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Oracle® Retail Furniture Retail System (FRS)

Stock Transfer Guide Release 1101

October 2015

Oracle® Retail Furniture Retail System (FRS) Stock Transfer Guide, Release 1101

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Primary Author: John Hardwick

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v

Contents Send Us Your Comments ........................................................................................... vii

Preface ......................................................................................................................... ix

Audience ........................................................................................................................... ix

Documentation Accessibility ........................................................................................... ix

Related Documents .......................................................................................................... ix

Customer Support ............................................................................................................ ix

Improved Process for Oracle Retail Documentation Corrections ................................. ix

Oracle Retail Documentation on the Oracle Technology Network ................................ x

Conventions ....................................................................................................................... x

Stock Transfer Guide ................................................................................................. 11

Overview.......................................................................................................................... 11

Operation ......................................................................................................................... 11

Creating the Note ..................................................................................................... 11

Find Stock Transfer................................................................................................... 18

Receiving Notes ........................................................................................................ 20

Load File .................................................................................................................... 20

Alternative Note Creation Method.......................................................................... 23

Transfers via Sales Ordering .................................................................................... 25

Send Us Your Comments vii

Send Us Your Comments

Oracle Retail Furniture Retail System (FRS), Stock Transfer Guide, Release 1101

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Preface ix

Preface

This guide describes the Furniture Retail System (FRS) user interface. It provides step-by-step instructions to complete most tasks that can be performed through the user interface.

Audience This user guide is for users and administrators of Oracle Retail Furniture Retail System (FRS). This includes merchandisers, buyers, business analysts, and administrative personnel.

Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

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Related Documents For more information, see the in the Oracle Retail Furniture Retail System (FRS) Release 1101 documentation set.

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Improved Process for Oracle Retail Documentation Corrections To more quickly address critical corrections to Oracle Retail documentation content, Oracle Retail documentation may be republished whenever a critical correction is needed. For critical corrections, the republication of an Oracle Retail document may at times not be attached to a numbered software release; instead, the Oracle Retail document will simply be replaced on the Oracle Technology Network Web site, or, in the

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x Oracle Retail Furniture Retail System (FRS)

case of Data Models, to the applicable My Oracle Support Documentation container where they reside.

This process will prevent delays in making critical corrections available to customers. For the customer, it means that before you begin installation, you must verify that you have the most recent version of the Oracle Retail documentation set. Oracle Retail documentation is available on the Oracle Technology Network at the following URL:

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If a more recent version of a document is available, that version supersedes all previous versions.

Oracle Retail Documentation on the Oracle Technology Network Oracle Retail product documentation is available on the following web site:


(Data Model documents are not available through Oracle Technology Network. You can obtain them through My Oracle Support.)

Conventions

Navigate: This is a navigate statement. It tells you how to get to the start of the procedure and ends with a screen shot of the starting point and the statement “the Window Name window opens.”

This is a code sample

It is used to display examples of code


Stock Transfer Guide 11

Stock Transfer Guide

Overview FRS offers the ability to move stock holding between physical locations.

This process is where goods are physically moved from one building to another and should not be confused with the move option within FRS which deals with the reallocation of goods within the location effectively changing the storage bay.

Transferring goods can be broken out into three sections.

Creating the intention to move and loading the note with stock.

Confirming the note and despatch

Confirming receipt of the note at the receiving location

Operation

Creating the Note

A new note can be created within the new transfer note.

Navigate: Warehouse – stock transfers – new transfer note.

Notes can also be generated via the find transfer note option.

Note: The default button within the find transfer page is new therefore care should be taken when searching for

existing notes so as not to unnecessary notes.

New Transfer Note

Dependent upon the starting pointing either clicking the New transfer note menu option or clicking the new button produces the following screen.

New note header

Display fields

Field Comments

Transfer note Displays the transfer note reference.

Date required The date the transfer is to occur.

This is the required date of shipment not the actual date. This field will accept a future date.

Sending branch The stock holding location.

Receiving branch The intended stock receiving location.

Change ownership

Where configured this option allows the financial ownership of goods to be changed.

When not changing financial ownership leave this field set to ‘no change’.

12 Oracle Retail Furniture Retail System (FRS)

Buttons

Create Creates the empty transfer note for the specified criteria.

Reset Reset the screen back to original load settings.

Close Close and return to the calling routine.

Empty Note

Once the new note has been created the screen will redisplay showing the new note number.

Note header

At this stage there are several options available.

Load file Where available this button enables the operator to ‘seed’ the transfer note with goods listed within a data load file.

Edit Allows selective modification to the transfer note header details.

Send Click to send (confirm) the transfer note i.e. send the goods now.

Print Select to print the transfer note.

Add Selecting to manually add stock to the transfer note.

Remove Select to remove items from the transfer note.

Quick add Automatically adds any item in the sending location that requires transfer to the selected destination location.


Load File

For users holding the CAN_UPLOAD_TRN_IN_INSERT privilege it is possible to load the transfer note with goods from a data file.

See the Barcode Processing Guide for more details.

Edit the Header

Clicking the edit button allows amendment to the transfer note header information.

Editing the notes header

Dependent upon the status of the transfer note it is possible to alter certain fields. For example once the note has been sent the sending branch cannot be changed or the date sent altered.

Once completed click the accept button to confirm the changes.


Add

Selecting add allows the manually addition of stock to the transfer note. Once selected the system opens the search stock page thus allowing the operator to search for goods.

Searching for stock to be added to the note

Note: The system auto defaults the transfer notes sending

location.

To select goods find the item to be moved and tick the A/N column.

Selected stock

Note: Goods already on a transfer note cannot be selected.

Once all items for transfer have been identified click the transfer option on the side panel.


The goods will then automatically be loaded into the transfer note.

Note with stock added

Once a stock item has been added to the transfer note the system indicates the pending

transfer with the icon. The transfer note reference is also shown in the status field.

Stock linked to a transfer note

Accessory Stock

When transferring accessory stock FRS assumes you are moving the entire stock holding. To alter the movement quantity, I.e. to move a part of the stock holding follow this procedure.

Add the stock to the transfer note.

Click the icon on the transfer line. Which, access permission dependant, opens the stock detail screen and then select the Split button.

Click split to break the batch

Note: It is only possible to split stock where the quantity is greater than 1.

Clicking split invites the operator to split the batch.

Split quantity

Once the stock holding has been ‘split’ the transfer note will retain the original stock code however the movement quantity will now be the stock holding less the split quantity and


a new stock reference will have been created for the split quantity which is now not being moved.

Quick Add

Selecting quick automatically adds items to the note which are in the sending location but require transfer to the destination location.

Selecting quick add prompts the operator with a required by date.

Date required

Once the required date has been specified the system will search for all stock in the sending location which is required in the destination location prior to the specified required date.

Note: Goods requiring transfer can be searched for using the require transfer option in the stock search screen and are

identified with a icon (as shown below)

Stock requiring transfer

Remove

If an item has been loaded onto the transfer note in error it can be removed via the remove option.

Prior to clicking remove it is necessary to identify the line to be removed by ticking the A/N box.

Item removal

One the line (or lines) has been identified clicking the remove button will remove the item from the transfer note.

Quick Send

Having selected all the items on the note it may be left pending by closing the note until the time to move the goods occurs.


Pending transfer notes can be identified within the find stock transfers option as notes

without send or receive dates and showing the icon.

Transfer note list

To send the goods to the receiving location firstly ensure the send date is specified, (The send date is the actual date of departure from the sending location) and then click the quick send button.

Starting the transfer

Note: The send date cannot be a future date.

The system may generate warning messages dependent upon the status of the stock being moved. Examples of such messages are shown below. The decision to proceed is with the operator.

Warning messages

Schedule Send

If the transfer is to occur as part of a scheduled customer delivery/collection, the schedule send button should be used. Clicking the button opens the delivery scheduling page where a delivery run can be selected.

Scheduling the transfer

The transfer note will now form part of the delivery run and will be progressed via delivery planning.


Sent Notes

FRS will show both the quick send and schedule send transfer note with the icon.

Scheduled transfers

Stock on the note will still be held at the sending location but will display the icon indicating the transfer is in progress.

Transfer in progress

Using the find stock transfer option now shows the note with a sent date and the icon indicating the note has been sent but not received.

Transfer note search

At this stage it is possible to add additional goods to the note. If goods are added they immediately become despatched.

Print

At any stage during the life cycle of a transfer note it is possible to produce a transfer note audit. This print may be used as a picking list of a load manifest and will be similar to that shown below.

Stock transfer note


Find Stock Transfer

Navigate: warehouse – stock transfer – find transfer note

Selecting the option produces the following search options.

Search list

Display fields

Field Comments

Transfer note Specify the transfer note to be searched for.

From Specify the start date to search for transfer notes.

To Specify the end date to search for transfer notes.

Sending branch Specify the sending location for goods to be transferred.

Receiving branch Specify the receiving location for the transfer.

Show Select from

All notes

Transfers not yet sent

Transfers sent but not received

Received only

Buttons

New Create a new transfer note.

Selecting this option instigates the process.

Find Find an existing transfer note using the search criteria.

Reset Reset the screen back to original load settings.



Find Results

The find option allows the system to search for all transfer notes matching the specified search criteria. A screen similar to that shown below will be generated.

Transfer results list

Display fields

Field Comments

Transfer note Specify the transfer note to be searched for.

From Specify the start date to search for transfer notes.

To Specify the end date to search for transfer notes.

Sending branch Specify the sending location for goods to be transferred.

Receiving branch Specify the receiving location for the transfer.

A/N Not currently used by this section.

Transfer note Click to open the transfer note.

Date Date of intended transfer.

Sending branch Originating/transfer from branch.

Receiving branch Destination branch.

Date required Date of required receipt.

Date sent Date sent.

No date transfer indicates the transfer note has not been sent.

Date received Date received.

No date with a sent date – transfer not receipted

Delivery icon Delivery status represented by icons

Transfer under construction.

Transfer sent but not completed

Transfer complete


Receiving Notes

Once a transfer has been sent the next logical step is to receive the goods at the destination location.

Via the find stock transfer option it is necessary to click on the transfer notes reference.

Transfer note selection

This will open the detailed within the transfer note.

Transfer note detail

Note: The array of buttons across the top of the page has

changed in respect of the notes ‘sent’ status.

Buttons

Load file Load a data file containing a list of item received against this transfer note.

Edit Allows the alteration of the transfer note header.

Receive Instructs the system that the specified goods have been received into the receiving location.

Lost Instructs the system that the specified goods have been ‘lost in transit’

Print Produces a print out of the transfer note.

Add Allows the addition of goods to the transfer note not previously specified.

Close Closes the note and returns control back to the menu screen.

Note: When receiving stock as part of an import container the system allows the operator to specify a bay location per item however the bay location must be specified before the

goods are confirmed as received

Load File

For users holding the CAN_UPLOAD_TRN_OUT_INSERT privilege it is possible to notify receipt of goods via the uploading of a data file.

See the Barcode Processing Guide for more details.


Receive

Note: It is not possible to process the receipt of goods on transfer notes which are linked to a delivery run until the

run has been flagged as ‘despatched’.

Prior clicking the receive button, ensure the following has been set.

Ensure all items receipted have a tick in the A/N column.

Ensure the received date has been set.

Ensure the receiving bay has been set (Use the edit button to define this)

Transfer linked to a delivery run

Quick send transfer note

Note: It is not possible for the same user login code to send and receive a transfer note unless the operator processes the

SEND_RECEIVE_TRANSFER privilege.

Once clicked the screen will redisplay showing the items booked into stock at the receiving location with the and a date of receipt.

Transfer linked to a delivery run

Quick send transfer note

Unprocessed lines remain active on the transfer note for future processing.

Above the received date the system shows the previous received date for reference.

This process may be repeated as necessary.

The process of confirming the receipt changes the physical location of the stock item from the sending branch to the receiving branch.

Where instructed to do so the ownership location is also altered for the received item(s).


Lost

For users holding the LOST_IN_TRANSIT privilege it is possible to identify items as lost in transit.

For the selected transfer note it is possible to instruct FRS of missing or lost goods.

Lost items

Prior clicking the lost button, ensure the following has been set.

Ensure all items receipted have a tick in the A/N column.

Ensure the received date has been set.

Once processed the lost item is identified with a receipt date, icon prefixed with the word (lost) shown in red text.

Confirmed lost item

Lost in transfer goods remain in the sending location but are cancelled from the transfer note

Stock detail

Completed Transfer

Once the last item on the transfer note has been received or indicated as lost the note is completed.

A completed transfer note only offers the print button and shows the icon with the last received date alongside.

Transfer note detail


When viewed from find transfer notes the completed note shows the icon as well as a received date.

Completed notes

Note: The display shows the number of lost items on the completed transfer note.

Alternative Note Creation Method

Transfer notes may be generated via the search stock option within warehouse.

The easiest method for finding goods requiring transfer is to use the function tab and tick the ‘require transfer to’ option.

Where desired the transfer to location filter may also be used.

Goods requiring transfer

Having located the stock to be moved ensure each item has a tick against it.

Note: The ‘require transfer’ option will assist with the searching for goods in need of transfer.

‘Hovering’ the mouse over the transfer arrow indicates where the goods need to be moved to.

Do not mix goods from different stock holding or destination locations.

Having selected the items for transfer, click the transfer option from the side panel.

This will open the find transfer page.

Transfer list

Using the search options it will be possible to establish if a note already exists or if a new note is required.


If a new note is chosen ensure the correct sending and receiving locations are entered prior to clicking create.

Find transfer options

If an existing note is chosen or a new one created the note will appear similar to that shown below.

Note header

Once displayed select the add button. Assuming all the constraints are adhered to the system will then automatically add the selected stock items to the note.

Note detail

Additional Stock Searching

It is also possible to use the ‘being transferred’ filter used to see goods already on a transfer note or already moving (in-transit) between locations.

Stock list

Goods flagged as ‘moving’ can also be identified via the category tab.

Moving stock


Transfers via Sales Ordering

Subject to permissions, it is possible to instigate a transfer from within the sales order.

If one or more items on a sales order require transfer and having accepted the order, make sure the tick box is selected for each item to be transferred having made sure all order lines are to be moved to the same location and then click the schedule transfer option on the side panel.

Order requiring stock transfer

The system will then list all the transfer notes for the sending / receiving location and allow the operator to add the selected order lines to the transfer note.

Current notes

Subject to permission they may be able to generate a new transfer note.

The system allows the rescheduling of transfer (to another note) or cancellation or transfer subject to the status of the note.