Question
How would I complete the process of the transferring parts internally on the system?
Answer
To complete the Parts Internal Order Transfer Process please refer to the below instruction.
If you need to complete the setup, please view article Parts Internal Transfer Set Up
The receiving site (A) will create an order through either;
Parts > Purchase > Supplier Orders or through;
Parts > Customer Orders > Customer Orders > Allocate
In doing this, the receiving site (A) will then need to select their internal supplier, the sending site (B) as the supplier for this order. The part number being ordered will need to exist at both sites mapped against the same franchise to prevent an exception being generated.
The sending site (B) will then be able to view the order via;
Parts > Customer Orders > Customer Orders > Internal Transfers
Drilling into this order will give the sending site (B) the chance to decide what they wish to do with this order, they can then reserve the quantity on stock if available.
If the internal department is unable to fulfill the order, the user at the sending site would either have to lost sale the part (generating an exception within department A) or place the part on supplier order to get from elsewhere.
Once one of these options has been selected this will remove the enquiry from the internal tab and be able to view it instead via;
Parts > Customer Orders > Customer Orders listed under the Outstanding tab.
If the order can be fulfilled by the sending site (B), the parts will have to be picked then verified and then added to an internal van route.
Van routes can be marked as internal during set up via;
Parts > Distribution > Parameters > Delivery
Click Add Run.
Here there is a tick box to mark the route as an Internal Run.
Once the order has been assigned to a van run, this will need to be processed and will produce a Delivery Note.
**Please Note: When the parts are transferred internally they are transferred at average cost. You are unable to give discounts on internal transfers, as the price transferred is the average cost of the part at the sending site.**
The receiving site (A) will then have to receipt these parts into stock.
This is done via;
Parts > Purchase > Receipts
Select the Internal Order tab.
Select the Supplier (Sending site).
Select the Order and receive the parts into stock.
This will increase the stock within the receiving site (A) and reduce it in the sending site (B),
The value listed against the part that is received in will be the average cost of the part set at the sending site (B)
If the part is attached to a customer order, when receipted in the customer order will be updated to be marked with the receipted status of Partial or Full (depending on whether or not the order has now been fully received).
This can be seen via;
Parts > Customer Orders > Customer Orders
Click the Outstanding tab.
If the part was just on a supplier order and no customer order was associated to it, then the part(s) will just be receipted into stock.