This transaction is used to pick against a Directed Transfer Order. The pick will either create a Site Transfer (when VIA or TO site are different from the FROM site) or a bin move (when the From and TO site are the same (with no via site).
Filter and Select Transfer Order
The transfer order selection can be filtered on any of the following:
- Transfer From Site
- Transfer TO Site (final destination for the transfer)
Select Order
Select the order to pick. Orders available to select have a remaining quantity to pick may be filtered from the site assignments above.
When the setting Require Approval to Release Directed Transfer Orders is set to true, only released orders will be available to select.
The Transfer To and Via site associated with the order is displayed in text after the order is selected.
Pick To Bin (multi-bin environments)
This will display to select on this screen when the Pick To Bin for Directed Transfer setting is set as:
- Site Purchase Receipts Default
- Site Order Fulfill Default
- Site Materials Issue Default
- User Assignment at Start of the Transaction
This represents the bin for either the VIA or TO site that the items will be moved to with the site transfer. The bins available in the lookup represent the bins based on the first transfer step.
Starting Bin (multi-bin environments)
This is enabled when the Directed Transfer Pick List sort order is set as either Default Bin or Line Number. This is an optional field and is used to allow the user to select the starting bin location for the pick for multiple pickers.
Pick Items
Item
The item field is populated with the first item to pick based on the Directed Transfer Pick List sort order. If the Starting Bin was set, the first item will be based on that selection.
When the item is selected, the item description, quantity to pick and the pick status is displayed for the user. The Item field is a look up list. A different item can be scanned or can be selected from the list. Since the next item is defaulted, when the look up list is opened, use the ‘X’ to clear the item and display the entire list.
The list represents the remaining items to pick on the order. Once the item is picked complete, the item is dropped from the list.
From Bin
This is defaulted from the Sales Order Fulfillment default for the item + site. If no default is setup in GP, the field will be empty for bin to be selected.
The current available quantity is displayed under the From Bin.
If the bin is defaulted, a different bin can be scanned or selected. If using the look up list for bins which includes the available and on hand quantities for the item; then use the ‘X’ to clear the defaulted bin.
Bin field can be set to read only with the setting Set From Bin Read Only. This requires that all items to be picked must have an item-site sales order fulfillment default bin setup in GP.
When the Allow Negative Available Quantity on Directed Transfer Pick is set to false, bins with no quantity cannot be selected. The quantity available to enter is validated to the available quantity. When set to true, allows quantity-tracked items to be negative for the bin. This does require GP inventory setup to allow transfer overrides.
Scan to Validate Item
Validates the pick of the item selected in the Item field.
When Require Scan for Directed Transfer Picks = true; the item code must be either scanned or key entry. The enter key to validate will be disabled.
UOM
Is populated by the unit of measure on the directed transfer order.
Quantity
Enter the quantity to pick.
If the item is LOT tracked, the lot and lot quantity will be captured.
If the item is SERIAL tracked, the serial field will be enabled. When the number of serial numbers captured meets the quantity to pick, then user will be set to next item to pick.
To Bin
If set on the order screen, it will be defaulted and set to read-only.
Otherwise it will be enabled and defaulted based on the following for the Pick To Bin for Directed Transfer settings.
- Item Purchase Receipts Default
- Item Order Fulfill Default (only use for Site Transfer logic)
- Item Material Issue Default
- User Assigner per Item
Next Item Actions Button
To skip an item in the navigation, use the Next action button.
Review Screen
The review screen displays the line items on the entire order. The sort order is based on the item pick status. Items picked complete are dropped to the bottom of the list and item number displayed in green. Items to be picked are displayed in red at the top of the list. If there is a partial pick, the item number is displayed in blue.
Submit Logic
If the directed transfer order has a TO and FROM with the same site, the process of the pick completed bin-to-bin moves. The submit will update the Directed Transfer Order with the picked quantities.
If the directed transfer order has a VIA site, a Site Transfer is created in GP to the Via Site. An Inbound Transfer Order is automatically created for the destination site to complete receiving step. The Site Transfer must be posted in GP prior to the second transfer (Transfer Receipt) to be completed.
If the directed transfer order has a TO and FROM with different sites and no via site; then the Transfer Order is created. No further transfers will be required.