Transfer Requisitions

Transfer Requisitions are generated when a farm or other facility creates a requisition to be sourced from a warehouse cost center. Approval of the Transfer Requisition occurs at the cost center that will be receiving the product, therefore no further approval is required. Once the transfer requisition is received, the user needs to determine how to proceed with the transaction based on the following options.

• Create Facility Transfer - if the warehouse has the required inventory on-hand, the warehouse can transfer the product to the destination. This process will create the transfer to the destination cost center. Either the destination cost center can manually receive the transfer or there is a switch in the registry to automatically create the transfer in to the destination.
• Create Warehouse Requisition - this option is used when the warehouse does not have the required inventory and needs to purchase the product to be transferred to the destination cost center. This process creates a purchase requisition where the purchasing department can then create the purchase order to purchase the product.

Create Facility Transfer

The Create Facility Transfer option transfers the product from the warehouse to the destination cost center. The process will create a Facility Transfer Out from the warehouse and a Facility Transfer In to the farm and/or entity. There is a registry switch that determines if the Transfer In needs to be manually created at the farm or the Transfer In is automatically created with the Transfer Out. Complete details related to the transfer process can be reviewed in Facility Transfers.

1. In the Transfer Requisition index, click on the required transaction.
2. Right-click and select Create Facility Transfer.
3. The Warehouse Facility Transfer Shipment edit screen will open with the requisition details.
4. Save and close the transaction.
5. Go to the General>Warehouse>Facility Transfer screen to locate the Transfer Out.
6. If the Registry>Product Type>General>Facility Transfer Receiving Mode is set to Auto, the corresponding Transfer In transaction will be created.
7. If the Registry>Product Type>General>Facility Transfer Receiving Mode is set to Manual, the user must create the receiving transaction.
8. Click on the Transfer Out record and right-click to select Receive.
9. The Warehouse Facility Transfer Receiving edit screen will open.
10. Save and close the transaction.
11. Post the records to move the inventory from the warehouse to the farm or entity.
12. In the source Farm Requisition or Product Requirement, the Complete flag will be selected to indicate that the transaction is complete.

Create Warehouse Requisition

The Create Warehouse Requisition creates a purchase requisition for the warehouse. Once the warehouse requisition is posted, the purchasing department will create a purchase order for the product to be received at the warehouse and then the transfer requisition will be created to deliver the product to the farm, entity or facility.

1. In the Transfer Requisition index, click on the required transaction.
2. Right-click and select Create Warehouse Requisition.
3. Go to  to General>Warehouse>MRP>Planning>Product Requisition post the requisition to make it available for purchase.