TORG Field Definitions

Overview

Prophet 21 has the ability to create Transfers in PO Requirements/Generation.

The following article will provide additional information regarding this feature.

Related Links

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Frequently Asked Questions

1. What changes are needed to the system in order to create transfers in Po Requirements Generation?

In System Setup / System / System Settings /Purchasing / Group Purchasing, enable the option:
" Allow Creation of Transfers from within PO Requirements Generation ".

When this option is enabled, and when you are reviewing requirements for multiple locations, this option will allow you to see surplus material from other locations and create a transfer, rather than purchase it when it is not necessary.



2. How will the system determine the amount of inventory available for transfer consideration?

After enabling the above system setting, there is an additional setting that will be used when calculating the quantity available to transfer.

Available to Transfer - determines how the system calculates the quantity available for transfer during PO Requirements / Generation.

Options: 
Available 
Amount available to transfer = Quantity On Hand - Quantity Allocated

This calculation does not include any backordered quantity or order point in the calculation.


Net Stock  
Amount available to transfer = Quantity On Hand - Quantity Allocated + Incoming quantity

This calculation is similar to Available, but includes quantities on PO/transfer that have not yet been received.


Net Stock - Order Point
Amount available to transfer = Quantity On Hand - Quantity Allocated + Incoming Quantity - Order Point

This calculation is similar to Net Stock, but removes the Order Point from the quantity available to transfer.


None - You never have an available for transfer quantity.


PORG Surplus 
Allows the quantity to be transferred to be based on the PORG Surplus calculation. The quantity available for transfer is only surplus stock, which is equal to the net stock minus the replenishment quantity.

This prevents the issue where you can transfer quantity, but then need to purchase it because the PORG calculations and available to transfer calculations were different.

NOTE: The replenishment quantity depends on the replenishment method of the source location:

EOQ: Replenishment Qty = Order point + Economic Order Qty
UPTO: Replenishment Qty = Max (Number of Periods of Supply, Order Point)
MNMX: Replenishment Qty = Maximum Quantity
OPOQ: Replenishment Qty = Order Point + Order Quantity


Quantity Available - Order Point
Amount available to transfer = Quantity On Hand - Quantity Allocated - Order Point

This calculation does not take into account any quantities that are on purchase order / transfer but not received into inventory yet. This calculation is similar to Available, but removes the Order Point from the quantity available to transfer.

Quantity Available - Period Usage * Periods to Supply
The quantity available for transfer is the quantity that is beyond a multiple (with number # of periods as the multiplier) of the Max/Order Quantity in Item Maintenance.

Quantity Available - Quantity Backordered - Order Point
Amount available to transfer = Quantity On Hand - Quantity Allocated - Quantity Backordered (within look ahead days for non-stocks) - Quantity on Release Schedules (within look ahead days) - Quantity on Future Orders (F disposition; within look ahead days) - Order Point

This calculation does not take into account any quantities that are on order but not received into inventory yet.

Quantity Available - Period Usage * Periods to Supply
Amount available to transfer = (Quantity On Hand - Quantity Allocated) - (Period Usage * Number of Periods)

3. Are the calculations above the same that are used in the Transfer Requirements / Generation window?

No. These calculations are different from those used in Transfer Requirements / Generation, which gives additional options for determining what quantities are available for transfer. Creating transfers from PO Requirements / Generation enables you to transfer stock that is already in a warehouse instead of purchasing additional stock and waiting for it to arrive. It is not intended to allow you to queue up additional transfer requests and potentially create additional PO requirements as a result.

4. Are non-stock items included in items available for transfer in PORG?

In the system settings, you can also choose whether or not you want to transfer nonstock item from the source.
System Settings / Inventory Management / Purchasing / Group Purchasing:  " Use Non-Stocks as Source for Transfers "

5. Where will I see the items for transfer?

Once the requirements are generated, on the ITEMS tab, if there is an available quantity to transfer for a location that needs material, an asterisk will appear in the column next to the Recommended Quantity to Order column. If the Recommended Quantity to Order displays as a red number with parentheses, then this is the excess stock that is calculated when looking at the location that needs the item vs. the location that has excess of that item.

The amount that is available for transfer will appear in the Available Transfer Quantity column. If you want to create a transfer, drill into the asterisk.

After drilling into the asterisk on the Item tab, you'll receive the Generate Transfer for Item XYZ pop-up window.
You'll have to select Transfer Item at the Requirement Location area. Then in the Source Location section, pick the transfer location for this item. You may see multiple locations listed here if you have qty available to transfer at several locations.
Finally in the Transfer Detail section, choose the Transfer Item checkbox. The Qty to Transfer field will become enabled, so you could transfer more than what was just recommended, as long as don't exceed the Available for Transfer quantity.

Please find the detailed information of Available Transfer Quantity field and also attached a KB article so please have a look and see if that helps.

After enabling the above system setting, there is an additional setting that will be used when calculating the quantity available to transfer.
Available to Transfer - determines how the system calculates the quantity available for transfer during PO Requirements / Generation.

Options:
Available
Amount available to transfer = Quantity On Hand - Quantity Allocated

This calculation does not include any backordered quantity or order point in the calculation.

Net Stock
Amount available to transfer = Quantity On Hand - Quantity Allocated + Incoming quantity

This calculation is similar to Available, but includes quantities on PO/transfer that have not yet been received.

Net Stock - Order Point
Amount available to transfer = Quantity On Hand - Quantity Allocated + Incoming Quantity - Order Point

This calculation is similar to Net Stock, but removes the Order Point from the quantity available to transfer.

None - You never have an available for transfer quantity.

PORG Surplus
Allows the quantity to be transferred to be based on the PORG Surplus calculation. The quantity available for transfer is only surplus stock, which is equal to the net stock minus the replenishment quantity.

This prevents the issue where you can transfer quantity, but then need to purchase it because the PORG calculations and available to transfer calculations were different.

NOTE: The replenishment quantity depends on the replenishment method of the source location:

EOQ: Replenishment Qty = Order point + Economic Order Qty
UPTO: Replenishment Qty = Max (Number of Periods of Supply, Order Point)
MNMX: Replenishment Qty = Maximum Quantity
OPOQ: Replenishment Qty = Order Point + Order Quantity

Quantity Available - Order Point
Amount available to transfer = Quantity On Hand - Quantity Allocated - Order Point

This calculation does not take into account any quantities that are on purchase order / transfer but not received into inventory yet. This calculation is similar to Available, but removes the Order Point from the quantity available to transfer.

Quantity Available - Period Usage * Periods to Supply
The quantity available for transfer is the quantity that is beyond a multiple (with number # of periods as the multiplier) of the Max/Order Quantity in Item Maintenance.

Quantity Available - Quantity Backordered - Order Point
Amount available to transfer = Quantity On Hand - Quantity Allocated - Quantity Backordered (within look ahead days for non-stocks) - Quantity on Release Schedules (within look ahead days) - Quantity on Future Orders (F disposition; within look ahead days) - Order Point

This calculation does not take into account any quantities that are on order but not received into inventory yet.

Quantity Available - Period Usage * Periods to Supply
Amount available to transfer = (Quantity On Hand - Quantity Allocated) - (Period Usage * Number of Periods)

The last step is to then click the Generation Transfers button. This creates the transfers in the system and then they should just print out at the locations where transfers were requested from as long as they have their transfer scans running on a PC.


NOTES:

When in the PO Requirements Generation Criteria tab, the option to create transfers is only available when the "Purchase By Option" is set to Purchase Group ID and the Purchase Group option is set to individual locations or Location Based. It does not not apply to Regional Distribution Purchasing as that method does not compute surplus information at the individual location level in order to determine if transfers are viable.

Items with Direct Ship and or Special Order Requirements are not eligible for transferring this manner.