Intra-Site Transfer Setup, Planning, and Review

To set up your system to include transit time from the default warehouse to a distribution warehouse during APS or MRP forecast planning, follow these steps:

General setup:

On the Warehouses form, define the distribution warehouse. Also, on the General tab, select Dedicated Inventory and Plan Intra-Site Transfer. In the Transit Time field, specify the number of days needed to move items from the default warehouse to this distribution warehouse.
On the Item/Warehouse form, define item warehouses for the distribution warehouse.
On the Item Stockroom Locations form, define item locations for the distribution warehouse.
On the Planning Parameters form, select the Plan Intra-Site Transfers field to cause the planner to consider transit times. Deselect this field to disregard transit times, meaning the distribution warehouses are treated as if their inventory and supply were at the default warehouse.

Define independent demand for the distribution warehouse:

On the Customer Order Blanket Lines form, enter a new order line for the distribution warehouse and item.
On the Project Resources form, enter new project material for the distribution warehouse and item.
On the Transfer Orders form, enter the current site as the From Site and the default warehouse as the From Whse. Specify the current site also as the To Site and the distribution warehouse as the To Whse. Use the current item.

Plan the transfer orders and review results:

Run APS Planning or MRP Planning.
Planned intra-site transfer orders are created for the distribution warehouses based on the Priority field on the Item/Warehouse form, or if priority is undefined, shortest to longest transit times.
On the Master Planning Display form, you can review the Transfer Demand column for planned intra-site transfer orders.
On the Planning Detail form, you can review detail for transfer demand and planned supply. Transfer demand is display-only and shows:

Reference value - TPLN WTD-<number>.
Outstanding requirement - Quantity from the planned intra-site transfer order, which is derived from the original independent demand at the distribution warehouse.
Release Date - The date on which the item must be requested in order to arrive by the needed date.
End Date - Scheduled shipping date from the planned intra-site transfer order, which is derived from the demand due date minus the intra-site transit time.

Planned supply for transfer demand is display-only and shows:

Reference value - PLN <number>.
Parent reference - TPLN WTD-<number>.
Outstanding receipt - Quantity from the planned intra-site transfer order.
Release Date - The plan job release date, which is based upon the release date from the planned intra-site transfer order, adjusted for manufacturing lead time.
End Date - The release date from the planned intra-site transfer order.

NOTE: To firm a planned intra-site transfer order, you must use the Intra-Site Transfer Detail Firm Transfer Order form. For more information, see Firming Planned Intra-Site Transfer Orders.

Intra-Site Transfer Setup, Planning, and Review

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