Complete the Transfer Manifest Process

Customer > Coordination and Logistics > Transfer Processing > Complete the Transfer Manifest Process
Merchandising and Distribution > Inventory > Inventory Management > Transfer Processing > Complete the Transfer Manifest Process
Merchandising and Distribution > Logistics > Transfer Processing > Complete the Transfer Manifest Process

Use this routine to perform the last step in the manifest process after all merchandise has been physically transferred to the new location and the delivery personnel have returned with the original manifest document. Use this process to:

This process checks your user security settings (Create a User/Group Actions - Logistics Security) to see if you are allowed to Complete Merchandise Transfer and Complete Transfer from Receiving Location Only.

Manifest Completion Exceptions

Any item on a manifest is capable of creating a manifest exception (for example, an item not delivered or a customer return not picked up). If your system is tracking manifest completion exceptions (via the Manifest Exception Retention field on the Logistics page of the Point of Sale Control Settings), then the system adds each exception to the ROUTE.EXCEPTION file, which you can use in the Report Builder to generate reports about manifest completion exceptions. Changes to the manifest are prohibited if it contains any pending transfer receiving transactions yet to be processed.

Use this field to specify a new storage location for returned items or items that were not delivered. If you specify a new storage location, you can use it as the default location for all undelivered or returned items on the manifest. Note that this field is active only for Location Tracked locations.

You can also specify different storage locations for individual pieces on the Order Completion Details screen.

The Payment option is not used with transfer manifests. The Detail option is automatically selected and the Order Completion Details screen displays, where you can record the pieces actually completed and can also record and reschedule pieces not completed.

The grid lists the documents in the transfer manifest. For each document, the following is displayed. To edit details for a document, select it from the grid. The Order Completion Details screen appears, where you can specify the transfer pieces that were actually completed or not completed during the transfer.

Document - The transfer document ID is displayed.
Complete - This column indicates whether the transfer is complete (All), partially completed (Part), or that no transfer pieces (None) were completed.
Customer Name - The account name is displayed.
Document Type - The type of document (transfer in this case) is displayed.