Use this function to intervene on a stock line or a group of stock lines. You can thus transfer stock to a supplier location.
The functionalities to be covered by the function are determined by the choice of a stock change transaction of the ‘subcontract transfer’ type that can be set up.

SEEREFERTTO A Subcontract transfers function is also available in VT mode. This function, accessible from a virtual terminal, is used to create subcontract transfer transactions and launch the printing of labels automatically.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

When entering the Sub-contract transfers function, the user must choose a transaction from those set up.

TheSub-contract transfers function is used to transfer stock to a supplier-type location.
SEEREFERTTO See the documentation on Location types for further information.
A transaction performing transfers to a supplier cannot be used for internal movements or inter-site transfer movements simultaneously.

Selection block

The subcontract transfer is performed on a specific note. A same note can group subcontract transfers for several products. It is however necessary to select the stock lines to be modified product by product. The Product field of the Selection header block acts as a filter for stock lines to be moved.

Target block (only available for internal changes)

When intervening on a stock line, you can enter a status and a target location to be applied during the selection. This is significant for mass stock changes. You can, for example, select the stock lines from a location A and specify that for all these lines, the target location is B.

Stock lines block

The Subcontract transfers function is used to intervene on a stock line or a group of stock lines. These stock lines have to be selected by picking in the case of a mass inter-site transfer. They are shown in the Stock Selections panel.
SEEINFO The stock lines are displayed in this selection panel only if a sub-contractor code and a product have been entered in the dedicated fields.
The stock lines selected in this way generate lines on sub-contractor transfer note.

Selection of stock lines
The Stock selection panel is loaded with all the stock lines of the product. These lines can be filtered in order to reduce their number and specify the additional filters in the dedicated window, activated using the Picking criteria button.
The selection is made by picking the displayed lines either one by one or as a group of lines. The selection of a group of lines is made by picking the first line to be selected and the last amongst the lines shown in the selection panel whilst holding the Shift key down: all the lines contained between these two lines are then selected.  To select several groups of stock lines, the Control and Shift keys need to be used.
The stock quantity selected on a line is limited to the available quantity for this stock line (the available stock for each line is shown in the Stock lines selection panel).
Exception for products managed by serial numbers: the picking of serial numbers to be modified can be carried out in several ways: 

  • by a multiple selection of consecutive serial numbers in the selection panel: the system aggregates on a single slip line the group of selected consecutive serial numbers,
  • by selecting line by line the serial numbers to be processed: the system only aggregates serial numbers if the line by line selection is made in consecutive serial number order. As soon as the sequence is broken, the system creates a new slip line.

Sub-contract transfer
The lines on the created slip show, according to the setup of the selected stock change transaction, the source stock information and the target stock information.
According to the role of the transaction used, it is possible to change the target information in order to specify the quantity to be processed, the target location, the target status, the target unit, or the movement description either directly on the document line or via the Stock change sub-contract transfer Detail entry screen if the selected stock must be distributed between several locations, or with several statuses or several units.

When creating the slip, the system generates as many stock movements as there are modified stock lines.
It is not possible to modify a created sub-contract transfer: to modify a previous movement, it is necessary to carry out a movement in the opposite direction. Nevertheless, the detail of the modifications made can be viewed by clicking Movement inquiry from the Actions icon on the slip line.

Transfer to supplier
TheSub-contract transfers function is used to transfer stock to a sub-contractor supplier. You must use a transaction that manages this transfer type. These types of transactions contain a specific selection panel.
A single supplier transfer note can only concern a single sub-contract supplier at a time, the supplier being assigned in the selection panel.

  • If the entered supplier is also defined as a customer, with one or several ship-to customer addresses, then entering a delivery address gives specifications on the ship-to customer and the subcontract location defined for this customer. The sub-contract location field in the stock transfer note is automatically loaded and can no longer be modified. If no location exists for the ship-to customer, the sub-contract location field of the transfer note can be manually entered.
  • If the supplier is not defined as a customer, the system searches the location attached to the supplier (Commercial tab in the Supplier record): this location will be the target location. If no location has been defined for the supplier, it is necessary to enter the target location for the transfer in the stock transfer slip header.

The target location of a transfer to a supplier must be of the sub-contractor type, in this way the stock transferred to a sub-contractor is not confused with the internal physical stock.
When a product transfer is managed in serial number on issue, serial numbers are assigned.
It is possible to bring back stock from the supplier, using the transaction type Sub-contract return.

Block number 1

Stock site (field STOFCY)

Enter the storage site. It is initialized by default by the site associated with your function profile.
Doc type (field SGHTYP)
Signed (field CFMFLG)
Entry (field VCRNUM)

Enter the entry number.
field VCRDES

This is the description of the document.
Allocation date (field IPTDAT)

Date utilisée à la comptabilisation du mouvement. Elle est initialisée avec la date du jour et peut être changée pour une date antérieure, si la date sélectionnée se situe dans une période ouverte du calendrier comptable.

SEEINFO Vous ne pouvez pas saisir une date supérieure à la date du jour.
Project (field PJT)

Project reference that you associate with the stock movement. This project code will be stored in the PJT field in the STOJOU and STOCK tables if it was indicated in the document header.
Transaction group (field TRSFAM)

Movement group, initialized by the movement group of the transaction being used.
This statistical information is recorded in the stock journal when saving the receipt/disposal movements. This movement group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entered, displayed, hidden field).

Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority.

Intersites

Destination site (field FCYDES)

The name (title) of the production site.
Purchase site (field PURFCY)

This field is only useful in an inter-company context. In this case, the purchase site is loaded by default with the destination site, if it is a Purchase-type site. When this is the case, the system assigns the first Purchase-type site of the destination company.
Two controls to be performed:

  • the entered purchase site must correspond to the same company as the destination site,
  • a customer record must be associated with the entered purchase site for the invoicing to be possible.

SEEINFO In an intra-company context, the purchase site is grayed out.
Address (field FCYADD)

This is the default address code for the receiving site chosen. This address will be printed on the order document sent to the supplier.
From this field, you can select another receiving site address if several exist.
Intercompany (field BETCPY)

This field specifies if the transfer is an inter-company transfer. It is not available for modification.
Sales site (field SALFCY)

The sales site must be part of the same company as the start site.
Invoice no. (field SIHNUM)

This is the invoice number.

To be invoiced (field INVSGH)

This is used to indicate whether the transfer must be invoiced or not.

Subcontract

Subcontractor (field BPSNUM)

Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier.

From the Selection icon, you can:

  • select a supplier from the list of active suppliers.
  • access, based on your authorizations, the supplier record, and create a new supplier if necessary.
Address (field BPSADD)

Sub-contractor address to which the transfer will be made.
Location (field SCOLOC)

In this field, enter a location by subcontract supplier address (where the supplier is defined as a customer). This location must be of the Sub-contractor type and will be used for sub-contractor deliveries.

This filed is only available if a shipping site is entered on the delivery address. The location necessarily belongs to this site.

Selection

Product (field ITMREFSEL)

This field is used to select the product. Selection start and end ranges must be entered for the product reference.
Major version (field ECSSEL)

The display of this field depends on the setup of the entry transaction used.
Warehouse (field WRHSEL)

The presence of this field is subject to the activity code WRH.
This is the reference of the warehouse to process.
It is initialized with the warehouse defined by the user. If it fails to be set up at user lever, it is loaded with the warehouse defined, by default, at site level for this type of movement.
Location (field LOCSEL)

Reference of the location to be processed.
This field is can only be viewed if the following conditions are met:

  • The stock change is an Internal one.
  • Mass stock changes are authorized by the entry transaction.

SEEINFO When a warehouse is entered, the location MUST belong to this warehouse.

Destination

Status (field STADESH)
Warehouse (field WRHDESH)

The presence of this field is subject to the activity code WRH.
This field can be viewed only for Internal stock changes.
Its presence and management conditions (Displayed / Entered) depend on the setup of the entry transaction at use.
This warehouse will be transferred by default as the destination warehouse on every line and will remain available for modifications thus making it possible to manage multi-warehouses entries.

SEEINFO The transfer of a product to a warehouse is authorized only if the product-warehouse record exists for this given warehouse.
Location (field LOCDESH)

This field can only be viewed for stock changes of the Internal type.
Its presence and management conditions (Displayed / Entered) depend on the setup of the entry transaction at use.
A default location can be loaded automatically from the product-warehouse setup. By default, the default location management is subject to the management rules for the 'stock change' movement types and the location parameters of the product-site concerned.
When a warehouse is entered, the location MUST belong to this warehouse. This location will be transferred by default as the destination location on every line and will remain available for modifications thus making it possible to manage multi-warehouses entries.

SEEINFO The transfer of a product to a location attached to a warehouse is authorized only if the product-warehouse record exists for this given warehouse.

Stock picking

Include all (field ALLINC)

This button is only available for Internal changes and when the entry transaction authorizes mass location changes.
It can only be used when the original location and the destination location are entered.
It is used to carry out a mass loading of the stock line table with the lines present in the picking list. This list can be filtered using the [Picking Criteria] button.
Exclude all (field ALLEXC)

This button is only available for Internal changes and when the entry transaction authorizes mass location changes.
It is used to mass empty all stock lines of the table.
It can only be used when the original location is entered as only the lines containing this specific location will be deleted.

Grid Stock lines

Product (field ITMREF)
Description (field ITMDES1)
Lot (field LOT)
Sublot (field SLO)
Version (field ECCVALMAJ)
Warehouse (field WRH)
Status (field STA)
License plate number (field LPNNUM)
Loc. type (field LOCTYP)
Location (field LOC)
PAC (field PCU)
PAC quantity (field QTYPCU)

This field indicates the quantity to be processed expressed in PAC.

SEEINFO This quantity can be partially changed.

PAC-STK conv. (field PCUSTUCOE)
STK (field STU)
STK quantity (field QTYSTUDES)

This field indicates the quantity to process, expressed in STK.
SEEINFO This quantity can be partially changed.
Available STK (field STUDIS)
Serial number (field SERNUM)
Ending serial number (field SERNUMF)
Identifier 1 (field PALNUM)
Identifier 2 (field CTRNUM)
Custom field 1 (field STOFLD1)
Custom field 2 (field STOFLD2)
Quality control (field QLYCTLDEM)
Owner (field OWNER)
PAC dstn. (field PCUDES)

Enter a new packing unit of measure.
Dstn. PAC/STK factor (field COEDES)

Enter the PAC-STK coefficient (packing and stock UoM).
Qty. PAC dstn. (field QTYPCUDES)
Dstn. warehouse (field WRHDES)

The presence of this field is subject to the activity code WRH.
This is the warehouse towards which the transfer must be carried out. The presence of this field and its management conditions (Displayed / Entered) depend on the setup of the entry transaction at use.
In the case of a stock change of Internal type, this field is loaded by default with the warehouse specified in the header. This field remains available for modifications on every line thus authorizing a multi-warehouse management.

SEEINFO The transfer of a product to a warehouse is authorized only if the product-warehouse record exists for this given warehouse.
Dstn. status (field STADES)

Enter the new status.
Dstn. license plate number (field LPNNUMDES)

Help common to every Stock change transaction screen
This field is subject to the LPN - License plate no. management activity code.

Enter the license plate number used for the transfer. This field being available and the related management conditions (Displayed / Entered) are subject to the setup of the entry transaction used.

In the event of an Intersite transfer of a stock line linked to a license plate number, the LPN remains linked to the source site (with the status set to 'Free' if every stock line has been transferred). If applicable, you can enter the destination license plate number. However, you can only enter a license plate number if the management of containers is authorized for this product on the ship-to site.
Dstn. loc. type (field LOCTYPDES)

The type of location towards which the transfer will be carried out.
Target location (field LOCDES)

This is the location towards which the transfer must be carried out. The presence of this field and its management conditions (Displayed / Entered) depend on the setup of the entry transaction at use.
In the case of a stock change of Internal type, this field is loaded by default with the location specified in the header. When it can be entered, this field remains available for modifications on every line thus authorizing a multi-warehouse management.
SEEINFO The transfer of a product to a location attached to a warehouse is authorized only if the product-warehouse record exists for this given warehouse..
Identifier 1 dest (field PALNUMDES)

No help linked to this field.

Identifier 2 dest (field CTRNUMDES)
Analysis req. (field QLYCTLFLG)

Use this parameter to save an analysis request to be processed by the Quality control function, in the event that the status has been entered with the 'Q' value.

If the value of this parameter is "No", the switching of statuses to "A" or "R" cannot be performed in the Quality control function. It is necessary to use the Stock change transactions function.
Movement description (field MVTDES)

Enter a free description that will be registered in all the stock transactions associated with the delivery line.
This description is also accessible from the stock issue detail window. If it has been modified by this function, it will be automatically recovered and registered on the shipment line in this field.

Price ex tax in STK (field PRI)

Order price.
field CCE1

The analytical dimensions are initialized in compliance with the Default dimensions setup. Depending on the setup, they remain available for modification.
When an analytical dimension is used for project management tracking, any modification of the project code leads to the dimension code being reset based on the Default dimensions setup.

Enter stock change detail

In stock movement entry, a stock line (or a set of stock lines for consecutive serial numbers) can be distributed into multiple locations, statuses or units. To do so, open a detailed entry window to distribute the quantity into the required stock data.

The detailed entry window is composed of a header and a stock lines grid.

  • The header picks up the stock characteristics of the stock line to be changed (or the stock lines if consecutive serial numbers have been selected) as well as the quantity to be processed.
  • The grid only picks up the destination stock information that the stock transaction plans to be modified as well as the quantity to be processed.

Within the header section of this window, under the [Options] button, it is possible to have access to the inquiry to view and potentially modify the analytical dimensions attached to the issue and receipt movements, however this is only in the case of an inter-site stock transfer note.
SEEINFO In the case of transfer-to-supplier notes and of an internal stock change, analytical dimensions are not supported.
Invoice
Stock by Site

Reports

By default, the following reports are associated with this function :

  BONTRF : Transfer notes

This can be changed using a different setup.

  • The BONTRF report is a standard report common to internal and external flows.
  • Use the BONTRFEXT - External transfer notes report In order to print more detailed information, such as the Warehouse, Location/Location type, Identifier, Original status and Destination status.

Specific Buttons

Deletion

Selection criteria

This button activates a screen where it is possible to enter several filters: these filters are used to limit the stock lines that will be suggested in the selection panel of stock lines.

Close

This function is used to view the setup of the subcontract transfer transaction being used.

This function makes it possible to view and possibly modify the analytical dimensions attached to the note header.
SEEINFO The analytical sections are not managed for the sub-contract transfers.

Additional info

  • Departure date (field DPEDAT)

Displays the departure date for this delivery or return.
  • Departure time (field ETD)

Displays the arrival date for this delivery or return.

  • Arrival date (field ARVDAT)

Delivery departure time.
  • Arrival time (field ETA)

Delivery arrival time.
  • Registration (field LICPLATE)

License plate of the vehicle carrying goods.
  • Trailer license plate (field TRLLICPLAT)

Enter the trailer license plate.

Manual document

  • Manual document (field MANDOC)

If the web service is down, the transportation note must be communicated using a paper document including the paper document number and the internal system number. This communication must be done directly in the AT portal.

This field must contain a slash character (/) separating the sequential number specific to the series (on the left) and the sequential number itself (on the right). This is needed for all transportation notes for manual documents.

Communication

  • AT code (field ATDTCOD)

This field displays the AT code for the Transportation note returned by the tax authority.

This field populates automatically when you communicate using the web service.
If you communicated the transport using a manual document, you need to enter the code from the tax authority manually.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation