---
title: "Excess Stock Auto Branch Transfer - Setup and Configuration"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28382368/Excess%20Stock%20Auto%20Branch%20Transfer%20-%20Setup%20and%20Configuration"
format: markdown
---
# Overview

Purchase requisitions can automatically source stock from branches where excess stock is available. When a requisition is [Creating a New Purchase Requisition](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30507166) or via the [Stock Reordering Scheduled Task Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384718), if the required stock (e.g. N) can be fulfilled by a Branch Transfer with excess stock (e.g. greater than N) then the Supplier will automatically changed by the system from External Preferred Supplier to an Internal Branch Supplier with the excess stock.

> ✅ Refer to the [Understanding the Excess Stock Calculation](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/753532931) for more information on how excess stock is calculated.

# Business Rules

The following business rules need to be met to automatically assign an internal branch transfer Supplier:

1. A branch Supplier will be assigned IF the branch can fulfil the full quantity of the stock to be ordered.
2. If there is more than one branch that can fulfil the stock order then the branch with the highest excess stock be selected.

> ℹ️ If there is excess stock available at multiple branches, Users can select from a list of available internal branch transfer suppliers who can satisfy the order quantity.

3. If there are NO branches with the required excess stock, then the Supplier will remain the external preferred supplier.

# System Tables

## System Settings - Flags

<span style="color: #333333">From the Frameworks menu navigate to </span>**System Administration > System Tables > Miscellaneous Table Maintenance **<span style="color: #333333">and then search for </span>**System Settings - Flag **<span style="color: #333333">and set up the information for the below tables.</span>

| **System Setting - Flag** | **Flag Purpose - Description** |
| --- | --- |
| **FWAutoBTExcess** | <span style="color: #333333">Enable automatically choose Branch Transfer when there is available excess stock.</span><br>- <span style="color: #333333">**Enable**</span><span style="color: #333333"> </span>> Macro (inline-media-image)

<span style="color: #333333"> this flag.</span> |
| **FWForceBTExcess** | Enforce Branch Transfer selection when excess stock<br>- **Enabled **> Macro (inline-media-image)

 this flag to force non purchase supervisors to use the **Excess Stock Finder** window. |
| **FWPBSinSup** | <span style="color: #333333">Use a single supplier for Purchase Order batches</span><br>- <span style="color: #333333">**Disable**</span><span style="color: #333333"> </span>> Macro (inline-media-image)

<span style="color: #333333"> this flag.</span><br>> ℹ️ If the System Setting - Flag **FWPBCycle** is enabled then this flag will be overridden. |
| **InvExBrStk** | <span style="color: #333333">Check for excess branch stock when purchasing</span><br>- <span style="color: #333333">**Enable**</span><span style="color: #333333"> </span>> Macro (inline-media-image)

<span style="color: #333333"> this flag.</span> |

## System Settings - General

<span style="color: #333333">From the Frameworks menu navigate to </span>**System Administration > System Tables > Miscellaneous Table Maintenance **<span style="color: #333333">and then search for </span>**System Settings - General **<span style="color: #333333">and set up the information for the below tables.</span>

| **System Setting - General** | **Setting Purpose - Description** |
| --- | --- |
| **InvExcessC** | <span style="color: #333333">Algorithm for calculating the excess stock</span><br>- <span style="color: #333333">This setting determines the algorithm to be used to calculate the </span><span style="color: #333333">**Excess Stock.**</span><span style="color: #333333"> Either </span><span style="color: #333333">**Standard **</span><span style="color: #333333">or </span><span style="color: #333333">**OverMax **</span><span style="color: #333333">can be used.</span> |

# Additional Information

> ✅ Refer to the [Purchasing and Receipting Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401318) Administrator Guide for additional information.