Venture

Changes:

• Adding and editing has been separated into two different permissions.  Everyone who had add/edit permissions has been given edit permissions.  If you need to be able to add vendors, Tonja or Tony can set that up.
• Mousing over line-items comments in the order preview in order lookup now shows you the full text of the lookup.
• Canceling orders now requires a “cancellation reason”.  Those are in a drop down menu displayed at the time the order is cancelled.  They should be pretty self-explanatory
• Notes on orders can now have a follow up date. Setting a follow up date on a note on an order will cause the number of notes to show red in order lookup if the current date is equal to or after the follow up date. Notes that have met their follow up date will show in red when you go to view the notes. The follow up date can be cleared on the note by either right clicking on it in the first notes screen or clearing it out under the notes details.
• Transfers and P/O’s now each have their own entry screen in Venture.  Both are accessed under “Vendors” in the main menu.
• Venture now has transfer backorders.  More on this below.
• Allocating items to sales orders has changed.  You can also allocate to transfer backorders.  More on this below.

Transfer Backorders:

Transfer backorders are a request for material to be transferred from one branch to another, and the material must be allocated in the source branch before the transfer will be created.  This differs from a standard transfer you may be used to in Venture in that the material isn’t automatically allocated.

There are two ways to create a transfer backorder, one is by selecting a different source warehouse than the ship warehouse during sales order processing and setting the fulfillment flag to “Warehouse”.  This will automatically create the transfer backorder, and if you edit the sales order line, the requirements in the source warehouse are automatically updated.

The other way to explicitly create a transfer backorder.  The way you do this is to start a transfer, which is under Vendors->Create Stock Transfer.  You’ll be asked to select the source and the destination warehouse:

After selecting the warehouse, you enter the items on the transfer.  There are two quantity fields, quantity ordered and quantity shipped.  If you leave quantity shipped set to zero, then the item creates a transfer backorder:

You won’t see the item show up on the transfer, and you won’t get a system transfer number, but the item will be added to the transfer pool.  You can see items in the transfer pool from the main lookup, a “*” search shows you all transfer backorders that haven’t been allocated and an “=” search shows you all transfer backorders in the source warehouse.  An example would be “=11″, which would show you all transfer backorders sourced from Omaha.

If you want to create an actual transfer, then set the quantity shipped in the transfer processing to a positive value:

Once you accept the item it will create a transfer and you will see the item on transfer and get a system transfer number:

Usually, you will set quantity shipped the same as quantity ordered, but you can set quantity shipped to less than quantity ordered if you want to put some of the item on a transfer backorder.

The only way an item gets allocated in the source warehouse without having to be allocated in a separate step is if you set the item as shippable on a transfer.Items on transfer backorders can be cancelled, they’ll show up in the lookup without a sales order number, and you simply right click them and there’s a menu option to delete them.

Before an item on a transfer backorder can be put on a transfer, it has to be allocated.  This is accessed under Items->Allocate Items - Transfers in the main menu.  The first step asks you which warehouse you’re allocating from and there’s a couple other optional filters:

After selecting your warehouse and optional filters, you will be presented step-by-step screens that show items that have free stock and can be allocated to any transfer backorders out there.  If there is sufficient free stock, the quantity to allocate is filled in with the amount backordered, otherwise you have to manually allocated to the transfers.  Here is an example screen:

Notice that there are 113 free, and only 6 backordered, so the quantity to allocate has been set to 6.  To change the value to allocate, double click on the number.  If you wish to skip allocating the item, just click the “Skip This Item” button, and the next item will be shown.

Once you’ve went through all the items to be allocated, the allocation screen will automatically close.

When you’re ready to create the transfer(s), go to Vendors->Create Automatic Stock Transfers from the main menu, and you will be asked what source warehouse you wish to create transfers from and an expected ship date.  After you click “OK”, Venture will tell you in the console how many transfers were created with how many lines.  If there are multiple destination warehouses, Venture will create a transfer for each destination warehouse in one step.  You can see the transfers created in the P/O lookup.

Sales Order Backorder Allocation:

This works exactly the same as transfer backorder allocation, except instead of allocating items to transfer backorders, they’re being allocated to sales orders.  To relieve backorders on sales order go to Items->Allocate Items - Sales Orders from the main menu.  You will be asked which warehouse to do the allocation for and there’s some optional filters to narrow results if needed.  The allocation screen is exactly the same as for transfer allocation and works the same.  Only items that have free stock and are backordered on a sales order are shown.