TOP - Transfer Order

Reference process for transferring items between organisationally or physically separated locations.

Meta Process

TOP - Transfer Order

graph LR;

%% Nodes
A(TOP<br>Transfer Order)
B(TOP-0010<br>Create transfer order)
C(TOP-0020<br>Capture lines)
D(TOP-0030<br>Edit transfer order)
E(TOP-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

A transfer order is created when locations are physically or organisationally separated. The transfer order contains all items that must be transferred in inventory terms from one location to another location. A transfer order can include an in-transit location that represents a means of transport or the transport route. This is necessary in order to separate the inventories so that the items are not included in availability at the time of transport. The transfer order can be linked to warehouse logistics as a source document via goods receipts and goods issues.

TOP-0010 - Create transfer order

The transfer order is created and the header data such as transfer-from code and transfer-to code is entered. Due to transfer routes, it may be necessary for posting to take place via a so-called transit location. This depends on the issuing and receiving location of the transfer order.

Incoming processes:

TOP-0020 - Capture lines

The items to be transferred are to be entered in the lines. Using the function ‘Create Matrix’, the quantities of the colour-size combinations to be transferred can be specified. Using the function ‘Resolve Matrix’, the data is recorded as individual lines in the order.

Alternatively, the lines can also be entered manually by entering the item no., variant, colour, size scale, size, and quantity.

TOP-0030 - Edit transfer order

The transfer is checked; quantities can be changed or entire lines deleted if necessary.

TOP-0040 - Release transfer order

The transfer order is released.

Outgoing processes:

Instances

TOP-MAN - Manual Transfer Order

graph LR;

%% Nodes
A(TOP-MAN<br>Manual Transfer Order)
B(TOP-MAN-0010<br>Create transfer order)
C(TOP-MAN-0020<br>Capture lines)
D(TOP-MAN-0030<br>Edit transfer order)
E(TOP-MAN-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

A transfer order is created when locations are physically separated. A transfer order can include an in-transit location that represents a means of transport or the transport route. This is necessary in order to separate the inventories so that the items are not included in availability at the time of transport.

TOP-MAN-0010 - Create transfer order

See meta process

Incoming processes:

TOP-MAN-0020 - Capture lines

See meta process

TOP-MAN-0030 - Edit transfer order

See meta process

TOP-MAN-0040 - Release transfer order

See meta process

Outgoing processes:

TOP-NOS - Transfer Order NOS Replenishment

graph LR;

%% Nodes
A(TOP-NOS<br>Transfer Order NOS Replenishment)
B(TOP-NOS-0010<br>Create transfer order)
C(TOP-NOS-0020<br>Capture lines)
D(TOP-NOS-0030<br>Edit transfer order)
E(TOP-NOS-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

When replenishing NOS goods from the central warehouse to the stores, transfer orders are created. These contain the goods that are to be replenished due to target stock shortfall or sell-through.

TOP-NOS-0010 - Create transfer order

The transfer order is created automatically from the replenishment document.

TOP-NOS-0020 - Capture lines

The affected items are transferred automatically from the replenishment document based on their respective requirements.

TOP-NOS-0030 - Edit transfer order

The transfer is checked; quantities can be changed or entire lines deleted if necessary.

Incoming processes:

TOP-NOS-0040 - Release transfer order

See meta process

Outgoing processes:

TOP-SCL - Transfer Order from Store Closure

graph LR;

%% Nodes
A(TOP-SCL<br>Transfer Order from Store Closure)
B(TOP-SCL-0010<br>Create transfer order)
C(TOP-SCL-0020<br>Capture lines)
D(TOP-SCL-0030<br>Edit transfer order)
E(TOP-SCL-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

In the event of a store closure, a transfer order can be used to transfer all goods from the store to another location. This is used, among other things, when a store closes and all remaining stock must be redistributed. This functionality can also be used for organisationally managed locations such as samples, sales, or trade fairs.

TOP-SCL-0010 - Create transfer order

The transfer order is created and the header data such as transfer-from code, returns warehouse, and transfer-to code, shop, are entered. Due to transfer routes, it may be necessary for posting to take place via a so-called transit location. This depends on the issuing and receiving location of the transfer order.

TOP-SCL-0020 - Capture lines

Using the function “Retrieve complete inventory”, the complete stock of goods in the store is transferred into the document lines separated by SKU.

TOP-SCL-0030 - Edit transfer order

The transfer is checked; quantities can be changed or entire lines deleted if necessary.

TOP-SCL-0040 - Release transfer order

The transfer order is released.

Outgoing processes:

TOP-PBI - Transfer Order from Withdrawal Instruction

graph LR;

%% Nodes
A(TOP-PBI<br>Transfer Order from Withdrawal Instruction)
B(TOP-PBI-0010<br>Create transfer order)
C(TOP-PBI-0020<br>Capture lines)
D(TOP-PBI-0030<br>Edit transfer order)
E(TOP-PBI-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B btProcessInactive
class C,D,E btProcessActive

To process withdrawal instructions, a transfer order is automatically created when the scan request is processed in the store. The store is stored as the issuing location and a returns or recovery warehouse as the receiving location. In the transfer order, only the items are then added and the document is made ready for dispatch and posting.

TOP-PBI-0020 - Capture lines

Using the scan function, the items are added to the transfer order. Alternatively, the items can also be entered manually. According to the setup on the withdrawal document, it is checked that only goods intended for retrieval are scanned.

Incoming processes:

TOP-PBI-0030 - Edit transfer order

The transfer is checked; quantities can be changed or entire lines deleted if necessary.

TOP-PBI-0040 - Release transfer order

The transfer order is released and, if necessary when shipped, posted and printed directly.

Outgoing processes:

TOP-REI - Transfer Order from Redistribution Instruction

graph LR;

%% Nodes
A(TOP-REI<br>Transfer Order from Redistribution Instruction)
B(TOP-REI-0010<br>Create transfer order)
C(TOP-REI-0020<br>Capture lines)
D(TOP-REI-0030<br>Edit transfer order)
E(TOP-REI-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B btProcessInactive
class C,D,E btProcessActive

To process redistribution instructions, a transfer order is automatically created when the scan request is processed in the store. Issuing store and receiving store are transferred automatically from the redistribution instruction. In the transfer order, only the items are then added and the document is made ready for dispatch and posting.

TOP-REI-0020 - Capture lines

Using the scan function, the items are added to the transfer order. Alternatively, the items can also be entered manually.

Incoming processes:

TOP-REI-0030 - Edit transfer order

The transfer is checked; quantities can be changed or entire lines deleted if necessary.

TOP-REI-0040 - Release transfer order

The transfer order is released and, if necessary when shipped, posted and printed directly.

Outgoing processes:

TOP-IRE - Transfer Order from Item Request

graph LR;

%% Nodes
A(TOP-IRE<br>Transfer Order from Item Request)
B(TOP-IRE-0010<br>Create transfer order)
C(TOP-IRE-0020<br>Capture lines)
D(TOP-IRE-0030<br>Edit transfer order)
E(TOP-IRE-0040<br>Release transfer order)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

For an item request from a store, transfer orders are created that transfer the goods to the receiving store.

TOP-IRE-0030 - Edit transfer order

The transfer order was created from the item request. The transfer is checked; quantities can be changed or entire lines deleted if necessary.

Incoming processes:

TOP-IRE-0040 - Release transfer order

The transfer order is posted. Item requests that cannot be delivered are reported as rejected items. This allows the store to request the item from another store. Optionally, the goods issue process can also follow afterwards.

Outgoing processes: