Execute Transfer
Explanation
Use this activity to transfer the product structures and routings created for
estimate items to manufacturing.
Prerequisites
- Estimate revision must be in Confirmed status.
- For the same estimate revision transfer can not have been performed
previously.
- All the error logs related to transfer must have been resolved.
System Effects
- Error logs are created for conflicts that occur during transfer.
- Information logs are generated when the transfer is successfully executed.
- Only the modified structures/routings are transferred for existing parts.
- For existing parts new structure/routing revisions are created in
manufacturing with the given phased in date.
- For new parts master part, inventory part and structure/routing records are
created.
Window
Estimate
Related Window Descriptions
Estimate
Procedure
- Open the Estimate
window and use right- mouse button Transfer products... from Items/Product area.
Now search for the top part from Transfer Estimate Products window.
- In the Transfer Estimate Products window select what type of
transfer you want to perform by selecting one of the check boxes from
Create Prototype Structures/Routings, Create Manufacturing
Structures/Routings and Create Only Master and Inventory Parts.
- If you want to transfer only the new parts created in estimate and not
existing modified parts, select Transfer Only New Parts check
box.
- Enter a phase in date for the new structure/routings to be created.
- In the table in the middle part of the window, you can define new part
numbers and descriptions for the estimate items. You can create a new part
from an existing part by changing the part number.
- Save the changes.
- Right click on the header and click Execute Transfer.
- A background job is added for the transfer and the
status of the window will change to In Progress.
- If there are no errors and the background jobs are ready, the status of the window
will change to Transferred.
- If there are errors, they are logged into
Estimate/Log tab. Logged errors should be resolved prior to
re-transfer.