Feature - PO Ship-To File Received to Transit Location

Date Released: 3/15/2012

The purpose of this feature is to recognize inventory for accounting purposes as soon as the merchandise is on the ship leaving the starting port (i.e., FOB Source). But in the meantime, the merchandise has not arrived our warehouse yet, so it is not available to sell.  In addition, we need the ATP to show the date when the inventory is scheduled to arrive at our warehouse so our customer service staff can advise our customers with regard to accurate shipping dates.

In order to use this feature, you need to turn on the "Inventory Transfer Control" feature in Global Setup -> Dist -> Inventory Transfer Control.  Answer "Y" to "1. Use Inventory Transfer Control ?"

PO Ship-To File Maintenance

If the "Inventory Trasnfer Control" feature is turned on in Global Setup, the user will see a new field added to PO -> Maintenance -> Ship To File Maintenance: "Recv to Transit Loc." See sample screen below:



By default, field "9. Recv to Transit Loc" is blank. If the user enters a valid location into this field, it means upon receiving in P/O (both regular and warehouse), the inventory will be received to the transit location. In the meantime, a transfer batch will be created between the transit location and the regular location.  The lead time will be used to create the transfer batch to determine the estimated arrival date.  

Transfer Batch

See the sample transfer batch below that was created through PO Receiving Posting (from both legacy and warehouse receiving):

View Inventory in Transit in ATP 

The ATP will also reflect the transfer batch items with the estimated arrival date. See the sample screen below:


In above example, note that two transfer ATP records are created for each item because one is created to decrease from the transit location (location 1 in this case.)  The other is created to increase the final location (location 2 in this case.)  Your rep can use this information to advise your customers on the estimated delivery time.  Because the merchandise is already on the ship, the estimated delivery time is fairly certain compared to the PO line item promise date.

Change the Transfer Batch Arrival Date

Since the estimated transfer batch arrival date is calculated based on the lead time setup in the P/O Ship-To file, you can change the transfer batch to reflect a more accurate date if necessary.  See sample screen below:


Be aware that the system security will ensure that only the original "owner" who created the transfer batch has the right to change the batch information. At the moment, there is no other security flag to allow other users to override this transfer batch.

Upon the receiving of the inventory at the final location, all you have to do is to bring up this transfer batch in Change mode or Dispatch mode to complete it and post it.

FOB Source vs. FOB Destination

FOB (freight on board) Source means the buyer owns the inventory as soon as the inventory leaves the source location. In the import/export business, that typically means when the merchandise is on the ship of the source harbor.

FOB Destination means the buyer owns the inventory as soon as the inventory arrives at your warehouse.

In the above example, we show you how to properly handle the FOB Source to reflect on your financials correctly.  Compared to FOB Destination, it creates an extra step (Transfer Batch Processing) in your receiving procedure to deal with the ownership issue.

If your term with your vendor is FOB Destination, or you're not concerned about the impact on the accounting side, then the best way to handle the receiving is to enter the receiving transactions as soon as the ship leaves the source harbor, and put the receiving transactions on hold pending the actual receiving arrival date.  Elliott ATP will reflect the pending receiving transaction records as  "R" (Receiving) record  type.  This will reflect the most updated receiving schedule by comparing the ATP "P" record  from Purchase Order Line Item Promise Date.

You should also use the "Vessel" feature when entering receiving.  Vessel will be used like a batch where you can put the entire receiving batch in the vessel on hold.  You can also update the scheduled receiving date in the vessel so you don't need to do the tedious update on a per-receiving-transaction basis.  If you use PO warehouse receiving, you will also have the benefit of using CSV import to create the receiving batch.

Modified Programs: PO2002, POWHRPST, PO1401

EMK

Purchase Order

  1. Why Receiving Non-Inventory Items in PO Will Cause General Ledger Inventory Account Out of Balance?
  2. Order Has Been Printed But Not Posted
  3. When does the Purchase Line History data get updated?
  4. Can I Edit the Ship Date Field in PO Line Item Screen?
  5. Getting PO Lock File Problem During PO Printing
  6. Feature - Notes Tracking from PO Warehouse Receiving to Inventory Transfer Management to Inventory Transaction
  7. Feature - Prevent MM Item from Purchasing
  8. Feature - Include Or Exclude UDC in Buyer's Desk
  9. Feature - Item Number Verification After Serial Number Scan
  10. PO05S1 Purchase Order and Receiving Receivings Audit Trail Report
  11. PO05S2 Purchase Order and Receiving Drop Shipment Receivings Report
  12. PO0104 Purchase Order and Receiving Release Blanket Orders
  13. PO0105 Purchase Order and Receiving Purge Closed Purchase Orders
  14. PO0200 Purchase Order and Receiving Print Purchase Orders
  15. PO0300 Purchase Order and Receiving Purchase Order Inquiry
  16. PO0400 Purchase Order and Receiving Scheduled Receipts Reports
  17. PO0600 Purchase Order and Receiving Purchase Line History Report
  18. PO0700 Purchase Order and Receiving Cash Requirements Projection Report
  19. PO0800 Purchase Order and Receiving Commodity Code Vendor Report
  20. PO0900M Purchase Order and Receiving Vendor Performance Analysis Report
  21. PO1000 Purchase Order and Receiving P/O Setup
  22. PO1101 Purchase Order and Receiving Buyer Code File Maintenance
  23. PO1201 Purchase Order and Receiving Comment Code File Maintenance
  24. PO1301 Purchase Order and Receiving Reject Reason Code File Maintenance
  25. PO1401 Purchase Order and Receiving Ship-To File Maintenance
  26. PO1501 Purchase Order and Receiving Item Vendor File Maintenance
  27. PO1502 Purchase Order and Receiving Purge Item Vendor File Maintenance
  28. PO1601 Purchase Order and Receiving Vendor Service Address
  29. PO1700 Purchase Order and Receiving Clear Year-to-Date Statistics
  30. PO1800 Purchase Order and Receiving Open Purchase Orders Reports
  31. POCLSMNU Purchase Order and Receiving PO Close Processing
  32. POIMPMNU Purchase Order and Receiving Purchase Order Import
  33. POINVMNU Purchase Order and Receiving Invoice Processing
  34. POORDEXS Purchase Order and Receiving Purchase Order Export
  35. POEQMNT Purchase Order and Receiving Purchase Order Requisition
  36. POREQPST Purchase Order and Receiving Post Requisitions
  37. PORSTSCN Purchase Order and Receiving Reset P/O Rec/Inv Qty
  38. POUPDSTA Purchase Order and Receiving Update Vendor Statistics
  39. POWHRMNT Purchase Order and Receiving Warehouse Recovery Process
  40. POWRIMNT Purchase Order and Receiving Warehouse Receiving Import
  41. Feature -- PO Ship-to File Maintenance Determine Drop Ship Location by State/Zip Code Tables
  42. Feature - Warehouse Receiving Serial Number Validation
  43. Feature - Buyer's Desk Inventory Class Selection Criteria
  44. Feature - PO Ship-To File Received to Transit Location
  45. Purchase Order Line Item Add or Change Event
  46. PO0000 Purchase Order and Receiving Overview 1
  47. PO0000 Purchase Order and Receiving Overview 2
  48. PO0000 Purchase Order and Receiving Overview 3
  49. PO0000 Purchase Order and Receiving Overview 4
  50. PO0000 Purchase Order and Receiving Overview 5
  51. PO0000 Purchase Order and Receiving Overview : Index
  52. PO0100 P/O and Receiving Purchase Order Processing 1
  53. PO0100 P/O and Receiving Purchase Order Processing 2
  54. PO0100 P/O and Receiving Purchase Order Processing 3
  55. PO0100 P/O and Receiving Purchase Order Processing 4
  56. PO0100 P/O and Receiving Purchase Order Processing 5
  57. PO0100 P/O and Receiving Purchase Order Processing: Index
  58. PO2000 P/O and Receiving Receivings Processing 1
  59. PO2000 P/O and Receiving Receivings Processing 2
  60. PO2000 P/O and Receiving Receivings Processing 3
  61. PO2000 P/O and Receiving Receivings Processing 4
  62. PO2000 P/O and Receiving Receivings Processing 5
  63. PO2000 P/O and Receiving Receivings Processing 6
  64. PO2000 P/O and Receiving Receivings Processing 7
  65. PO2000 P/O and Receiving Receivings Processing 8
  66. PO2000 P/O and Receiving Receivings Processing 9
  67. PO2000 P/O and Receiving Receivings Processing: Index
  68. POFRMMNT P/O and Receiving P/O Form Setup 1
  69. POFRMMNT P/O and Receiving P/O Form Setup 2
  70. POFRMMNT P/O and Receiving P/O Form Setup 3
  71. POFRMMNT P/O and Receiving P/O Form Setup 4
  72. POFRMMNT P/O and Receiving P/O Form Setup 5
  73. POFRMMNT P/O and Receiving P/O Form Setup: Index
  74. PORCNMNU P/O and Receiving P/O Reconciliation Process 1
  75. PORCNMNU P/O and Receiving P/O Reconciliation Process 2
  76. PORCNMNU P/O and Receiving P/O Reconciliation Process 3
  77. PORCNMNU P/O and Receiving P/O Reconciliation Process: Index
  78. How to Retrieve Open Purchase Orders Through SQL SELECT Statement
  79. Feature - Receivings Processing Mass Receiving Changes
  80. Feature - Warehouse Receiving Mass Receiving
  81. How to Remove Outstanding PO from Received Not Invoiced Report
  82. Feature - Add Events for Addition of PO Header and Line
  83. Feature - Allow to Enter Unit Cost in PO Warehouse Receiving Add Mode
  84. Feature - Ability to Create a CSV Export in PO Edit List When "Show Headers Only" = "Y"
  85. Feature - Added PO by Comment Code List to the Schedule Receipts Reports
  86. Feature - Support Negative PO Line Item Unit Cost

Feedback and Knowledge Base