (Container) is an informational popup containing read-only information about the header level of the container. Details include: ID, container ID, shipment ID, status, destination type and destination, create date, create user, update, update user, approve date, approve user, package type, weight, tracking ID, container hierarchy limit, and inventory status.
The Item Detail screen is the screen the user goes to when selecting or scanning an item from the Container Items screen. Scanning or entering an item on this screen in the scan bar will update the quantity per the scan mode and refresh the item detail screen for the item and quantity scanned. The quantity can be edited and updated manually if permissions allow.
The item information including the image which is system configured to display in the header. The bottom portion of the screen containers information fields of inventory qty, remaining qty, document qty and reason code (for unavailable inventory only) pertaining to the bucket stock is coming from.
The footer menu (ellipsis button), contains a reset function as well as remove and restore functions. The user can page through existing item in the container view the arrows on the bottom.
The Item Detail has an extended attributes tab to add and remove extended attributes if the item is configured as such. There is also a UIN tab to take the user to the UIN screen to add and remove UINs for UIN items.
The receiving dialog allows users to receive store, warehouse and external finisher deliveries with containers. It allows these containers to be received blind, without the user knowing the expected quantity. The containers can also be for unavailable inventory. Lastly, SIM supports misdirected containers or unexpected containers originally not listed on the delivery.
Transfer Receiving features:
Receive by Advance Shipment Notice (ASN), container, item level, or automatically
Record damages during receiving
Blind receiving
Manage container deliveries for another destination or creating an additional container
Multiple methods to scan and identify the container delivery (GS1, Container ID, Tracking ID)
Inventory updated immediately as containers are scanned and confirmed
This section covers system parameters, store parameters, notifications, and security.
Allow Unexpected UINs
Values: Yes/No�
Default: No�
Topic: UIN�
Editable: Yes
Yes: The unexpected UIN is allowed. Completing the transaction will update the UIN Status and update the store the UIN is assigned to. An email alert will be generated upon confirming the receipt.
This parameter is used when a UIN is not assigned to the current store, but assigned to a different store within the enterprise. When the current store does not own the UIN, but it is within the enterprise, an email notification will be sent to the store where the UIN was originally associated with. This applies to Transfer Receiving, Inventory Adjustments, and Stock Counts. These discrepancies will not appear on the Resolution List screen, instead the notification will occur through an email and can be resolved by adding the item to a Problem Line stock count or resolving it using an inventory adjustment.
Barcode Scan/Entry Log - Receiving
Values: Yes/No�
Default: No�
Topic: Admin�
Editable: Yes
Yes: Captures, on the handheld, all container and item scans or manual entries by user, location, and time at the point of receiving deliveries. Containers are captured in the quick receiving dialog while item level is captured in the Item Receiving function of the Container Summary for DSD and Transfer Receiving.
No: Does not capture any container or item information in the handheld receiving dialog.
Customer Order Receipt Email Alert
Values: Yes/No�
Default: No�
Topic: Customer Order�
Yes: This parameter generates notification for customer order receipts. An email notification will trigger when the receipt has been confirmed for transfer receiving or DSD, including inventory for a cross channel customer orders.
The transfer receipt or DSD receipt is associated with a specific customer order, however, note the customer order/fulfillment order may not exist in the system and the notification will still take place.
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Note: It is not necessary to check if the customer order/fulfillment order exists or that it has been picked yet |
A notification will be produced for each delivery and can contain multiple customer/fulfillment orders on the same notification.
No: Email alert not generated.
Damaged Delivery Email Alert
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: Yes
This parameter generates a notification for transfer receipts with items marked as damaged.
Days Shipped Delivery Overdue Email Alert
Values: 1-999�
Default: 7�
Topic: Transfer Receiving�
Editable: Yes
This parameter generates a notification for transfer receipts with items marked as damaged.
Disable Discrepancy Checks in Transfer Receiving
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: No
Yes: The system will not perform discrepancy checking and, whatever the user enters as a received quantity will not be validated against the expected quantity.
No: The system will perform discrepancy checking.
Display Item Image Transfer Receiving - Mobile
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: No
Yes: The item image will be displayed in the item list and the details of the transaction.
No: The item image will not be displayed in the Transfer Receiving dialog.
External Finisher UIN Qty Discrep Email Alert
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: Yes
Whenever the transaction cannot be auto received, the system generates a notification when there is a discrepancy with the number of UINs on the Finisher Return and the UINs received.
Misdirected Container Email Alert
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: Yes
This system parameter will generate a notification when there is a misdirected container that has been received in another location.
Number of Days Received Transfers can be Adjusted
Values: 0-999�
Default: 0�
Topic: Transfer Receiving�
Editable: Yes
0: no adjustment allowed
1: allowed to adjust until the end of today
2: allowed to adjust until the end of tomorrow
X: allowed to adjust until x days starting from today
This parameter controls the number of days a container can be adjusted within a receipt after (Warehouse, Store, or External Finisher) are received.
Receive Entire Transfer
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: Yes
Yes: The transfer delivery must be received in full, no items can be added or removed from any container on the delivery/receipt.
No: The transfer delivery allows for adding and removing of items from any container on the delivery/receipt.
Store Receiving Force Close Indicator
Values: RL/SL/NL�
Default: RL�
Topic: Transfer Receiving�
Editable: Yes
RL: (Receiver Loss) Any shipped quantity that was not received is a loss at the receiving store.
SL: (Sending Loss) Any shipped quantity that was not received is a loss at the sending store.
NL: (No Loss) Any shipped quantity that was not received does not affect the receiving or the sending store.
Store Receiving Over/Under Email Alert
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: Yes
This parameter generates a notification when items on a transfer receipt with a source type of Store is greater than or less than the expected quantity.
Warehouse/Store UIN Qty Discrepancy Alert
Values: Yes/No�
Default: Yes
Topic: Transfer Receiving�
Editable: Yes
This parameter generates a notification when there is a discrepancy with the number of UINs on the ASN and the UINs received when auto receiving a warehouse or store delivery with a source type of Warehouse.
Auto Close Receipt
Values: 1-99�
Default: 1�
Topic: Transfer Receiving�
Editable: Yes
0: close the receipt immediately
1: close the receipt the end of today
2: close the receipt the end of tomorrow
X: close end of day x days starting from today
The batch program will auto close any transfer receipts and marks all non-received containers to missing. Partially received containers will be marked as damaged.
Auto Pick on Receive - Direct Delivery/Transfer Delivery
Values: Yes/No�
Default: No�
Topic: Customer Orders�
Editable: Yes
Yes: SIM will automatically fill in the pick quantities on the customer order when receiving the delivery that is for that customer order.
No: The picked quantities are not updated.
This parameter exists for each of the areas of receiving, DSD Receiving, and transfer receiving.
Auto Pick Mixed Containers
Values: Yes/No�
Default: No�
Topic: Customer Orders�
Editable: Yes
Yes: If a container has items in it that are for customer orders and non-customer orders, then SIM will auto pick the container. It will mark those items that exist on the customer order as picked.
No: If there is a mixed container of customer order and non-customer order items, it will not get auto picked and the picked quantities will not be updated.
External Finisher Auto Receive
Values: Not allowed/External message/Date Driven�
Default: Not allowed�
Topic: Transfer Receiving�
Editable: Yes
Not allowed: Auto receiving is not allowed for the external finisher.
External message: Will receive the full external finisher delivery with a source type of Finisher, the moment an ASN transaction arrives that indicates that the delivery needs to be auto received.
Date Driven: Will look at a secondary store option (External Finisher Auto Receive number of Days) to determine how many days the transaction stays open before it is fully received. If it is set to 0, it will auto-receive on the ETA date.
Store Auto Receive
Values: Not allowed/External message/Date Driven�
Default: Not allowed�
Topic: Transfer Receiving�
Editable: Yes
Not allowed: Auto receiving is not allowed for the store.
External message: Receives the full store delivery the moment an ASN transaction arrives when the indicator on the ASN identifies this as an auto receive delivery.
Date Driven: Receives the delivery automatically when the date is reached. A second option, Store Auto Receive Number of Days, is used to determine how many days the transaction stays open before it is fully received. If Store Auto Receive Number of Days is set to 0, it will receive immediately when the transfer is shipped.
Store Auto Receive Number of Days
Values: 0-99�
Default: 0�
Topic: Transfer Receiving�
Editable: Yes
0: immediate receiving
1: end of day today
2: end of day tomorrow
X: end of day x days starting from today
The batch program will auto receive any store transfers not previously closed x-days after they have been shipped. This parameter is only used when the Store Auto Receive parameter is enabled.
Store Transfer Default to Shop Floor Receive
Values: Yes/No�
Default: No�
Topic: Transfer Receiving
Editable: Yes
This parameter determines whether the receiving checkbox or handheld option on the Container Info screen will default to receive inventory into the shop floor instead of automatically receiving into the back room for the source type of Store.
Yes: The Transfer Receiving Container workflow will default the checkbox or handheld option to receive inventory into the shop floor. The shop floor inventory bucket will be incremented instead of the backroom bucket. If a capacity is defined for the item, the maximum shop floor quantity will equal the capacity; otherwise the shop floor will be updated to the entire receipt amount.
No: The checkbox or handheld option will be defaulted to the back room and all inventory will be automatically received into the back room or delivery bay.
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Note: With the proper permissions, the user will still have the option to receive onto the shop floor while receiving the delivery by changing the default to shop floor on the handheld or PC. |
Damaged inventory will not move to the shop floor.
Store Transfer Receive Item Capacity
Values: Yes/No�
Default: No�
Topic: Transfer Receiving
Editable: Yes
This parameter determines whether the capacity will be considered while receiving the deliveries for the source type of Store.
Yes: While receiving, the capacity will be considered.
For example: If capacity is 50, delivery is for 100, and Available SOH is 10 on shop floor, then if this parameter is on and receive in shop floor is checked, then 40 (un-damaged) will be moved to shop floor and rest to back room.
No: While receiving, the capacity will not be considered.
Damaged inventory will not move to the shop floor.
Warehouse Auto Receive
Values: Not allowed/External message/Date Driven�
Default: Not allowed�
Topic: Transfer Receiving�
Editable: Yes
Not allowed: Auto receiving is not allowed for the warehouse deliveries.
External message: Will receive the full warehouse delivery the moment an ASN transaction arrives that indicates that the delivery needs to be auto received and the source type is Warehouse.
Date Driven: Will look at a secondary store option (Warehouse Auto Receive number of Days) to determine how many days the transaction stays open before it is fully received. If it is set to 0, it will auto-receive on the ETA date.
Warehouse Auto Receive Number of Days
Values: 0-99�
Default: 0�
Topic: Transfer Receiving�
Editable: Yes
0: immediate receiving
1: end of day today
2: end of day tomorrow
X: end of day x days starting from today
The batch program will auto receive any warehouse transfers not previously closed x-days after they have been shipped. This parameter is only used when the Warehouse Auto Receive parameter is enabled.
Warehouse Default to Shop Floor Receive
Values: Yes/No�
Default: No�
Topic: Transfer Receiving
Editable: Yes
This parameter determines whether the receiving checkbox or handheld option on the Container Info screen will default to receive inventory into the shop floor instead of automatically receiving into the back room for the source type of Warehouse.
Yes: The Transfer Receiving Container workflow will default the checkbox or handheld option to receive inventory into the shop floor. The shop floor inventory bucket will be incremented instead of the backroom bucket. If a capacity is defined for the item, the maximum shop floor quantity will equal the capacity; otherwise the shop floor will be updated to the entire receipt amount.
No: The checkbox or handheld option will be defaulted to backroom and all inventory will be automatically received into the back room or delivery bay.
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Note: With the proper permissions, the user will still have the option to receive onto the shop floor while receiving the delivery by changing the default to shop floor on the handheld or PC. |
Damaged inventory will not move to the shop floor.
Warehouse Receive Item Capacity
Values: Yes/No�
Default: No�
Topic: Transfer Receiving
Editable: Yes
This parameter determines whether the capacity will be considered while receiving the deliveries for the source type of Warehouse.
Yes: While receiving, the capacity will be considered.
For example: If capacity is 50, delivery is for 100, and Available SOH is 10 on shop floor, then if this parameter is on and receive in shop floor is checked, then 40 (un-damaged) will be moved to shop floor and the rest to the backroom.
No: While receiving, the capacity will not be considered.
Damaged inventory will not move to the shop floor.
When an overdue store transfer shipment has not been received within the days to hold parameter.
When damages are received on a transfer receipt.
When a transfer receipt is received over or under the quantity sent.
When a UIN qty discrepancy exists on an ASN.
When a store has requested more inventory than what is at the source location.
The Customer Order Receipt Alert notification will be triggered upon confirmation of a receipt of a Transfer Receipt which is for a web order customer order. This will be controlled by the Customer Order Receipt Email Alert system setting.
The Transfer Receiving List screen displays a list of deliveries coming for a specific user's store including warehouse deliveries, store to store deliveries, and external finisher deliveries. The Transfer Receiving List is accessed within the Transfer Receiving dialog by clicking the Transfer Receiving button on the Shipping/Receiving screen.
The system defaults to all records which are in "Active" status meaning "New" or "In Progress" status. A Filter option is available to further search on the delivery records.
From the Transfer Receiving List screen, the user has the potential to perform numerous tasks. The following functions are included in the Transfer Receiving dialog:
Default Qty (Receive All) at Delivery/Receipt or Container level
o Create, edit, cancel, or confirm a container
o View customer orders associated with a container
o Receive unexpected containers or items and print new container label
o Adjust a received container
o Customer order auto picking and notification
o Activity logging for all item scans or entry
These deliveries are all populated through the system from an internal or external source. The ASN corresponds to the Shipment ASN for a store to store transfer.
An estimated expected date will be populated if one exists in the ASN. When the delivery has been received, the receive date field will be updated. The user is also able to identify any container marked as missing or holding customer orders.
The user will simply select the delivery to work on and is then brought to the Transfer Receiving Detail screen.
This dialog allows the user to view any customer order information as well as identify when containers have both customer order and not customer orders within the same container.
If an unexpected container arrives, the user may search for the container using the misdirected container screen and receiving notes may also be captured at the receipt and container level.
Customer Orders
The Transfer Receiving List has a customer order check box to indicate if the transfer being received is for a customer order. The Filter contains the indicator to allow for searching on transfer receipts that are for customer orders. The filter also contains fields to specify the customer order or fulfillment order to search on.
For additional details, see Chapter 20, "Customer Order Management."
The Transfer Receiving List Filter screen is accessed by clicking the Filter button from the Transfer Receiving List screen. The user can filter on various search criteria. After applying the filter, the user will be returned to the Transfer Receiving List screen with the transfer receipts displayed per the entered criteria.
The Transfer Receiving Detail screen displays a list of containers for the selected delivery/receipt. The Transfer Receiving Detail is accessed within the Transfer Receiving dialog by selecting a delivery on the Transfer Receiving List screen.
This screen will list all of the containers along with status, number of SKUs expected, whether it is for a customer order, how many transfer documents are referenced and if there are any items in the container that require UINs.
Containers can be received individually by selecting the container. If the user clicks on Default Qty button, all items received quantity for each container is set to the expected quantity. Containers can only be received at a container level if they have not been received at the item level.
If UINs are required for some items in the container, then additional rules apply. If they are AGSN items, then serial number capturing is not required, as they will be auto generated upon receipt. If they are non AGSN UINs, the system will first check if the UINs came in on the ASN, if so, it is possible to receive at the container level. If the UINs are not on the ASN, then container level receiving is not possible, and the user must do item level receiving to capture the UINs.
If the delivery has already been received and if the receipt date is within the system configured number of days allowed to adjust a receipt, it is possible to for the user to reopen the specific container on a receipt by clicking the container. The user can adjust the container from within the container dialog.The receipt can be saved as "In Progress" to complete receiving at a later time. Saving the receipt will not make any updates to the stock on hand.
Confirming the receipt will mark all containers, with received quantities, to Received. Stock on hand is updated when the status of the container changes to Received, either from within the receipt details or from within the Container. Any containers with no received quantities will be marked as Missing.
Customer Orders
The Transfer Receiving Detail has a customer order field at the container line level to indicate if the container is for a customer order. If all items in the container are for a customer order, it will be Yes. If no items in the container are for a customer order, it will be No. Lastly, if some items are for a customer order and some are not, it will be Mixed.
Selecting a container and then clicking on the customer order button will display the customer orders for that container. It will display the customer Order and fulfillment order IDs, along with the container ID, status, total SKUs, and comments for the customer order.
Upon confirmation of the receipt, the user will be prompted that the delivery is for a customer order, this will allow the user to set it aside.
The user can drill down into the details of the container by selecting the container; the system will navigate to the Transfer Receiving Container Detail. The Transfer Receiving Container Detail has a customer order field at the header to indicate if the container is for a customer order: Yes meaning for customer order, No meaning there are no customer orders, and mixed meaning some items are for customer orders and some are non-customer orders.
For additional details, see Chapter 20, "Customer Order Management."
The Transfer Receiving Info popup displays the details for the selected delivery/receipt. Additional delivery details can be recorded on this popup, such as carrier entity, type, and code. The Receiving Info is accessed within the Transfer Receiving dialog by clicking the Info button on the Transfer Receiving Detail screen.
This screen is used to display additional details about the receipt. There are some entry fields to record delivery information such as the carrier entity, type, and code. The entry fields are editable until the receipt is closed. The License Plate and Freight ID fields may be for other purposes, such as a Weigh Bill ID or BOL ID. The field names can be customized by the client.
The Misdirected Container screen displays a list of containers for other locations when the user searched by container ID. The Misdirected Container is accessed within the Transfer Receiving dialog by clicking the Misdirected Container button on the Transfer Receiving Detail screen.
This screen is used to find and receive an existing container intended for another location. If there is more than one container with the same container ID, they will all display in the top half of the screen. When the user selects a container, the contents of the container will display on the lower half of the screen.
If the container is found, the contents of the container can be copied to a new container and added to a new transfer. The original container ID will be referenced on the Container Info screen. Additionally, the original container will be identified as missing and a notification is sent to the store of the original intended location. If desired, the user is able to print a label for the container to replace the original label.
If the container is not found, the user will need to create the container manually by selecting the Create Container button on the Transfer Receiving Detail screen. All items will need to be added or scanned individually. The original container ID will need to be manually entered in the reference container field on the Container Info screen.
Customer Orders
If there are customer orders associated with the container, the customer order fulfillment orders are received with a zero quantity. A notification is generated for the original store indicating the container was received in another location and the container is set to missing.
For additional details, see Chapter 20, "Customer Order Management."
Receive Entire Delivery
If the system parameter Receive Entire Transfer is set equal to Yes, the user cannot copy a misdirected container.
The Customer Orders screen displays a list of containers referencing the customer orders for the selected delivery. The Customer Order Information is accessed within the Transfer Receiving dialog by clicking the Customer Order button on the Transfer Receiving Detail screen.
This screen provides a method to look at the customer order information within the containers for the selected delivery/receipt. This screen is similar to the Customer Order List screen.
The Transfer Receiving Container Detail screen displays the details within a container. The Transfer Receiving Container Detail is accessed within the Transfer Receiving dialog by selecting a container or clicking Create Container on the Transfer Receiving Detail screen.
This screen is used to work with the contents and details within the container. Information is populated from an Advanced Shipment Notice (ASN) and the user will mark the items as received or damaged as well as identify UINs from this screen. The unit of measure can be easily changed for all items on the screen from cases to standard unit of measure. The default UOM system parameter will determine the default display on this screen. If there is a transaction unit of measure, this will be used in place of the standard unit of measure, when selected.
If configured, unexpected items may be added to the container. A new transfer will be created for the unexpected items. There will only be one transfer created for the entire receipt.
The entire container may be marked as damaged and a reason for the damage from the Container Info screen. Additionally, the container can be marked to receive on the shopfloor directly. For additional details, see "Container Info.".
Receive Transfer Delivery
When the delivery is being received, the status of the delivery/receipt will move to "In Progress" status at the receiving store. If the user presses the cancel button, the delivery/receipt will remain as "New." If configured for blind receiving, the expected inbound quantities will not display.
The user may select to use Default Qty button or change the quantity received and mark items as damaged if necessary. The user will also be able to identify specific UINs that were received on the delivery. The UIN Popup is used to mark the UINs as received and/or damaged. Items may be either added or removed from the delivery/receipt as well. When the delivery has been confirmed, a receipt is generated.
For additional details on the UIN popup screen, see Chapter 6, "Item."
When confirming a delivery, the status is updated to Received and inventory is updated. The merchandising system is also notified at the container level for the receipt. This provides an up to date view.
When damaged items are received the inventory for those items will be put into a Non-sellable Unavailable bucket. The total received is the sum of the received and the damaged quantities.
Receive Entire Delivery
If the system parameter Receive Entire Transfer' is set equal to Yes, the user cannot add or remove items from a delivery.
Managing Discrepancies
Deliveries can be received for over, short or the exact quantity dispatched. Discrepancies are easily managed with the Display Only Discrepancies checkbox. When checked, the expected column will be compared with the received plus damaged column and only the items with a discrepancy will display. Unexpected items added during the session will not show up on the discrepancy list since there is no expected quantity. A discrepancy report will also be available to print out the list as well.
Store to Store transfer receipt overages will adjust the difference out of the sending store's stock on hand. There is not an inventory adjustment created for this overage but an e-mail notification will be generated and sent to the sending store.
Adjust Container
After the delivery has been received, it is possible for a user to adjust each container on the receipt. This will depend on the Number of days received transfers can be adjusted system parameter. The user will press the Adjust button and the container moves back to "In Progress." The entire container is reversed out and is the user will need to reconfirm. The full reversal will display in Transaction History.
Adjusting can only be done at the container level. The entire receipt cannot be adjusted at once. Once the original receipt has been confirmed, the inbound bucket will no longer see a change. In some cases, the container may be restricted from adjustments, such as when customer order reservations exist. If the container has been adjusted, a checkbox will be marked in the Container Info screen. The received quantity and damage quantity fields will be populated with the same value as when the container had been confirmed.
External systems such as RMS have the ability to sent receipt adjustments which only include the delta. Transaction History will also display the delta in this case.
The Transfer Receiving Container Info popup displays additional details within a container. The Transfer Receiving Container Info is accessed within the Transfer Receiving dialog by clicking the Info button on the Transfer Receiving Container Detail screen. For additional details, see Chapter 12, "Shipping and Receiving Common Components."
The Advanced Item Entry popup displays details of an item entered or scanned with a wedge scanner for adding to the selected container. The Advanced Item Entry is accessed within the Transfer Receiving dialog by selecting a container or clicking the Add/Scan Item button on the Transfer Receiving Container Detail screen. This screen is available in other functions, but has been modified specifically in this area.
This popup provides item lookup capability. The item can be marked as damaged for the full amount or the received and damages quantities maybe filled in. If a wedge scanner is used, the information can be populated from GS1 databar. The item, UPC, and UIN may also be scanned or entered.
All validations and rules for transfer receipts on MAF is available functionality on the PC application. Transfer Receipts exist in a small form factor on MAF.
Features:
Search for transfer receipts
Create a new container
View or edit an existing receipts or containers
Delete or cancel "In Progress" containers or receipts
Confirm, mark damage, mark missing, or receive a container
Print transfer receipt reports
Print container labels
Transfer Receiving is accessed on MAF through the Shipping / Receiving menu within the drawer. Selecting the menu option will take the user to the Tsf Rcv List screen. On this screen, the user has the option to search for delivery/receipt records which will be presented on the Tsf Rcv List screen. The user has the option to edit or view a delivery/receipt.
When editing or viewing a delivery/receipt, the user will first be directed to the list of containers within the delivery/receipt on the Tsf Rcv Containers screen. The user has the option to create a container, edit or view a container.
When creating, editing, or viewing a container, the user will be directed to the list of items in the container on the Container Items screen. The user can add, view and edit the details of the items on the Item Detail screen. The Item Detail screen has tabs for UINs as well as Extended Attributes if the system and/or item is configured for these.
When navigating to Transfer Receiving, the user is taken to the Tsf Rcv List screen with the default list being defined for "Active" receipts.
The user can use the search criteria eye glasses to navigate to the transfer receipt search criteria screen to enter search criteria for transfer receipts. When scanning/entering a container ID in the scan bar, the system adds the scanned container ID to the entered search criteria and narrows down the current list of receipts by the container ID scanned. The user can scan or enter the internal or external container IDs to find the matching containers in the receipt.
Selecting a receipt will direct the user to the Tsf Rcv Containers screen and will display a list of containers.
The Transfer Receiving Search Criteria screen is accessed by the eye glasses on the Tsf Rcv List screen. After applying the search criteria, the results will be listed on the Tsf Rcv List screen and the criteria applied will show. The fields available to search by include: expected date, received date, source type, source ID, source, delivery ID, asn, item, status, container ID, document ID, customer order ID, fulfillment order ID, customer orders exist, context type, and context value.
When selecting a receipt from the Tsf Rcv List screen, the user is taken to the Tsf Rcv Containers screen with the list showing "Active" containers above the rest. When scanning/entering a container ID in the scan bar, the system will navigate the user to the Container Items screen and display the items currently in the selected container. The user can scan or enter the internal or external container IDs to find the matching containers in the receipt.
The filter can be used to narrow down the list of containers. Filtering can occur by internal ID, container ID, and container status.
The following icons will be displayed to indicate the status of the container: green circle with check indicates the container is received, orange triangle with exclamation indicates the container is damaged, and the red circle with exclamation indicates the container is missing. If the container is in a "New" or "In Progress" status an icon will not display.
The default qty button will copy the expected quantity to the received quantity for all containers in the receipt. Selecting a container from the list will navigate the user to the Container Items screen.
Footer Menu
Info: The Info option will access the Info (Receipt) popup.
Notes: The Notes option accesses the notes common dialog to capture notes.
Customer Orders: The Customer Orders option will access the Cust Ord List screen.
Create: Create will create a new container in the receipt.
Edit Receipt: Edit Receipt will access the Edit Receipt screen.
Default Qty: Default Qty will copy the expected quantity to the received quantity field for all containers on the delivery/receipt. This is also available.
Misdirected Container: The Misdirected Container option will access the Misdirected Container screen.
Confirm: Confirm will set the receipt to a "Received" status.
Back: Back will exit the receipt.
Print: Print will display the common print dialog to print the transfer receipt report.
The Edit Receipt screen is used to enter details for the delivery including transportation details. Details include: asn, carrier name, carrier type, carrier code, license plate, freight ID, bill of lading, and delivery from address.
The Info (Receipt) is an informational popup that contains read-only information about the header level of the receipt. Details will include: source type, source, ID, asn, status, expected date, create date, create user, updated, update user, received, received user, carrier entity, carrier type, carrier code, license plate, from address, freight ID, and bill of lading.
When selecting Misdirected Container from the Tsf Rcv Containers screen, the user is taken to the Misdirected Container screen with the screen showing an empty list. When scanning/entering a container ID in the scan bar, the system will display matching containers available in the entire enterprise. The user can scan or enter the internal or external container IDs to find the matching containers in the receipt.When selecting a container within the list, the user will navigate to the Misdirected Items screen.
The Misdirected Items screen is the screen the user goes to when selecting a container from the Misdirected Containers screen. Details about the intended destination are displayed at the top of the screen.The details include: ID, container status, source type, source, destination type, destination, and container ID. When scanning/entering an item in the scan bar, the system will update the filter bar and display the resulting item.
The filter can be used to narrow down the list of items. Filtering can occur by item ID and description.
The Copy button will copy all items from the container to a new container. A notification will be sent to the original destination store to inform them the container intended for their location has been received in another location. Next, the system will prompt the user to print a new container label with the new container ID in order to place on the container for future reference. The old container ID will be written into the reference container field for the newly created container and the old container will be moved to a "Missing" status.
The Cust Ord List is an informational screen that contains read-only information about the customer orders within the receipt. Details: include: Customer Order/Fulfillment Order, status, cnt ID, and container ID.
Scrolling in the list of customer order/fulfillment orders on the left will display a filter. The filter can be used to narrow down the list of items. Filtering can occur by customer order ID, fulfillment order ID, container ID, and customer order status.
The Container Items screen is the screen the user goes to when selecting a container to receive from the Tsf Rcv Containers screen. The items on the list are for the container. The item image for the line items is displayed per configuration. When the screen is set to regular receiving mode, the header bar will display the number of skus, "Receiving," and total expected quantity. Scanning/entering an item will update the received quantity. When the screen is set to damage receiving mode, the header bar will display the number of skus, "Damages," and total expected quantity. Scanning/entering an item will update the damaged quantity. Finally, when the screen is set to display only discrepancies, the number of discrepancies is displayed on the left.
Line items appear in a list and selecting a line item will navigate to the item details of the item. If an item has been changed in the current session, it will be indicated by a bar on the left of the item. The filter can be used to narrow down the list of items. Filtering can occur by item ID, description, expected qty, received qty, and damaged qty.
Scanning or entering an item in the scan bar will navigate the user to the Item Detail screen for the item. Quantity may be updated, depending on the scan mode.
The following icons will be displayed next to the item: green circle with check indicates the item is not discrepant and the blue circle with an "i" indicates the item is discrepant. A discrepant item is when the received quantity plus the damaged quantity does not equal the expected quantity. The extended attribute icon will display if the item has any extended attributes assigned and the UIN icon will display if the UINs have been associated to the item.
The ellipsis in the lower right hand corner will access the footer menu which will contain the functions that can be performed on a container.
Footer Menu
Info: Info will access the Info (Container) popup.
Notes: The Notes option accesses the notes common dialog to capture notes.
Default Regular Qty: The Default Regular Qty option will copy the expected quantity to the received quantity field. UIN items where the UIN is already in the system, will update the UIN status to "In Receiving."
Clear Qty: The Clear Qty option will clear the received quantity and damaged quantity fields for ALL items in order for the user to start over. UIN items will move back to the previous UIN status.
Damage Mode: The Damage Mode option will allow the user to scan/enter items and update the damage quantity field.
Regular Mode: The Regular Mode option will allow the user to scan/enter items and update the received quantity field. This is the default mode.
Edit Container: Edit Container will access the Edit Container screen.
Adjust: The Adjust option will reopen a container in Completed status and move it back to In Progress.
Damage Remaining Qty: The Damage Remaining Qty option will update the remaining quantity not yet received to be applied to the damaged quantity field.
Display Only Discrepancies: The Display Only Discrepancies will display only the items with a received quantity plus damaged quantity that do not match the expected quantity.
Display All Items: The Display All Items will allow the user to revert back after displaying only discrepancies. This is the default display.
Confirm: Confirm will move the container in an "In Progress" status to "Received."
Save: Save will save the container in "In Progress" status to be completed later. This option is only available when the screen is in edit mode.
Delete: Delete will mark the container to "Canceled" or "Missing" status. If the container is from an external system, the container will be marked as "Missing," otherwise, it will be marked as "Canceled." This option will only be available for containers that are in a "New" or "In Progress" status.
Cancel: Cancel will exit the container and changes made in that session will not be saved. This screen is only available when the screen is in edit mode.Back: Back will bring the user back to the previous screen. This option is only available when the container is view only.
Print: Print will display the common print dialog to print the Transfer Receipt Container report and Transfer Receiving Label.
The Edit Container screen is used to enter details for the container including transportation details. The user navigates to this screen from the footer menu on the Container items screen. Details include: reference container, receive on shopfloor, damage reason, SSCC, and tracking ID.
The reference container field is used to identify the original container ID and will be filled in when the user has copied a container from the Misdirected Items screen. If the container was manually created, the user will be able to enter the original container ID here.
The Receive on Shopfloor checkbox will only display for deliveries from a store or warehouse. This may be configured to automatically be checked or unchecked. With the appropriate permissions, the user is able to add or remove the check mark to indicate if the delivery will be moved directly to the shopfloor. For additional details, see Chapter 14, "Shelf Replenishment."
The Info (Container) is an informational popup that contains read only information about the header level of the container. Details include: ID, container ID, reference, asn, status, source type and source, expected date, create date, create user, update date, update user, receive date, receive user, adjusted container, receive on shopfloor, damage reason, SSCC, and tracking ID.
The Item Detail screen is the screen the user goes to when selecting or scanning an item from the Container Items screen. Scanning or entering an item on this screen in the scan bar will update the quantity per the scan mode and refresh the item detail screen for the item and quantity scanned. The quantity can be edited and updated manually if permissions allow.
The item information including the image which is system configured to display in the header. The bottom portion of the screen containers information fields of inventory qty, remaining qty, document qty, and reason code (for unavailable inventory only) pertaining to the bucket stock is coming from.
The footer menu (ellipsis button), contains a reset function as well as remove and restore functions. The user can page through existing item in the container view the arrows on the bottom. If the container is displaying only discrepancies, the user will page through only the discrepant items.
The Item Detail has an extended attributes tab to add and remove extended attributes if the item is configured as such. There is also a UIN tab to take the user to the UIN screen to add and remove UINs for UIN items.
Reserve On Receipt / Auto Pick
The system can be configured to reserve inventory upon receiving and also to auto pick the inventory. This would occur if a retailer chooses to fulfill their customer orders via other channels other than store inventory. A retailer may wish to configure the system to always reserve inventory when it is received and auto pick it or set it aside, thus not needing a formal picking process.
If Reserve Customer Order Inventory on Receipt is Yes, then if the customer order is in SIM, the reserved quantities will be updated on the customer order. If the Auto Pick on Receive indicator is set to Yes, the picked quantity on the customer order will be updated. It does not create an actual pick list. If the Customer Order is not in SIM yet, it will not be possible to reserve the inventory or auto pick the customer order. When the customer order comes into the system, it will reserve the inventory at that time as well as auto pick the customer order. For both the reservation and pick quantities, they will be updated with the quantity received minus the damaged quantity. Damaged received goods will not be taken into consideration for reservation or for picking. If what was received is greater than what was stated on the customer order, then the reserved and picked quantities will be updated with the order quantity.
The Quick Receiving dialog allows users to receive store, warehouse, and external finisher deliveries by scanning a container and marking the container as received immediately without scanning all the items within the container. This feature is available on the handheld and MAF Small platforms.
Quick Receiving features:
Receive entire container
Receive missing containers
Automatic confirm receipt
Multiple users scanning concurrently for same delivery
System Parameters
Quick Receiving - Prompt for received containers
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: No
Yes: The user is prompted when they scan a container that has already been received, which provides more information at the expense of an interrupted workflow.
No: The system will perform discrepancy checking.
Quick Receiving - Receive missing containers
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: No
Yes: The user is able to receive a container previously identified as missing.
No: The ability to receive a missing container is disabled.
Quick Receiving - Receive misdirected containers
Values: Yes/No�
Default: No�
Topic: Transfer Receiving�
Editable: No
Yes: The user is able to receive a misdirected container intended for another location.
No: The ability to receive a misdirected container is disabled.
All validations and rules for Quick Receiving on MAF is existing functionality on the handheld application. Quick Receiving exists in a small form factor on MAF.
Features:
Receive missing and misdirected containers
Update inventory immediately
Captures containers scanned, received, rejected, and invalid scans
When navigating to Quick Receiving, the user is taken to the Quick Rcv List screen. When the user first comes to this screen, an empty list will display. When scanning/entering a container ID in the scan bar the system searches for the container and will populate the list with the scanned value. The user can scan or enter the internal or external container IDs or the tracking ID to find the matching shipments. The list will display anything that is scanned or entered including invalid scans.
The following icons will be displayed to identify which scans are valid and which are in error:
Green circle with check indicates the container is received.
Orange triangle with exclamation point indicates the container was previously received.
Red circle with exclamation point indicates the container ID scanned or entered is invalid.
Transfer Force Close Indicator
Transfer shortages will be adjusted based on the Transfer Force Close Indicator parameter settings NL, RL, or SL.
This indicator is used to determine the processing of a transfer when there is a short receipt. When RMS is integrated with SIM, this setting in RMS must match SIM.
No Loss: Sending store is incremented/decremented by the overage/shortage.
No Loss Shortage: Shortage is added back to the sending store.
| Sending Store | Receiving Store | |
|---|---|---|
| Beginning SOH | 1000 SOH | 1000 SOH, 0 In Transit |
| Sent qty 50 | 950 SOH | 1000 SOH, 50 In Transit |
| Received qty 30 (shortage) | 970 SOH | 1030 SOH, 0 In Transit |
Sending Loss: For shortages, no perpetual inventory is sent back to the sending store. Sending store is financially responsible.
|
Note: This is handled on the RMS side. |
Sending Loss Shortage: Shortage is not added back.
| Sending Store | Receiving Store | |
|---|---|---|
| Beginning SOH | 1000 SOH | 1000 SOH, 0 In Transit |
| Sent qty 50 | 950 SOH | 1000 SOH, 50 In Transit |
| Received qty 30 (shortage) | 950 SOH******** | 1030 SOH, 0 In Transit |
Receiving Loss: For shortages, no perpetual inventory is sent back to the sending store. Receiving store is financially responsible.
|
Note: This is handled on the RMS side. |
Receiving Loss Shortage: Shortage is not added back.
| Sending Store | Receiving Store | |
|---|---|---|
| Beginning SOH | 1000 SOH | 1000 SOH, 0 In Transit |
| Sent qty 50 | 950 SOH | 1000 SOH, 50 In Transit |
| Received qty 30 (shortage) | 950 SOH******** | 1030 SOH, 0 In Transit |
When a transfer is saved, the system will move the items from either available or unavailable (nonsellable) inventory, based on the inventory status, and move it to the reserved bucket within unavailable inventory. For warehouse and finisher returns, the Transfer Reserved bucket are updated. Upon dispatching of the transfer, the reserved buckets will be relieved and the stock on hand will be decremented. If sub-buckets are turned on, the appropriate sub-bucket associated with the shipment reason will be updated when transferring from unavailable inventory.
Example 1: Transfer TO Warehouse using Available Inventory
Item Lookup before:
Total SOH = 800
Available = 700
Unavailable = 100
Nonsellable = 100 Sub-bucket: Trouble 75, Admin 25
Reserved Qty = 0
Return Qty = 10 (Available), click Save.
Item Lookup:
Total SOH = 800
Available = 690
Unavailable = 110
Nonsellable = 100 Sub-bucket: Trouble 75, Admin 25
Reserved Qty = 10
Modify Transfer Qty to 8, click Dispatch.
Item Lookup:
Total SOH = 792
Available = 692
Unavailable = 100
Nonsellable = 100 Sub-bucket: Trouble 75, Admin 25
Reserved Qty = 0
Modify Return Qty to 8 and click Dispatch.
Item Lookup:
Total SOH = 698
Available = 698
Unavailable = 0
Reserved Qty = 0
Inventory Position Updates - Transfer Documents using Available Inventory
Approving a Transfer (All) :
Transfer Reserved (+)
Available SOH (-)
Confirming a Container with a Transfer Document created on the fly:
Transfer Reserved (+)
Available SOH (-)
Confirming a Container with a Transfer Document previously created:
No changes
Dispatching a Shipment:
Transfer Reserved (-)
Total SOH (-)
In bound Qty (+) for Receiving Store
Confirming a Container at Receiving Store:
Available SOH (+)
Inbound Qty (-)
Confirming a Container at Receiving Store with Damages:
Unavailable (+):
Sub-bucket (+)
|
Note: Assumes Shipping Qty is less than or equal to Approved Transfer Document Qty. |
Inventory Position Updates - Transfer Documents Using Unavailable Inventory
Approving a Requested Transfer Document:
Transfer Reserve (+)
Total SOH (no change)
Nonsellable (-):
Sub-bucket (no change)
Confirming a Container with a Transfer Document previously created:
Transfer Reserve (no change)
Nonsellable (no change):
Sub-bucket (-)
Dispatching a Shipment:
Transfer Reserve (no change)
Total SOH (-)
In bound Qty (+) at Receiving Store
Confirming a Container at Receiving Store:
Unavailable (+):
Sub-bucket (+)
In bound Qty (-) at Receiving Store
|
Note: Assumes Shipping Qty less than or equal to Approved Transfer Document Qty; No Transfer Documents created on the fly allowed. |
The Transfer (document) dialog allows for creating transfer, approving transfer and closing transfer only exists on the PC.
Creating request, approving and rejecting request exists on the PC and handheld.
The Transfer Shipping dialog allows for creating shipment, dispatching shipment, canceling shipment, creating container, approving container, adjusting container, and canceling the container on PC, handheld, and MAF Small.
The Transfer Receiving dialog allows for confirming receipt, copying misdirected container, receiving container and detailed receiving on PC, handheld, and MAF Small.
Quick Container Receiving exists on the handheld and MAF Small.
This section covers creating transfer documents which are then included in a transfer shipment and dispatched to another store, warehouse, or finisher.
Transfer Creation
Transfer documents can be created in the following ways:
Requesting store can create a transfer request.
Sending store can initiate a transfer by creating a transfer.
RMS can create a transfer request.
Each transfer document will have one or more items.
Transfer Messages
SIM will publish messages to RMS when the following happen:
Transfer is rejected.
Transfer is approved.
Transfer quantity is updated from the shipment.
Transfer Shipment Creation
Transfer Shipment describes the containers and the items for the shipment taking place. The shipment may be for one or more transfer documents as long as the transfer is going to the same destination. Dispatching a shipment will update the transfer document.
The user can create a shipment without referencing existing transfers or can create a new transfer on fly (Ad hoc transfer) based on the shipment information.
Transfer Receiving
This transaction captures a delivery that took place from a warehouse, store, or finisher to the store receiving the delivery. It describes the containers and the items of the delivery that should be received by the store. Receiving a container of the delivery will update the transfer document.
Business Objects
Business objects are used within the application code for all business processing.
SIM allows the setting up of configuration parameters for the store as well as the system through this Admin category.
| Business Object | Description |
|---|---|
| BuddyStore | Contains the unique ID and name of the buddy store object. |
This section provides information on the integration of transfers.
Transfer Doc
| RIB Payload | Description |
|---|---|
| SODesc | This message is received from external systems when a stock order/transfer has been created. |
| SOStatusDesc | This message is received from external systems when a stock order/transfer has been modified. |
| SORef | This message is received from external systems when a stock order/transfer has been deleted. |
Transfer Shipment
| RIB Payload | Description |
|---|---|
| ASNOutDesc | This message is sent to external systems when the transfer shipment is dispatched. |
| ManifestCloseVo | This message is received from an external system to indicate physical shipment has been accepted. This will attempt to auto-close the transfer shipment if all items are shipped. |
| ManifestDesc | This message is sent to an external system when manifesting is activated and a transfer shipping container is confirmed. |
| ShipInfoDesc | This message is sent to an external system when pre-shipment notifications are active and a transfer shipment is either submitted or dispatched (without previously being submitted). |
| SOStatusDesc | This message is sent to an external system when a transfer shipment container is saved with shipping quantities. It is also sent when a transfer shipment container is canceled but had shipping quantities. Increase and decrease of quantities is indicated by the SI or SD codes. |
Transfer Receiving
| RIB Payload | Description |
|---|---|
| ASNInDesc | Sent from external system to indicate a delivery is tracking place. It creates a transfer delivery record within SIM. |
| ReceiptDesc | Sent to external system when a transfer delivery is confirmed. |
The following batch is supported for transfers:
Transfer Doc
| Batch Name | Description |
|---|---|
| Transfer Close Batch | When the not after date is reached, the transfer document needs to be auto closed. |
| Transfer Not-After-Date Alert Batch | Generates email alerts for any pending transfers with a Not After Date near to the current date. |
| Purge Closed Transfers Batch | This batch purges the completed and cancelled transfer documents. This is dependent upon a parameter to check the number of days after which it could be purged. |
Transfer Receiving
| Batch Name | Description |
|---|---|
| Transfer Delivery Auto Receive Batch | Auto-receives the transfer deliveries from the database depending on the date that is passed as a parameter, in case no date is passed then the current date is used to auto-receive the deliveries. |
| Transfer Delivery Close Batch | This batch closes the transfer deliveries that have passed their not after date and are in a valid state for closure. |
| Transfers Overdue Batch | Sends email alert for overdue transfer deliveries. |
The following database tables are used in transfers:
Transfer Doc
| Table Name | Description |
|---|---|
| TSF | Contains header level information of a transfer. |
| TSF_LINE_ITEM | Contains item level information of a transfer. |
Transfer Shipment
| Table Name | Description |
|---|---|
| TSF_SHIP | This table holds header level information about a transfer shipment. |
| TSF_SHIP_CARTON | This table holds container level information about the containers associated to a transfer shipment. |
| TSF_SHIP_LINE_ITEM | This table holds transfer shipment line item records. |
| TSF_SHIP_LINE_ITEM_ATT | This table holds extended attributes associated to line items of transfer shipment. |
| TSF_SHIP_LINE_ITEM_UIN | This table holds UIN records associated to transfer shipment line item. |
Transfer Receiving
| Table Name | Description |
|---|---|
| TSF_DELV | This table holds header level information about a transfer delivery. |
| TSF_DELV_CARTON | This table holds container level information about the containers associated to a transfer delivery. |
| TSF_DELV_LINE_ITEM | This table contains transfer delivery line item records. |
| TSF_DELV_LINE_ITEM_ATT | This table holds extended attributes associated to line items of transfer delivery. |
| TSF_DELV_LINE_ITEM_UIN | This table holds UIN records associated to transfer delivery line item. |
The following sequences are available for the transfer document:
TSF_SEQ
TSF_LINE_ITEM_SEQ
TSF_SHIP_SEQ
TSF_SHIP_CARTON_SEQ
TSF_SHIP_LINE_ITEM_SEQ
TSF_SHIP_LINE_ITEM_ATT_SEQ
TSF_SHIP_LINE_ITEM_UIN_SEQ
TSF_DELV_SEQ
TSF_DELV_CARTON_SEQ
TSF_DELV_LINE_ITEM_SEQ
TSF_DELV_LINE_ITEM_ATT_SEQ
TSF_DELV_LINE_ITEM_UIN_SEQ
