Centralized Distribution: Options and Alerts Setup

System Options

To use Centralized Distribution, the following system options must be enabled on your system.

• "Create Transfer" (ID# 1128). If this option is NOT set to Y, P, or B, an Epicor representative must change this option for you.

• "Centralized Distribution on System" (ID# 9081). This option must be set to Y by an Epicor representative.

Application Options

Review and set up the following configuration options that apply to Centralized Distribution. For more information about an option, click the blue underlined text. For help with the Options Configuration window, click here.

• (ID# 9082) Terminal for options and security when transfers created outside of POSSpecify the terminal (it can be any terminal on the system) that will be used for the security and options needed to create transfers outside of POS.
  Currently this is used by RRP when it automatically creates transfers for a centrally received purchase order. This terminal must exist in Function MTR.  When RRP is finalizing a centrally received PO, it will read security and
  options for this terminal, its currently signed-on user ( if current signed on user is blank, the system uses the default user) and its current lockin store.  It then uses these settings in the process that RRP kicks off to create the Transfer documents that will be used to distribute merchandise to the remote store(s). This terminal/user/store must have access to POS (bit 75 “Allow access to POS”) and also the ability to create a transfer (bit 406 “Allow interstore transfers“).

• (ID# 9083) Default grid for receiving a Central Distribution POThe default grid you want to display when you are receiving a purchase order that is defined as a Centrally Received PO.   

• (ID# 9084) Default # of days to determine Auto Transfer delivery dateEnter the number of days after the Auto Transfer was created that you want the system to use to calculate the default delivery date for Auto Transfer Requests.

• (ID# 9085) Default printer for Central Distribution or Stock Transfer Balancing Transfer

• (ID# 3329) Record ‘Transfer Request Created from PO’ alertThe system will record an alert when a Transfer request document is created for the “To” store via RRP update option F from a Central Distribution purchase order received in the distribution center.

• (ID# 3345) Record "Centralized Distribution PO" in receipt alerts Indicates if an alert should be generated every time the status of a "Central Distribution PO" is changed to Receive.

• (ID#5440)   Invoice prints Mfg Part#/UPC line on TransfersSetting this option to Y will print a comment line beneath the description on the transfer, showing the manufacture part number and/or the UPC number.  You must also select which number to print using option 5437- Format of the invoice's Mfg Part #/UPC line. If you only want the manufacture number to print, set this option  to M. Note: setting up this option is optional, but Epicor recommends setting it to Yes.

Alert User Profile Setup

In the Alert User Profile window, select a User, and then indicate which Centralized Distribution alerts will display for a particular user by placing a Y in any or all of the following fields.

• Transfer Request-item not added

• Transfer Request Created via MPO (Note: you must also set option 3303 "Record 'Transfer Created via MPO' alerts" to Y in Options Configuration)

• Create Transfer Request FAILED

• Centrally Received PO in receipt

Suggested Settings for Transfer Options

For correct functionality with Centralized Receiving, Epicor recommends the following settings for the transfer options listed below.

• (ID# 530) On Transfers Update Committed Quantity? = Y

• (ID# 540) On Transfers Update Inventory Cost at To-Store? =  Either R or B. Use R if you want only Replacement Cost updated, and use B if you want both Replacement and Average Cost updated. When updating inventory cost from a transfer the system uses the transfer price, so when setting up transfer accounts in Customer Maintenance, the Std Sell Price must be set to C for Replacement Cost or A for Average Cost.

• (ID# 550) On Transfers Update Quantity on Order? = Y

• (ID# 570) Update Purchase History at To-Store?= Y

• (ID# 590) Update Date Last Receipt? = Y