Plant Transfer

Overview

The Plant Transfer process allows you to move a piece mark with its inventory from one plant to another, including any associated backlog inventory.

Prerequisites

Before initiating a plant transfer, ensure all of the following conditions are met:

Important Note: If any pieces are in "shipped" status, create a new piece mark for the inventory to be transferred.

Step-by-Step Transfer Process

1. Access the Plant Transfer Screen

• Navigate to: Dispatch menu > Plant Transfer
  

  Figure 1

2. Select Transfer Details

• Choose the source location i:e where you're transferring from (Green box, Figure 2)

• Select the job (Green box, Figure 2)

  Figure 2

3. Create a New Transfer

• Click "Add New" to initiate a new load (Red box, Figure 2)
• Select the Edit icon to enter transfer details (Orange box, Figure 2)

4. Enter Required Information

• Choose a Carrier (Required)

• Input Tractor and Trailer numbers (Required)

• Set the Estimated Delivery Date (Required)

• Click "Save" or "Save & Close" to confirm details (Green box, Figure 3)

  Figure 3

5. Add Pieces to the Load

• Select "Add Piece" and Check the pieces (both Backlog and inventory) to include (Red box, Figure 3)

• Click "Save" or "Save & Close" to finalize piece selection

  Figure 4

6. Assign the New Location

• On the Transfer Edit screen, go to the "Plant Transfer" tab (Blue box, Figure 3)

• Select the new destination location for the load

• Specify the "Move To" field for each piece mark (Yellow box, Figure 5)

• Save changes and close the page to return to the Loads screen (Green box, Figure 5)

  Figure 5

7. Finalize Transfer

You have two options to complete the transfer:

Option 1:

• Select the "Transfer No" checkbox of the load
• Click the "Transfer" tab at the top right of the screen

Option 2:

• Click the Edit icon of the Transfer
• Check the desired pieces
• Click "Transfer" at the top of the screen to confirm delivery

Once completed, the pieces will be transferred to the destination plant, allowing production to continue.