Parts Transfer
The Parts Transfer tab is used to set the parameters for stock transfers between locations and identify central inventory locations. You can set up parameters to define surplus for multiple locations. When activated, this system automatically creates surplus transfers while running computer generated stock orders. It will recommend that these parts be transferred instead of being ordered from the vendor.
If running a stock order for a location classified as the central location, the system adds all sales for non-stocking locations to determine the proper stocking criteria for the central location. The system looks at all non-stock parts in all locations even if the part is not currently loaded in the central location.
The Parts Transfer tab can be accessed from the Parts Ordering screen by clicking on the Ordering Options link and selecting Stock Transfer/Central Inventory from the drop down list.
Screen Description
The fields on the Parts Transfer tab are:
| Field | Description |
|---|---|
| Stock Order Processed Parts with Blank Activity Code |
Used to determine if parts with no activity code (blank is the default) should be included in the stock order run. If selected, the system includes all parts on your stock order based on OFC codes regardless of activity. If not selected, the stock order run ignores all parts with a blank activity code. If a stock order is run (not a preliminary), the activity code is set to blank for all parts processed by the run. Only certain conditions change an activity code on a part from blank to something else (See Activity Code on Parts: Ordering Information) and deleting the part or the order does NOT. So if you create a stock order and then delete it, to pick up all parts again you need to make sure this option is active. Note: While you can leave this setting selected all the time to avoid issues with parts getting missed, be aware that this may increase the processing time because all parts are being evaluated. |
| Do Surplus Transfer Calculations |
Used to determine whether surplus transfer calculations are to be performed. If surplus is found in another store (according to the Parts Store Priorities screen setup) then the stock order will be reduced by the amount of surplus and these parts will be placed on a transfer. If the transfer is released, the parts will be ordered. |
| Minimum Dollar Value to Transfer | Specify the minimum unit or extended current cost dollar value for parts that are to be transferred. |
| Include Protected Inventory |
If parts have a protected quantity or time period loaded onto their Parts Profile and this box is checked, then the protected parts are included in the surplus calculation. If a part has a Protect Code loaded onto the Parts Profile, then it will never be included in the surplus calculation even if this box is checked. |
| Include New Items In Transfer | Allows the user to specify whether parts with a movement code of 'N' (new items) are to be included or excluded in the surplus transfer calculation. |
| Automatic Stock Transfer Location Grouping | Controls how transfers are grouped, either all locations together, by sending location or by receiving location. |
| "X" Months Sales |
For parts that do not have enough sales history and are not OFC 5 parts. Enter the number of months (1 month to 24 months) missing from the sales history. Used for surplus definition formulas. The entire on hand is considered surplus for all OFC 5 or do not order code D parts. All other parts with other OFC codes will use the "X" Month Sales and "Y" Times Reorder Point fields. This factor is there for any parts that do not have enough sales history to calculate on. Only locations within the Parts Store Priorities screen will be considered for surplus when calculating the stock order. |
| "Y" Times Reorder Point |
For parts that do not have enough sales history and are not OFC 5 parts. Enter a number for missing times recorded points. Used for surplus definition formulas. The entire on hand is considered surplus for all OFC 5 or do not order code D parts. All other parts with other OFC codes will use the "X" Month Sales and "Y" Times Reorder Point fields. This factor is there for any parts that do not have enough sales history to calculate on. Only locations within the Parts Store Priorities screen are considered for surplus when calculating the stock order. Warning: Do not leave this field blank. It causes the system to default to 0 and multiply by 0 for surplus calculation. |
Use these buttons to complete your work on the Parts Transfer tab:
| Button | Function |
|---|---|
| Save | Saves changes made on the Parts Transfer tab. |
| Close | Closes the Parts Transfer tab without saving changes and returns to the Parts Ordering screen. |