|
Quantum VS Help: File Maintenance |
The Inter-Branch Transfer (IBT) procedure is used to transfer stock between branches.
The IBT procedure has the following stages:
(1) Raising An IBT Request: The Request/Receiving Branch (i.e. the branch which requires the goods) may raise an IBT Request to request the transfer of stock from an Issue (or Supply) branch. On Completing this stage an IBT Request document is printed, or optionally faxed/emailed to the Issue Branch.
Note: This stage may be skipped: the Issue Branch - the branch which has the goods in stock - may create an IBT Allocation to transfer goods to another branch without the Receiving Branch having to request the goods first. See stage 2.
(2) Allocating And Picking The Goods: The Issue Branch (i.e. the branch which has the goods in stock and will be issuing the goods) must either:
retrieve and open the IBT Request created in the previous stage,
or create a new IBT Allocation,
and allocate stock to the new or previously-created IBT. The IBT goods are picked and any 'picking' variance recorded. On Completing this stage a Picking Note is printed at the Issue Branch, confirming the 'picked' quantities.
(3) Despatching The Goods: The Issue Branch must then retrieve and open the IBT Issue, then Confirm all 'despatched' IBT lines, recording any 'despatch' variance as necessary. On Completing this stage a Despatch Note is printed at the Issue Branch. The IBT goods are then despatched and the stock is no longer recognised as being at the Issue Branch.
(4) Receiving the Goods: On receiving the transferred goods the Request/Receiving Branch must retrieve and open the IBT Receipt to 'book in' the received goods. Any variance at 'goods in' may be recorded. On Completing this stage an IBT Goods Received Note is printed at the Request (Receiving) Branch and the stock is now available to be sold at this branch.
At any stage it is possible to Hold an IBT. Any 'on hold' IBT must be taken 'off hold' before it can progress to the next stage and the document for that stage printed.
It is also possible to Cancel IBTs and IBT lines.
IBT documents can be retrieved from the Finder in two ways:
Outgoing IBTs: This is used to find IBTs relating to stock which is outgoing (i.e. which your branch is issuing/allocating). See Finding Outgoing IBTs.
Incoming IBTs: This is used to find IBTs relating to stock which is incoming (i.e. which your branch is requesting/receiving). See Finding Incoming IBTs.
Before performing any IBTs the System Administrator should ensure that the Branch IBT Control Record has been set up. The Branch IBT control record holds system settings for each of your Branches for Inter Branch transfers. See Branch IBT Control Record Maintenance.
When a 'batch traceable' product is added to an IBT, stock is allocated automatically by the system based on its Batch/Bin/Serial number.
Note: A product is 'batch traceable' if 'Batch Reference', 'Multi-Bin' or 'Serial Number' is selected in the Batch Bin Serial Flag field in the Issues & Stock tab of the Product record. For further details see Product Batch Traceability Maintenance. The Batch Allocation Sequence field - in the Batch Trace tab of the Price Book Flags control record - determines the sequence in which Batch/Bin/Serial-numbered stock is allocated automatically by the system (and presented for user selection).
Most of the time the user will not need to view or edit this batch allocation. However, users at the Issuing Branch may view and edit the Batch/Bin/Serial Number allocation for a product line at the Allocation and Issue/Despatch stages of the IBT by selecting the product line and clicking Shift + [F4]. See Viewing And Editing IBT Batch Allocations.
Note: There is no facility for users at the Receiving Branch to view or edit the Batch/Bin/Serial Number allocation for a product line at the 'IBT Request' stage.
Any 'batch traceable' goods received via an IBT will retain the Batch/Serial Number assigned when they were first received into stock, while their Bin Number will default to whatever it was at the Issue Branch. The user at the Receiving Branch may view - and, if necessary, edit - this batch allocation, perhaps to receive goods into a different or additional Bin Location and/or mark received goods for inspection. See Recording IBT Receipt Variance And Editing Batch Allocations.
The IBT Allocation/Picking (Branch Transfer Pick) and IBT Receipt 'booking in' procedures may alternatively be carried out by a remote 'scanner user' via an RF bar code scanner running the Quantum VS Warehouse System application. See Remote Bar Code Scanning Procedures.
The following Processes and Reports are available in relation to IBTs:
Auto Confirm IBT Receipts: This process automatically confirms IBT Receipts so that received stock is automatically booked in at the Request Branch.
IBT Period End: This process is used to delete fully Completed and/or Cancelled IBTs up to a certain date.
IBT Listing: This generates a summary or a detailed report of either Incoming or Outgoing IBTs by Branch. You may filter the report by IBT Type (Request/Issue/Receipt/All), IBT Status (Confirmed/Unconfirmed/Cancelled/All) and IBT Document No.
NEXT: Raising An IBT Request