--- title: "Auto Stock Transfer" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31101055/Auto%20Stock%20Transfer" format: markdown --- Auto Stock Transfer allows the automation of the transfer of stock from a warehouse back to the selling branch so an order can be released, sourcing the stock from a branch different to the one being attributed with the sale. Assumptions & Exclusions It is assumed that the existing system tailoring flag for Auto Stock Transfers ' InvStkTfer ' is set to ' Yes '. Outstanding order reports list orders against the branch that raised the order, not the stocking branch. Sales originated at a branch to be supplied out of another branch show sales history for the originating branch. The stocking branch shows those sales as stock adjustment transfers. Product availability enquiries for the stocking branch do not show allocations by sales orders raised by other branches, regardless of whether that branch is nominated as the stocking branch for the order. Stock Re-Order when run for the stock branch, does not consider allocations from orders raised at other branches, for shipping from the stock branch. Outstanding sales order reports when run for a stock branch, do not list orders raised at other branches for shipping from the stock branch. The term 'order' refers to any of order, quote, job and credit note transactions. Feature Control Auto stock transfer is a chargeable module. Please contact Sterland Support for further information including pricing. Order & Job Processing At the time of raising an order, you can indicate which branch the goods are going to be supplied from, while still retaining the credit for the sale at the originating branch. The Sales Order Processing and Job Processing header detail screens have been changed to check if the ' FeatureAST ' is active. If it is active then for orders, jobs, credits and quotes, you are prompted to nominate the branch that will be supplying the goods. Refer to the 'New Order' collapsible link for screenshots and a description of the options available. When you enter either the SOP and JOB screens, the ' Branch' field is populated by your session branch. If that branch has a Stocking Branch nominated in Branch Maintenance then this stocking branch is used as the default for the Stock Branch field in the order screens. If no branch is specified, then the field defaults to zero (0). You can enter a valid branch number or leave the field as zero indicating that the goods are supplied from the ordering branch. search are available and Branch security is checked. Once the order is raised and you are shown the order header screen, if the ' FeatureAST ' feature is active then the Stock Branch is displayed. You are able to update this field if you have access to the ' Update Header' option of the order header screen. Validation is performed if you change the branch value. The branch can be either zero or a valid branch code. If a branch transfer has been generated for the sales order (when delivering from selling branch) then you are not allowed to set stocking branch to anything other than zero. This might occur in a case where the sale was originally going to be delivered out of the selling branch. If the value of Stock Branch is changed, then ProStix checks to see if a picking slip has been printed. If it has then a warning is given indicating that any bin locations printed on the picking slip may now be incorrect. When adding a new delivery to an existing job, you are prompted for the branch for the delivery. If the feature code ' FeatureAST ' is active, you are prompted for the stock branch that the goods are to be shipped from. Linked Purchase Orders When a purchase order is linked to an order that has a nominated Stock Branch, the purchase order is created as an order for the stock branch. This allows the users at the stock branch to receive the stock and maintain the purchase order. If the Stock Branch is not zero on the sales order, then a linked branch transfer is blocked, as this would cause the stock to be transferred to the selling branch twice. This might happen when the stock was originally going to be delivered from the stock branch. Picking Slip Print The primary bin location that is printed on some picking slips is stored on the order at time of detail entry. Order detail entry has been changed to store the primary location for the product at the stock branch rather than the order branch. Stock Transfer at Order Release The order release program now utilises the current processing used by the branch level stock transfer for branches that have nominated stocking branches. When the order is released, each product is stock adjusted out of the stock branch and into the selling branch prior to being invoiced from the selling branch. The order can only be released where the session branch is equal to either the Selling branch or Stocking branch. This prevents staff from accidentally releasing the wrong order & causing stock discrepancies. The adjustments are accompanied by the appropriate G/L movements and have references indicating them to be automatic sales transfers between branches. The sales history is accredited to the selling branch, the stock branch only shows stock adjustments for their stock outward movements.