This transaction picks against a Directed Transfer Order. The pick creates either a Site Transfer (when VIA or TO site differs from the FROM site) or a bin move (when the From and TO site are the same with no via site).

Filter and Select Transfer Order

The transfer order selection can be filtered on:

• Transfer From Site
• Transfer TO Site (final destination for the transfer)

Order — Select the order to pick. Orders available to select have a remaining quantity to pick and may be filtered from the site assignments above. When the Require Approval to Release Directed Transfer Orders setting is set to true, only released orders are available to select. The Transfer To and Via site associated with the order are displayed in text after the order is selected.

Pick To Bin (multi-bin environments) — Displays on this screen when the Pick To Bin for Directed Transfer setting is set as:

• Site Purchase Receipts Default
• Site Order Fulfill Default
• Site Materials Issue Default
• User Assignment at Start of the Transaction

This represents the bin for either the VIA or TO site that the items will be moved to with the site transfer. The bins available in the lookup represent the bins based on the first transfer step.

Starting Bin (multi-bin environments) —Enabled when the Directed Transfer Pick List sort order is set as either Default Bin or Line Number. This optional field allows the user to select the starting bin location for the pick for multiple pickers.

Pick Items

Item — The item field is populated with the first item to pick based on the Directed Transfer Pick List sort order. If the Starting Bin was set, the first item is based on that selection. When the item is selected, the item description, quantity to pick, and the pick status are displayed for the user. The Item field is a lookup list. A different item can be scanned or selected from the list. Since the next item is defaulted, when the lookup list is opened, use the X to clear the item and display the entire list. The list represents the remaining items to pick on the order. Once the item is picked complete, it is dropped from the list.

From Bin — Defaulted from the Sales Order Fulfillment default for the item + site. If no default is set up in GP, the field is empty for bin selection. The current available quantity is displayed under the From Bin. If the bin is defaulted, a different bin can be scanned or selected. If using the lookup list for bins (which includes the available and on-hand quantities for the item), use the X to clear the defaulted bin.

The Bin field can be set to read only with the Set From Bin Read Only setting. This requires that all items to be picked must have an item-site sales order fulfillment default bin set up in GP.

When Allow Negative Available Quantity on Directed Transfer Pick is set to false, bins with no quantity cannot be selected. The quantity available to enter is validated to the available quantity. When set to true, allows quantity-tracked items to be negative for the bin. This requires GP inventory setup to allow transfer overrides.

Scan to Validate Item — Validates the pick of the item selected in the Item field. When Require Scan for Directed Transfer Picks = true, the item code must be either scanned or key entry. The enter key to validate is disabled.

UOM — Populated by the unit of measure on the directed transfer order.

Quantity — Enter the quantity to pick.

If the item is LOT tracked, the lot and lot quantity are captured.

If the item is SERIAL tracked, the serial field is enabled. When the number of serial numbers captured meets the quantity to pick, the user is set to the next item to pick.

To Bin — If set on the order screen, it is defaulted and set to read-only. Otherwise it is enabled and defaulted based on the Pick To Bin for Directed Transfer settings:

• Item Purchase Receipts Default
• Item Order Fulfill Default (only use for Site Transfer logic)
• Item Material Issue Default
• User Assigner per Item

Next Item Actions Button

To skip an item in the navigation, use the Next action button.

Next action button for skipping items during picking

Review Screen

The review screen displays the line items on the entire order. The sort order is based on the item pick status. Items picked complete are dropped to the bottom of the list and the item number is displayed in green. Items to be picked are displayed in red at the top of the list. If there is a partial pick, the item number is displayed in blue.

Submit Logic

Same Site (FROM and TO) — If the directed transfer order has a TO and FROM with the same site, the pick process completes bin-to-bin moves. The submit updates the Directed Transfer Order with the picked quantities.

VIA Site — If the directed transfer order has a VIA site, a Site Transfer is created in GP to the Via Site. An Inbound Transfer Order is automatically created for the destination site to complete the receiving step. Note: The Site Transfer must be posted in GP prior to the second transfer (Transfer Receipt) being completed.

Different Sites (no VIA) — If the directed transfer order has a TO and FROM with different sites and no via site, the Transfer Order is created. No further transfers are required.