Creating inter warehouse stock transfer

This page allows you to transfer of stock between warehouses according to stock requirements. When there is an unplanned requirement of stock, a Stock Transfer Order can be created for drawing material from one stocking point to the one requiring the stock.

Select the “Create Inter Warehouse Stock Transfer” link from the “Stock Transfer” business component.

The “Create 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.

The system displays the following in the “Stock Transfer Information” group box:

Stock Transfer #

A unique number identifying the stock transfer. This number is generated and displayed by the system, when the “Create Stock Transfer” pushbutton is clicked.

Enter the following:

Numbering Type	Use the drop-down list box to select the numbering type of the inter warehouse stock transfer. The system lists the numbering types that have already been defined in the “Create Numbering Type” activity of the “Document Numbering Class” business component, that are in the “Active” status. The numbering type set for the inter warehouse stock transfer in the “Document Numbering Class” business component is displayed by default. Note: You must not select a numbering type that is mapped to a group company, if the inter-warehouse stock transfer is being created for the login company. However, if you are creating the inter-warehouse stock transfer for a warehouse exclusively mapped to a group company and, if "Separate Numbering Type for Trading Partner Transactions" between the login company and the group company is ‘1’ in the Maintain Options for Partner Transactions activity of Organization Setup, the system automatically generates the stock issue # on creation based on the numbering type set for the Inter Warehouse Stock Transfer transaction in the same activity. If "Separate Numbering Type for Trading Partner Transactions" is set as ‘0’, you can select the numbering type for generating the stock transfer #.
Need Date	The date on which the stock is required (Date Format).Mandatory
Status	Use the drop-down list box to select the status, which could be one of the following:
	Draft – The status of the inter warehouse stock transfer, when all the mandatory details are not entered for the stock transfer order.
	Fresh – The status of the inter warehouse stock transfer, when all the mandatory details are entered in the stock transfer order.
	The system displays the “Draft” by default.

Transfer Category	Use the drop-down list box to specify the category of the inter warehouse stock transfer. The system lists all the “Active” quick codes of the “Transfer Category” type, as defined in the “Create Quick Codes” activity of the current business component.
Priority	Use the drop-down list box to set the priority of the inter warehouse stock transfer. The system lists “AOG” and “Normal” as options. The system displays “Normal” by default.
Transfer Date	The date of inter warehouse stock transfer (Date Format). The system date is displayed 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 “Active” quick codes of the “User Status” type, as defined in the “Create Quick Codes” of the current business component.
Part Type	Use the drop-down list box to select the type of the part allowed in the stock transfer, 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.

Enter the following in the “Trading Partner Information” multiline.

Note: For stock transfer involving internal owned parts, you need not specify trading partner information.

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".

Note: The above field becomes mandatory if you are to specify trading partner #.

Trading Partner #

The identification number of the trading partner (Alphanumeric, 45).

Help Facility available

Note: Ensure that the trading partner type and trading partner number combination you specify is valid. This infers the following: 1) If the trading partner type is “Customer” the trading partner number must be a customer number. 2) If the trading partner type is “Supplier” the trading partner number must be a supplier number.

Note: Further, the customer number / supplier number that you specify must be valid and active defined in the Customer Master / Supplier Master.

Note: To create stock transfer, the trading partner (customer / supplier) must be mapped to a storage area / warehouse, defined in the Storage Administration business component.

Note: If the part control type of the part associated with customer / supplier is non-controlled, the storage areas/warehouse/zone/bin must be set to “Exclusive” for the trading partner in the Storage Administration business component.

Note: If the part is serial / lot controlled and associated with a specific customer / supplier, the trading partner must not be mapped to a storage area/warehouse/zone/bin in the Storage Administration business component.

Note: If the part control type of the part associated with customer / supplier is non-controlled, the storage areas/warehouse/zone/bin must be set to “Exclusive” if the trading partner in the Storage Administration business component.

The system displays the following on the selection of the trading partner number.

Trading Partner Name

The name / description of the trading partner.

To copy details to inter warehouse stock transfer

Enter the following in the “Copy Details” group box, if you want to copy stock transfer details from an existing stock transfer:

Copy Stock Transfer #

A number identifying an existing stock transfer based on which a new inter warehouse stock transfer is created (Alphanumeric, 18).

Help facility available.

Click the “Copy” pushbutton to copy details from the existing stock transfer identified by the number entered in the “Copy Stock Transfer #” field.
Enter the following in the “Sourcing Information” group box:

From Stocking Point

Use the drop-down list box to select the organization unit from where the required stock is to be issued. Mandatory.

From Warehouse #

The number identifying the warehouse from where the stock is to be issued (Alphanumeric, 10). Mandatory

Note: If working in the Main base, you must specify an Active warehouse that is not currently offline. Conversely, in a Field base you must specify an Active warehouse associated with the offline area.

Help facility available.

Note: The login user must have access rights for the warehouse number entered, if the stock update mode is set as “Automatic”.

The system displays the following:

Station

The location of the “From Stocking Point”.

Enter the following in the “Stock Updation Mode” group box:

Stock Updation Mode	Use the drop-down list box to select the stock updation mode. The system provides the options “Automatic” and “Manual” as defined in the “Set Options” activity
	Automatic – Indicates that the transfer of stock from one organization unit / warehouse to another organization unit / warehouse takes place automatically on providing all the part details. On authorization of the stock transfer document, stock Issue and receipt documents for the transfer quantity, is automatically created and authorized.
	Manual - Indicates that the transfer of stock takes place manually and stock issue documents and stock receipt documents, should be created manually for the transfer.

Note: The options listed in this field ("Manual" / "Automatic") are based on the options set in the “Set Options” activity of the current business component. The system displays either ”Manual” or “Automatic” as set in the set Options activity. If the option in the set options is set as “User Specified”, then the systems gives both the options “Manual” and “Automatic”.

Note: If “Automatic” is selected as the Stock Updation Mode, the login user must possess privileges as predefined for the warehouse specified in the “To Warehouse #” field.

Enter the following in the “Reference Document Details” group box:

Ref Document Type

Use the drop-down list box to select the type of the reference document based on which the inter warehouse stock transfer is created. 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 based on which the inter warehouse stock transfer is created (Alphanumeric, 40). Mandatory, if the reference document type is specified.

If the reference document type is set as “Material Request”, ensure that the number entered refers to a material request in “Authorized”, “Partially Issued” or “Partially Receipt” status, with unallocated part quantity greater than zero.
If the reference document type is set as “Forecast”, ensure that the number entered is a valid forecast number in released status as defined in the “Aircraft Maintenance Forecast” or “Component Maintenance Planning” business components.

Click the “Get Details” pushbutton only if the reference document is material request, to retrieve parts free/available in From Warehouse for allocation.

Note: Do not modify the “Part #”, “Stock Status”, “Preferred Condition”, “To Warehouse #”, “Substitute Part #” and the “Transfer Type” details that are retrieved from the material request document.

Enter the following in the “Destination Information” group box:

To Stocking Point

Use the drop-down list box to select the organization unit where the required stock is to be received (Alphanumeric, 10). Mandatory.

The system displays the following:

Station

The location of the “To Stocking Point”.

Enter the following:

Default To Warehouse #

Use the drop-down list box to select default warehouse to which the stock has to be transferred.

The system displays the following:

Warehouse Description

The description of the warehouse.

Enter the following:

Default To WH - Zone #	Use the drop-down list box and select the zone in the warehouse, where the stock is received after transfer.
Default To WH - Bin #	Use the drop-down list and select the bin in the warehouse, where the stock is received after transfer.

The system displays the following “Part Information” multiline:

Line #

The number generated by the system sequentially, for every line containing a part number

Enter the following, if the stock transfer is not created based on a material request.

Part #

The number identifying the part (Alphanumeric, 40). This number must have been defined in the “Create Parts Main Information” activity of the “Part Administration” business component and must be in the “Active” status. Ensure that the part is mapped to the part type selected.

The system validates if the Part Classification is allowed in the receipt warehouse, based on the Part Classification mapped to the warehouse in the “Storage Administration” business component.

Help facility available

Note: If the Part Classification is set as “None” or not defined in the “Part Administration” business component, then the part is classified as Non-Repairable.

Note: If the reference document is “Forecast”, ensure that the part number is defined for the pending work units in the “Aircraft Maintenance Planning” or “Component Maintenance Planning” or “Maintenance Task” business component.

Note: Ensure that the “Part Type” corresponding to the specified part number is mapped to the Warehouse # (Both From and To) as defined in the “Create Warehouse Information” activity of the “Storage Administration” business component.

The system displays the following:

Part Description

The textual description of the part

Enter the following:

Stock Status

Use the drop-down list box to select the stock status of the part to be transferred. Mandatory. The system displays the system defined as well as the user defined stock statuses mapped to transaction type "Stock Transfer”.

Note: Ensure that this stock status is mapped to the part type of the part, as defined in the “Create User Defined Stock Status” activity of the “User-defined Stock Status” business component.

Quantity

The number of units of the part which is to be transferred (Decimal). Mandatory. Ensure that the quantity is entered for each part entered in the “Part #” field.

Note: Fractions can be entered, only if the UOM has been set as “Allow fractions” in the “Create UOM” activity of the “Unit of Measurement Administration” business component.

Note: If the reference document is “Material request”, ensure that the quantity specified is equal to or lesser than the unallocated part quantity defined in the material request.

Note: If the reference document is “Forecast”, ensure that the quantity specified is equal to or lesser than the estimated part quantity defined for the pending work units in the “Aircraft Maintenance Planning” or “Component Maintenance Planning” or “Maintenance Task” business component.

The system displays the following:

UOM

The stock unit of measurement of the part

Enter the following, if the stock transfer is not created based on a material request:

Preferred Condition	Use the drop-down list box to specify the condition of the part. The system provides the following options:
	New – Select this option if the transferred part is new.
	Overhauled – Select this option if the part has been transferred after service.
	Serviceable – Select this option if the transferred part can be serviced in case of problems.
	Unserviceable – Select this option if the transferred part is of "Unserviceable" condition
Note: Ensure that preferred condition is specified, if the part type of the part number is “Component” and the reference document type is other than material request.
To Warehouse #	The number identifying the warehouse where the transferred stock is received (Alphanumeric, 10). Mandatory Help facility available.
Note: 1) The Stock Update Mode must be Automatic, if both From Warehouse # (source warehouse) and To Warehouse # (destination warehouse) of the stock transfer belong to the same offline area. 2) The warehouse must be exclusively mapped to the supplier, if the received part is supplier-owned and, stock valuation for the supplier is mandatory. On the contrary, if stock valuation is not required for the supplier, the warehouse you select must not allow valuated parts regardless of ownership. 3) If the Part Classification is set as “None” or not defined in the “Part Administration” business component, then the part is classified as Non-Repairable. 4) The login user must have access rights to the warehouse number entered, if the stock update mode is “Automatic”. 5) A part, for which “Storage Allocation Mandatory” field is enabled in the “Maintain Planning Information” activity of the “Part Administration” business component, cannot be transferred to a warehouse of type "Free". 6) Ensure that “From Warehouse #” and “To Warehouse #” is different, if the “From Stocking Point” and “To Stocking Point” are same. 7) The system ensures that “From Warehouse #” and “To Warehouse #” are unique, if the “From Stocking Point” and “To Stocking Point” are different and the "Warehouse Code Uniqueness" is set as "Yes" in the “Logistics Common Master” business component.
Substitute Part #	The part that can be used in case of non-availability of the requested part. Help facility available
Note: a) The substitute part should not be the same as the requested part and need to be in the “Active” planning status. b) The type of the substitute part must be the same as the type of the requested part. Note: Customer specific alternates as defined in the “Maintain Alternate Part Nos” activity, in the Part Administration component can be specified as substitute part only if Trading Partner Type has been specified as “Customer” in the Stock Transfer Document.. For all other scenarios, Direct or Conditional alternates can be specified as substitute parts.
Transfer Type	Use the drop-down list box to select the transfer type, which could be one of the following:
	Specific – Select this type if you want to transfer a specific component with a particular serial number.
	General – Select this type if there is no need to transfer a specific part.
	The system displays “General” by default.
Note: If the reference document is “Material Request”, the system sets the transfer type as: General, if the requirement type of the line items in the selected material request is set as “Normal”. Specific, if the requirement type of the line items in the selected material request is set as “Specific”.
Remarks	Additional comments pertaining to the creation of an inter warehouse stock transfer (Alphanumeric, 255).

The multiline displays the following.

Part Type	The type of the part.
Part Control Type	The type of part control, which could be serial number-control and/or lot number controlled or none

Enter the following in the “Initiator Details” group box:

Employee #	The code of the employee who initiates the stock transfer (Alphanumeric, 15).Mandatory. The code entered must have been defined in the “Create Employee File” activity of “Employee Information” business component. Help facility available.
Note: If the help facility is invoked, the system also displays the name of the employee associated, along with the employee code.
Employee Name	The name of the employee who initiates the stock transfer (Alphanumeric, 150).
Work Phone #	The official telephone number of the employee who initiates the stock transfer

Enter the following in the “Other Details” group box:

User Defined Detail – 1	Any other additional details pertaining to the creation of the inter-warehouse stock transfer (Alphanumeric, 15).
User Defined Detail – 2	Any other additional details pertaining to the creation of the inter-warehouse stock transfer (Alphanumeric, 15).
Reason for Stock Transfer	The reason for creating the inter warehouse stock transfer (Alphanumeric, 255).
Remarks	Comments pertaining to the creation of an inter warehouse stock transfer (Alphanumeric, 255)

The multiline displays the following.

Part Type	The type of the part.
Part Control Type	The type of part control, which could be serial number-control and/or lot number controlled or none

Enter the following in the "Attachments" group box:

File Name

The name of the file used for document reference that is associated to the stock transfer (Alphanumeric, 50).

Help facility available.

Select the “View File” link alongside to view the content of the file.
Click “Create Stock Transfer” pushbutton to create the inter warehouse stock transfer .

The system performs the following on clicking the pushbutton:

Updates the status of the inter warehouse stock transfer as “Draft” when some details are yet to be entered in the stock transfer order.
Updates the status of the inter warehouse stock transfer as “Fresh” when all the details are entered in the stock transfer order.
Updates the unallocated part quantity in the corresponding material request, if the stock transfer is created based on a material request.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The system maintains the finance book for the receipt warehouse along with the account code for each of the line item.

To proceed, carry out the following:

Select the “Edit Inter Warehouse Stock Transfer” link to modify the inter warehouse stock transfer details.
Select the “Edit WH Zone /Bin Details” to enter the zone and bin details of the warehouse. Ensure that the stock updation mode field is set as “Automatic”, before selecting this link.

Select the “Edit Specific Serial #/Lot # Details” if you wish to enter the serial and lot control details of the parts, which has to be issued, if the transfer type of the part line item is set to “Specific”. Ensure that the stock updation mode is set as “Manual”, before selecting this link.

Select the “Edit References” link to record document reference details.

Select the “Authorize Inter Warehouse Stock Transfer” link to authorize the inter warehouse stock transfer.
Select the “Upload Documents” link to upload documents/files associated with the inter-warehouse transfer transaction into the common repository.
Select the “Record Hazmat Compliance” to record the hazmat compliance of the part during stock transfer.
Select the “View Associated Doc. Attachments” link to view documents/files associated with the inter-warehouse transfer transaction from the common repository.
Select the “Maintain Additional Shipment Information” link to record the additional shipment details of the Carrier / Agency # to stock transfer.

What you can do in this page

Categorize stock transfer

Specify the numbering type for the stock transfer

Specify the part type allowed for the transfer

Specify Updation Mode

Set the Transfer Type

Specify the initiator

Specify the reason for stock transfer

Categorize stock transfer

You can categorize the transfer documents, based on the category created already through the “Create Quick Codes” activity.

Set the appropriate option in the “Transfer Category” field to categorize the stock transfer.

Specify the numbering type for the stock transfer

You can specify the numbering type for the inter warehouse stock transfer, which is a combination of the logged in organization unit and the “Stock Transfer” transaction type, for the stock transfer that you create.

Set the appropriate type in the “Numbering Type” field.

Specify the part type allowed for the transfer

You can specify the various part types allowed for transfer , such as "Raw Material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Miscellaneous” and “Kit” across warehouses.

Use the “Create Inter warehouse Stock Transfer” page.

Specify Updation Mode

You can update the stock in the organization units after the stock transfer from one organization unit to another organization unit has taken place. The modes adopted are “"Automatic" and “Manual” .

Set the “Stock Updation Mode” as “Automatic”, to transfer stock from one warehouse to another after providing all the details, where issue and receipt documents get created automatically.
Set the “Stock Updation Mode” as “Manual”, if you wish to transfer the stock manually.

Set the Transfer Type

You specify the transfer type of the part.

Set the “Transfer Type” field as “Specific”, if you want to transfer a specific component with a particular serial number.
Set the “Transfer Type” field as “General”, when there is no need to transfer a specific part

Specify the initiator

You can specify the employee name and code, who initiated the inter warehouse stock transfer.

Specify the reason for stock transfer

You can give the reason for creating the stock transfer order, apart from the stock transfer information.