Transfer of components#

Components combined to form a higher-level shipping unit#

A production order is set up whose components are to be transferred to a production warehouse for assembly. The components are grouped into shipping units that are easy to transport. From a released (and a completed) E+D order, these components can be inserted into a stock transfer order.

To do this, first select the desired lines and then execute the "Transfer selected shipping units" function via Lines > Function.

It is checked that the components to be transferred have already been consumed. If the correspondingly marked components have been consumed, then a stock transfer order is created, which transfers the shipping units from the component storage location to the FA storage location. The information from the transfer route is used for the "In Transit Code". In the FA shipping units list you can now see that the "Quantity in Outbound Document" is changed.

In the drilldown the corresponding shipping unit item is displayed and via the function "Display document" it is possible to switch to the corresponding document. If the storage locations are subject to goods issue or goods receipt, these can be created and posted according to the standard.

No new item items are created in the background because the components have already been consumed. New shipping unit items are created by the postings. Via these, the status can be checked from the shipping unit overview (opens by the lookup on a shipping unit). After posting the receipt, the order is completed. The shipping unit can now no longer be shipped, as it has already delivered the complete quantity.

Shipping individual components as a shipping unit#

It may be necessary to create suitable logistics documents for the customer or the transport, for individual components of a production order. With the "Component as shipping unit" identifier in the E+D order lines (and the Project structure) you have the possibility to define a shipping unit that is specific for a single component in the production order. If the check mark is set, a shipping unit is automatically created that has the item number of the component as the shipping unit code and corresponds to the FA component line in terms of quantity, unit and description.

The "Transfer quantity to shipping unit" field can be used to control whether only a partial transfer of the component is to take place. The field is preset with the quantity available for stock transfer. This is the difference between the posted quantity and the quantities that are already in shipping or have been shipped. Therefore, it is necessary that at least the quantity of the component to be shipped is posted as consumption.

If the stock transfer is to take place, you can enter the corresponding lines in the E+D order or the Project structure and transfer them to a stock transfer order using the "Transfer selected shipping units" function. The rest of the procedure is the same as that described in the section "Components combined to form a higher-level shipping unit".