WILLIAMS TRANSFER CONTROL 2/04/94
DSP01 TRANSFER ORDER MAINTENANCE MULTI-LINE
Supplying CO 001 Receiving CO 001 Order Number JTTROR1
WHS BEL WHS DW1 Order Status RLS
Prm Shp Date 12/11/93 Ord Due Date 12/25/93
Relief Code M MANUFACTURING Supply Code D DISTRIBUTION
Ln L Item Number/ Prm Shp Date/ Due Date/ SKU Plan/ Sel
No S Description Order Qty Reserved Qty Unshipped Qty Unpl
01 R JIT-MASTERSCH6 3.000 12/24/93 12/25/93 EA P X
JIT/MS/PLNPOL6 3.000 3.000
02 R JIT-MASTERSCH7 3.000 12/24/93 12/25/93 EA P
JIT/MS/PLNPOL7 3.000 3.000
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F4=Prompt F7=Header F9=Stock Status F10=Function Select
F12=Comments F13=Time-Phased P/A F15=Rekey Data F16=Requisition
This screen is used to add or change records on the Transfer Order Line File. Transfer order lines are added or changed by entering the information on the subfile lines of the screen.
You can add a transfer order line whether or not a transfer requisition exists for the item. If a requisition does exist, you can attach the requisition to the order line. To attach a requisition: 1. Enter the item number. 2. Type an X in the Select field. 3. Press F16 to display a list of requisition lines. 4. Type an X in the Select field for each line to be attached.
The order quantity will default to the sum of all attached requisitions. You can change this quantity. However, you cannot decrease the quantity below the sum of attached requisition lines or the quantity shipped.
To detach a requisition line, select the transfer order line, press F16, and delete the X.
The promised ship date and the due date are initially defaulted from the Transfer Order Header screen. If you cover one and only one transfer order requisition line with a transfer order, the promised ship date and the due date are brought in from that transfer order.
The only fields that can be modified on this screen are the item number (for new lines), order quantity, promised ship date, due date, reserved quantity, and select. Closed lines cannot be modified.
SUPPLYING COMPANY/WAREHOUSE
Display only. The company/warehouse that will be used to fill the transfer order. It was entered on the Function Select screen.
RECEIVING COMPANY/WAREHOUSE
Display only. The company/warehouse that will receive the items on this transfer order. It was entered on the Function Select screen.
ORDER NUMBER
Display only. The number used to display and track this order throughout the system. It was entered on the Function Select screen.
ORDER STATUS
Display only. A transfer order may have a status of new, open, closed, or released. The actual codes displayed on the screen for each status are defined on Reference File category 403. The initial status of an order is new. After the line is created, the status is open. The order status will be changed to closed automatically if all lines on the order have been closed.
PROMISED SHIP DATE
Display only. This date was entered on the header screen. It is displayed here so you can enter the due dates for each line accordingly.
ORDER DUE DATE
Display only. The date on which the requested transfer is due at the receiving company/warehouse.
RELIEF CODE/DESCRIPTION
Display only. Indicates whether the stock will be taken from distribution (D) or manufacturing (M) inventory. The relief code was specified on the Function Select screen.
SUPPLY CODE/DESCRIPTION
Display only. Indicates whether the stock will be added to distribution (D) or manufacturing (M) inventory. The supply code was specified on the header screen.
LINE NUMBER
Required for a new line. Display only for existing line. A sequential number used to identify this transfer order line. The number is assigned automatically when the line is created.
LINE STATUS
Display only for a changed line. The current status of the line. A line can be open, released, partial, fully shipped, partially shipped, or closed. Codes identifying each of these statuses are defined on Reference File category L15. Closed lines cannot be maintained manually. There are two ways to indicate on this screen that a line should be closed:
o If the line has not been shipped, you should set the quantity to zero. If the order line is attached to a requisition, select the line, press F16, and detach any requisitions first. If the order quantity equaled the sum of the attached requisitions, detaching them will automatically reset the order quantity field to zero. If the order quantity was greater than the requisition quantity sum, the 'extra' remains in the quantity field; simply change this to zero.
o If the line has been partially shipped, change the order quantity to equal the shipped quantity.
If order quantity equals zero or equals the shipped quantity, the order line will be closed when you exit this conversation from the recap screen.
ITEM NUMBER
Required. The item to be transferred. It must be an active part on the supplying warehouse Part Master File. It cannot be blank or all nines. The part type cannot be Planning, Reference, or Non-Stocked (Type 4, 5, and C). The item must have a part status that is valid for transfer orders, as defined on Reference File category D88.
ITEM DESCRIPTION
Display only. The description of the item as defined on the Part Master File. It is displayed here after the item number is entered.
ORDER QUANTITY
Required. The quantity required for transfer, expressed in the stockkeeping unit of measure. If this number is set to zero, the line is closed automatically. If the line is attached to a requisition line (through F16), the order quantity is automatically set to the sum of the selected requisition quantities. This number may be increased, but cannot be set less than the total attached requisition quantity or the line quantity shipped to date.
PROMISED SHIP DATE
Optional. The shipment date promised by the supplying company/warehouse. It must be equal to or after the system date, but cannot be after the order due date. If this field is left blank, it defaults to the order ship date entered on the Header screen.
RESERVED QUANTITY
Optional. The quantity reserved at the supplying warehouse for this transfer order. You may enter (or change) this value or leave it blank. The default value is determined based on the relief code, as follows:
o If the relief code is M (manufacturing), the reserved quantity is set equal to the line order quantity. This quantity will override any user entered value.
o If the Relief code is D (Distribution) the reserved quantity is determined by comparing the available quantity and the line order quantity.
- If the available quantity equals or exceeds the order quantity, the reserved quantity is set equal to the order quantity.
- If the available quantity is less than the order quantity, an additional comparison is made between the available and previous reserved quantity. If the available quantity exceeds the previous reserved quantity, the 'new' reserved quantity is set equal to the available quantity. However, if the available quantity is less than or equal to the previous reserved quantity, the reserved quantity remains at the previous value.
DUE DATE
Required. The date on which the item is due at the receiving warehouse. If entered, it cannot be before the line promised ship date or after the order due date. If this field is left blank, it defaults to the order due date.
UNSHIPPED QUANTITY
Display only. The amount still expected to be shipped for this order. It is the order quantity minus the shipped quantity.
STOCKKEEPING UNIT OF MEASURE
Display only. The unit of measure used to express the quantities on this screen.
PLANNING FLAG
Required. Used to indicate whether this order line is to be netted with any existing forecast for the related period. The netting is performed as part of the Master Schedule and Requirements Planning generation. Valid values are:
U - (Unplanned). The order line will be added to the total demand within the Master Schedule and Requirements Planning generation.
P - (Planned). If the part's forecast consumption code allows for transfer order consumption, the order line will be netted with any forecast in the Master Schedule and Requirements Planning generation.
SELECTION
Optional. Used to display additional information about a transfer order line. Type an X in this field and press one of the following command keys:
F9 - Stock Status
F12 - Comments
F13 - Time-Phased P/A
F16 - Requisition
Only one 'X' may be entered at a time.
If a line has no requisitions and a quantity of zero a warning message will display. You may type a C in this line and press Enter to cancel it.
COMMAND KEYS
F3 - Exit the Transfer Order Maintenance screen.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F7 - Display the header screen.
F9 - Go to the Warehouse Stock Status Program to view the balances for the part in question.
F10 - Return to the Function Select screen without update.
F12 - Go to the Comments Screen to maintain comments for the order.
F13 - Go to the Time Phased P/A conversation to determine item availability before creating a line.
F15 - Used to rekey a screen transaction before the Enter key is pressed.
F16 - Search for a requisition to be covered by the order being maintained. Requisitions are attached and detached from transfer order lines through this function.
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