Stock to Stock Transfer Rules

These instructions are for Navigator File Management. For information on File Maintenance in the Green Screen (AS400), refer to File Maintenance .

This file, along with the Stock to Stock Safety Transfer Safety Days and the Stock to Stock Branch Transfer Reorder Parameters files are used to set -up the Stock to Stock Transfers Reorder Report. The Branch Reorder Report automates the process of calculating and entering transfer orders.

Prior to the introduction of these files and the Stock to Stock Transfers Reorder Report in 2012, branch managers or purchasing agents had to manually research inventory needs and then enter the transfer orders.

The Stock Transfer Report uses this table to adjust quantities on order lines. These settings are accessible by creating a new record or by using the Filters functionality to select information to display. The Create Record window is shown below.

The settings with a key icon are required and are used for system functionality such as searches.

Setting	Description
Record Type	Identifies this record as being for one of the following: Item Class Manufacturer Product Line Price Class Item
Item Class Manufacturer Product Line Price Class Item	This setting changes in relation to what is entered in the Record Type setting. Enter a specific value such as a manufacturer or item number.
Satellite Warehouse Distribution Center	The Satellite Warehouse is the branch warehouse that is receiving the Transfer Orders. The Distribution Center is the warehouse that will be generating and filling the transfer orders. Warehouses codes are created and maintained in the Warehouse File (menu option FIL 8). The record must include a distribution center and satellite warehouse combination. Wildcard Enter ***** in either the Satellite or Distribution Center settings to enter rule sets that apply to general warehouse combinations. Specific values in satellite field override *** rules estabÂlished in the wild card records. The system reads this table by using the Warehouse from Stocking matrix as the distribution center and the Reorder Report Header warehouse as the Satellite. The table is read from the most specific (ITEM) to most GenÂeral (ITEMCLASS). The most specific record in the hierarchy is used to override quantities or block transfer. If no matching record is found then '' will be used as SatelÂlite warehouse value and the table will be reread. The most specific record in the hierarchy will be used to override quantiÂties or block transfer. If no matching record is found then ** will be used in both DC and Satellite warehouse values and the table will be reread. The most specific record in the hierarchy will be used to override quantities or block transfer. If no matching record is found then quantities will not be altered from the report to the Transfer Order Edit. And no transfers will be blocked based on the flag in this table.
Min Order Quantity Minimum UM	Enter the minimum quantity and its associated unit of measure to transfer.
Max Order Quantity Maximum UM	Enter the maximum quantity and its associated unit of measure to transfer.
Multiples to Order Multiples UM	Enter a quantity, if any, representing the multiples in which you want to order. For example, an entry of 1 CT indicates you must place an order in full cartons. An entry of 1 PA indicates you must place order in full pallets. This field is separate from the minimum quantity. For example, you may have a minimum quantity of 1 PA, but multiples of 1 CT. This means that the reorder programs will order at least 1 PA when the product is needed, but if more than 1 PA is needed, it will round additional qty to cartons.
Transfer	Y (the default) - Allows transfers N - Prevents branch transfers for inventory in the specified group. For example, if the table is set up by item, use N to block the transfer on one specific item while allowing others to be transferred.