Modifying inter warehouse stock transfer document

This page allows you to modify the selected inter warehouse stock transfer. Tell me more.

Select the “Edit Stock Transfer” link in the “Select Stock Transfer” page. Alternatively, select the hyperlinked stock transfer number in the multiline of the same page.

The “Edit 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 #

The number identifying the inter warehouse stock transfer, which is to be modified or canceled

Enter the following:

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 you modify the quantity of any part or when a new line number is added or if all the mandatory information for the document is not entered.
	Fresh – The status of the inter warehouse stock transfer, when all the mandatory details are entered in the stock transfer order. It can also be attained when a stock transfer order in the “‘Draft” status is modified and all the mandatory details are entered. The system displays “Blank” by default.
Need Date	The date on which the quantity of the part is required (Date Format).Mandatory.
Transfer Category	Use the drop-down list box to modify 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.
Transfer Date	The date of transfer of the inter warehouse stock transfer (Date Format). The system date is displayed by default.
Priority	Use the drop-down list box to set the priority of the stock transfer. The system lists “AOG” and “Normal” as options.
Part Type	se the drop-down list box to select the part type, for which the stock transfer is to be raised. The various part types could be "Raw Material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Miscellaneous” and “Kit”. The system lists all the part types as defined in the “Inventory Option Settings” activity of the “Logistics Common Master” business component. The system displays “Blank” by default.
User Status	Use the drop-down list box to modify 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.

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.

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

Trading Partner Name

The name / description of the trading partner.

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

From Stocking Point	The organization unit from where the required stock is to be issued
From Warehouse #	The number identifying the warehouse from where the stock is to be issued. Ensure that this warehouse is associated with the “From Stocking Point”
Note: The login user must have access rights to the warehouse number entered, if the stock update mode is set as “Automatic”.
Station	The location of the “From Stocking Point”.

The system displays the following in the “Stock Updation Mode” group box:

Stock Updation Mode	The stock updation mode which could be “Automatic” or “Manual”. The system displays these values based on the options set in the “Set Options” activity of this business component.
	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 are displayed in this field 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”.

The system displays the following in the “Reference Document Details” group box:

Ref Document Type

The type of the reference document based on which the inter warehouse stock transfer is created.

Ref Document #

The number identifying the reference document based on which the inter warehouse stock transfer is created.

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

To Stocking Point	The organization unit where the required stock is to be received
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). Mandatory. 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.
	Help facility available.

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 warehouse (From And To ) selected is mapped to the “Part Type” 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 that is to be transferred (Decimal). Mandatory. Ensure that quantity is entered for each part entered in the “Part #” field in the stock status specified. The quantity must be positive and greater than zero.

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 preferred 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 transferred component is of “overhauled” condition.
	Serviceable – Select this option if the transferred component is of “Serviceable” condition.
	Unserviceable – Select this option if the part cannot be serviced in case of problems.
Note: Ensure that the preferred condition is specified, if the part type is “Component” and the reference document type is other than material request.
To Warehouse #	The number identifying the warehouse where the stock is received (Alphanumeric, 10). Mandatory. Ensure that this warehouse is associated with the “To Stocking Point”. 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: 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 number identifying the alternative part that can be used in case of non-availability of the requested part. Help facility available
Note: The substitute part should not be the same as the requested part and need to be in the “Active” planning status. Note: 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 modify 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, and if the stock updation mode is "Manual".
	General – Select this type if you don’t have to transfer a specific part with a particular serial number.
Note: If the reference document is “Material Request”, the system sets the transfer type as: General, if the requirement type of the selected material request is set as “Normal”. Specific, if the requirement type of the selected material request is set as “Specific”.
Remarks	Additional comments pertaining to the modification of 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 in the location (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 in the location (Alphanumeric, 150).
Work Phone #	The official telephone number of the employee who initiates the stock transfer in the location

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

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

Note: Ensure that at least one row is entered in the multiline.

Ensure that the combination of Stock status and "Part #" and the “To Warehouse #” field is not duplicated.

Enter the following in the “Attachments” group box:

File Name

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

Help facility available.

Select the “View File” link provided alongside to view the content of the file.
Click the “Edit Stock Transfer” pushbutton to update the modified details.

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.

The system updates the unallocated part quantity in the corresponding material request, if the inter warehouse stock transfer is created based on a material request.

Check the box in the “Select” column of the multiline to select the part line number for deletion.
Click the Delete icon in the toolbar above the multiline, to delete the part line number selected in the multiline.

To cancel inter warehouse stock transfer

Click the “Cancel Stock Transfer” pushbutton to cancel the stock transfer details.

The status gets updated to “Canceled”.

Note: The cancelled document can not be taken for future transactions.

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

To proceed, carry out the following:

Note: If the stock updation mode is “manual”, you cannot enter the ”Edit Serial # / Lot # page” and the “Edit Wh-Zone-Bin page”.

Select the “Edit WH Zone/Bin Details” link if the “Stock Updation Mode” is “Automatic”, to modify the zone and bin details of the part, which is to be transferred.
Select the “Edit Specific Serial # / Lot # Details” link, if you wish to enter the serial and lot control details of the parts, which has to be issued, if the “Stock Updation Mode ” field is “Manual” and the transfer type of the part line item is set to “Specific”.
Select the “Edit Serial # / Lot # Details for free Warehouses” link, if you wish to enter the serial and lot control details of the part, if the “Stock Updation Mode” field is “Automatic” and the from and to warehouses of the part line item is “Free”.
Select the “Edit Shipping Details” link, to enter the shipping details of the stock transfer.
Select the “Edit Tax / Charges Details” link, to add the tax and surcharges to the stock transfer.
Select the “Edit References” link, if you wish to specify the reference document associated to the inter warehouse stock transfer.
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.

Modifying inter warehouse stock transfer – An overview

This page allows you to modify the selected inter warehouse stock transfer. Only stock transfers, which are in the “Draft” or “Fresh” status, can be modified. This page allows you to modify the stock transfer details such as the date on which the stock transfer was raised, category of the stock transfer, the stocking point and the warehouse. You can also modify the part details such as the condition of the part, the quantity of the part, the stock status and the part type.

What you can do in this page

Modify the details of the Stock Transfer

Cancel Stock Transfer

Modify the Transfer Type

Specify the reason for stock transfer modification

Modify the details of the Stock Transfer

You are allowed to modify details such as the category, the priority, the user status, the condition, the quantity, the employee name and the date pertaining to inter warehouse stock transfer in the “Draft ” and “Fresh” status.

Select the stock transfer in the “Select Stock Transfer” page.
Go to the “Edit Inter warehouse Stock Transfer” page.
Modify the details and click the “Edit Stock Transfer” pushbutton.

The modified Stock Transfer details are stored.

Cancel Stock Transfer

You can cancel the stock transfer, if the stock transfer is not required.

Select the stock transfer in the “Select Stock Transfer” page.
Go to the “Edit Inter warehouse Stock Transfer” page.
Click the “Cancel Stock Transfer” pushbutton.

Modify the Transfer Type

You modify the transfer type of the part line item, if it is of type “component” and if the stock updation mode of the document is set to “Manual”.

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 no specific particular part is required to be transferred. Modify the initiator

Specify the reason for stock transfer modification

You can specify the reason for the stock transfer in the “Remarks” field.