Warehouse Transfer Exceptions Error

Warehouse transfer exceptions occur the shipping branch’s quantity shipped does not match the receiving branch’s quantity received. When this occurs, the material gets put into an exceptions bucket and must be reconciled.
 

From the CSD home screen you can access the WT Entry Exceptions screen by:
1. Typing WTEE in the search field on the top right corner.

a. You can also search by typing in key words in the same fields. (e.g., transfer, warehouse, exceptions etc.)

2. Clicking the MENU button in the top left, then clicking Transfer, Entry, and
Exceptions.

This will bring you to the Warehouse Exceptions Receipt Entry screen. You will need to fill out the search field.
3. From Warehouse

a. In this field you do not have to put a from Warehouse. If you leave it blank, it will show all transfers that have exceptions to them.

4. To Warehouse
5. Search

Your transfers that you have shipped that have Exceptions to then will show up. You will need to fix these exceptions so inventory can be corrected.
 

6. Click on the arrow next to the exception you want to look at and fix. A journal will pop up and hit OK.

After selecting the transfer, you want to fix the exception on you will be taken to the exception receipts detail. This shows you details about the exception and what is wrong with it.

7. Quantity the shipping branch shipped.
8. The quantity of the receiving branch counted and received.
9. The difference between the two counts.

To fix this exception you will need to do a few things.

10. Select the line by checking the on the left.
11. After selecting the line, a blue bar will appear above it.
12. You will need to select one of 4 Adjust codes to reconcile your error. To select it just click on the one you want. See the guide below to help choose which Adjust Code you will need to select.

• Adjust On Hand - Puts the inventory back in the shipped Branch.
• Adjust Unavailable Inventory - Puts the material back in unavailable
  (damaged)
• Adjust Stock Inventory - Takes inventory out of stock from shipped branch - perps out the inventory (removes it from all inventories)
• Adjust Ship From (Negative Difference) - Must have material difference in shipped branch stock or you will need to perp into inventory to make correction.

Until you reconcile the error the material will not show up in the receiving branch’s inventory.