The Create Transfer Purchase Orders program is where you cut POs for items that have been scheduled to transfer via the Transfer Products program. Once you cut the PO, the items in question will be transferred from one location to another in [i] Merchant's database.
To access the Create Transfer Purchase Orders program:
From the Main Menu, select Modules-Transfers-Create Transfer Purchase Orders. The Find To Be Transferred (TBT) screen appears.
This is a standard Find screen, where you will run a search to find items scheduled to be transferred. Define the search to call up the items for which you want to process the transfer.
Once the search has been run, and the applicable items to be transferred are displayed in the grid at the bottom of the screen, highlight the items or items you wish to be transferred, using standard Windows techniques.
With the item(s) highlighted, click on the Cut Transfer PO toolbar icon near the top of the screen. The To Be Transferred Settings window appears.
The top portion of the To Be Transferred Settings box offers two choices: "Select all items in the list" and "Select only highlighted items". If you want all of the items listed back at the TBT screen to be included in the transfer, then select "Select all items in the list". If you only want the items you selected to be included, then choose "Select only highlighted items".
The PO Prefix and Suffix fields are optional. Key in either a prefix or a suffix or both (such as MSF or 109 or whatever makes sense to you to help identify the transfer PO)--or leave the fields blank. It's up to you.
There are two fields for the Header information. These are optional. The Buyer field allows you to place the individual buyer on the header of the transfer PO. For example, if a certain employee is cutting this PO, his or her name can be put in the header. If you need to view information on how to select a parameter in a code-driven field, please click here.
In the Ship Method field, if you want, select the shipping method that will appear in the header of the transfer PO you are creating. If you don't care whether or not the shipping method appears in the header, just leave it blank.
In the Request Ship Date field, select the date that you would like the items on the transfer PO to be shipped. This defaults to the current date. Either key in the date or click on the arrow to the right of the field. After clicking on the arrow, a mini-calendar appears. Simply select the date you want to use from this calender and it will automatically be brought into the Request Ship Date field.
Once all the fields are filled in, cut the transfer PO by clicking on the Begin creating Transfer PO's button at the bottom of the window. (If you want to back out without cutting a transfer PO, click on the Cancel creating Transfer PO's button.) The View Transfer PO Query dialogue box pops up, asking you if you want to review the transfer PO. If you click on Yes, the transfer PO is cut, but you can peruse the PO Properties page. If you click on No, the transfer PO is processed and you will not be taken automatically to the PO Properties page.
Note:
Before you can cut a transfer PO, be sure the "Vendor for Transfer Purchase Orders" field is filled in, in Store Properties for the store or stores in question. If it is not, the transfer PO cannot be cut.