[Andrea Wasley]

Hello!

We are currently using (highly customized) NAV2009 R2 Classic.  We do not use warehouse management (picks / movements / etc) In our delivery business we process a LOT of transactions.

For example – we deliver gasoline.  Both our storage facility and our transport trucks are NAV “Locations” / “SKUs” (we inventory by vehicle, not just by storage tank).  

Unfortunately this means we have to do a LOT of transfers to move the product from the storage tank to the truck that is making the delivery.  

Basically – it looks like this:
Storage Tank –> Intransit In –> Intransit Out –> to Truck –> Customer

We would like it to be:
Storage Tank –> Truck –> Customer(s)

On the transfer – Quantity Shipped is NEVER different from Quantity Received.

We find that the ‘intransit’ entries really just make researching more difficult than helpful – every transfer has double the transactions we need.  It would also help us when reconciling fuel taxes that need to know product movement.

Is there a way to stop using the ‘intransit’ process and have the transfer really post directly from one location to the other?  

I know we can customize it, I was just hoping there was a flag to flip. 🙂

If you need any additional information to have this make more sense, let me know.  

Thanks so much!

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Andrea Wasley
Project Manager
NOCO Energy Corp.
Tonawanda NY
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[Eduardo Diaz]

Hi Andrea,

Rather than using the “Transfer Order”, try the “Item Reclass. Journal.” It will allow you to move inventory in one step.

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Eduardo Diaz
IT Director
Minequip Corp.
Miami FL
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[Alain Faivre]

Hi Andrea

One option is stock adjustment transaction, negative adjustment to decrease the main location , positive adjustment to load the truck.
I think to choose the good comprise the following constraints have to be considered:

• stock valuation, average stock cost should be transfert to truck location without change to value the cost of sale.
• reservation, on the first stage stock should be reserved on mail location at order entry than reservation should be move to truck location.

Best Regards

Alain

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Alain Faivre
faivre consulting
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[Caroline Brichford]

Agreed, since both locations are under your “care, custody and control” a stock adjustment is an appropriate solution.   If the trucks were to belong to another entity not under your umbrella and the fuel is taken as a consigned load then intransit would be the best way to handle the load under that scenario.  

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Caroline Brichford
Furukawa Rock Drill USA
Kent OH
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[Robert Buccigrossi]

I believe Eduardo has described the best scenario. If, however, there is an instance (Never is a word I try to avoid when discussing NAV transactions, lol) where the quantity is not the same, then a negative adjustment is simple to add in if needed.

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Robert Buccigrossi
Business System Improvement Manager
EBO Group Inc.
Wadsworth OH
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[Jason Luchka]

Have you considered moving the material by way of an Item Reclassification Journal entry? When you post a reclassification, you will see a Transfer ledger entry out of your storage tank and a Transfer ledger entry into your truck (without passing through an In-Transit location). There is no actual Transfer Order to review in Posted Transfer Shipments/Receipts, it’s just a transfer in the Item Ledger Entry.

We use item reclass all the time to move things between a location we ship from and a quality control location.

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Jason Luchka
Programmer / Analyst
FFR Merchandising, Inc.
Twinsburg OH
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[Andrea Wasley]

Thank you everyone!

We will start digging in to Reclass. Journals and see if it does what we are aiming for.

Typically, I will not say ‘never’ either, but in this case, the code is written so that it is not possible to ship / receive transfers with different quantities. 🙂

Thanks again for your input.

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Andrea Wasley
Project Manager
NOCO Energy Corp.
Tonawanda NY
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[David Wiser]

Reclass Journals can also be used to correct quantity errors with Transfer orders without needing to set up another transfer order.  The example would be shipping as transfer order of quantity=100.  But the actual quantity was only 90.  Due to restrictions on the transfer order, the receiving location is forced to receive the full 100 to close out the transfer order.  Then, either a reclass journal (preferred) or another transfer order (less preferred) would be needed to move the 10 back to the originating location.

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Dave Wiser
Controller
Beckwith & Kuffel
Seattle WA
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