You use this program to create a supply chain transfer for transfer supplied items which are on back order in sales orders. This can be based on the review of orders (Back Order Review) or suggested orders (Supply Chain Review).
| Field | Description | ||||
|---|---|---|---|---|---|
| Source warehouse |
Indicate the source warehouse for the Supply Chain Transfer. The source warehouse on the original order is used as the target warehouse of the new SCT order and the stock code/warehouse matrix is used to locate the target warehouse's source.
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| OK |
Select this to create the Supply Chain Transfer. The sales order number is allocated or requested according to the Sales order numbering method defined (Set Key Information). If the Sales order numbering method is Branch, then the branch associated with the target warehouse is usually used to generate the order number. However, if the option: Use source branch for SCT numbering is enabled (Set Key Information) then the branch associated with the source warehouse is used to generate the order number.
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![[Note]](images/note.png)
| Field | Description | ||||
|---|---|---|---|---|---|
| Source warehouse | This indicates the warehouse from which the item must be transferred. | ||||
| Source warehouse description | This indicates the description of the warehouse from which the item must be transferred. | ||||
| Target warehouse | This indicates the warehouse into which the item must be transferred. This is the warehouse in which the item is currently on backorder on the sales order. | ||||
| Target warehouse description | This indicates the description of the warehouse into which the item must be transferred. | ||||
| Ordered by | Indicate the order type for the order. Order types are maintained using the Order Types program. If the setup option: Validate order type is selected (Sales Orders Setup) then you must enter a valid order type in this field. This is the default wording for this field, but is replaced by whatever wording you defined for the Order typePrompt field (Sales Order Setup). |
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| Geographic area | This indicates the geographic area applicable to the
customer on the sales order. The geographic area assigned to
the customer is displayed by default (Customers).
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| Ship date | Indicate when the stock is due to leave the warehouse.
The ship date defaults to your current system date. The ship date can be changed, but it cannot be later then the due date. Non-working days are not taken into account when applying the Lead time (days) defined for transferring items between warehouses to calculate the due date (Inventory Warehouse Maintenance for Stock Code) when the option Use absolute days when applying lead time to transfer supplied items is enabled. |
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| Special instruc | Indicate a special instruction message that you can print on the SCT document. | ||||
| Alternate key |
Capture user-defined information that can be used as an additional sequencing key for your orders. You can enable the option Alternate key mandatory (Sales Orders Setup) to force the entry of an alternate key when capturing orders. In addition, you can configure the generation of a default entry based on the customer's geographic area, or the warehouse assigned to the order, or the branch assigned to the order. You can also tailor the wording for this prompt to suit your own requirements. To print the alternate key on sales order documents, a print position must be defined in the format that you select to use for your documents (SO Document Formats). |
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| Ship via code |
If you indicated that your Shipping via usage is Coded (Sales Orders Setup) then you can enter a code to automatically retrieve the associated ship via message assigned to the code. |
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| Ship via instructions | Indicate the shipping message that you want to print on the SCT document. | ||||
| Include in MRP | Deselect this to exclude the entire supply chain
transfer order from the Material Requirements Planning
calculation. When orders are excluded at header level, their
detail lines are excluded, regardless of whether they are
included at line level. When you exclude the order from MRP, it is no longer seen as a source of supply by the requirements calculation. Therefore, if demand exists for the stocked or non-stocked items on the order, then a suggested supply is raised by the requirements calculation to meet that demand. This field is not displayed by default and, if required, must be added using the Show Captions form function. It is enabled by default. See Activity considerations in Notes and warnings. |
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| Shipping address | |||||
| Ship to name | Indicate the name and address to which the item(s) must be shipped. | ||||
| Postal/zip code | This indicates the postal/zip code of the shipping address. | ||||
| Geolocation | This indicates the geographic location of the address in terms of
longitude and latitude and includes a hyperlink to the map directions.
An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. SYSPRO reads the name returned from the map provider in XML. If the short name returned in the XML is the same as the long name, then no short names are available from the map provider. |
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| Language | You can indicate the language code to use if you enabled the option:
Multi-language for document printing in the System Setup
program.
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| Field | Description | ||||
|---|---|---|---|---|---|
| Quantity | Indicate the quantity that must be transferred. | ||||
| Quantity uom | |||||
| Add to existing SCT | Select this to append the line to an existing Supply Chain Transfer. | ||||
| SCT |
Indicate the Supply Chain Transfer to which you want to append the line. You can use the Browse icon to use the SO Sales Orders program to display the available SCTs. Only SCTs matching the source/target warehouse combination of the SCT you are creating are displayed (i.e. you cannot append to an existing SCT with a different warehouse combination). |
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| Include in MRP |
Deselect this to exclude the order line from the Material Requirements Planning calculation. If the line is for a Kit item, and the parent is excluded, then the components of the kit are automatically excluded.
When excluded, the item is not seen as a source of supply in the requirements calculation. Therefore, if demand exists for the item, then a suggested supply will be raised by the requirements calculation to meet that demand. This field is not displayed by default and, if required, must be added using the Show Captions form function. It is enabled by default. See Activity considerations in Notes and warnings. |
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The following information is included in this pane:
| Column | Description |
|---|---|
| Stock code | This indicates the stock code being transferred and is taken from the original sales order. |
| Description | This indicates the description of the stock code. |
| Transfer cost | This indicates the cost of the transfer. |
| Cost uom | This indicates the unit of measure for the transfer cost. |
| Receipt date | This indicates the date when the goods are to be received at the target warehouse. |
This screen is displayed when the SCT is successfully created.
| Field | Description | ||||
|---|---|---|---|---|---|
| Supply chain transfer created | This indicates the reference number of the SCT which was created. | ||||
| Order acknowledgement document | |||||
| Format | Indicate the document format you want to use to generate the document for the SCT. | ||||
| Define Format | Select this to use the SO Document Formats program to define the document format you require. | ||||
| Fax details | |||||
| Fax number | Indicate the fax number to which the document must be faxed. | ||||
| Print document if faxing | Select this if, after faxing/mailing the document, you also want to print the document. | ||||
| Print translated text | If you enabled the Multi-language for document
printing option (System Setup) then you can indicate whether to print
the stock description, long description and notes in the required language
(see Multi-language capability).
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| Select this to generate the document according to your selections. | |||||
| Close | Select this to return to the previous screen without generating the document. | ||||
| Fax Order Acknowledgment (Icon) |
Select this icon to fax the order acknowledgement document. You can only select this function if the Office Automation & Messaging module is installed and against the operator you have selected the option: Fax/mail integration is required (Operators). The fax number entered above is used. |
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This program can be accessed from the Multi-level Trial Kitting, Multi-level Trial Kitting - Legacy, Trial Kitting (when you select the Create function from the Review pane to create an SCT for the shortage of the component) Advanced Trial Kitting (Legacy), Supply Chain Review, Back Order Review, Sales Order Entry Express and Sales Order Entry (when you place a supply transferred item on backorder and then select the SCToption from the Insufficient Stock/Back order screen) programs.
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If you want to include returnable items associated with a stocked item in a SCT order, then you must enable the option: Include returnable item in SCT (Sales Orders Setup).
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You can define a default document format per warehouse for SCT documents (see Warehouses).
| Activity | Description |
|---|---|
| SO Include/Exclude in MRP calculation | Controls whether an operator can exclude or include an entire sales order or a sales order line for a stocked or non-stocked item from the Material Requirements Planning calculation when adding or maintaining sales orders using the Sales Order Entry or Sales Order Entry Express program or when creating a SCT using the SO Supply Chain Transfer Creation program. |