WMS Branch Transfers

PointForce Enterprise (PFE) and PointForce iTopia allow you to transfer inventory between 2 warehouses/branches, however if the receiving warehouse is a WMS controlled warehouse (i.e. Elite WMS) the inventory does not get moved into the Elite WMS system unless you complete Elite WMS basic receiving process (outlined below).

The following steps walk you through the process of transferring inventory between 2 WMS warehouses, or from a regular warehouse to a WMS warehouse:

  1. In Company Control Initialization (ibis_cc00/Warehouse Management), the following warehouses are set up:

    • WD - the originating warehouse
    • WM - the receiving warehouse (Elite WMS warehouse)

  2. In the Customers (ibis_sucu.su13) view, the receiving warehouse is set up with a TAT code of WHS. (As previously stated, the originating warehouse can be a WMS warehouse or a regular warehouse.)

  3. Create an order and process the order as per the normal transfer steps. For example:

    1. In Enter Orders/Quotes (OE30), create an order for the warehouse/sales office WD and enter #WM as the customer code.

    2. Schedule the order.

    3. If the originating warehouse is an Elite WMS warehouse, process the Outbound order via WMS as per normal.

    4. Once the order has been shipped, complete the invoice cycle. The inventory will be reduced in warehouse WD in PFE, and if warehouse WD is a WMS warehouse, the inventory will be reduced in Elite WMS.

    5. To receive the product(s) and increase the inventory in warehouse WM on the PFE side only:

      • Run Receive Branch Transfer (IC55) or Branch Transfers Receiving (ibis_ic55).

  4. In order to balance the inventory between PFE and Elite WMS, you must complete the Basic Receiving work flow (wms_basic_recv.desktop.wf) in Elite WMS for the receiving warehouse (WM). Here is an example of the Basic Receiving workflow:

    1. Enter HADJ (Host Adjustment) in the Reason field. Note: This reason code will not attempt to update inventory in PFE.

    2. Enter the product being transferred, e.g. WMSTRN, in the Item field.

    3. Enter the quantity being transferred in the Input Quantity field.

    4. If the receiving location is not the default location, enter the correct location, e.g. 20-31-3B, in the Receiving Location field.

    5. Click Submit.

    6. Close the Basic Receiving work flow.