INTSTOCK - Internal Stock Transfer

Allows the generation of IT documents to transfer stock between departments ahead of invoicing to avoid costs being incurred by the wrong department.

Creation

User should search for contracts by inputting the AS Contract no, Vessel or Grouping Number. 

Additional Filter is available for contracts shown on the grid. 

When the internal sale contract is selected the associated internal purchases are shown on the grid below . 

The Create button will create an IT document , the internal sale contracts will have the title transfer date and sale title transfer date populated based on the IT document date. The internal purchases will have the title transfer date populated based on the IT document date. Contracts will be marked as fully invoiced.  

The user can also select to have Traffic details copied from the internal sale to the internal purchase . 

Reversal

Allows reversal of the generated internal stock transfer 

All contracts with the same IT are reversed at the same time 

View 

Allows user to review the status of the internal contracts . Users are able to view both invoiced and uninvoiced internal contracts.

 

AGSINV  when running Internal Stock Transfer ( SSU > Physical Trading > Invoicing > Tab 4 ) 

For cases when the SI is raised on the destination sale before performing the Internal Stock Transfer, an IT document be generated for the internal sale and purchase AND relevant TTD and STTD populated if the following conditions are met:

• there should be a clear path from the destination sale to the origin purchase as per current logic (based on qty and vessel)
• The AP(s) allocated to the destination sale must not have an IT document and have a blank TTD and STTD
• The associated AS(s) must not have an IT document and must have a blank TTD and STTD
• The origin P(s) must have a blank STTD.

If the criteria are not met the invoicing of the sale will be blocked and the internal stock transfer should be completed before generating the SI