This page enables you to plan to move an amount of inventory from one location to another. The process is manual, and used when the occasional requirement to move inventory is identified. For example, in situations where out-of-the-ordinary rebalancing needs to take place.
Select a product from the list.
Inventory Excess and Shortfall by Scenario
Inventory levels at the distribution centers.
Select a Committed Scenario from the list.
Parameters
Request Transfers and Transfer for Approval (applies to all scenarios)
| Parameters | Values |
| Period Created | Time period when the request is created. |
| Product | Product for which the stock needs to be transferred. |
| Transfer Lane | The source and target distribution centers. |
| Requested Period | Period when the target distribution center got the request. |
| Lead Time | Populated based on the time mentioned in the Update Transfer Lane Properties. |
| Shipment Period | Requested Period + Lead Time. |
| Requested Quantity (U) | Quantity needed to be transferred. |
| Effective | Inventory transfer request needed to be considered during the DC inventory calculations before approval. |
Steps
Inventory Transfers Workflow
- Select Create Transfer Header under Request Transfers.
- Select Submit to confirm.
- Select the product for the inventory transfer.
- Select Create Transfer Requests.
- Fill the required details for the inventory transfer.
- Approve the transfer request and select Approve.
Once approved, the inventory transfer request is considered during the DC inventory calculations. It's assumed that you have placed the transfer order in the ERP system to be included the next time inventory transfers are loaded into Anaplan.
To delete the Inventory transfer request, select the Delete checkbox against the inventory transfer request, and select Delete Selected Transfers.
Deletion of selected transfer process is initiated.
