Order Special Tabs

This section will cover the additional tabs and fields that are needed to complete either a Transfer order or a Manufacturing order. The additional tabs - Product Setup and Receiving Lines are added for the below-mentioned types of Stock Movement in the Order Header tab of the Sales Orders.

Stock Movement Type →

Internal Transfer Underbond
Manufacturing
Pay Duty+ Transfer

The only difference for this type of Stock movement is the ‘Del Pt Account Ref’ will change to ‘Receiving Customer Code’ and ‘Site Code’.

For Manufacturing, it shows the Receipt Charges as a drop-down and you are able to select the charge.

Example

Product Setup

Use this tab to enter the details required to generate the Pre-Advice after the Transfer/Manufacturing Order has been Pick Confirmed.

The list on this tab shows all the Products currently added to the Order in the Order Lines tab.

the page is split into two sides

LEFT - Current Product

The source Product Codes and Details.

The columns in this group are populated automatically from the Product Details on the Order Detail tab.

RIGHT - New Product

The destination Product Code and Description.

Field	Notes and Explanation

Field	Notes and Explanation
Code	This is the New Code you want to use for the Stock when it is landed in the receiving Customer's account and you can copy the exisiting code - if it does not exist then it will set it up enter a new code - if it does not exist it will set it up enter an existing product code If the code already exists then please review Order Special Tabs \| Attribute Restrictions
CC (Copy Code)	Click the CC (Copy Code) field against any line you want to copy the Source Product Code to the Destination Product Code. If you want to do this on all lines then Click the Select All checkbox to select all the lines on the order When ready Click the Copy Product Codes to copy the Current Product Code to the New Product Code.
Description	This is the description of the goods, we will use the sending description except where you chose an existing product code your receiving customer is using the system product code table.
SPC	Informational only
CPP	Informational only
Goods In Charge	Click on the Goods In Charge field and choose one of the applicable Charges for the receiving Customer. You can add, edit, and remove Goods In Charges for a Customer in the Maintenance - Customer and Maintenance - Product screens.
Storage Charge	Click on the Storage Charge field and choose one of the applicable Charges for the receiving Customer. You can add, edit, and remove Goods In Charges for a Customer in the Maintenance - Customer and Maintenance - Product screens.

Product Code Addendum

The system has two types of customers

Those using their own codes
Those using the system product table

Based on the sending and receiving customer you may be presented with the system product code setup options for a new customer where the receiving customer is using the system product table.

Attribute Restrictions

When the new code is an existing product code the following attributes of the receiving Customer's Product must match the attributes of the sending Customer's stock.

Singles Per Unit (SPU or SPC)
Single Size (SS)
Strength ABV (ABV)
Commodity Code (CC)
Tax Code (TC)
Country Of Origin (COO)

The new Description that will show on the Pre-Advice is set from this form.

Changes made to the product description will not get copied to the Pre-Advice once it is created.

Click on the Request Product Codes button - this will send an email to the receiving customer requesting new product codes OR

Click the Save and Request Codes button to Save the Order and send the Request Product Codes email at the same time.

The email will only be sent when clicking this button if it has not been sent already.

Receiving Lines

This tab shows the information used to create the Pre-Advice for a Transfer Order and can be used to split a sending line into multiple receipt lines.

‘Split’ button against a line to split it.

Some customers might need you to enter the Reserve Customer for the Product against each line.

Each line will be given a new rotation number or a rotation line number.