Overview
After the demand for production supply is detected, the company can initiate creation of a transfer order of materials from the warehouse to the storage area of the shop floor stockroom.
The frequency of creating such orders is determined by internal instructions and depends on the production cycle duration, the stockroom size, and transportation distance.
Each line item of a transfer order usually has a link to a specific production stage. This information is important for labeling and packing components in a warehouse.
As a result of this process, a transfer order to shop floor stockroom is created.
Initiate production supply and create transfer orders flowchart
Paths
| Path | Manufacturing → Shop management → Material orders for shop floor stockroom |
|---|---|
| In-app link EN code |
e1cib/list/Document.OrderOfMaterialsForProduction
|
| In-app link RU code |
e1cib/list/Документ.ЗаказМатериаловВПроизводство
|
How to create transfer orders from warehouse to shop floor stockroom
Manually
1. Go to Manufacturing and then click Material orders for shop floor stockroom under Shop management.
2. Click Create → New.
By wizard
1. Go to Manufacturing and then click Material orders for shop floor stockroom under Shop management.
2. Click Create → By demands....
3. On step 1, select the destination Warehouse and set other relevant filters.
4. Click the Custom filters hyperlink and set additional filters if it is required.
5. Click Next.
On step 2, the system will automatically:
- Create a list of applicable Procurement strategies based on the demand data.
- Fill the Delivery date is before the date option in the Demand conversion option column.
- Calculate and fill the Delivery date from based on the lead times of the relevant Procurement strategy.
5. Review the information and correct the conversion time horizon in the Delivery date from columns if needed.
Note
1. Use the Delivery date is in the period option in the Demand conversion option column for periodic and recurring delivery.
The system will automatically calculate the order quantity to meet all requirements up to the date specified in the Delivery date, to field.
2. Specify the Delivery date, to.
This option helps you manage demand and place periodic and recurring orders.
6. Click Next, skip step 3, and then click Next again.
The system will automatically:
- Create a list of Items based on the demand data.
- Show reference orders.
- Fill the quantity To order based on the demand data.
- Calculate the Delivery date.
7. Select the lines in the To order column and specify the quantity for conversion.
8. Click Next.
9. On step 5, verify the information of the preview orders.
10. Fill the relevant Source of supply.
11. Select the lines and click Change to correct Warehouse and Procurement strategy to create orders.
12. Click Generate orders.
13. Click Next.
On step 6, the system will automatically:
- Сreate and fill the orders.
- Set the Created status.
- Post the document if there are no data errors.
How to fill transfer orders
1. Go to Manufacturing and then click Material orders for shop floor stockroom under Shop management.
2. Open the appropriate Material order for shop floor stockroom.
3. In the Material orders for shop floor stockroom document, click the Main tab.
4. Select the Company.
5. Select the supplying Warehouse.
6. Select the destination Shop floor stockroom.
7. Select the Line of business optionally.
8. Click the Materials tab.
9. Click Fill → Pick goods.
10. In the Pick goods menu, set necessary filters and navigate by Item kinds and Attributes.
11. Select the Only in stock at the ... check box to see items actually available in stock.
12. Select an Item, enter Quantity and click Add to document.
13. Fill the Shipment date manually.
14. Select To supply in the Actions column.
How to save transfer orders
1. In the transfer order, set the To supply status.
2. Post the document.