Intersite transfer

Use this transaction to perform the following actions:

• Perform a direct stock transfer from a stock site to another stock site.

• Move stock from a stock line selection to another stock site. It will be a location change but it can also be a stock status change and/or a unit change.

• Generate stock movements and create an intersite transfer document in Sage X3.

Prerequisites

In Sage X3, perform the following actions:

Functional prerequisites

• Products (GESITM)

  Open: Common data > Products > Products

  For a product whose serial number management is Issued, check that a Serial sequence number is assigned to the product.
  

• Stock change types (GESTSG)

  Open: Setup > Stock > Stock change types

  Check that a sequence number is defined and assigned to the Intersite transfer Stock change type.

• Stock change transactions (GESSCT)

  Open: Setup > Stock > Entry transactions > Stock change transactions

  Check that a stock change entry transaction with an Intersite movement type exists.

• Mobile Automation setup (FUNADCSEARCH)

  Open: Setup > Stock > Mobile Automation setup

  1. Go to the Stock search section.

  2. Select the Stock change flow type.

  3. Define the stock search filters that you want to use in this transaction. You can define up to 8 filters.

  In this transaction, these filters do not display in the order in which you have defined them in the Mobile Automation setup function. They always display in the following order: Location, Lot, Sublot, Serial number (when the management mode is Received/Issued), Status, Packing unit, PAC/STK conversion factor, Identifier 1 and Identifier 2, Custom field 1 and Custom field 2.
  Example

  In the Mobile Automation setup function, the Lot and the Location are the 2 filters defined for the I-X11 site.

  

  In the Intersite transfer transaction, they display in the following order:

  

  These are dynamic fields. They display depending on the Product settings (GESITM). In this example, the Lot field displays only if the product is managed by lot.

   

Web service prerequisites

1. Open: Administration > Web services > Classic SOAP pools configuration

   Stop the web service pool.

2. Stock change transactions (GESSCT)

   Open: Setup > Stock > Entry transactions > Stock change transactions

   Validate the STD entry transaction.

3. Web services (GESAWE)

   Open: Development > Script dictionary > Scripts > Web services

   Publish the CWSSIS web service.

4. Open: Administration > Web services > Classic SOAP pools configuration

   Start the web service pool.

How to create an intersite transfer

Open: Transfer > Intersite

To create an intersite transfer, you need to enter information on 3 pages:

• The initial page is used to:
  • Set the Transfer date and the entry Transaction.
  • Identify the Site of destination and the Product code.

• The second page is used to select the product stock lines.
  

• The third page is used to enter the stock destination information: the quantity to move, the location of destination, the status of destination and the unit of destination.
  When you have completed the changes for this product, you can create the stock changes document, or select another product to perform another intersite transfer which will be on the same stock change document.

Operating mode

1. In the initial page, check that the Transfer date, Site and Transaction default values are correct.
2. Scan, select or enter the Site of destination.
3. Scan, select or enter the Product code or UPC code. The Enter stock details page automatically displays the list of the existing stock lines for the product.
   
4. You can filter the list based on the selection filters displayed in the header. These filters are defined in the Mobile Automation setup function (FUNADCSEARCH). Refer to the functional prerequisites.

5. To access the stock line details, tap the line.

6. Enter the quantity and the destination information. Tap Select.

7. The previous Enter stock details page displays again with the list of stock lines. The checkbox for the stock line to move is automatically selected for the requested quantity.

8. You can select another stock line to perform another intersite transfer which will be in the same stock change document.

9. Tap Next when you have completed all the intersite transfers for this product. The product which will be part of the intersite transfer displays at the bottom of the page.

10. You can perform another intersite transfer for another product: Scan or select the product and repeat step 4 to step 9.

11. Tap Create when you have completed the transfers for all the products and you are ready to validate the stock change creation.

    • If you could proceed with the creation, the generated stock change number displays. The stock change document and its movements are created.

    • If you could not proceed with the creation, an error or information message displays.

      • Tap Go back to display the previous page.

      • Tap Cancel to delete all the stock changes.

Step by step

Intersite transfer initial page

Enter the details of the transfer. The Transfer date defaults to today's date. You can change it until you tap Create and only to an earlier date. This date applies to all the stock transfers performed in the same document. The Site defined in the Site screen displays automatically. You cannot modify it on the current page. The Transaction field displays only if you have access to several entry transactions. It defaults to the first available Stock change entry transaction (GESSCT) whose movement type is Intersite (sorted by alphabetical order). You can select another transaction from the drop-down list. This list is filtered based on your Function profile (GESAFT) permissions (access codes). Scan, select or enter the site of destination. Scan, select or enter the Product code or the UPC code. The product must exist on the destination stock site. A warning message displays if the product is part of a stock count session.     You cannot tap Create: First, you need to save at least the stock transfer of one product line.     After you have selected the product, the Enter stock details page displays automatically.

Enter stock details page

Use this page to determine the stock line to move.

The header displays: The product code and description The stock site of origin The filters defined in the Mobile Automation setup function (FUNADCSEARCH) display here. Use them to filter the list of stock lines.             The list of stock lines displays. Each stock line displays the stock line quantity and the product code. Additional dynamic information display, based on the selected stock filters.                 Tap the stock line you want to move.

Intersite - Enter destination page

The page displays the stock details. You can enter the quantity to move and select the destination information.

		The stock details. Some of these fields are displayed or hidden depending on the stock detail information, on the product settings, or on the selected entry transaction.
		The quantity to move defaults to the stock line quantity. You can change it. The origin unit displays. Scan or select the Destination location.
		Destination information: Fields display according to the selected Stock change entry transaction being used. Example If the entry transaction is set only for the Intersite movement type and not for a Status or a Unit change, only the Destination location field displays. The Destination status and the Destination unit fields do not display. Scan or select the Destination LPN. This field displays only if Container management is active in the Product-Site function (GESITF). Select the Destination status. Its default value and the list of available authorized statuses depend on the receipt Management rules set for the Internal transfer receipt Movement type in the Product category function (GESITG). The Destination unit defaults to the product stock unit. You can select the packing unit from the drop-down list. The Destination conversion factor automatically displays. If you select the packing unit, the conversion factor is automatically updated but you can modify it if it is set to Changeable in the Product function (GESITM). The Destination identifier fields display only if they are set to Entered in the entry transaction.
		Tap Select to validate the quantity and save the stock destination details. The previous Enter stock details page displays. At this stage, the stock changes are saved in the UI only, and not in the database. Tap Cancel to go back to the previous Enter stock details page.

Depending on how the product is managed, you might need to select the related stock details.
For example, if the product is managed by global serial number, you need to select the range of serial numbers to be moved, before selecting the other destination information.

		Keep or update the quantity to move.
		Select the Starting serial number. The Ending serial number is automatically selected based on the quantity. Only sequential serial numbers can be selected: The quantity you enter must be consistent with the range of serial numbers.
		Enter the destination information.
		Tap the + icon to validate your selection and display a summary of the serial numbers to move.

 

		The summary of the selected stock details is displayed. You can add another quantity and another range of serial numbers.
		When you have selected all the serial numbers to move, tap one of the following actions: Select to validate the entered information. The previous Enter stock details page displays. The checkbox for the stock line is automatically selected for the requested quantity. Cancel to cancel the entered information and go back to the previous Enter stock details page.

Enter stock details page

The previous Enter stock details page displays.

		The checkbox for the stock line to move is automatically selected for the requested quantity. You can select another stock line to perform another intersite transfer which will be in the same stock change document.
		Tap Next when you have completed all the intersite transfers for this product. You are ready to perform the following actions: Perform another intersite transfer for another product. Create the stock change document and generate stock movements

Create the stock change document for the intersite transfer and generate stock movements

		The list of products which will be part of the intersite transfer provides the following information at the bottom of the page: Product code Stock quantity, stock unit of measure You can perform the following operations: Scan or select another product to perform another intersite transfer which will be in the same intersite transfer document. Validate the creation of the intersite transfer document. Before validating the creation, you still have the possibility to delete a saved intersite transfer: Tap the delete icon.
		Tap Create when you have completed all the product changes and you are ready to validate the intersite transfer creation and print the stock labels. To print labels, refer to the functional prerequisites.

		A GraphQL payload is sent to Sage X3. The data of this payload is mapped with a web service object named CWSSIS to create the intersite transfer document and the stock movements in the Sage X3 database. A message displays the generated document number and confirms that the printing is launched.