Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation on how to process Inventory Transfer Order Over picking/Over shipping of items in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the process of Over picking/Over shipping of inventory items on transfer orders by the source inventory organization in NCFS. This feature allows inventory organizations to adjust the quantity over the original requested quantity on transfer orders and then ship that quantity to the requesting facility.
Overpick/Overship Inventory Transfer Orders
To complete an Overpick/Overship of an Inventory Transfer Order in NCFS, please follow the steps below. There are 21 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Supply Chain Execution tab.
Step 3. Select the Inventory Management app.
Step 4. Click on the Tasks Menu, select Picks from the Show Tasks drop-down menu, and then select Confirm Pick Slips.
Step 5. Enter your Search criteria and then click Search to retrieve the Transfer Order.
Step 6. The Transfer Order will populate and then click the Transfer Order Number.
Step 7. The Confirm Pick Slip screen will appear.
Step 8. Check the Ready to Confirm box.
Step 9. Notice the Requested Quantity is 25.
Step 10. The SSP Customer contacted the warehouse and requested an additional 5 quantity on this transfer order. Update the Picked Quantity to 30.
Step 11. Notice the Maximum Picked Quantity column is showing 49.75. This is the maximum quantity allowed to pick per the Overpick Tolerance parameter setup. Please remember to only use whole numbers when entering Picked Quantity.
Step 12. Click the Confirm drop-down and select Confirm and Go to Ship Confirm.
Step 13. The Edit Shipment screen will appear.
Step 14. Click the Ship Confirm button.
Step 15. A Confirmation window will appear. Click OK.
Step 16. Navigate back to Supply Chain Execution and Inventory Management.
Step 17. Click the Tasks menu, under the Show Tasks menu, select Inventory and then Manage Transfer Orders.
Step 18. On the Manage Transfer Order screen, enter search criteria, and then click Search.
Step 19. The Transfer Order will populate.
Step 20. Click the Transfer Order number to verify Transfer Order details.
Step 21. Click Cancel to return to Manage Transfer Orders screen.
Wrap-up
Use the steps above to Overpick/Overship inventory item quantities on Transfer Orders.
Additional Resources
- Web-Based Training (WBT) and Virtual Instructor-Led Training (vILT)
- Quick Reference Guides (QRG)