Background Information / Overview

In order to keep costs straight, for Branch transfers, the in-transit site should default from the destination site (not the origination site).  

Before this new feature, the user could setup a default In-Transit site for each physical site.  The system, when using “Branch Transfer Entry”, would then default that in-transit site when the user entered the origination site into the screen. 

The problem with that approach was that when a warehouse transferred product to multiple retail locations, the costs could get mixed up between the locations (because FIFO cost method, the first items to leave the warehouse might not be the first to arrive at the destination). 

Customers requested that they would like to modify the functionality and allow the destination site to drive the in-transit site in branch transfer.  That way, the costs will remain truer for that destination site.

Configuration and Setup of the New Feature

Branch Transfer Setup has been modified with the addition of the Default Site From, Origination or Destination. The setting will determine which Site will be used to default the In Transit Site into the Branch Transfer Entry screen.

1. Open Branch Transfer Setup (Tools > Setup > Cinch Sales > Branch Transfer Setup).
   
   
   

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2. Default Site From, will determine which Site will be used to default the In Transit Site into the Branch Transfer Entry screen: 

   1. Origination when selected, the Intransit site will be determined based on the Branch Transfer Origination Site.

   2. Destination when selected, the Intransit site will be determined based on the Branch Transfer Destination Site.

   3. If not defined, Intransit site will be determined based on the Branch Transfer Origination Site.

Using the New Feature

1. Open Branch Transfer Entry (Transactions > Cinch Sales > Branch Transfers).
   
   
   

2. When entering a Branch Transfer, the In-Transit Site will be determined based on the Branch Transfer Setup, Default Site From.

3. A Branch Transfer created when a Counter Sales or Sales Order is invoiced for an Internal Customer.

   1. If Branch Transfer, Default Site From is set to Destination, the system will use the Default Branch on the Customer to determine the Main Inventory Site from the Branch and from that site determine the Default In Transit Site.

   2. If the Location Code COMP Entry, Def In Transit Site is not defined the system will use the Default In-Transit Site set up in the Branch Transfer Setup.

4. The AgWorks Integration Maintenance Branch Transfers process the system will look to the Branch Transfer, Default Site From, to determine the In Transit Site.