bra

The routine Product Transfer Between Branches facilitates the process of querying balance in stock of products and optimizes the material transfer among branches.

This routine enables you to query balances of several branches of the system on a single screen, according to the parameterization configured. Besides, you can make the process of document generation for product transfer among branches through a graphic interface that can be easily used.

This functionality is for companies that have more than one branch using the system and that always transfer material between branches.

The process of product transfer among branches updates automatically the data tables concerning the following processes:


Help_buttonImportant:

To adequate Protheus to companies that use a special system according to the state legislation and to enable the transfer of products of the same branch to different warehouses with generation of inbound and outbound tax documents of materials, enable the parameter MV_A310FIL, available in the environment Configurator.

Before following the routine procedures, you must check the topic Script of Operations to learn about the premises to use Product Transfer Between Branches.

Smart TES

Routine Transfer Between Branches also makes available the Operation Type of the Smart TES in addition to the ordinary TES. This way, by entering an Operation Type of Smart TES, the question for the ordinary TES will be ignored.

Help_buttonImportant:

Routine Transfer Between Branches validates the TES selected upon the addition of a Relation, not validating upon confirming the parameterization.


Previous Routines

The following routines must be previously registered:

Products, Type of Inflow/Outflow, Product Group, Payment Terms , Customers and Suppliers.


Procedures

Making a transfer among branches:

  1. In Product Transfer Between Branches, check that records which were filtered to make transfers are displayed according to the parameterization configured.

The product transfer window was split to make the maintenance easier. The left side of the screen displays origin data of the transfer. The right side, the destination data.

2. Place the cursor on the item of the origin branch to be transferred, in the left side of the screen. Then, place the cursor on the destination item, in the right side.

3. Check the items selected and click List to make the transfer.

Several validations are made, preventing identical origin and destination from being transferred, and not enabling a product code to be transferred to another one. Then, the window Data of Transfer is displayed.

4. In this window, enter the amount to be transferred and confirm the operation.

A screen is displayed to select the series and the number of the outbound invoice to transfer materials of the origin branch.

5. Check data required and confirm the operation.

By confirming it, the balance in stock of origin product (branch 01) is written off, preventing the balance from being wrongly associated in another transfer.

6. Use Reverse Relationship to reverse the relationship of product transfer made between the origin and the destination, in order to correct the amount entered or even to cancel the relationship.

By clicking it, the amount previously entered is reversed, subtracting it from the destination and returning the balance to the origin, enabling a new relationship to be created.


Related Features