Authorizing an Inter Warehouse stock transfer

This page allows you to Authorizing an inter warehouse stock transfer.

Select the “Authorize Inter warehouse Stock Transfer” link from the “Stock Transfer” business component.

The “Authorize Inter warehouse Stock Transfer” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following in the “Search Criteria” group box to search for the stock transfer number:

Stock Transfer #	The number identifying the inter warehouse stock transfer to be authorized or canceled (Alphanumeric, 18). You can enter the number in full, or specify it partially using the “*” character. The system lists all the numbers that are similar to the one entered here.
From Stocking Point	Use the drop-down list box to select the organization unit from where the required stock is to be issued. Leave this field blank to retrieve all the stock transfers, irrespective of the From stocking point.

From Warehouse #

The number identifying the warehouse from where the stock is to be issued (Alphanumeric, 10). You can enter the warehouse number in full, or specify it partially using the “*” character. The system retrieves all the stock transfers whose warehouse numbers are similar to the number entered here. Leave this field blank to retrieve all the stock transfers, irrespective of the warehouse number

Note: If you are working in the Main base, the warehouse you specify must not be currently offline. In a Field base, the warehouse you specify must be valid for the offline area.

To Stocking Point	Use the drop-down list box to select the organization unit where the required stock is to be received. Leave this field blank to retrieve all the stock transfers, irrespective of the To stocking point.
To Warehouse #	The number identifying the warehouse which is to receive the stock (Alphanumeric, 10). You can enter the warehouse number in full, or specify it partially using the “*” character. The system retrieves all the stock transfers whose warehouse numbers are similar to the number entered here. Leave this field blank to retrieve all the stock transfers, irrespective of the warehouse number. Note: If you are working in the Main base, the warehouse you specify must not be currently offline. In a Field base, the warehouse you specify must be valid for the offline area.
Transfer Category	Use the drop-down list box to select the category of the inter-house stock transfer. The system lists all the quick codes of the “Transfer Category” type, as defined in the “Create Quick Codes” activity of the current business component. The system displays “Blank” by default.
User Status	Use the drop-down list box to select the user status of the inter warehouse stock transfer. The system lists all the quick codes of the “User Status” type, as defined in the “Create Quick Codes” of the current business component. The system displays “Blank” by default.
Part #	The number identifying the part for which the stock transfer to be authorized or canceled was raised (Alphanumeric, 40). You can enter the part number in full, or specify it partially using the “*” character. The system retrieves all the stock transfers whose part numbers are similar to the number entered here. Leave this field blank to retrieve all the stock transfers, irrespective of the part number.
Serial #	The serial # of the component for which the Transfer document was created. You can enter the serial number in full, or specify it partially using the “*” character. The system retrieves all stock transfers with serial number similar to the serial # entered here. Leave this field blank to retrieve stock transfers for all parts, irrespective of their serial number.
Part Type	Use the drop-down list box to select the type of the part to be authorized, which could be "Raw Material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Miscellaneous” and “Kit”. The system lists the part types as defined in the “Inventory Option Settings” activity of the “Logistics Common Master” business component. The system displays all the part types in alphabetical order.
Ref Document Type	Use the drop-down list box to select the type of the reference document for the inter warehouse stock transfer to be authorized or canceled. The system lists the options “Material Request” and “Forecast”, and leaves the field blank by default.
Ref Document #	A unique number identifying the reference document for the inter warehouse stock transfer to be authorized or canceled (Alphanumeric, 40).
Trading Partner Type	Use the drop-down list box to select the trading partner type for the stock transfer. The system displays "Supplier" and "Customer". The system retrieves the stock transfers associated with the trading partner type as specified here. Leave this field blank to retrieve the stock transfers irrespective of the trading partner type.
Trading Partner #	The identification number of the trading partner for the stock transfer (Alphanumeric, 45). You can enter the partner name in full, or specify it partially using the “*” character. The system retrieves the stock transfers associated with the partners with names similar to the one entered here. Leave this field blank to retrieve the stock transfers irrespective of the trading partner.
Date: From / To	The date from which the inter warehouse stock transfer documents created is to be retrieved. The system displays the date one month prior to the current date, by default.
	The date until which the inter warehouse stock transfer documents created is to be retrieved. The system displays the current date, by default.

Click the “Search” pushbutton to retrieve stock transfers in ‘Fresh’ status in the multiline.

Based on the search criteria, the system retrieves the number for the inter warehouse stock transfer that is in the “Fresh” status, in the “Search Results” multiline:

Note: The system checks for the rights of authorization for the user in the “Workflow Management” business component and retrieves all those stock transfer order for which the current user is been assigned the rights of authorization.

Stock Transfer #	The number identifying the stock transfer
Click the hyperlinked stock transfer number to modify the inter warehouse stock transfer details before authorizing.
Created Date	The date on which the stock transfer for inter warehouse stock transfer was raised
From Stocking Point	The organization unit, from where the stock is to be issued
From Warehouse #	The number identifying the warehouse from where the stock is to be transferred / issued
To Stocking Point	The organization unit in which the stock is to be received
To Warehouse #	The number identifying the warehouse in which the stock is to be received
Transfer Category	The category to which the stock transfer belongs
User Status	The user-defined status of the stock transfer
Trading Partner #	The identification number of the trading number.
Trading Partner Type	The type of the trading partner, such as customer or supplier.

Note: Ensure that at least one row is selected for authorization.

Check the box in the multiline to mark the stock transfer(s) for cancellation or authorization.

To authorize the stock transfer

Click “Authorize Stock Transfer” pushbutton, to authorize the inter warehouse stock transfer.

The status of the stock transfer becomes ‘Authorized’.

Stock Updation Mode is ’Manual’

If the parameter “Confirmation of Stock Transfer Issue generated during Authorization of Inter Warehouse Transfer” under the category “Process Automation” in the Set Warehouse Process Parameters activity is ‘1’, on authorization the system generates the related stock transfer issue in the ‘Confirmed’ status for the warehouse from which the part is transferred. However, if “Confirmation of Stock Transfer Issue generated during Authorization of Inter Warehouse Transfer” is ‘0’, the system generates a stock transfer issue in “Fresh” status.

Stock Updation Mode is ’Automatic’

Updates the status of the stock transfer document as “Closed” and the stock Issue and receipt documents for the transfer quantity are automatically created and authorized.
If the inter warehouse stock transfer is based on a material request of class “General” or “Maintenance”.the system creates an issue document for the parts received through the “Automatic Stock Transfer” transaction.
Replenishes the stock through stock transfer only if the part is mapped to the Default Internal stock status when the stock levels fall below the Reorder Level (Part Planning Type - Reorder) or Minimum Level (Part Planning Type - Min-max) for the part. This means that the stock status must be mapped to Default & Ownership-Internal in UDSS business component for automatic replenishment.

Classifies the part as Non-Repairable, if the Part Classification is not defined in Part Administration or set as “None”.

Generating MMD reports for transferred parts:

If the process parameter “Print MMD for Stock Transfer Issue generated in Confirmed status during Inter Warehouse Transfer processed from Plan Materials screen” under the category “Stock Management Report” in the “Set Inventory Process Parameters actviity in Logistics Common Master is ‘1’, the system automatically generates MMD report for the stock transfer issues in Confirmed status.

To cancel the stock transfer

Click “Cancel Stock Transfer” pushbutton, to cancel the inter warehouse stock transfer.

The system updates the status as “Canceled”.

Note: If the stock transfer has been created based on a material request, the system updates the unallocated part quantity in the material request, based on the cancelled stock transfer part quantity.

Select the “Record Hazmat Compliance” to record the hazmat compliance of the part during stock transfer.