Trying to wrap my head around the Transfer Order system (particularly the receipts), for a TO Tracker / dashboard. Particularly for TO Orders that were never shipped, and for those that were shipped but never received.
I see there are tables for Transfer Orders(TFOrdHed & TFOrdDtl), and TO Shipments (TFShipHead & TFShipDtl). But nothing for receipts. I expected to find TFRcvHead & TFRcvDtl.
Looking at the field help in TO Receipts entry, shows that it uses a table named PlantTran. This is kind of like the PartTran, but doesn’t actually create any Inv or GL trans. Those trans happen from the PLT-STK PartTran records that are created when a TO Receipt is processed.
That sounds correct. PlantTran records are created along with the STK-PLT PartTran transaction in the sending plant. The PlantTran table has a column named RecTranDate which is NULL for in-transit TO shipments. This RecTranDate is what the user enters in Transfer Order Receipt entry, and marks the PlantTran record as Closed (PlantTran.TranStatus).
If you want to track in-transit shipments, you should be able to look at
PlantTran where PlantTran.TranStatus <> 'Closed' or PlantTran.RecTranDate IS NULL
PlantTran.RecTranDate should always equal the PartTran.TranDate, no?
Looks like I don’t really need the PlantTran table, as it holds no records that arentavailable elsewhere. In other words, I only need TFOrdxxx, TFShipxxx and PartTran.
PlantTran.RecTranDate should equal the PartTran.TranDate for the PLT-STK transaction in the receiving site, yes.
I would use PlantTran if I want to see transfers that were shipped but not received. Since shipping a transfer creates a PlantTran record and receiving it assigns the RecTranDate, it gives you an easy table to use as a filter.
Yeah., maybe as a filter, but PlantTran doesnt give me any more info than PartTran.
Does just one PlantTran record exist for TFShipDtl? And then the same record is updated upon receipt?
Or is a new PlantTran record created (like how PartTran has separate records for PUR-UKN and UKN-CUS for Buy To Order lines)?
If it’s just a single record that is created when the TF line ships and then updated when it is received, how whould it be handled if the reciept happened at two different times (say one box got left on the shippers truck, and then dropped of the next day)?
As far as I can tell, it’s just 1-for-1. The record is created upon shipment and updated upon receipt.
You can only receive a TO Shipment line once, as far as I’m aware. In Transfer Order Receipt entry, once you assign a receipt date to a shipped line, it is no longer editable and you cannot receive it again. You either receive the full quantity that was shipped or unship the shipment, correct the line, and reship with the correct quantity before receiving. That’s our process at least; we might be missing something but that’s how we’ve processed transfers since E9.
So if 10 were shipped, and one was damaged in transit. You would still receive all 10, then scrap out the 1.
I guess you’d do the same if the 10 were shipped in 2 boxes (of 5 each), and one box got lost. Receive all 10, then scrap 5 of them(via Qty Adj). If the missing 5 turn up, then “unscrap” them(via a second Qty Adj).
Right. Normally if there is an error in the transfer quantity or if a box got left off of the truck, we would just unship the pack, correct the actual shipped quantity, then reship the pack and receive it. However, sometimes we’ve received the pack without actually verifying what was received and have had to transfer parts back through another transfer order shipment (using the Direct Transfer process which automatically creates a transfer order for the parts you ship). In a situation where the parts are damaged or just disappear, we would do as you say and scrap them out at the receiving plant.