Click the Go button to continue.This function should be run in order to generate the Shop Transfer Orders needed to move un-requisitioned stock (on the Require Resource tabs of Work Orders) from your Stocking to Staging Locations. If items are not available at the Stocking location, a BO condition will be generated. At this point, you may use the Reorder Advice Report to identify items that be purchased to relieve the back order. Alternate, you may use Start Generate Purchase Orders to create the PO’s so that these required items may be bought to stock.
After running this function:
1. The Transfer Ticket Report should be run: this printed document instructs the user to pull the stock from the stocking location to the staging location.
2. Record Transfer Tickets function should be run to tell SAM Pro that the materials are now available at the staging location.
Credit Hold Work Orders are blocked from the checklist. The user is informed of the problem, in a workspace text box, followed by the list of excluded Credit Hold Work Orders:
"The following WorkOrders on Credit Hold were not processed. A Credit Manager must remove the WorkOrder from Credit Hold before rerunning this function. A WorkOrder appearing on this list multiple times has multiple items to be requisitioned."
If you discover that a Shop Transfer Order has been generated in error, the Cancel Shop Order button (in the Shop Order viewer) may be clicked; the quantities allocated or back ordered will be zeroed, and the Date Closed will be set to today. The Requisitioned flag and Shop Order Id on the Work Order's ReqResources tab will be cleared. This provided a way of undoing the Start Materials Requisitioning function which generated the Shop Order. Note that the Cancel Shop Order button is only available if the Transfer Ticket has not yet been printed or recorded.
Start Material Requisitioning (set initial values for function)
Registry Entry Start Backorder Filling
See Registry Entry Shop Order for setting the default stocking and staging locations used by this function.
Registry Entry Global Settings: Required Resources
Date As Of:
When completed, this field will omit requisitioned items that have a date required in advance of the date. The check list screen will exclude requisitioned times with a date required greater this date.
Start Date Scheduled - End Date Scheduled
These fields allow the user to limit the processing to only work orders with a WO Technician tab Date Scheduled within the date range specified.
Note: if both the Start Date Scheduled and End Date Scheduled are set to the blank date (1900-01-01), ONLY those Work Orders with an Tech Line for the blank date will be selected.
Branch Id:
This range implements Branch filtering for this function. If hard-block Branch filtering is enabled (with the sys-ffv-global-settings option BranchFilterWithHardBlock set to true), the Branch Id will automatically be set to the user’s Branch filter: even if the user clears the Branch Id range, only those Branches that match his or her Branch filter (in the User record) will appear.
Job Id: WorkOrder Id:
To limit this function to a specific Work Order or Job, enter its Id in the appropriate range. More than one record may be specified:
Multiple Id's (commas): 100005,100010,100015
Range of Id's (underscore): 100005_100015
Greater Than an Id: >100010
WO Type:
To limit this function to only WO’s of a specific type, enter the desired type in this range.
To limit to PM Work Orders: PreventiveMaint
To limit to Service Work Orders: Service
To omit PM Work Orders:
Click the Go button to continue.
This checklist allows the user to select which the items for which Shop Transfer Orders will be generated.
Do
This field enables you to select the Inventory Items (by Work Order) for which Shop Transfer Orders be generated. A check appears in the Do field if an item is selected; by default, all Inventory Items for all Work Orders are selected. Double-click on the Do field to deselect an item (or press the Spacebar when the caret appears on this field). Refer to the Important Buttons section of this Help topic for details on selecting or deselecting all items.
Work Order Id: Inventory Item Id: Quantity: Work Order Name:
Site Id: Inventory Item Name: Site Name:
The above fields are displayed for informational purposes so that you can verify which Shop Transfer Orders should be generated.
Click the Check button to check (select) every item on the list.
Click to de-select every item on the list.
Click to generate Shop Transfer Orders for the selected Inventory Items.