Transfers

7 Transfers

This chapter covers the transferring of goods from one location to another. This chapter covers the following topics:

Transfer Functionality

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 the mobile application 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
Transfers are restricted to store's shipping network
Auto receiving store to store transfers
Item with Non-Inventory Indicator set as Yes can also be included in a transfer

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.
The shipping clerk goes into the transfer shipment dialog and creates a new shipment and new container for warehouse.
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.

Figure 7-1 Transfer Solution Flow

Figure 7-2 Transfer > Shipment > Receipt Status Flow

Figure 7-3 Supported Entity Flow

Transfer Document (MAF)

The transfer document dialog allows you 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.
Transfer documents can only be created externally, through the creation of a shipment or are being made as part of a request from another store.
Transfer requests created externally can be approved or rejected.
A flow exists to pick items for the transfer document.
Transfers using unavailable inventory.
Visibility of shipment and receipt values after transfer approval.
This will also be a placeholder for Stock Order messages from external system for Store, Warehouse and Finisher deliveries.

Figure 7-4 Transfer Document Mobile Screen Flow

The transfer document you create explains 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
Look up Shipping and Receiving Details
Close a Transfer
Capture values for CFAs (Custom Flexible Attributes)
Print Reports

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 provides 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 provides a list of valid warehouses. For a Return to Finisher, select a 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.

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 transfer using the filter, you 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 Transfer Info screen will display the specific customer order and fulfillment order ID for that transfer if there is one. Allow Partial Delivery is populated based upon the customer order or the system can be configured to not allow partial customer order transfer shipments. If the box is not checked then, when accepting a transfer request, you must accept the full amount being requested. If system parameter Customer Order Fulfillment Restriction is set to Line Controlled, for transfer requests associated with a customer order, any item getting approved should get approved completely.

Transfer List

Figure 7-5 Transfer List Screen

When navigating to Transfers, you go to the Transfer List screen which lists the inbound and outbound transfer requests and documents for your store. This screen displays 'Active' transfers by default. The Transfer List screen is accessed by selecting Transfers from the Shipping / Receiving menu drawer.

Search Criteria (Transfers)

Figure 7-6 Transfer Search Criteria Screen

The Transfer Search Criteria Screen is accessed by the eye glasses on the Transfer List screen. After applying the search criteria, the results are listed on the Transfer List screen and the criteria applied is also shown.

Create Request

Figure 7-7 Create Request Popup

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 the mobile application. If the request has been created in the mobile application, then Source Type can only be a Store. The request can only be created if the store creating the request is not an excluded store for the Source store, that is, the requesting store must be in the shipping network of the source store in order to request items from a store. A store's shipping network is setup through the 'Store Shipping Network' screen in the desktop application. A store cannot create a transfer requesting for items from a warehouse or a finisher.

From the Transfer Create Request popup, if the Buddy Store field is checked, the stores field will automatically list only the buddy stores set up for the store you are 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 by unchecking the Buddy Store field.

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.

The request needs to be accepted by the other store before a transfer can be shipped. Once accepted, the transfer document can be used to restrict or default items in a shipment/container.

Request Items

Figure 7-8 Request Items Screen

The Request Items screen is used when creating a new request. Initially this screen will not have any items. The items screen is also displayed when selecting a saved request from the Transfer List screen. The items are listed for the transfer request. The item image for the line items is displayed per configuration.

Line items appear in a list and selecting a line item navigates to the item details of that item. If an item has been changed in the current session, it is indicated by a bar on the left of the item. This screen also displays a filter. The filter can be used to narrow down the list of items. Filtering can occur by item ID and description. The filter disappears when you scroll down through the list of items.

Items with Non-Inventory set as Yes is also allowed to be added to the request.

Scanning or entering an item in the scan bar navigates to the Item Detail screen for that item. Quantity may be updated depending on the scan mode. All of those items are grouped together under a single Transfer ID having one header transaction. The item must be unique on the transfer.

The ellipsis in the lower right hand corner accesses the footer menu which contains all of the functions that can be performed on a transfer request.

Footer Menu

The footer menu is accessed from the ellipsis footer menu on the Request Items screen. The menu functions include the following:

Info: Accesses the Info popup.
Notes: The Notes option accesses the notes common dialog to capture notes.
Edit Transfer: This menu takes you to the Edit Transfer screen and will allow you to enter Context Type, Context Value, Not After Date, and so on.
Edit CFAs: Lets you enter values for the CFAs that are set up for Transfer documents.
Request: Allows you to request the transfer. The Transfer status is updated to Requested and it will appear in the source store. A notification is sent to the source store if configured. If the store parameter 'Context Type/Value required for Transfer' is set to 'Yes', a validation is done at this point to check if the Context Type/Value has been entered for the transfer.
Save: Saves changes without requesting the transfer.
Delete: Deletes the transfer before it is requested.
Cancel: Leave the screen without saving any changes.
Back: Return to previous screen.
Print: Opens the print dialog and allows you to print reports. This option will always be available regardless of the transfer status.

Transfer Items

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. Once the quantities are entered or picking is completed, the transfer moves to an Approved status.

Figure 7-9 Transfer Items Screen

The Transfer Items screen is displayed when opening a transfer request from the Transfer List screen in the requested store (source store). This screen enables you to pick and approve the quantities to ship, for the requested items. This screen will display the items that have been requested. The item image for the line items is displayed per configuration.

Scanning or entering an item in the scan bar navigates to the Item Detail screen for that item. Quantity may be updated depending on the scan mode.

Items with Non-Inventory as Yes are also allowed to be in the transaction and you can enter approved quantity for these items.

You can add (unexpected items) to ship along with the requested items if you have the necessary security permission.

The ellipsis in the lower right hand corner accesses the footer menu which contains all of the functions that can be performed in this screen.

Footer Menu

The footer menu is accessed from the ellipsis footer menu on the Transfer Items screen. The menu functions include the following:

Info: Accesses the Info popup.
Notes: The Notes option accesses the notes common dialog to capture notes.
Default Quantities: Allows you to default the requested quantity to the Approved quantity field for all the items in the transfer.
Edit CFAs: Lets you enter values for the CFAs that are set up for transfer documents.
Accept: Accept to ship the items requested by the requesting store. Before accepting the transfer, the system should validate to ensure that the destination store is not an excluded store for the source store however if the user has Override Exclude Closed Stores, the system allows the user to proceed if he wants to.

If system parameter Customer Order Fulfillment Restriction is set to Line Controlled, for transfer requests associated with a customer order, any item that is getting approved should get approved in its entirety. Having zero Approved Qty for an item is allowed.
Reject: Rejects the transfer request.
Save: Saves the changes made to the transfer.
Close Transfer: Closes the transfer.
Cancel: Leaves the screen without saving any changes.
Back: Returns to the previous screen.
Print: Opens the print dialog and allows you to print reports. This option will always be available regardless of the transfer status.

Item Detail (Create/Edit/View Request)

Figure 7-10 Item Detail Screen (Requested Quantity)

The Item Detail screen is used when selecting or scanning an item from the Request Items screen. Scanning or entering an item on this screen in the scan bar updates the quantity per the scan mode and refreshes the Item Detail screen for the item and quantity scanned. This is the screen where you can enter the required quantity for the items that have been requested by the store.

The quantity can be edited and updated manually if permissions allow. The system validates whether the item that is getting requested has enough available inventory at the sending store. If the sending store doesn't have enough available inventory for the item, a soft warning is displayed. A transfer request created in the mobile application should request the item from the available inventory only. However, if the transfer request has been created in an external system, then it can be requested from unavailable inventory also.

Items with Non-Inventory set as Yes are also allowed to be added to the request.

The item information including the image (which is system configured) display in the header. The bottom portion of the screen contains fields for entering the quantity being requested, pack size of the item if the UOM mode is Cases and a field that displays the available quantity of the item in the sending store. Lastly, the details of the last scanned barcode will be displayed at the very bottom.

The footer menu, ellipsis button, contains a Reset function as well as Remove and Restore functions. Page through existing items on the adjustment using the arrows on the bottom.

Item Detail (Accept/Reject Request)

Figure 7-11 Item Detail Screen (Approved Quantity)

The Item Detail screen is used when selecting or scanning an item from the Transfer Items screen. Scanning or entering an item on this screen in the scan bar updates the quantity per the scan mode and refreshes the Item Detail screen for the item and quantity scanned. You can enter the approved quantity for the items that have been requested by another store.

The quantity can be edited and updated manually if permissions allow. Items with Non-Inventory set as Yes are also allowed to be in the transaction and you can enter approved quantity for these items.

The item information including the image (which is system configured) display in the header. The bottom portion of the screen contains fields for entering the quantity being approved, pack size of the item if the UOM mode is Cases, Primary Location where the item is present if sequencing has been done for the item, field that displays the requested quantity of the item, a field that displays the available/unavailable quantity depending on the inventory bucket from where the item has to be picked. This screen also displays certain fields depending on the status of the transfer request. For example, In Shipping field is displayed if the transfer is in 'In Shipping' status, Received and Damaged quantity fields are displayed if the transfer is getting received at the requesting store. You can view the list of locations where the item is available (if sequenced) to help you to pick the items faster. Lastly, the details of the last scanned barcode will be displayed at the very bottom.

The footer menu, ellipsis button, contains a reset function as well as remove and restore functions. Page through existing items on the adjustment using the arrows on the bottom.

Edit CFAs Screen

Figure 7-12 Edit CFAs

The Edit CFAs screen displays the list of CFAs (flexible attributes) that have been set up for Transfer Documents, in the desktop application and lets you enter values for them. The CFAs that are set up as 'Required' must have a value entered for it before creating/accepting the transfer. The value can be one of the following: Date, Text, Decimal, Long depending on the 'data type' set up for the CFAs, while creating them in the desktop application. Appropriate security permission is needed and the transaction must be in editable status for entering CFA values. For Transfers, the CFAs can be captured for the same transfer in both destination and source stores while creating and approving request respectively. In this case, same set of CFAs will be available at both the stores. The CFAs captured during request create will be available in the Edit CFAs screen of request approve along with the values captured and the values can be overridden.

Info Screen (Transfer Items)

Figure 7-13 Transfer Items Info Screen

The Info screen is an informational popup that contains read-only information about the header level of the transfer. Details include Transfer Document ID, External Transfer Document ID, Source/Destination Type, Source/Destination ID, Status, Context Type and value, Inventory bucket information (Available or Unavailable), Customer Order/Fulfilment Order info, Request Date/User, Create Date/User, Approve Date and Approval User, Close/Reject Date/User and the CFAs.

Edit Transfer

Figure 7-14 Edit Transfer Screen

This screen allows you to edit certain information of the transfer request like Context Type/Value, Not After Date, Allow Partial Delivery (Y/N). You need appropriate permission to edit these fields and this screen is available only when the transfer request is in 'New request' status.

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', the Context Value field will be displayed and 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 the external system, the context type is disabled.

Transfer Shipping (MAF)

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

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
Capture values for CFAs (Custom Flexible Attributes)
Print pre-shipment and manifest

Figure 7-15 Transfer Shipment Mobile Screen Flow

Transfer Shipments are accessed on mobile through the Shipping / Receiving menu within the drawer. Selecting the menu option will take you to the Tsf Ship List screen. On this screen, you can search for shipment records. You can create a shipment, edit or view a shipment.When creating, editing, or viewing a shipment, you are directed to the list of containers within the shipment on the Tsf Ship Containers screen. Here, you can create a container, edit or view a container.When creating, editing, or viewing a container, you are directed to the list of items in the container on the Transfer Container Items screen. You 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 if the item is a UIN required item and the store is configured for the UIN processing.

You can specify values for CFAs (Custom Flexible Attributes) set up for shipments and containers via the Edit CFAs screen.

Tsf Ship List

Figure 7-16 Tsf Ship List Screen

Figure 7-17 Create Shipment Screen

When navigating to Transfer Shipping, you go to the Tsf Ship List screen with the default list being defined for 'Active' shipments. This screen gives a quick view of the list of shipments along with the details such as shipment’s status, destination type/name, status of the Fiscal Doc/E-way bill request(if the system is configured to use Fiscal Doc ID/E-way Bill ID), etc.

You 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. 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, you are prompted to select the shipment/container to return.

The Create button prompts you to create a new shipment. You can create a shipment for store, warehouse, or finisher. The destination types for which a user can create a shipment is controlled by the data permission Transfer Destination Type.

In the case of a shipment to a store, the shipment is allowed to be created only if the destination store is not an excluded store for the source store. That is, the destination store has to be in the shipping network of the source store in order to ship items. However, if the user has Override Exclude Closed Stores permission, the system allows the user to proceed with creating the shipment if needed. The user can setup the shipping network for a store using Store Shipping Network screen in the desktop application.

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 you to the Tsf Ship Containers screen with no containers. If you select an existing shipment, the same screen displays a list of created containers.

Search Criteria (Transfer Shipment)

Figure 7-18 Search Criteria Screen

The Search Criteria screen is accessed by the magnifying glasses on the Transfer Shipments screen. After applying the search criteria, the results will be listed on the Transfer Shipments 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. If the retailer has set up the system to use Fiscal Document/E-way bill for the shipments, there will be additional criteria provided in the screen such as Fiscal Request ID, Fiscal Doc ID and Fiscal Request Status.

Tsf Ship Containers

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

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. If the system is enabled to obtain Fiscal Doc ID/E-way bill ID for the shipment, the process to request for the same starts once the shipment is submitted.

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. If the system is enabled to incorporate Fiscal Doc ID/E-way bill ID as part of the shipping process, the shipment cannot be dispatched until the Fiscal Doc ID/E-way bill ID is available. The exception is when the user has ‘Allow dispatch without Fiscal Document ID’ security permission.

Customer Orders

The Tsf Ship Containers screen has a footer menu option called Customer Orders, which when clicked lists the customer orders associated with the containers if any. 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 Allow Partial set to No, then you must ship the full amount which is requested.

If any of the containers on the shipment references a transfer with a customer order with Allow Partial Delivery indicator is Yes and the system parameter Customer Order Restriction is set to Line Controlled, the items getting delivered has to be delivered in its entirety. Partial delivery of an item is not allowed. This validation is done on both Submit and Dispatch of a customer order.

Upon selecting a container on the Tsf Ship Containers screen, you go to the details of that container on the Transfer Container Items screen.

Figure 7-19 Tsf Ship Containers Screen

When creating or selecting an existing shipment from the Tsf Ship List screen, you go 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 you to the Container Items screen and display the items currently in the selected container. 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 you 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 Customer Order List screen.

Create: Create will create a new container in the shipment.

Edit Shipment: Edit Shipment will access the Edit Shipment screen.

Edit CFAs: Enter values for the CFAs that are set up for Transfer Shipments.

Cancel Submit: Cancel Submit will reverse the Submit and move the shipment back to 'In Progress'.

Dispatch: Dispatch will perform validations including excluded store validation 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: Opens the print dialog and allows you to print various reports and container labels. The Transfer Shipment Container report and the BOL Detail report will be available on this screen.

Edit Shipment

Figure 7-20 Edit Shipment Screen

The Edit Shipment screen is used to enter details for the shipment including transportation details.

Details will include: BOL ID, motive, pickup date, ship to address, carrier type, carrier, carrier service and carrier address. The screen also enables the user to specify details such as vehicle number and country, driver name and License number, if the retailer has been using Fiscal Document ID/E-way bill ID in the shipment process.

The Carrier Type will be defaulted based on the transfer carrier table; however, you can modify this if necessary. For carrier types of Third Party, the Service will need to be selected.

If the shipment is to a warehouse or finisher, you can 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 you to make changes to the carrier and other shipment details.

Edit CFAs

Figure 7-21 Edit CFAs

The Edit CFAs screen displays the list of CFAs (flexible attributes) that have been set up for Transfer shipments, in the desktop application and lets you enter values for them. The CFAs that are set up as 'Required' must have a value entered for it before confirming the container. The value can be one of the following: Date, Text, Decimal, Long depending on the 'data type' set up for the CFAs, while creating them in the desktop application. Appropriate security permission is needed and the shipment must be in editable state for entering CFA values.

Info (Shipment)

Figure 7-22 Info (Shipment) Popup

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, Auth Number, Total Container SKUs, Containers, Documents, Customer Order, Total Shipment Qty, Create Date, Create User, Last Update, Last Update User, Submit Date, Submit User, Dispatch Date, Dispatch User, and the CFAs. The screen also displays details such as Fiscal Request ID, Fiscal Request Status, Reject Reason, Fiscal Doc ID, Fiscal Doc Link, if the retailer has been using Fiscal Document ID/E-way bill ID in the shipment process.

BOL Info

Figure 7-23 BOL Info Screen

The Bill of Lading (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, Motive, Pickup Date, Ship to Address, Carrier Type, Carrier, Carrier Service, and Carrier Address (if entered).

Customer Order List

Figure 7-24 Cust Order List

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.

Transfer Container Items

Figure 7-25 Container Items Screen

The Container Items screen is used when creating a container or a new container.

There are several functions you can 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

The container can be created with or without referencing a transfer document. When it is created without a transfer document, it can only be created to ship available inventory. With a transfer document, it can be for Available or Unavailable inventory.

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.

The items on the list are for the container.

The item image for the line items is displayed per configuration. 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.

If the Non-Inventory indicator of the item is set as No, the SOH of the item is updated at the completion of the transaction.

If the Non-Inventory indicator of the item is set as Yes, the item can be added to the transaction however the SOH will not be updated on confirmation/completion of the transaction. That is, the item can be scanned/added to the transaction, and you will be able to enter/update quantity just like a normal (inventory enabled) item. All the processing rules and validations that apply to inventory enabled items would apply for non-inventoried items too except that the validations done on quantity against SOH will be ignored. On dispatch, the SOH of the item will not be updated since the application doesn't preserve the inventory details of the items with Non-Inventory indicator set as Yes. Publishing of non-inventory items can be restricted depending on administration integration settings.

Inventory Type of items (Available or Unavailable) in the container 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. 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.

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 newly added items.

Scanning or entering an item in the scan bar will navigate you to the Item Detail screen for the item. Quantity may be updated, depending on the scan mode. If the user scans the Item ID of a UIN item or if he scans a UIN, he will be taken to the UIN tab of the Item Detail screen.

Directly below the scan bar, the currently selected transfer document will display. When first entering the container, 'No Document' will be displayed. You will need special permissions to add items without selecting a document. Access the active documents by tapping on this bar which to take you to the Select Document screen.

Next to each item, 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: Accesses the notes common dialog to capture notes.

Edit Container: Accesses the Edit Container screen.

Edit CFAs: Enter values for the CFAs that are set up for Transfer Shipment Containers.

Adjust: Reopens a container in Completed status and moves it back to In Progress.

Confirm: Moves the container in an In Progress status to Completed.

Save: Saves the container in 'In Progress' status to be completed later. This option is only available when the screen is in edit mode.

Print: Opens the print dialog and allows you to select formats and print various reports and container labels. The Transfer Shipment Container report will be available on this screen.

Print Tickets: Opens the Print Tickets dialog to print the tickets or labels for the current container items. This is described in common usage chapter with more details.

Delete: Marks the container to 'Canceled' status. This option will only be available for containers that are in a New or In Progress status.

Cancel: Exits 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: Returns to the previous screen. This option is only available when the container is view only.

Item Detail (Quantity)

Figure 7-26 Item Detail (Quantity) Screen

The Item Detail screen is the screen is used 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. Items with Non-Inventory Indicator set as Yes are also allowed to be in the transaction and you can enter ship quantity for these items.

If the user scans the Item ID of a UIN item or if he scans a UIN, he will be taken to the UIN tab of the Item Detail screen.

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. Lastly, the details of the last scanned barcode will be displayed at the very bottom.

The footer menu (ellipsis button), contains a reset function as well as remove and restore functions. Page through existing item in the container view the arrows on the bottom.

There is also a UIN tab to take you to the UIN screen to add and remove UINs for UIN items.

There is also an Extended Attributes tab that enables the user to view/capture Extended Attributes for the item. If the item is not configured to capture extended attributes or there are no extended attributes captured, the list will be empty.

Select Document

Figure 7-27 Select Document Screen

The Select Document screen is used for adding items to ship into the container. Access this screen by 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 you have placed a hierarchy restriction on the container using the Limit Item To drop-downs 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. 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.

Options to Add to Container

You can select an approved transfer document and have different options to apply the items. When you are working in the container screen, any items added manually, will be added to the selected transfer document. If you do not want to add the items to the transfer, 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: Manually add the items to the container validating against the selected document. You are prompted when an item does not exist on the document. If not, you may or may not have the ability to add to the container or to the selected 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 you can perform.

The No Document button is used to clear the selected document. You need 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 since a pre-created transfer document is required.

Edit Container

Figure 7-28 Edit Container Screen

The Edit Container screen is used to enter details for the container including transportation details. You navigate 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.

Limit Items to (Hierarchy Restriction)

If you want to set up the container to restrict the container to hold the same type of items, set up the container to restrict by department, class, and subclass. You do not select the actual department, but set the hierarchy level 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 you have been given.

If manifesting has been configured, the package type and weight may be required by the carrier selected for the shipment before you can confirm the container.

Edit CFAs Screen

Figure 7-29 Edit CFAs

The Edit CFAs screen displays the list of CFAs (flexible attributes) that have been set up for Transfer shipment containers, in the desktop application and lets you enter values for them. The CFAs that are set up as 'Required' must have a value entered for it before confirming the container. The value can be one of the following: Date, Text, Decimal, Long depending on the 'data type' set up for the CFAs, while creating them in the desktop application. Appropriate security permission is needed and the container must be in editable state for entering CFA values.

Info (Container)

Figure 7-30 Info (Container) Popup

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, Inventory Status, and the CFAs.

Transfer Receiving (MAF)

The receiving dialog allows users to receive store, warehouse and external finisher deliveries with containers. It allows these containers to be received blind, without you knowing the expected quantity. The containers can also be for unavailable inventory. Lastly, the mobile application 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

Mobile Features

Search for transfer receipts
Create a new container
View or edit an existing receipts or containers
Capture values for CFAs (Custom Flexible Attributes) for the delivery and containers
Delete or cancel 'In Progress' containers or receipts
Confirm, mark damage, mark missing, or receive a container

Figure 7-31 Transfer Receiving Mobile Screen Flow

Transfer Receiving is accessed on mobile through the Shipping / Receiving menu within the drawer. Selecting the menu option will take you to the Tsf Rcv List screen. On this screen, you can search for delivery/receipt records which will be presented on the Tsf Rcv List screen. You can edit or view a delivery/receipt.

When editing or viewing a delivery/receipt, you will first be directed to the list of containers within the delivery/receipt on the Tsf Rcv Containers screen. You can create a container, edit or view a container, capture values for CFAs.

When creating, editing, or viewing a container, you are directed to the list of items in the container on the Container Items screen. You can add, view and edit the details of the items on the Item Detail screen. The Item Detail screen has tab for UINs if the system and/or item is configured. You can also capture values for CFAs that are setup for the containers.

Tsf Rcv List

Figure 7-32 Tsf Rcv List Screen

When navigating to Transfer Receiving, you go to the Tsf Rcv List screen with the default list being defined for 'Active' receipts meaning 'New' or 'In Progress' status.

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.

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. Scan or enter the internal or external container IDs to find the matching containers in the receipt.

Selecting a receipt will direct you to the Tsf Rcv Containers screen and will display a list of containers.

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. You can identify any container marked as missing or holding customer orders.

This screen allows you to identify if the transfer being received is for a customer order.

If an unexpected container arrives, search for the container using the misdirected container screen. Receiving notes may also be captured at the receipt and container level.

Search Criteria (Transfer Receiving)

Figure 7-33 Search Criteria (Transfer Receiving) Screen

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. Transfer Deliveries can also be searched based on Fiscal Doc ID/E-way Bill ID.

Tsf Rcv Containers

Figure 7-34 Tsf Rcv Containers Screen

When selecting a receipt from the Tsf Rcv List screen, you go 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 navigates you to the Container Items screen and display the items currently in the selected container.

You 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.

For containers in statuses 'Received' or 'Damaged', if they are 'discrepant', a label called 'Discrepant' will be displayed in red color.

Containers can be received individually by selecting the container. Click Default Qty and, 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 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 reopen the specific container on a receipt by clicking the container. 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.

When confirming the transfer receipt, if there are containers that are in 'New' status (the items will not have any quantities):

If the user has the Allow Default Zero at Confirmation permission, the system will prompt the user if they would like to set the quantities to 0. If the user chooses Yes to the prompt all items that have a blank quantity value will be set to 0. If the user chooses No, the user will return to the screen and nothing is updated.
If the user does not have the Allow Default Zero at Confirmation permission, the user will not be able to confirm the delivery and will return to the screen. At this point the user will have to either save it for someone else with proper permission to confirm, or receive the items that are blank.

When confirming the transfer receipt, if there are containers that are in 'In Progress' status with discrepant quantities (Received is not equal to Expected), the user will be prompted that there are discrepant items:

If the user has the Allow Default Zero at Confirmation permission, the system will prompt the user to set the quantities to 0. (Same as above)
If the user does not have the Allow Default Zero at Confirmation permission, the user will not be able to confirm the delivery and will return to the screen. (same as above)

Customer Orders

The screen has a footer menu option to go to the Customer Order List screen. This enables you to identify the list of customer orders associated with this delivery, if any.

Selecting a container from the list takes you to the Container Items screen.

Footer Menu

Info: Info will access the Info (Receipt) popup.

Notes: The Notes option accesses the notes common dialog to capture notes.

Customer Orders: Accesses the Customer Order List screen.

Create: Creates a new container in the receipt.

Edit Receipt: Accesses the Edit Receipt screen.

Edit CFAs: Lets you enter values for the CFAs that are set up for transfer deliveries.

Default Qty: Copies the expected quantity to the received quantity field for all containers on the delivery/receipt.

Misdirected Container: Accesses the Misdirected Container screen.

Confirm: Confirm will set the receipt to a 'Received' status.

Back: Exits the receipt.

Print: Opens the print dialog and allows you to select formats and print various reports and container labels. The Transfer Receipt report is available on this screen.

Edit Receipt

Figure 7-35 Edit Receipt Screen

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.

Edit CFAs Screen

Figure 7-36 Edit CFAs

The Edit CFAs screen displays the list of CFAs (flexible attributes) that have been set up for transfer delivery containers, in the desktop application and lets you enter values for them. The CFAs that are set up as 'Required' must have a value entered for it before confirming the receipt. The value can be one of the following: Date, Text, Decimal, Long depending on the 'data type' set up for the CFAs, while creating them in the desktop application. Appropriate security permission is needed and the delivery must be in editable state for entering CFA values.

Transfer Receiving Info (Receipt)

Figure 7-37 Info (Receipt) Popup

The Info (Receipt) is an informational popup that contains read-only information about the header level of the receipt. Details 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, Bill of Lading, and the CFAs. The License Plate and Freight ID fields may be used for other purposes, such as a Weigh Bill ID or BOL ID. The field names can be customized by the client.

Misdirected Container

Figure 7-38 Misdirected Container Screen

When selecting Misdirected Container from the Tsf Rcv Containers screen, you go 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. Scan or enter the internal or external container IDs or Tracking ID to find the matching containers in the receipt.

When selecting a container within the list, you are taken to the Misdirected Items screen.

Misdirected Items

Figure 7-39 Misdirected Items Screen

The Misdirected Items screen used when selecting a container from the Misdirected Container 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 is sent to the original destination store to inform them the container intended for their location has been received in another location. 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.

Customer Order List

Figure 7-40 Cust Order List Screen

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, Internal and External container ID.

Container Items

Figure 7-41 Container Items Screen

The Container Items screen is used when selecting a container to receive from the Tsf Rcv Containers 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 you mark the items as received or damaged. The items on the list are for the container. The item image for the line items is displayed per configuration.

If the Non-Inventory indicator of the item is No, the SOH of the item is updated at the completion of the transaction.

If the Non-Inventory indicator of the item is Yes, the item can be added to the transaction however, the SOH will not be updated on confirmation of the receipt. Item can be scanned/added to the transaction, you can enter/update quantity just like a normal (inventory enabled) item. All the processing rules and validations that apply to inventory enabled items would apply for non-inventoried items too except that the validations done on quantity against SOH will be ignored. On confirmation of the receipt, the SOH of the item will not be updated since the application doesn't preserve the inventory details of the items with Non-Inventory set as Yes.

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 you to the Item Detail screen for the item. If the user scans the Item ID of a UIN item or if he scans a UIN, he will be taken to the UIN tab of the Item Detail screen.

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. 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.

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. Press the Cancel button and the delivery/receipt will remain as 'New'. If configured for blind receiving, the expected inbound quantities will not display.

You may select to use Default Regular Qty option or change the quantity received and mark items as damaged if necessary.

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, you 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 footer menu option. When selected, the expected qty will be compared with the received plus damaged qty 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.

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. Select the Adjust button and the container moves back to 'In Progress'. The entire container is reversed out and you 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 check box 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.

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: Copies the expected quantity to the received quantity field.

Clear Qty: Clears the received quantity and damaged quantity fields for ALL items in order for you to start over.

Damage Mode: Scan/enter items and update the damage quantity field.

Regular Mode: Scan/enter items and update the received quantity field. This is the default mode.

Edit Container: Accesses the Edit Container screen.

Edit CFAs: Enter values for the CFAs that are set up for transfer deliveries - containers.

Adjust: Reopens a container in Completed status and moves it back to In Progress.

Damage Remaining Qty: Updates the remaining quantity not yet received to be applied to the damaged quantity field.

Display Only Discrepancies: Shows only the items with a received quantity plus damaged quantity that do not match the expected quantity.

Display All Items: Revert back after displaying only discrepancies. This is the default display.

Confirm: Moves the container in an 'In Progress' status to 'Received'.

Save: Saves the container in 'In Progress' status to be completed later. This option is only available when the screen is in edit mode.

When the container is saved, the UINs flagged as Received or Damaged and are not flagged to remove, the UIN status is updated to 'In Receiving'.

If a UIN is flagged for removal, the UIN will be deleted if the UIN has a status of 'Unconfirmed' (this identifies the UIN as manually added).
If a UIN is flagged for removal, the UIN receiving mode is removed if the UIN has any status other than 'Unconfirmed' (this identifies the UIN as pre-existing from an ASN).
If an item is flagged for removal, when you save the container and returns, the item will no longer exist in the container. Note: Only unexpected items added can be removed.
If a UIN was relocated from another store:
1. The UIN status is updated from In Stock to In Receiving.
2. A notification is generated and sent to the store the UIN was relocated from.

Delete: Marks 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: Exits 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: Returns to the previous screen. This option is only available when the container is view only.

Print: Opens the print dialog and allows you to select formats and print various reports and container labels. The Transfer Receiving Container report will be available on this screen. This option will always be available regardless of the receipt or container status.

Print Tickets: Opens the Print Tickets dialog to print the tickets or labels for the current container items. This is described in common usage document with more details.

Item Detail

Figure 7-42 Item Detail (Container) Screen

The Item Detail screen is used 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. You can enter quantity for items with Non Inventory indicator as Yes.

The item information including the image which is system configured to display in the header. The bottom portion of the screen contains information fields of inventory qty, remaining qty, document qty, and reason code (for unavailable inventory only) pertaining to the bucket stock is coming from. Lastly, the details of the last scanned barcode will be displayed.

The footer menu (ellipsis button), contains a Reset function as well as Remove and Restore functions. Page through existing item in the container view the arrows on the bottom. If the container is displaying only discrepancies, you will page through only the discrepant items.

If the user scans the Item ID of a UIN item or if he scans a UIN, he will be taken to the UIN tab within the Item Detail screen, for that item.

In the UIN tab the system displays all the UINs for the selected item, if the UINs were part of the ASN. Otherwise, the screen will remain blank until UINs are scanned/entered for the item.

When entering the screen for the first time, the status will display the following:

The UINs included on an incoming ASN will be displayed with a status of "Shipped to Store'.
The UINs manually added will be displayed with a status of "Unconfirmed", if they do not previously exist.
The UINs manually added may have another status, if they already exist in the system.

When re-entering this tab, the status will be updated to "In Receiving".

When the transaction is no longer editable, the screen will be in view only mode.

You will not have the ability to change the Receiving Mode for the UIN.

Edit Container

Figure 7-43 Edit Container Screen

The Edit Container screen is used to enter details for the container including transportation details. You navigate 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 you have copied a container from the Misdirected Items screen. If the container was manually created, you can enter the original container ID here.

Receive on Shop Floor: The default will be based on the store parameter Direct Delivery Default to Shop floor Receiving. If set to Yes, the check box will default to marked.You are required to have Receive Direct Delivery on Shop floor permissions to change the value.This indicates whether the delivery will default to receive inventory into the shop floor instead of automatically receiving into the back room or delivery bay.If this is set to receive on shop floor, the system increments the shop floor inventory bucket instead of the backroom or delivery bay bucket. If a capacity is defined for the item and Direct Delivery Receive Item Capacity is set to Yes, the maximum shop floor quantity will equal the capacity; otherwise, the shop floor will be updated to the entire receipt amount. If the capacity is used and if the receiving quantity is excess, the balance is incremented to delivery bay or back room depending on the Replenishment - Delivery Bay Inventory parameter.If Receive on Shopfloor is not set on the delivery, the system increments the back room or delivery bay bucket depending on the Replenishment - Delivery Bay Inventory parameter. If this parameter is on, the system will increment the delivery bay bucket instead of back room. Regardless the stock on hand will be updated.The Receive on Shopfloor check box will only display for deliveries from a store or warehouse.For additional details, see In Store Replenishment.

Info (Container)

Figure 7-44 Info (Container) Popup

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, tracking ID, and the CFAs.

Receive Transfer JET Mobile

Figure 7-45 Receive Transfer Screen

In JET Mobile, the Receive Transfer screen is accessed by scanning/entering a Transfer Receiving record from the Open Transactions Screen with the status of 'New' or 'In Progress'. The Open transactions screen itself lists only the open transactions. The Transfer Receiving record can be a transfer from a store, finisher or warehouse to the user's store. The Receive Transfer screen will only allow for receiving the entire transfer, there will be no container or item level receiving.

This screen provides the following information about the transfer delivery:

ASN <X> — The ASN ID for the delivery/receipt.

<X> Containers - the number of containers on the ASN, where 'X' is the number.

<X> SKUs - the number of SKUs / line items on the ASN in all containers, where 'X' is the number.

<X> Expected Qty - the total expected quantity for all line items on the ASN, where 'X' is the total. This will be the sum in SUOM across all the items.

List of containers:

Container <X>- This field holds the identifier (external id) for the container printed on the container label.
<CO/CO Mix> - This field will indicate whether customer order is associated for this container.
1. CO-If all the items in the transfer are associated with a customer order.
2. Blank- If there is no any item associated with a customer order.
3. CO Mix- If the transfer contains items both with and without customer order associated with it.
Tracking ID - This field displays the tracking id assigned to the container (if there is one).
<Status> - This will display the status for the container. Values: New (Blue), In Progress (Blue), Missing (Red), Damaged (Red) and Received (Green
<X> SKUs - This field holds the number of unique SKU's in the container.

Footer Menu

Print - will download the Transfer Receiving report information.

Information - the Information screen for the Transfer ASN will be displayed

Receive All - Receives all the containers in the delivery

The items will be received on shopfloor depending on the setting '<Source Type> to Shop floor Receive' setting. If the '<Source Type> Receive Item Capacity' is = Yes, and the container is being received on the shop floor, the capacity for the item will be considered and quantity above the capacity will update the backroom. Inventory buckets are updated. If there are CFAs set up which are mandatory, there will be no validation on whether a value has been entered or not, for mandatory CFAs.
If any of the item in the delivery is an item with UINs associated to it, if the UINs were identified on the ASN (PRE-POPULATED) and the number of UINs in the ASN match the expected quantity, all the UINs that came on the ASN will be received and the status will be updated to 'In stock'. Otherwise, the item will not be received. If the item is an AGSN item, the UINs are auto generated post receiving.
If the delivery is for a customer order and 'Reserve Customer Order Inventory on Receipt' store config is set to ‘Yes’, the system will update the customer reserved inventory bucket for the items on receipt. When the reservation happens on receipt, if 'Auto Pick on Receipt indicator' is set to ‘Yes’, the pick quantity is also updated automatically with the original requested quantity or the received quantity, whichever is less.

Information (JET Mobile)

Figure 7-46 Information Panel (JET Mobile)

The Information screen can be accessed by clicking on the 'Information' option from the footer menu in the Receive Transfer screen. This screen enables the user to view information regarding the delivery and also lets the user to enter/edit information.

The details present in the screen include: Source Type, Source ID, ASN number, Delivery ID, Status, Expected Date, Create Date, Create User, Updated, Update User, Received, Received User, Carrier Name, Carrier Type, Carrier Code, License Plate, From Address, Freight ID, Bill of Lading, and the CFAs. The License Plate and Freight ID fields may be used for other purposes, such as a Weigh Bill ID or BOL ID. It may also include a field called 'Fiscal Doc ID'. This field would be a placeholder for the government reference ID for the delivery, if available.

CFAs can be entered values or edited through this screen if the user has Edit Delivery-CFA security permission.

The fields such as Carrier Name, Carrier Type, Carrier Code, License Plate, From Address, Freight ID, Bill of Lading, Receive on Shopfloor are editable if the user has ‘Edit Receipt’ security permission.

Quick Receiving

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.

Quick Receiving features:

Receive entire container
Receive missing containers
Automatic confirm receipt
Multiple users scanning concurrently for same delivery

Mobile features:

Receive missing and misdirected containers
Update inventory immediately
Captures containers scanned, received, rejected, and invalid scans

Quick Receiving (JET Mobile)

Figure 7-47 Quick Receiving Screens

Quick Receiving is accessed by selecting Quick Receiving from the Drawer/Menu or from the Quick Actions screen for users with the correct permissions. User must have Access Quick Receiving permission. This screen allows for receiving of containers for Transfer delivery by scanning the Container ID.

Quick Rcv List (MAF Mobile)

Figure 7-48 Quick Rcv List Screen

When navigating to Quick Receiving, you go to the Quick Rcv List screen. When you first go 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. 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 header of the screen list the number of containers that have been scanned/entered and their receiving status.

Total Scan: Total number of containers scanned during the session.
Rcvd Containers: Total number of containers that have been successfully received during the session.
Rejected Containers: Total number of container rejected (previously received containers) during the session.
Invalid Scans: Total number of container scanned which are invalid during the session.
Not Received: Total number of valid containers not received during the session. For example, when a misdirected container is scanned and not allowed to be received.

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 or not received.
Blue circle with up arrow indicates that the container scanned is pending processing.

Processing

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.

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 merchandising 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 merchandising 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

Available Versus Unavailable Inventory

When a transfer is saved, the system will move the items from either available or unavailable (non sellable) 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 is 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.

Transfer Document (JET Mobile)

The Transfer Document dialog allows you to create transfer requests requesting items from a store, accept and reject transfer requests from a store as well as create and approve transfer documents to ship items to warehouse, store and external finisher in a single dialog.

Transfer Document features:

Creation of transfer documents to allow the movement of goods between stores or from a store to a warehouse or external finisher.
Creation of transfer requests from a store to another store requesting for movement of goods. The sending store will have the ability to either accept the request of reject it.
Transfer requests created externally can be accepted or rejected.
A flow exists to pick items for the transfer document.
Transfers can be done from both available and unavailable inventory.
Visibility of shipment and receipt values after transfer approval.
View Transfer Documents and Requests for Transfer
Look up Shipping and Receiving Details
Close a Transfer
Capture values for CFAs (Custom Flexible Attributes)
Print Reports
This will also be a placeholder for Stock Order messages from external system for Store, Warehouse and Finisher deliveries.

Figure 7-49 Transfer Mobile Screen Flow

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 provides a list of valid store locations. User can do a lookup as well.

Transfer Shipment to Warehouse and to Finisher:

To transfer items to a warehouse, the destination type of 'Warehouse' must first be chosen for the shipment. The system provides a list of valid warehouses. For a transfer to Finisher, select a 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 organization unit as the store.

Customer Orders

Transfer requests can come from the merchandising system to request goods from one store to another store that are for a customer order. These transfer requests will appear in the Transfer dialog.

The Info screen will display the specific customer order and fulfillment order ID for that transfer if there is one. Allow Partial Delivery is populated based upon the customer order or the system can be configured to not allow partial customer order transfer shipments. If Allow Partial Delivery is not on, then, when accepting a transfer request, you must accept the full amount being requested. If system parameter Customer Order Fulfillment Restriction is set to Line Controlled, for transfer requests associated with a customer order, any item getting approved should get approved completely.

Transfers

Figure 7-50 Transfers List Screen

When navigating to Transfers from drawer menu->Shipping & Receiving or from Quick Actions, you go to the Transfers screen, which lists the inbound and outbound transfer requests and documents for your store.

The user must have 'Access Transfer' security permission to access this screen. This screen displays 'Active' transfers by default. User can click on a Transfer record and the system will take the user to the Transfer Items screen.

The records in the Transfer List screen are sorted in the following manner by default when the user enters the screen:

The Outbound records are listed first, and within the outbound records, the records are sorted by Not After Date, lowest Not After Date to highest.
The Inbound records are listed after the Outbound records and within the inbound records, the records are sorted by Not After Date, lowest Not After Date to highest.

In addition, the user has been provided with different options to sort - by Transfer ID, Newest or Oldest based on Create Date of transfer.

Search Criteria

Figure 7-51 Search Criteria Screen 1

Figure 7-52 Search Criteria Screen 2

The Transfer Search Criteria Screen is accessed by clicking on the magnifying glasses on the Transfers screen. After applying the search criteria, the results are listed on the Transfers screen and the criteria applied is also shown. The search results must have the current store as either the Source or Destination location. To enable users to search for a transfer(s), there are two ways available:

Pre-defined searches – These are search criteria pre-defined within the system which can be used to quickly narrow down the list of records without having to go to the Search Criteria screen and use various search criteria. The options include 1. All Active 2. Active Inbound 3. Active Outbound.
Advanced Search – Clicking on this option will present the user with various search criteria in the Search Criteria screen. Some of the search criteria include Source and Destination types, Item ID, Document ID, Status, Customer Order/Fulfilment Order ID, Last Update Date range(pre-defined and user entered), etc. Users can also search for only the transfers that are associated with customer order.

Create Request

Figure 7-53 Create Transfer(Request) Drawer

A request is created from the Transfers screen by clicking on ‘Create New’ button and selecting ‘Create Request’ option, when a store wants to receive items from another store. The user must have ‘Create Request’ security permission to create a new request.

A request can be generated from an external system or be created in the mobile application. If the request has been created in the mobile application, then Source Type can only be a Store. A store cannot create a transfer requesting for items from a warehouse or a finisher.

The request can only be created if the store creating the request is in the same transfer zone as the source store or from a null transfer zone. Also the requesting store should not be an excluded store for the Source store, that is, the requesting store must be in the shipping network of the source store in order to request items from a store. However, if the user has ‘Override Exclude Shipping Network’ security permission, they can proceed with creating the request. A store's shipping network is setup through the 'Store Shipping Network' screen in the desktop application.

The user can select the source store either through the Buddy Stores tab or All Stores tab. In the Buddy Stores tab, system will automatically list only the buddy stores set up for the store you are logged into. However, any other store can also be searched and selected from the All Stores tab.

The request needs to be accepted by the other store before a transfer can be shipped. Once accepted, the transfer document can be used to restrict or default items in a shipment/ container.

Create Transfer

Figure 7-54 Create Transfer Popup

A transfer document is created from the Transfers screen by clicking on the ‘Create New’ button and selecting the ‘Create Transfer’ option, when a store wants to send items to another store. The user must have ‘Create Transfer’ security permission to create a new transfer. A store can create a transfer to another store, a warehouse or to a finisher.

The transfer can only be created if the destination store is in the same transfer zone as the source store or from a null transfer zone. Also, the destination store should not be an excluded store for the Source store. However, if the user has ‘Override Exclude Shipping Network’ security permission, he can proceed with creating the transfer. A store's shipping network is setup through the 'Store Shipping Network' screen in the desktop application.

The user can select the destination store either through the Buddy Stores tab or All Stores tab. In the Buddy Stores tab, the system will automatically list only the buddy stores set up for the store you are logged into. However, any other store can also be searched and selected from the All Stores tab.

‘Not After Date’ field will need to be set if the source store wants the items to be shipped by a specific date.

The transfer needs to be approved at the source store for it to be shipped.

Transfer Items (Request)

Figure 7-55 Transfer Items Screen

The Transfer Items screen is used when creating a new request which allows the requesting store to ask for items from another store. Initially this screen will not have any items. The user can add items to the request by scanning/entering the Item ID in the scan bar. This screen is also displayed when selecting a saved request from the Transfers screen. The items that have been added to the transfer request are listed in this screen. The item image for the line items is displayed per configuration done in the User Preferences.

Line items appear in a list and the user can update the request quantity for the items in the list or navigate to the item detail of that item by selecting the item. The user can also add new items to the list. This screen also displays a filter. The filter can be used to narrow down the list of items. Filtering can occur by item ID and description. The filter disappears when you scroll down through the list of items.

Items with Non-Inventory set as Yes are also allowed to be added to the request.

On scanning or entering an item in the scan bar, the user will either stay on the screen or go to the Item Detail based upon the Scan Navigation user preference. Quantity may be updated depending on the scan mode. The item must be unique on the transfer.

The ellipsis in the lower right-hand corner accesses the footer menu which contains all of the functions that can be performed on a transfer request.

Footer Menu

The footer menu is accessed from the ellipsis footer menu on the Request Items screen. The menu functions include the following:

Info: Accesses the Info popup. Lets you enter values for the CFAs that are set up for Transfer documents. Also, the screen will allow you to enter Context Type, Context Value, Not After Date, and so on.
Notes: The Notes option accesses the notes common dialog to capture notes.
Save: Saves changes without requesting the transfer.
Delete: Deletes the transfer before it is requested.
Cancel: Leave the screen without saving any changes.
Back: Return to previous screen. Available only in view mode.
Print: Opens the print dialog and allows you to print reports. This option will always be available regardless of the transfer status.

Footer Button

Request: Allows you to request the transfer. The Transfer status is updated to Requested and it will appear in the source store. A notification is sent to the source store if configured. If the store parameter 'Context Type/Value required for Transfer' is set to 'Yes', a validation is done at this point to check if the Context Type/Value has been entered for the transfer.

Item Detail (Create/Edit/View Request)

Figure 7-56 Item Detail Screen (Requested Quantity)

The Item Detail screen is used when selecting or scanning (when set by User preference) an item from the Transfer Items screen of a request in the requesting store. Scanning or entering an item on this screen in the scan bar updates the quantity per the scan mode and refreshes the Item Detail screen for the item and quantity scanned. You can enter the quantity to be requested for the items.

The quantity can be edited and updated manually if permissions allow. The system validates whether the item that is getting requested has enough inventory at the sending store. If the sending store doesn't have enough available inventory for the item, a soft warning is displayed. If the sending store doesn't have enough unavailable inventory for the item, an error is displayed. A transfer request created in the mobile application can request the item from both the available and unavailable inventor similar to a transfer request created in an external system.

Items with Non-Inventory set as Yes are also allowed to be added to the request.

The item information including the image (which is system configured) display in the header. The screen contains fields for entering the quantity being requested, pack size of the item if the UOM mode is Cases and a field that displays the SOH of the item in the sending store. The details of the last scanned barcode will be displayed at the top. You can page through existing items on the request using the arrows on the header.

The footer menu, ellipsis button, contains a Delete option to remove the item from the transaction.

Transfer Items

Accepting/Picking Request

Figure 7-57 Transfer Items Screen

The Transfer Items screen is displayed when opening a transfer request from the Transfers screen in the requested store (source store). This screen enables you to pick and approve the quantities to ship, for the requested items. This screen will display the items that have been requested. The item image for the line items is displayed per configuration.

Default Quantities: Allows you to default the requested quantity to the Approved quantity field for all the items in the transfer.

Clear Quantities: Clicking this option makes the Approved qty to NULL for all items on the transfer.

Items with Non-Inventory as Yes are also allowed to be in the transaction and you can enter approved quantity for these items.

You can add (unexpected items) to ship along with the requested items if you have the necessary security permission.

The ellipsis in the lower right hand corner accesses the footer menu which contains all of the functions that can be performed in this screen.

Footer Menu

The footer menu is accessed from the ellipsis footer menu on the Transfer Items screen. The menu functions include the following:

Info: Accesses the Info popup. Lets you enter values for the CFAs that are set up for Transfer documents. Also, the screen will allow you to enter Context Type, Context Value, Not After Date, Allow Partial Delivery indicator and so on.
Notes: The Notes option accesses the notes common dialog to capture notes
Create Shipment: This option enables the user to create a shipment for the transfer. Security permission is needed for this option to be displayed.
Reject: Rejects the transfer request.
Save and Exit: Saves the changes made to the transfer and exits the screen ad takes the user to Transfers screen.
Close Transfer: Closes the transfer when certain conditions are met. Reverses the reserved inventory if any. Security permission is needed for this option to be displayed.
Cancel: Leaves the screen without saving any changes. This option is available when the transfer is in edit mode.
Back: Returns to the previous screen. This option is available when the transfer is in view mode.
Print: Opens the print dialog and allows you to print reports. This option will always be available regardless of the transfer status.

Footer Button

Accept: Accept to ship the items requested by the requesting store. Before accepting the transfer, the system should validate to ensure that the destination store is not an excluded store for the source store however if the user has Override Exclude Closed Stores, the system allows the user to proceed if he wants to. If system parameter Customer Order Fulfillment Restriction is set to Line Controlled, for transfer requests associated with a customer order, any item that is getting approved should get approved in its entirety. The validation on mandatory CFAs is also done here. The user can also choose to create a shipment immediately on accept if he wants to, provided if he has security permission to do so.

Item Detail (Accept/Reject Request)

Figure 7-58 Item Detail Screen (Approved Quantity)

The Item Detail screen is displayed when selecting or scanning an item from the Transfer Items screen of a transfer request in the sending store. Scanning or entering an item on this screen in the scan bar updates the quantity per the scan mode and refreshes the Item Detail screen for the item and quantity scanned. You can enter the approved quantity for the items that have been requested by another store.

The item information including the image (which is system configured) display in the header. The screen contains fields for entering the quantity being approved, pack size of the item if the UOM mode is Cases, Primary Location where the item is present if sequencing has been done for the item, field that displays the requested quantity of the item, a field that displays the available/unavailable quantity depending on the inventory bucket from where the item has to be picked. This screen also displays certain fields depending on the status of the transfer. For example, In Shipping field is displayed if the transfer is in 'In Shipping' status.

Received and Damaged quantity fields are displayed if the transfer is getting received at the requesting store. You can view the list of locations where the item is available (if sequenced) to help you to pick the items faster. The details of the last scanned barcode will be displayed at the top.

The footer menu, ellipsis button, contains a Delete function to enable the user to remove an item. You can also page through existing items on the transfer using the arrows on the header.

Transfer Items

Creating/Approving a Transfer

The user will go to the Transfer Items Screen after the user has created the transfer, by selecting the Create New button from the Transfers screen and selecting to create a transfer or selecting a transfer from the Transfers screen that is in 'Transfer In Progress' status. The user can add items and the corresponding ship quantity that he wants to ship to another store and approve the transfer which will be eventually shipped .

Figure 7-59 Transfer Items Screen

This screen will display the items that have been added to the transfer. The item image for the line items is displayed per configuration.

Line items appear in a list and selecting a line item navigates to the item details of that item. This screen also displays a filter. The filter can be used to narrow down the list of items. Filtering can occur by item ID and description. The filter disappears when you scroll down through the list of items. The user can view the current inventory available for the item which helps the user to understand how much can be sent to another store. Pack size can be edited as well.

Items with Non-Inventory as Yes are also allowed to be in the transaction and you can enter approved quantity for these items.

The ellipsis in the lower right hand corner accesses the footer menu which contains all of the functions that can be performed in this screen.

Footer Menu

The footer menu is accessed from the ellipsis footer menu on the Transfer Items screen. The menu functions include the following:

Info: Accesses the Info popup. Lets you enter values for the CFAs that are set up for Transfer documents. Also, the screen will allow you to enter Context Type, Context Value, Not After Date, Allow Partial Delivery indicator and so on.
Notes: The Notes option accesses the notes common dialog to capture notes
Create Shipment: This option enables the user to create a shipment for the transfer. Security permission is needed for this option to be displayed.
Save and Exit: Saves the changes made to the transfer and exits the screen ad takes the user to Transfers screen.
Close Transfer: Closes the transfer when certain conditions are met. Reverses the reserved inventory if any. Security permission is needed for this option to be displayed.
Cancel: Leaves the screen without saving any changes. This option is available when the transfer is in edit mode.
Back: Returns to the previous screen. This option is available when the transfer is in view mode.
Print: Opens the print dialog and allows you to print reports. This option will always be available regardless of the transfer status.

Footer Button

Approve: Enables the user to approve to ship the items to another store. Before approving the transfer, the system should validate to ensure that the destination store is not an excluded store for the source store however if the user has Override Exclude Closed Stores, the system allows the user to proceed if he wants to. The validation on mandatory CFAs, Context type are also done here. The user can also choose to create a shipment immediately on approve if he wants to, provided if he has security permission to do so.

Item Detail (Create/Edit/View Transfer)

Figure 7-60 Item Detail Screen (Approved Quantity)

The Item Detail screen is used when selecting or scanning(when set by User preference) an item from the Transfer Items screen of a transfer in the sending store. This is of a transfer that the sending store has directly created in order to ship items to another store. Scanning or entering an item on this screen in the scan bar updates the quantity per the scan mode and refreshes the Item Detail screen for the item and quantity scanned. You can enter the quantity that is approved to be shipped for the items.

The quantity can be edited and updated manually if permissions allow. The system validates whether the item has enough inventory at the sending store. If the sending store doesn't have enough available inventory for the item, a soft warning is displayed. If the sending store doesn't have enough unavailable inventory for the item, an error is displayed.

Items with Non-Inventory set as Yes are also allowed to be added to the transfer.

The item information including the image (which is system configured) display in the header. The screen contains fields for entering the quantity being approved, pack size of the item if the UOM mode is Cases and a field that displays the SOH of the item in the sending store. The details of the last scanned barcode will be displayed at the top. You can page through existing items on the request using the arrows on the header.

The footer menu ellipsis button contains a Delete option to remove the item from the transaction.

Info Screen

Figure 7-61 Info Screen

The Info screen is an informational popup that contains a few read-only and editable information about the header level of the transfer. The screen is accessed by clicking on Info footer menu option from the Transfer Items screen. The list of fields is dependent on the status of the transfer. Details include Transfer Document ID, External Transfer Document ID, Source/Destination Type, Source/Destination ID, Status, Context Type and value, Inventory bucket information (Available or Unavailable), Allow Partial Delivery indicator, Customer Order/Fulfilment Order info, Request Date/User, Create Date/User, Approve Date and Approval User, Close/Reject Date/User and the CFAs.

Note:

A transfer document can only contain available or unavailable inventory. The selection of this has to be completed before adding the first item. After the first item is added, the available/unavailable option will be locked down.

The Info screen displays the list of CFAs (flexible attributes) that have been set up for Transfer Documents, in the desktop application and lets you enter values for them. The CFAs that are set up as 'Required' must have a value entered for it before creating/accepting the transfer. Appropriate security permission is needed and the transaction must be in editable status for entering CFA values. For Transfers, the CFAs can be captured for the same transfer in both destination and source stores while creating and approving request respectively. In this case, same set of CFAs will be available at both the stores. The CFAs captured during request create will be available in the screen of request approve along with the values captured and the values can be overridden.

This screen allows you to edit certain information of the transfer request like Context Type/ Value, Not After Date, Allow Partial Delivery (Y/N). You need appropriate permission to edit these fields and this screen is available only when the transfer request is in 'New request' status.

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(Promotion)', the Context Value field will be displayed and a promo ID will need to be entered. 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'.

Transfer Shipping (JET Mobile)

The Transfer Shipping dialog is focused on shipping out items using a container or not using a container, depending on the retailer’s business process. Each shipment can be associated to one or more complete or partial transfer documents. The shipment/Containers(if applicable) 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
Creating shipments without containers, with/without referencing transfer documents (on the fly)
Multiple transfer documents allowed in a single shipment (without 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

Features

Search for transfer shipments
Create a new shipment (with or without container)
Create a new container, for shipments with container
View or edit an existing shipment or containers
Delete or cancel 'In Progress' containers or shipments
Submit, cancel submit, or dispatch a shipment
Capture values for CFAs (Custom Flexible Attributes)
Print pre-shipment and manifest

Figure 7-62 Transfer Shipment without Container Screen Flow

Figure 7-63 Transfer Shipment with Container Screen Flow

When creating, editing, or viewing a shipment with containers, you are directed to the list of containers within the shipment on the Containers screen. Here, you can create a container, edit or view a container. When creating, editing, or viewing a container, you are directed to the list of items in the container on the Container Items screen. You can add, view, and edit the details of the items on this screen as well as on the Item Detail screen.

When creating, editing, or viewing a shipment without containers, you are directed to the Transfer Shipment Items screen where the items to be shipped and their details can be added.

Submit

Dispatch

Customer Orders

The Shipment Info screen has a field called Customer Orders, which is set to Yes when there are customer orders associated with transfer documents and a link has been provided to view the details of customer orders associated. It will display the Customer Order and Fulfillment Order IDs, along with the Container ID where the items are in, Status, Total SKUs in the customer order.

When dispatching a transfer shipment, if the transfer associated to the shipment has Allow Partial set to No, then you must ship the full amount which is requested.

If there is a transfer in the shipment with a customer order with Allow Partial Delivery indicator is Yes and the system parameter Customer Order Restriction is set to Line Controlled, the items being delivered must be delivered in their entirety. Partial delivery of an item is not allowed. This validation is done on both Submit and Dispatch of a customer order.

Containers

The containers within a single shipment will display on this screen if the shipment has been created with containers. If the shipment has just been created, the list will be blank. Several functions may be performed on this screen to include the following:

One or multiple containers can be created, which is controlled by security permission
Add items from transfer documents and ship them
Add additional items to the shipment
View additional details
Update authorization number, Context Type
View customer orders associated with transfer documents added to the shipment
Set up the carrier shipment details
Submit/Dispatch the shipment

Shipment without Containers

Shipments can also be created without the containers. When a shipment is created, the user is taken to the Transfer Shipment Items screen which will be blank initially. The user can then start adding items directly to the shipment. The user can do the following within the shipment:

Add items from transfer documents and ship them
Add additional items to the shipment
View additional details
Update authorization number, Context Type
View customer orders associated with transfer documents added to the shipment
Set up the carrier shipment details
Submit/Dispatch the shipment

Transfer Shipments

Transfer Shipments are accessed on mobile through the Shipping / Receiving menu within the drawer. Selecting the menu option will take you to the Transfer Shipments screen. On this screen, you can create a new shipment or search for shipment records.

Figure 7-64 Transfer Shipments Screen

When navigating to Transfer Shipping, you go to the Transfer Shipments screen with the default list being defined for 'Active' shipments. This screen gives a quick view of the list of shipments along with the details such as shipment’s status, destination type/name, status of the Fiscal Doc/E-way bill request(if the system is configured to use Fiscal Doc ID/E-way Bill ID), etc.

You can use the search criteria magnifying glasses to navigate to the transfer shipment search criteria screen to enter search criteria to search for transfer shipments. User can scan/enter Shipment ID/Container ID(internal/external ID)/Tracking ID/Fiscal Doc ID to fetch the shipment needed. When scanning/ entering these IDs in the scan bar, the system adds the ID scanned to the respective search criteria field and narrows down the current list of shipments by the ID scanned. If there are multiple containers found with the same scanned or entered number, you are prompted to select the shipment/container to return.

Create Shipment

Figure 7-65 Create Shipment to a store

Figure 7-66 Create Shipment to a warehouse

Figure 7-67 Create Shipment to a finisher

The Create New button prompts you to create a new shipment. You can create a shipment for store, warehouse, or finisher. The destination types for which a user can create a shipment is controlled by the data permission Transfer Destination Type.

The user can select the destination store either through the Buddy Stores tab or All Stores tab. In the Buddy Stores tab, system will automatically list only the buddy stores set up for the store you are logged into. However, any other store can also be searched and selected from the All Stores tab.

If the destination is a warehouse, the user can choose the warehouse using the drop-down which lists all the warehouses available. If the destination is a finisher, the user can type in the finisher ID if known or can use the lookup available to search for the finisher.

The user can specify the Authorization code for transfers to warehouse and finisher. If the user has permission to enter Context type, it can be entered as well. Context Type can be made mandatory using a Store configuration

The User can choose to create the shipment with or without containers. Creating a new shipment with containers will direct you to the Containers screen with no containers listed initially. If you select an existing shipment, the same screen displays a list of created containers

Creating a new shipment without containers or opening a shipment without containers will direct you to the Transfer Shipment Items screen.

Search Criteria (Transfer Shipment)

Figure 7-68 Search Criteria Screen

Containers Screen

Figure 7-69 Containers Screen

When creating or selecting an existing shipment with containers from the Transfer Shipments screen, you go to the Containers screen with the list defaulted to Active containers. When scanning/ entering a container ID(internal or SSCC)/Tracking ID/Item ID in the scan bar, the system will navigate you to the Container Items screen and display the items currently in the selected container.

The Create button will create a new container for the shipment. Creating a new container will direct you 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. The button will not be available after the first container was created if the user doesn't have 'Allow Create Multiple Containers' security permission. This is to restrict users to ship with only one container

Footer Menu

Shipment Info: Enables the user to access the Shipment Info screen.

Bill of Lading: Enables the user to access the Bill of Lading screen.

Note: The Notes option accesses the notes common dialog to capture notes.

Cancel Submit: Cancel Submit will reverse the Submit and move the shipment back to 'In Progress'.

Delete: Delete will mark the shipment to 'Canceled' status.

Back: Back will exit the shipment. Available in view only mode.

Cancel: This option is used to exit the shipment without saving any changes. This is available only when the shipment is in edit mode.

External Printing: External Printing will display the External Printing popup to select a printer for the pre-shipment notice and manifest documents.

Print: Opens the print dialog and allows you to print various reports and container labels. The Transfer Shipment Container report and the BOL Detail report will be available on this screen.

Footer Buttons

Create: Create will create a new container in the shipment.

Submit: Submit will perform validations for 'In Progress' shipments including excluded store validation 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. Validations to check if the destination is a closed store for the sending store, mandatory check on CFAs, Context Type etc., will happen here. The process to start obtaining Fiscal Document ID also happens at this point, if configured.

Dispatch: Dispatch will perform validations including excluded store validation and post transactions to finalize the shipment and no further changes are allowed. Validations to check if the destination is a closed store for the sending store, mandatory check on CFAs, Context Type, Fiscal Document ID etc., will happen here.

Bill of Lading

Figure 7-70 Bill of Lading Screen

The Bill of Lading screen is used to enter details for the shipment including transportation details. Editable when the user has Edit Shipment BOL permission

Details will include: Motive, pickup date, ship to address, carrier type, carrier, carrier service and carrier address.

The Carrier Type will be defaulted based on the transfer carrier table; however, you can modify this if necessary. For carrier types of Third Party, the Service will need to be selected.

Shipment Info

Figure 7-71 Shipment Info Popup

The Shipment Info screen contains read-only information about the header level of the shipment as well fields to specify . Details include: Destination Type, Destination, Shipment ID, ASN, Status, Total Container SKUs, Containers, Documents, Customer Order, Total Shipment Qty, Create Date, Create User, Last Update, Last Update User, Submit Date, Submit User, Dispatch Date, Dispatch User. The screen also displays details such as Fiscal Request ID, Fiscal Request Status, Reject Reason, Fiscal Doc ID, Fiscal Doc Link, if the retailer has been using Fiscal Document ID/E-way bill ID in the shipment process.

The screen also enables you to specify information regarding the shipment such as Authorization number, CFAs, Driver and Vehicle details to get Fiscal Doc ID.

If the shipment is to a warehouse or finisher, you can enter an authorization number.

The screen displays the list of CFAs (flexible attributes) that have been set up for Transfer shipments, in the desktop application and lets you enter values for them. The CFAs that are set up as 'Required' must have a value entered for it before completing the shipment. The value can be one of the following: Date, Text, Decimal, Long depending on the 'data type' set up for the CFAs, while creating them in the desktop application. Appropriate security permission is needed and the shipment must be in editable state for entering CFA values.

The screen also enables the user to specify details such as vehicle number and country, driver name and License number, if the retailer has been using Fiscal Document ID/E-way bill ID in the shipment process.

Customer Orders

Figure 7-72 Customer Orders Screen

The Customer Orders screen is an informational screen that contains read-only information about the customer orders within the shipment.

The user will go to the Customer Orders screen in either of two ways: Upon clicking 'View Details' link in the Shipment Info screen and upon clicking 'View Details' link in the Info(Container) screen. The screen will list the customer orders present in the selected shipment if the user opened the screen from Shipment Info screen. The screen will list the customer orders present in the selected container if the user opened the screen from Info(Containers) screen.

The customer order information displayed in the screen includes: Customer Order/ Fulfillment Order ID, Status, the internal/external Container ID where the items on the customer order has been kept, the Transfer Document ID associated with the Customer Order.

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.

Container Items

Figure 7-73 Container Items Screen

The Container Items screen is used when creating a container within a shipment.

There are several functions you can perform on this screen. Some of the features include:

Create, edit, delete, or confirm a container
Add items from transfer documents or add loose items
Adjust(re-open) a container after it has been confirmed

The container can be created with or without referencing a transfer document. The items within a container must be shipped either from available inventory or from unavailable inventory.

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 for on-the-fly shipments. If the item is from a request, reservation must have happened at the time of approval of the request. Any new additions or deletions of items and quantities are updated to the approved document. It will also update the In Shipping quantity in the document. When the shipment is dispatched, the saved quantity in the transfer reserved bucket is removed. This will keep the inventory accurate.

The items on the list are for the container.

The item image for the line items is displayed per configuration. Line items appear in a list and selecting a line item will navigate to the item details 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.

If the Non-Inventory indicator of the item is set as No, the SOH of the item is updated at the completion of the transaction.

When a container is set up to use unavailable inventory, a reason code must first be selected before you can add or edit an item in the container. The reason code is selected on the header part of the screen. Containers that are set up to use available inventory will not use reason codes. The reason code selected 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 subsequent newly added items.

For containers with available inventory type, scanning or entering an item in the scan bar will navigate you to the Item Detail screen for the item or remain in the same screen(depending on the User preference set). Quantity may be updated, depending on the scan mode. If the user scans the Item ID of a UIN item or if he scans a UIN, he will be taken to the UIN tab of the Item Detail screen. You can also edit/update the ship quantity from this screen.

For containers with unavailable inventory type, scanning or entering an item in the scan bar will always navigate you to the Item Detail screen for the item irrespective of the User preference set. The quantity can be updated from the Item detail screen unlike containers with available inventory type.

In the header of the screen, the currently selected transfer document will display. When first entering the container, 'Adhoc Document' will be displayed. You will need special permissions to add items without selecting a document. Access the active documents by tapping on this link which to take you to the Select Document screen.