Managing Transfer Function

The “Transfer” tab provides the ability for the Field Base Personnel, to have a view on all the pending stock transfer related transactions (i.e.) Transfer Issue or Transfer Receipt or Material Loss or Transfer Order or Intra Warehouse Stock transfer under each Warehouse.

Select the “Transfer” tab.

The system displays the Sub function wise Count in the “Sub Function” section.

All	The total count of Transfer documents.
Transfer Issue	The total count of Transfer Issue documents .
Transfer Receipt	The total count of Transfer Receipt documents .
Material Loss	The total count of Material loss documents .
Transfer Order	The total count of Transfer Order documents .
Intra Warehouse Transfer	The total count of Intra Warehouse Transfer documents.

Tree Panel

Enter the following in the “Tree Panel” section:

Warehouse View

The number specifying the warehouse.

Click the “Go” pushbutton to retrieve the tree section.

The tree section displays the break-down for the count displayed in the "Transfer" button.

Document Status wise Tree Display:

The possible child nodes under each of the parent nodes (Transfer Issue or Transfer Receipt or Material Loss or Transfer Order or Intra Warehouse Transfer) are given below.

1 Transfer Issue

A Draft

B Fresh

C Orders

D Open Order

2 Transfer Receipt

A To be Confirmed

B Orders pending for Receipt

3 Material Loss

A To be Confirmed

4 Transfer Order

A Draft

B To be Authorized

5 Intra Warehouse Transfer

A Draft

B To be Authorized

Document Status wise Tree Display - Sub Nodes Logic:

The system displays the “Part List Panel & Part Level Action Links” section.

All	Use the drop-down list box to select the type of Overdue and Alerts. The system lists the values “Transfer Issue”, “Transfer Receipt”, “Material Loss”, “Transfer Order”, “Intra Warehouse Transfer” along with the value “All”.
	Use the drop-down list box and select the value based on which the transfer documents should be retrieved. The system lists the values based on the option selected in the previous drop-down list box.
	In the editable box provided alongside, enter the value corresponding to the item selected.

Check the following box:

Closed	Check the check box to fetch the Closed or Short closed or cancelled documents also.
Overdue	Check the check box to fetch only those documents that are Overdue (i.e.) Due Date is earlier than the current server date.

Click the “Go” pushbutton to retrieve the transfer document details.

The system displays the following fields in the multiline:

Type	The type of the transfer document.
Document #	The number specifying the transfer document.
Date	The date of creation of the transfer document.
Priority	The priority of the transfer document.
Due / Age	The number of days left for due in transfer document.
Status	The status of the transfer document.
A/C Reg #	The aircraft registration number of the Aircraft.
Reference Doc #	The number specifying the reference document of the transfer document.
Additional Info	The additional details of the Reference Document # corresponding to the Document # displayed in the Inventory Operations Hub. This column displays the different additional details for various combinations of Tree Node and Ref. Doc Type (like Repair Agency for RO issue, To Warehouse # for STI, Customer Name etc.) Example.

Enter the following field:

Cancellation Remark

Any remarks pertaining to the cancellation of the transfer document.

Note: This field is mandatory if the process parameter “Mandate the “Cancellation Remark”?” under Category ‘Inventory Operations Hub’ in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component is set as ‘1’.

To proceed:

Click the “Confirm / Auth.” pushbutton to confirm / authorize the transfer document.

When the Stock Transfer receipt is confirmed with Quarantined parts and if the Option Setting 'Automatic creation of Stock Transfer Receipt for Quarantined Parts' is set as '1' in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component, the system creates a new receipt for the Quarantined Parts in ‘Fresh’ Status.

Click the “Cancel” pushbutton to cancel the transfer document.

Document Preview Panel

The system displays the following fields in the “Doc. Details” section:

Document #	The number specifying the transfer document.
Date	The date of creation of the transfer document.
Status	The status of the transfer document.
Type	The type of the transfer document.
References	The number specifying the reference document of the transfer document.
Remarks	Any textual description.

The system displays the following fields in the “Part Details” multiline:

Part #	The number specifying the part.
FLG	The image specifying the flag of the part.
Part Desc.	The description of the part.
Qty	The number of units of the part specified in the transfer document.
Stock Status	The stock status of the part.
Serial # / Lot #	Click the hyperlinked serial # / Lot # to display the Part Serial Name Plate smart Pop-up which enables review of the part – Serial / lot reference details like CR History, Transaction History, and condition history details along with Tech Record Status of the part.
CND	The image specifying the condition of the part.
PCT	The part controlled category which could be for serial controlled part and for lot controlled part.
Next Action	The next action of the transfer document.
Source Doc.	The number specifying the source document of the transfer document.

Action Links and Quick Links Panel

Action Links:

This section comprises of the next possible action links for a given document based upon the Next Action displayed in the Next Action column of the Document Preview Panel. This section is populated along with the Document Preview Panel on click of the Document # in the Document List Panel. The following links are displayed along with the next possible action links for the selected document:

Select the “Upload Documents” link to upload the necessary documents.
Select the “View Associated Doc. Attachments” link to view the associated document attachments.

Quick Links:

This section comprises of links to all the possible routine activities of a Line Base Personnel. This section is populated on the launch of the Hub.

Select the “Create Inter Warehouse Stock Transfer” link to create Inter Warehouse Stock Transfer Order.
Select the “Manage Intra Warehouse Stock Transfer” link to manage Intra Warehouse Stock Transfer Order.
Select the “Authorize Inter Warehouse Stock Transfer” link to authorize Inter Warehouse Stock Transfer Order.
Select the “Authorize Intra Warehouse Stock Transfer” link to authorize Intra Warehouse Stock Transfer Order.
Select the “Create Stock Transfer Issue” link to create issue for stock transfer.
Select the “Record Stock Transfer Receipt” link to create stock transfer receipt.
Select the “Short Close Inter Warehouse Stock Transfer” link to short close the Inter Warehouse Stock Transfer.
Select the “Edit Inter Warehouse Stock Transfer” link to modify the Inter Warehouse Stock Transfer.
Select the “Edit Stock Transfer Issue” link to modify the stock transfer issue.
Select the “Confirm Stock Transfer Issue” link to confirm the stock transfer issue.
Select the “Record Material Loss” link to record the material loss of a stock transfer receipt details.
Select the “Edit/Confirm Material Loss” link to modify/confirm the material loss of a stock transfer receipt details.

To proceed, carry out the following:

Select the "Inv. Overdue & Alerts" tab to manage the part Overdue and Alerts in the inventory.
Select the "External Receiving" tab to manage the receipt transactions.
Select the "Issues & Returns" tab to manage the Request, Issue and Return transactions.