Transfer Requests

Overview

Transfer Requests are designed to quickly and easily enable the movement of items within your enterprise.  Their primary purpose is to support:

• Scheduling the movement of materials around a shop for storage or use in a prefab.
• Identifying ownership of the required movement of those materials.
• Identifying the status of the movement of those materials.

Transfer requests have the following REQUIREMENTS:

• Transfer Requests can only be made within Nested Company Locations
  • Standard Company Locations and Project Locations are not supported for the use of Transfer Requests as a source or destination location.
• The Nested Company Locations must be imported into the system, 
• Shipments to and from nested locations can only be made to and from the Top-Level location of the "nest".

BEFORE IMPLEMENTING

The use of Transfer Requests fundamentally introduces an additional function into
the workflow.  It is important that you have a designated role who has been
trained on fulfilling these requests prior to rolling out Transfer Requests.
This role is known by many names:
 o Stock Person
 o Inventory Manager
 o Milk Runner
 o Picker
 o etc.

This article includes several sections:

• Triggering Transfer Requests
  • Manually
  • In Support of Production Orders
  • For Completed Production Orders
  • With Shipping
• Fulfilling Transfer Requests
  • From the Web Browser

 

Details

Types

Transfer requests come in two varieties, "Pick" and "Stock":

• A "Pick" request enables the movement of items from one or many locations in various storage locations, to a single location for many reasons, including:
  • use in assembling a prefab
  • shipping to another location
  • load-balancing storage in your shop
• A "Stock" request enables the movement of items from one location to one or many storage or production locations in your shop.
  • The most common "Stock" request is the distribution of items received in a shipment to various storage or production locations.

 

Triggers to Create Transfer Requests

Transfer Requests have many triggers which can initiate them:

• Manually created from the Inventory Manager module
  • if an overstock or understock of materials in a certain location is identified, a Transfer Request can be manually created to remedy that issue.
• From Production Orders that have Materials associated to them as they are being moved from Detailing to Manufacturing.
  • If the Project Inventory Location is specified as the Top-Level Location of the Nested Company Location, as orders in that project are moved from the Detailing to Manufacturing stage, a "Pick" type Transfer Request will be generated to ensure that Production Order has the materials it needs to be completed
• From the receipt of Shipments
  • If the Destination Location of a Shipping Order is specified as the Top-Level Location of the Nested Company Location, as that shipment is received, a "Stock" Transfer Request will be generated.

Creating a Manual Transfer Request

To manually create a Transfer Request, select:

1. Logistics Manager
2. Inventory
3. Ensure the list of Locations filtered on includes the Top-Level Location of the Nested Inventory Locations
4. In the Bulk Action tool and select Local Inventory Transfer
5. Check off one or more items to move
   • It is also possible to simply select one of the Create Transfericons if only one item is to be transferred

This will initiate a "Pick" type transfer request:

1. Identify the Location to which the items are to be transferred.
2. For each item selected to be transferred, identify the quantity needed to be moved.
3. Identify the Owner responsible for fulfilling the "Pick" Transfer Request.
   • Optionally update the Due Date
     

        Note:  Owners can automatically set as part of the 
               Project based Order Routing feature

4. Save the Transfer Request

 

In Support of Production Orders

Please see the KB Article on Nested Inventory for more information on supporting Production Orders with Transfer Requests.

For Completed Production Orders

Please see the KB Article on Nested Inventory for more information on transferring completed production orders into inventory.

With Shipping

Please see the KB Article on Nested Inventory for more information on:

• Shipping items to Nested Inventory
• Shipping order from Nested Inventory

 

Fulfilling Transfer Requests

Once the request is made, regardless of how it is made, the Owner will be notified and can then fulfill the request either on the web app through a browser.

On a Browser

1. Select Logistics Manager
2. Select Transfer Requests
3. Apply any desired columns -optional Columns include:
   • Originating order
   • Created Date
4. Apply any desired filters - optional Filters include:
   • RequestType
   • Owner
   • Status
     • Use this to find orders that have been Completed
   • Due Date
   • Created
5. In-Line modifications can be made to adjust:
   • Due Date
   • Owner
6. The three-dot menu ("ellipse") enables:
   • Activity to be seen
   • Removal of the Transfer Request if it is no longer needed.
7. Open the order to proceed
   
   
8. Go to the location from which the first item is to be picked
9. Identify the quantity of the item to be picked from that location
   • A maximum of the Needed quantity can be selected
10. Select the Take button to indicate the amount taken from the specified location.
    • If all of the needed item is being taken from a single location, the Take button can be used to fulfill that item.
    • Once the needed quantity is fulfilled, the item drops to the bottom of the list and the next item on the list moves to the top
11. Go to the location from which the next items is to be picked
12. If the item is in more than one location, identify how much from each location is being taken
13. Select the Take button to indicate the the amount taken from the specified location. 
    • If all of the needed item is being taken from a single location, the Take button can be used to fulfill that item.
    • Once the needed quantity is fulfilled, the item drops to the bottom of the list and the next item on the list moves to the top
14. If all of the items are stored in a single location each, the Auto-Take Items button can be used to quickly indicate that those items were taken.
15. Once all of the items have been picked, go to the Destination Location
16. Save the pick to indicate that those items are picked
17. Once the item are delivered to their destination, select Deliver Taken Items
    

Here is a brief (~7 min) video on Managing Transfer Requests on the web: