Recording stock transfer receipt details

This page allows you to record the stock transfer receipt details while receiving the stock transferred from a warehouse that could be in the same location or different location

• Select the “Record Stock Transfer Receipt” link under the “Stock Receipt” business component.

The “Record Stock Transfer Receipt” page appears.

The system displays the following field:

• Enter the following field in the “Search Criteria” group box:

• Click the “Get Details” pushbutton to retrieve the details of the stock transfer issue for which the stock transfer receipt must be recorded.

Note: If the option setting 'Allow multiple Receipts for a Stock Transfer Issue' in the Stock Transfer business component is set as 'yes' then the system ensures that the stock transfer issue should have Pending quantity is >0  for at least one line item in the issue document.

Pending quantity for a line item = Issued qty (Confirmed)- Received qty (Confirmed/Fresh) - Lost qty (Confirmed/Fresh).

Note: If the option setting 'Allow multiple Receipts for a Stock Transfer Issue' in the Stock Transfer business component is set as 'No' then the system ensures that there is no Stock Transfer Receipt document and Material loss document in the status other than Cancelled for the entered Stock transfer Issue,

• Select the “Receipt Information” tab page to record the receipt information:

• Select the “Reference Document & Additional Details” tab page to record the reference document details:

• Enter the following fields in the “Default Values” group box, if you wish to default entries in the "Part Information" multiline, if the details in the corresponding fields in the multiline are not entered:

The system displays the following in the “Part Information” multiline:

• Enter the following fields in the “Part Information” multiline:

Note: If the receipt warehouse is of type “Normal”, and if the placement strategy of the part is other than “Manual”, the system displays the zone bin details based on the placement strategy defined for the part.

Note: If the storage type of the warehouse is “Normal” and the storage type of the zone is “Free”, the system ensures that the zone is not exclusive for any part other than the receipt part and the storage rule for the receipt part is not set as “Only At” for any other zone, as identified in the “Storage Administration” business component.

Note: If the storage type of the warehouse and the zone is “Normal”, the system ensures that the bin is not exclusive for any part other than the receipt part and the storage rule for the receipt part is not set as “Only At” for any other bin, as identified in the “Storage Administration” business component

Note: The system ensures that the warehouse or warehouse-zone combination or the warehouse-zone-bin combination is not frozen, as identified in the “Physical Inventory & Cycle Count Plan” business component.

Note: For none-controlled parts with ownership set to "Customer" or "Supplier", the system ensures the following:

1. The warehouse is mapped to the trading partner as an exclusive storage category in the “Maintain External Stock Allocation” page of the “Storage Administration” business component. This is applicable, if the type of the warehouse is "Free".

2. The warehouse-zone combination is mapped to the trading partner as an exclusive storage category in the “Maintain External Stock Allocation” page of the “Storage Administration” business component. This is applicable, if the type of the warehouse is “Normal” and the type of the zone is “Free".

3. The warehouse-zone-bin combination is mapped to the trading partner as an exclusive storage category in the “Maintain External Stock Allocation” page of the “Storage Administration” business component. This is applicable, if the warehouse and the zone are of type “Normal” and the bin is specified.

Note: For serial number-controlled, lot number-controlled, or both serial number-controlled and lot number-controlled parts with ownership set to "Customer" or "Supplier", the system ensures the following:

1. The warehouse is mapped to the trading partner as exclusive or shared storage category in the “Maintain External Stock Allocation” page of the “Storage Administration” business component. This is applicable, if the type of the warehouse is "Free".

2. The warehouse-zone combination is mapped to the trading partner as exclusive or shared storage category in the “Maintain External Stock Allocation” page of the “Storage Administration” business component. This is applicable, if the type of the warehouse is “Normal” and the type of the zone is “Free".

3. The warehouse-zone-bin combination is mapped to the trading partner as exclusive or shared storage category in the “Maintain External Stock Allocation” page of the “Storage Administration” business component. This is applicable, if the warehouse and the zone are of type “Normal” and the bin is specified.

Note: If the part received is serial-controlled or both serial/lot-controlled the quantity will be set as “1” (one) on clicking the “Create Stock Transfer Receipt” pushbutton, irrespective of the value entered.

The system displays the following in the “Part Information” multiline:

• Check the following box in the “Part Information” multiline:

• Enter the following fields in the “Part Information” multiline:

The system displays the following in the “Part Information” multiline:

• Enter the following field in the “Part Information” multiline:

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

• Enter the following field:

• Enter the following fields in the “Attachments” group box:

Note: Atleast one record must be entered in the multiline.

• Select  the “View File” link provided along side, view the file details.

• Check the box in the “Select” column of the multiline, to select a record for deletion.

• Click the Delete icon in the tool bar above the multiline, to delete the selected record.

To create the stock transfer receipt document

• Click the “Record Transfer Receipt” pushbutton to create the stock transfer receipt document.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

Note: The system ensures that the type and the stock status of the part received, is allowed in the receipt warehouse, as identified in the “Storage Administration” business component.

Note: The system ensures that the transaction type “Stock Transfer Receipt” is allowed in the warehouse.

Note: If the option setting 'Allow multiple Receipts for a Stock Transfer Issue' in the Stock Transfer business component is set as 'No' then the system ensures that the quantity entered is always less than the or equal to the issued qty.

Note: If the option setting, 'Allow multiple Receipts for a Stock Transfer Issue' in the Stock Transfer business component is set as 'yes' then the system ensures that the quantity entered is less than or equal to Pending Qty for the line #.

The system updates the status of the stock receipt document as "Fresh".

To confirm the stock transfer receipt document details

• Click the “Confirm Transfer Receipt” pushbutton to confirm the stock transfer receipt details.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system ensures the following on clicking the “Confirm Stock Transfer Receipt” pushbutton:

• The stock transfer receipt document is in “Fresh” status.

• 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.

• The system ensures that the HAZMAT Compliance is recorded for all the HAZMAT parts in the Stock Transfer Receipt document. This is applicable, if the “HAZMAT Compliance” is set as “Enforce Compliance” for the transaction Stock Transfer Receipt in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component.

• The system ensures that for all the parts that require inspection in the Unplanned Receipt document,  ,the “Inspected Status” is set as “Inspected” in the “Inspect/ Re-certify Parts” activity of the “Stock Maintenance” business component.

• If the “Capacity Constraint” of the warehouse selected is “Volume” and the type is “Free”, the system ensures the following:

Note: If the warehouse is of the type “Normal” and the zone is of type “Free”, the following validations will be performed at the zone level. If the warehouse and the zone are of type “Normal”, the following validations will be performed at the bin level.

1. All the parts of the stock receipt is in “Volume” as defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

2. For conversion of the “Volume UOM” in the warehouse to the “Volume UOM“ in the stock receipt, the conversion factor is defined in the “Maintain UOM Conversion” activity of the “Part Administration” business component.

3. The receipt quantity of the part is lesser than the capacity volume and the current occupied capacity of the warehouse. The capacity volume is computed as follows:

• Multiply the “Quantity” with the UOM of stock receipt for each part.

• Convert the value to “Volume UOM” of the part.

• Again, convert the “Volume UOM” of the part to “Volume UOM” of the warehouse using the standard rounding options, to obtain the capacity volume.

• If the “Capacity Constraint” of the warehouse selected is “Weight” and the type is “Free”, the system ensures the following:

Note: If the warehouse is of the type “Normal” and the zone is of type “Free”, the following validations will be performed at the zone level. If the warehouse and the zone are of type “Normal”, the following validations will be performed at the bin level.

1. All the parts of the stock receipt is in “Weight” as defined in the “Part Administration” business component.

2. For conversion of the “Weight UOM” in the warehouse to the “Weight UOM“ in the stock receipt, the conversion factor is defined in the “Maintain UOM Conversion” activity of the “Part Administration” business component.

3. The receipt quantity of the part is not greater than the warehouse free quantity. The warehouse free quantity is lesser than the capacity weight and the current occupied capacity of the warehouse. The capacity weight is computed as follows. The capacity weight is computed as follows:

• Multiply the “Quantity” with the UOM of stock receipt for each part.

• Convert the value to “Weight UOM” of the part.

• Again, convert the “Weight UOM” of the part to “Weight UOM” of the warehouse using the standard rounding options, to obtain the capacity weight.

The system performs the following on clicking the “Confirm Stock Transfer Receipt” pushbutton:

• Updates the receipt details in inventory.

• Updates the status of the receipt document as “Confirmed”.

• Stores the login user ID and the server date along with the confirmation details.

• Updates the stock account details in the Finance Books for parts with Stock Status for which Status Attributes is set as ‘Yes’ for  “Ownership-Internal” and “Valuated”.

Note: This setting for stock status is done in the interacting “User Defined Stock Status“ business component.

• Generates an issue document for the parts received through the “Stock Transfer Receipt” transaction, if there is a “AOG” or “Normal” pending material request for the received part. If there is a pending material request of “Low” priority for the received part, the system replenishes the stock level of the part  and updates the quantity details in the “Material Request” business component.

Note: The system allocates parts against material requests based on the earliest need date, in the order of “AOG” priority, “Normal” priority and “Low ” priority, irrespective of whether the material request is associated with the reference stock transfer order or not. If there is more than one material request with the same priority and if their need dates fall on the same day, the system allocates the parts based on the MR created date/time.

Note: If the preferred condition for the requested part is available, then only those parts with the specified condition will be allocated.

Note: The system automatically prints the corresponding “Material Movement Document” on creation of the issue document for the parts.

To cancel stock transfer receipts

• Click the “Cancel Transfer Receipt” pushbutton to cancel the stock transfer receipt.

The system updates the status of the receipt as “Cancelled”.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system displays the following in the “Record Statistics” group box:

To proceed, carry out the following

• Select the “Record Material Loss” link to record the material loss details.

• Select the “Manage Supplementary Information” link at the bottom of the page to record the supplementary Information for the stock transfer receipt.

• Select the “Edit References” link at the bottom of the page to enter the references pertaining to the stock transfer receipt.

• Select the “Record HAZMAT Compliance” link at the bottom of the page to record HAZMAT compliance information for the HAZMAT parts in the receipt.

• Select the “Record Inspection Details” link at the bottom of the page to record the inspection information for unplanned receipt.

• Select the “Upload Documents” link to upload documents/files associated with the stock transfer receipt into the common repository.

• Select the “View Associated Doc. Attachments” link to view documents/files associated with the stock transfer receipt from the common repository.

• Select the “View Part File” link to view the image of the part selected.

• Select the “Manage Part Serial MOD Details” link to record / manage the MOD details for the part serial combination.

Refer to "Managing Part Serial Mod Details" topic under the Stock Maintenance business component for further details.

Prerequisites

• “Create Numbering Class” activity under the “Document Numbering Class” business component.

• “Create Quick Codes” activity under the current business component.

• “Create Stock Transfer Issue” activity under the “Stock Issue” business component.