Auto Transfer (Auto TO)

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About Auto Transfer
Prism Auto Transfer enables retailers to automatically generate transfer documents to redistribute merchandise.
Auto Transfer has several practical uses:

• Move merchandise from a store overstocked in certain items to stores that are under-stocked, thus maintaining balanced inventory levels at all locations.
• Transfer merchandise from a soon-to-be-closed store to remaining open stores.
• Automatically transfer seasonal merchandise from a central warehouse to stores for end-of-season closeouts.

Auto Transfer gives retailers flexibility in redistributing merchandise:

• Transfer a certain percentage or a specific quantity from the source store
• Distribute the items to stores based upon each store's Min levels, Max levels or a custom level relative to the Min/Max.
• Optionally distribute items equally to each target store.
• Use Item Filters to include only certain items on the transfer documents.
• Auto TO analyzes inventory and generates a list of proposed transfer items with the optimum distribution of quantities.

Auto Transfer analyzes inventory and generates a list of proposed transfer items with the optimum distribution of quantities. Auto Transfer always considers quantities on hand. The analysis can optionally consider "committed" quantities (quantities committed into/out from a store) on SOs, TOs, POs, ASNs and In-Transit (in) for both the source and destination stores.
You can review the list of proposed items and mark/unmark items. Once the desired items are marked, Auto TO will generate the transfer orders or transfer slips. When Auto Transfer generates transfer orders, a single transfer order is created. This single TO can then be used to generate slips for each destination store, or the single Transfer can be referenced on manually created slips. When Auto Transfer generates out slips, slips are generated for each store to which quantities are being transferred.
Features

• Save configuration settings with a unique name so the settings can be easily reused later.
• Generate transfer orders or transfer slips.
• Analyze all inventory or a filtered subset of inventory.
• Generate transfer documents for any or all stores.

Limitations/Requirements

• Define Min/Max values for inventory before using Auto Transfer: You must first define Min/Max values for inventory items at the source store and all target stores. (Use Auto Min/Max to calculate and enter Min/Max values)
• Single-Subsidiary: The target stores for the TOs/Slips are limited to those for the selected Subsidiary.
• Full-control Serial/Lot Number Items: Full-control serial and lot number items cannot be included on auto-generated transfer slips documents because entry of a number is required; however, they can be included on transfer orders and held slips because entry of a number is not required. Partial-control serial and lot numbers can be included on slips because entry of the number is optional.
• Maximum of 5,000 items per auto-generated transfer order: If the analysis finds more items, multiple transfer orders will be generated.
• Negative OH Qty for source, target are considered ‘0': For example, if a Source Store has OH = -10, it will be considered as ‘0' for the Auto TO analysis. Similarly, if one of the Target Stores has OH = -25 - this will be considered as ‘0' for the Auto TO analysis.

Auto Transfer Permissions
You can control employee access to different features of Auto Transfer using the following group permissions:

Permission	Description
Auto Tools - Access Auto Transfer	Allow group members to access the Auto Tools > Auto Transfer area.
Auto Tools - Configure Auto Transfer	Allow group members to edit configuration settings for Auto TO. Users can save configuration setting with a unique name for later reuse.
Auto Tools - Generate Auto Transfer	Allow group members to generate the transfer orders or transfer slips for the marked items.
Auto Tools - Run Auto Transfer	Allow group members to generate a list of proposed items and documents based on Auto TO analysis and configuration settings. Users can then mark/unmark items as needed

Access Auto Transfer
From the Prism menu, click Store Operations.
Navigate to Auto Tools > Auto Transfer.

Auto Transfer has two areas: Calculate Transfer and Review Transfer.
In the Calculate Transfer area, define configuration settings (or load an existing configuration) and run the analysis. In the Review Transfer area, review the list of proposed transfer items, mark/unmark items, and generate the transfer documents.
Click the drop-down to load an existing configuration:

Calculate Transfer
Auto Transfer generates transfer documents based on the configuration settings defined in the Calculate Transfer area and the results of the quantity analysis.
The analysis always takes into consideration:

• OH Qty at all the stores involved
• Min and Max quantities at all the stores involved.

The analysis can optionally include:

• Quantities "committed in" or "committed out." For example, quantities committed in on purchase orders or committed out on sales orders.
• Quantities in-transit into or out from the source store.

New Configuration
Click the New button on the bottom menu of the Auto TO Configuration screen.
The configuration screen has two panes:

• The left TO Details pane is static and has general information about the configuration, including the Subsidiary and type of transfer document to generate (slips or TOs).
• The right pane has a set of tabs that users navigate to define: Target locations, Distribution options, Committed quantity options for the source store and Committed quantity options for the destination store.

After entering and saving the configuration settings with a unique name, click Run to start the analysis.
Sample Auto TO Configuration screen:

Refer to the following table and subsections for information about the Auto Transfer Configuration settings.

Auto TO Configuration field	Description
Subsidiary	Each Auto Transfer analysis is for a single subsidiary. Select the desired Subsidiary from the drop-down. The Stores section of the screen is updated based on the selected Subsidiary. Within the selected subsidiary, all stores can be included in the Auto Transfer Details or a selected subset of stores.
Load Configuration	If there are previously defined configurations, users can select the desired configuration from the Load Configuration drop-down. Loading a configuration will update the fields on the Auto TO Details screen. Users can then click the Edit button, modify the configuration as needed and save the updated settings with a unique Name.
Configuration Name	Enter a name for the configuration. Maximum 200 characters
Associate	The Associate whose name will be entered on the auto-generated Transfer Orders/Slips.
Document Type	Select the transfer document type that will be generated: Transfer Orders, Transfer Slips, or Held Slips.
Source Location	The location that is the source for the transfer. The items will be transferred out of this store's inventory.
Active Date	The Active Date is the date when the generated transfer documents become active. Before the Active Date, the generated transfer documents will be inactive. You have option to select from specific date or Days from Generation Date If you don't select a specific date or enter a Days from Generation Date value, documents will be generated on the current date. To select a specific date, click the calendar icon and select the desired date. To enter  Days from Generation Date value, enter the desired offset in the Active Date field. For example, if the current date is May 30 and the offset entered in the Active Date field is 5, then documents will be generated on June 4.
Note 1 - Note 2	(Optional) Enter notes that will appear in the Note fields on each Transfer/slip generated (30-character maximum). When generating slips, the notes will appear in the first available (empty) Comment field(s).

Locations
The Locations tab displays the individual destination store locations for the selected Subsidiary. All the Subsidiary's stores are listed (except the Source Store). Click the checkbox for each destination store for the transfer.
Sample Locations tab:

Distribution Options
The distribution options tab has settings that determine how the available quantities will be distributed among the selected destination locations.
When Qty Required exceeds Qty Available
There may be times when the quantity required at target stores exceeds the quantity available at the source store. In that situation, Auto TO follows this three-step process:
Step 1: Distribute a quantity of one to stores with zero OH Qty. This ensures that out-of-stock stores will at get something.
Step 2: Distribute a quantity proportional for Required Qty for each target stores (round down if necessary).
Step 3: Distribute the remaining quantity one-by-one until the Remaining Qty at the source store is zero.

Distribution Field	Description
Distribution Method	Select Available %, Forced %, or Specific Quantity: Available %: Enter the percentage of the source store's inventory available for distribution.  This option limits how much of the source store's inventory can be used for transfers. Forced %: Enter a specific percentage of the source store's inventory that you want to distribute.  The system will consider Min or Max levels if one of those options is selected on the Distribution Options screen for the Target store, but after the Min or Max level is attained, quantities will be distributed one at a time among your stores until the Force Distribution % has been reached. Setting this option to 100% is a convenient way to transfer merchandise out of the warehouse for end-of-season closeouts, or from a store that is scheduled for closing. Specific Qty: Enter an exact quantity of the source store's inventory that you want to distribute.  The system will still consider Min or Max levels if one of those options is selected on the Distribution Options screen for the Target store, but after that level is attained, quantities will be distributed one at a time among your stores until the Qty To Distribute has been reached.
Even Distribution	If the Even Distribution checkbox is selected, Auto TO will distribute transfer quantities evenly among the selected target stores (the checkbox is not available if Available % is selected as the Distribution Method).
Fill Level/Percentage	Select a fill level. Minimum: Fill to the minimum level. Maximum: Fill to the maximum level. Percentage: Fill to a percentage anywhere between the Min and Max. For example, 50 percent of Maximum or 100 percent of Minimum.
Allow Transfer when at/above Minimum	This setting is SELECTED by default for the Forced % and Specific Qty distribution methods. SELECTED 1) If current on-hand (Adjusted qty after adding and deducting committed qty's) is BELOW the target LEVEL quantity, include that item/store in the transfer. 2) If current on-hand is AT OR ABOVE the target LEVEL quantity (depending on Fill level selection), do not include that item/store. In other words, when SELECTED, check against the target LEVEL quantity (depending on Fill level selection) and ignore the MIN quantity. UNSELECTED 1) If current on-hand quantity is BELOW MIN quantity(Min qty of the store) - include that item/store in the transfer. 2) If the store's current on-hand is AT OR ABOVE MIN quantity - skip the that item/store. In other words, when UNSELECTED, check against the MIN quantity. If below MIN qty - send the item, but if the store has at least MIN quantity - skip the item (the store has enough, no need to send it). Background: The Min and Max levels used by Auto TO represent a range the retailer wants to stay within. Ideally, on-hand quantity will not go below the Min or above the Max. If the item is above the Min level at the destination store(s) and "Allow Transfer when at/above Minimum" is disabled, the item will not be included in the Auto TO analysis. However, there are situations when retailers want to re-order (or transfer) items that are above the Min at the destination store(s). A use case is before a sale season or Christmas when a retailer wants inventory brought up to the max level. For such situations, enable "Allow Transfer when at/above Minimum" to bypass this restriction.
Item Filter	Users can define an item filter. If an item filter is defined for a configuration, only items matching the filter criteria will be included on the generated transfer documents.

Sample Distribution Options for Auto Transfer:

Item Filter
Select a field in the left column and then click Add.
A dialog for entering criteria is displayed. Enter the desired criteria and select a logical condition (Contains, Equals, etc.). Click the Save button to save the changes.
The entered criteria are added to the list.
Enter additional criteria in the same manner as needed.
Click Close when finished defining the Item Filter.
Full-Control Serial, Lot Number items excluded
Full-control serial and lot number items cannot be included on auto-generated documents because entry of a number is required. Partial-control serial and lot numbers can be included because entry of the number is optional.
Committed Source
The Auto Transfer analysis can optionally take into consideration the quantities committed into or out of the source store inventory. For example, quantities listed on sales orders will be removed from the source store inventory when the customer picks up the item. If sales orders are selected on the Committed Source tab and the order falls within the defined date range, the analysis will subtract those quantities from the OH Qty to determine the quantity available. For each selected document type, define a date range. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.

Committed Source field	Description
In Transit (in)	If selected, item quantities that are in transit to the source store are included in the Auto Transfer analysis.
Sales Order	If selected, sales orders at the source store are included in Auto Transfer analysis. In addition, select a date range for the sales orders. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
ASN	If selected, ASN vouchers are included in the Auto Transfer analysis. In addition, select a date range for the ASNs. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
Transfer Order (in)	If selected, transfer orders that will transfer quantities into the source store are included in the Auto Transfer analysis. In addition, select a date range for the transfer orders. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
Transfer Order (out)	If selected, transfer orders that will transfer quantities out of the source store are included in the Auto Transfer analysis. In addition, select a date range for the transfer orders. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
Purchase Order	If selected, purchase orders bringing item quantities into the destination store(s) will be included in the analysis. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again. In addition, you can define a PO filter to filter the included POs by various fields like Shipping Date, Type, Subtotal and Total.

Sample Committed Source screen with document types to include in the analysis:
 
Committed Destination
Users can select a similar set of options for the destination store(s). For example, the quantities listed on purchase orders will be shipped to the store, increasing the on-hand quantity; therefore, including purchase orders on the Committed Destination screen will reduce the quantity that needs to be sent to that store. If Sales Orders are included in the analysis for the destination store(s), the quantity may be even farther away from the min/max and require a greater transfer quantity to bring it back up to the min level.

Committed Destination field	Description
In Transit (in)	If selected, item quantities that are in-transit to the destination store(s) will be included in the analysis.
Sales Order	If selected, sales orders at the destination store(s) will be included in the analysis. In addition, select a date range for the sales orders. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
ASN	If selected, ASNs at the destination store(s) will be included in the analysis. In addition, select a date range for the ASNs. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
Transfer Order (in)	IIf selected, transfer orders transferring item quantities into the destination store(s) will be included in the analysis. In addition, select a date range for the transfer orders. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
Transfer Order (out)	If selected, transfer orders transferring item quantities out from the destination store(s) will be included in the analysis. In addition, select a date range for the transfer orders. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again.
Purchase Order	If selected, purchase orders bringing item quantities into the destination store(s) will be included in the analysis. Click the plus sign button to display a drop-down for selecting a date range. You can add multiple date ranges if desired by clicking the plus sign button again. In addition, you can define a PO filter to filter the included POs by various fields like Shipping Date, Type, Subtotal and Total.

Date Range Filters
For each document type included in the analysis (checkbox selected), you can define one or more date range filters. Only documents within the defined date range(s) will be included in the analysis.
To define a date filter:
Make sure the checkbox for the document type is selected and then click the plus sign button.
Sample Sales Order document type selected:

A drop-down for selecting a dynamic date range is displayed. Select the desired date range.
Add more date ranges in the same manner if needed.

PO Filters
Additional filter options are available for purchase orders. The PO Filter elements provide greater control over the purchase orders included in the analysis. For example, only include purchase orders within a defined Shipping Date range, or purchase orders with an Order Qty less than or greater than the defined amount.
The following PO filter elements are available: Disc Amt, Disc Perc, From So, Instruction 1 - Instruction 5, Modified By, Note, Ord Qty, PO No, Subtotal, Total, Type, Shipping Date and Vend Acct No.

Run Auto Transfer Analysis
With the desired configuration settings loaded, click Run.
A green toast informs the user that the process has started. A bar along the top indicates the process is still running. The amount of time required depends on the number of items and locations involved.

When the process is finished, another green toast is displayed.

Transfer Review (Marking/Unmarking Items)
When you run the Auto Transfer process, the process generates a list of proposed transfer items. You can accept any or all proposed items by marking/unmarking items. Unmarked items will be discarded when you generate the transfer documents. By default, all items are marked. You can delete unmarked items from the list.
In the Auto Transfer area, click Options > Transfer Review.
In Prism 2.3 and later, the Transfer Review screen includes a Configuration drop-down that enables you to select the desired configuration to review. When a configuration is chosen from the dropdown, only the TOs proposed by that configuration are shown. 
By enabling users to select the desired configuration, Auto Transfer can be used:
By more than one user at a time on the same Prism install
In multiple places in the enterprise
Sample Auto TO Transfer Review showing Configuration dropdown:
By default, all proposed items are marked. You can filter the list by different elements. Select an element from the Search By dropdown and then enter the needed criteria for the element and click Search.
Sample list of proposed transfer items:

To ...	Do this ...
Mark/Unmark a single item	Click the Marked column for the item in the Results grid to select or clear the column.
Mark/Unmark all items	Click Mark/Unmark All.
Delete unmarked items	Click Delete Unmarked. All unmarked items are removed from the list of items.

What if I don't like the results and want to start over?
Go back to Options > Transfer Configuration, adjust the configuration settings as needed and run the analysis again. When you click the Edit button to edit a configuration, a warning message explains that any existing records awaiting review will be overwritten. Click Yes to proceed or No to cancel the edits (for example, if you decide to create a new configuration from scratch.)

Generate Documents
When all items are marked/unmarked as needed and the unmarked items are deleted, click Generate Marked.
When you click Generate Marked, Auto Transfer generates transfer documents for the marked items. The generated documents will be either transfer orders or transfer slips, depending on the configuration settings.
You are warned that you are about to create documents. Click Yes to proceed.

When the process is finished, a green toast message is displayed.

If generating slips, the source store inventory is updated when the slips are generated. The target store inventory will be updated when the merchandise is received on a transfer voucher (use transfer verification).

Options Menu
While working in Auto Transfer, clicking the Options button on the Auto Transfer screen will display a menu for accessing other areas of Auto Tools:
Sample Options menu displayed in Auto Transfer:
 
Refer to the following table for information about the options:

Options menu	Description
Min Max Configuration	Takes the user to the Min Max Configuration area.
Min Max Review	Takes the user to the Min Max Review area
Purchasing Configuration	Takes the user to the Purchasing Configuration screen where the user can select a configuration to view/edit or add a new configuration.
Purchasing Reviews	Takes the user to the Purchasing Review screen where auto-generated purchase orders can be viewed and marked.
Transfer Configuration	Takes the user to the Transfer Configuration screen where the user can select a configuration to view/edit or add a new configuration.
Transfer Review	Takes the user to the Transfer Review screen where auto-generated transfer documents can be viewed and marked.

Auto Transfer Log Files
CALCULATE_LOG setting in Backoffice.ini
The BackOffice.ini has a configuration setting for Auto TO logs:
[AUTOTO]
CALCULATE_LOG=1
There is no entry in Backoffice.ini for this setting by default; you must manually add the setting to the BackOffice.ini, 1 = logging turned on, 0 = off.
When CALCULATE_LOG=1, the system will generate log files from the initial Auto TO calculation of the distribution of items.

Scheduling Auto Transfer
Use the Web TTK Task Scheduler to schedule auto utilities, including Auto Transfer.
Available methods

• autoTORun
• autoTOMark
• autoTOGenerate

AutoTORun
Use this method to run Auto Transfer using the configuration parameters for the entered SID. (Same as loading a configuration and clicking the "Run" button)
URL:   /api/backoffice?action=AutoTORun
Payload:  {"data":[{"AutoTOConfigSid":"666647777000160009"}]}
 
AutoTOMark
Mark all items in the list. (Same as clicking the Mark All button.)
URL:   /api/backoffice?action=AutoTOMark&filter=
Payload: {"data":[{"mark":true}]}

AutoTOGenerate
Use this method to generate transfer documents for the marked items. (Same as clicking the Generate button.)
URL:   /api/backoffice?action=AutoTOGenerate
Payload:  {"data":[{"filter":""}]}

Auto Transfer Qty Values
The following database tables/columns provide the key quantity values used by Auto Transfer:

• On hand qty: invn_sbs_item_qty.QTY
• In Transit (in): invn_sbs_item_qty.TRANSFER_IN_QTY
• In Transit (out): invn_sbs_item_qty.TRANSFER_OUT_QTY
• SO QTY: document_item.QTY - document_item.ORDER_QUANTITY_FILLED
• ASN QTY: vou_item.QTY
• TO in QTY: tord_qty.ORD_QTY - tord_qty.SENT_QTY
• TO out QTY: tord_item.ORD_QTY - tord_item.SENT_QTY
• PO QTY: po_qty.ORD_QTY - po_qty.SENT_QTY

Auto Transfer Use Case - Available %
In this use case, a merchant wants to generate transfer orders to two target stores (Str2 and Str3). The merchant only wants 75% of Inventory to be used in the calculations. This ensures that 25% of the Source Stores' Inventory will remain after the transfer. The Fill Level is set to Max, which means the Source Store will send enough to bring each target store to its Max level (if available).
Source Store:

• Source store committed qty = 30
• Source Store Final qty - 22 (30 * 75/100)
• Source store  sent qty - 22
• Distribution: Available %
• Fill Level - Max

Target Stores:

	Min	Max	Committed	Final	Sent
Str2	45	55	12	43 (55 - 12)	9
Str3	45	55	3	52 (55 - 3)	13

Calculations:
22/95 * 52 = 12
22/95 * 43 = 9
Note that the calculations produce a total of 21 (12 + 9), but the Available Qty at the Source Store and the Received Qty at the Target Stores is 22, so there is still 1 qty left. That 1 qty will be sent to the store that requested the most: Target Str3 (12 + 1 = 13).
Auto Transfer Use Case - Forced %
In this use case, the merchant wants to generate transfer orders to three target stores (Str2, Str3 and Str4). The Distribution method is  Forced % and set to 80%. The Fill Level is set to Max. When using Forced %, the target stores will receive the available quantities even if the quantities bring the stores above the Max level. The "Allow transfer when at/above minimum" setting is enabled.
Source Store:

• Source store committed qty = 148
• Source Store Final qty - 118 (148 * 80/100)
• Source store  sent qty - 118
• Distribution: Forced % (80)
• Fill Level - Maximum
• Allow transfer when at/above minimum - enabled

Target Stores:

	Min	Max	Committed	Final	Sent
Str2	45	55	48	7 (55 - 48)	32
Str3	45	55	41	14 (55 - 41)	39
Str4	45	55	33	22 (55 - 33)	47

Calculations
118 - 43 (22 + 14 + 7) = 75
75/3 = 25
Store 4 = 22 + 25 = 47
Store 3 = 14 + 25 = 39
Store 2 = 7 + 25 = 32
Auto Transfer Use Case - Specific Qty
In this use case, the merchant only wants to send a specific quantity of Inventory, so the Distribution Method is set to Specific Qty (60). The Fill Level is set to Max; however, the "Allow transfer when at/above Minimum" preference is disabled, so in effect it will be the same as if the Fill Level was set to Min. This has a direct effect on the distribution for Target Str2. The Committed Qty calculations for Target Str2 equal 48, which is above the Min Level of 45; therefore, Str2 is completely excluded and receives no quantity. The Committed Qty calculations for Target Str3 and Str4 equal 41 and 33 respectively, which are below the Min Level of 45; therefore, these stores are included in the distribution.
Source Store:

• Source store committed qty = 148
• Source Store Final qty - 60
• Source store  sent qty - 60
• Distribution: Specific Qty (60)
• Fill Level - Maximum
• Allow transfer when at/above minimum - checked

Target Stores:

	Min	Max	Committed	Final	Sent
Str2	45	55	48	7 (55 - 48)	12
Str3	45	55	41	14 (55 - 41)	20
Str4	45	55	33	22 (55 - 33)	28

Calculation:
60 - 43 (7+14 + 22) = 17
17/3 = 5.66 (round down to 5)
Store 4 = 22 + 5 = 27 -> 27 + 1 = 28
Store 3 = 14 + 5 = 19 -> 19 + 1 = 20
Store 2 = 7 + 5 = 12
We still have 2  remaining qty's - it will be sent to the stores with most requested one by one

Auto Transfer Use Case - Specific Qty (Even Distribution)
In this use case, the merchant wants to send a Specific Qty (60) to three target stores (Str2, Str3 and Str4); however, the merchant wants each target store to receive the same quantity so the Even Distribution checkbox is selected in the Auto TO configuration. The Fill Level is set to Max.
Source Store:

• Committed Qty: 148
• Source Store Final Qty: 60
• Source Store Sent Qty:  60
• Distribution: Specific Qty (60)
• Even Distribution
• Fill Level: Max

Target Stores:

	Min	Max	Committed	Final	Received
Str2	45	55	48	7	20
Str3	45	55	41	14 (55 - 41)	20
Str4	45	55	33	22 (55 - 33)	20

Sample Auto Transfer Committed QtyAnalysis
The following section goes through a sample analysis for Auto Transfer. The analysis answers the following questions:

• How many units are available to send at the source store?
• How many units are available to receive at each target store?

How many units are available to send at the source store?
Sample Source Store #001 Available Qty Analysis, starts with OH Qty of 10 and then adds or subtracts quantities based on the included documents:

Available Qty			0.0
	OH Qty		10
	Transit In		+8
		Transit Out	-1
	Sales Order		-2
	Purchase Order		+1
	ASN		+1
	Transfer Order: In		+2
		Transfer Order: Out	-3
Final Qty Available to Send
	Available % | Force %	75%	12
	Quantity	10	10

How many units are available to receive at the target store?
In this example, the target store is configured to receive up to 40% of the Min-to-Max percentage. The Max is 14 and Min is 9 so the Available Quantity to Receive is 9.
The Sample Target Store starts with OH Qty of 10. After analyzing documents, the Available Quantity is 16. The store needs a quantity of 14 to bring it to the Max level (30), 9 to bring it to the Min Level (25), and 11 to bring it to the 40% Min to Max Level (configured in Auto TO Distribution options). So the Available Qty to Receive is 11.

Available Qty			0.0
	OH Qty		10
	Transit In		+8
		Sales Order	-2
	Purchase Order		+1
	ASN		+1
	Transfer Order In		+2
		Transfer Order Out	-3
			17
Available Qty (Committed)
Final Qty Available to Receive
	Max	30	14
	Min	25	9
	% Min to Max	40%	11

Sample Auto Transfer Distribution
This section takes a close look at how Auto Transfer distributes quantities using the following steps:
Step 1: Distribute at least qty of one to stores in need (shortage)
Step 2: Distribute qty proportional for Required qty and rounding down to destination stores
Step 3: Distribute the remaining quantity one-by-one until the remaining qty is zero.
This section takes a closer look at how the distribution steps are applied, depending on how many quantities are available to send from the source store and how many are required at the target stores.
Example 1
Available to Send From Store #001: 1

To Store	Adj OH Qty	Min/Max Qty	Required Qty	1st Step Fill Qty	Final Fill Qty
#002	0	6	6
#003	0	7	7	1	1
#004	2	3	1
#005	4	9	5
#006	5	16	11
Totals			30	1	1

Step 1 Distribute at least one quantity to stores in need (those with greatest shortage)

Example 2
Available to Send From Store #001: 2

To Store	Adj OH Qty	Min/Max Qty	Required Qty	1st Step Fill Qty	Final Fill Qty
#002	0	6	6	1	1
#003	0	7	7	1	1
#004	2	3	1
#005	4	9	5
#006	5	16	11
Totals			30	2	2

Step 1 Distribute at least one quantity to stores in need (those with greatest shortage)

Example 3
Available to Send From Store #001: 3

To Store	Adj OH Qty	Min/Max Qty	Req. Qty	1st Step Fill Qty	Required Qty	2nd Step Fill Qty	Req. Qty	3rd Step Fill Qty	Final Fill Qty
#002	0	6	6	1	5		5		1
#003	0	7	7	1	6		6		1
#004	2	3	1		1		1
#005	4	9	5		5		5
#006	5	16	11		11		11	1	1
Totals			30	2	28	0	28	1	3

Step 1: Distribute at least qty of one to stores in need (shortage)
Step 2: Distribute qty proportional for Required qty and rounding down to destination stores.
Step 3: Distribute the remaining quantity. One by one distribute until remaining qty is zero.

Example 4
Available to Send From Store #001: 5

To Store	Adj OH Qty	Min/Max Qty	Req Qty	1st Step Fill Qty	Req Qty	2nd Step Fill Qty	Req Qty	3rd Step Fill Qty	Final Fill Qty
#002	0	6	6	1	5		5		1
#003	0	7	7	1	6		6		2
#004	2	3	1		1		1
#005	4	9	5		5		5
#006	5	16	11		11	1	11	1	2
Totals			30	2	28	1	28	1	5

Step 1: Distribute at least qty of one to stores in need (shortage)
Step 2: Distribute qty proportional for Required qty and rounding down to destination stores.
Step 3: Distribute the remaining quantity. One by one distribute until remaining qty is zero.

Example 5
Available to Send From Store #001: 47

To Store	Adj OH Qty	Min/Max Qty	Required Qty	1st step fill qty	Required Qty	2nd pass fill qty	Final Fill Qty
#002	0	6	6	1	5	5	6
#003	0	7	7	1	6	6	7
#004	2	3	1		1	1	1
#005	4	9	5		5	5	5
#006	5	16	116		11	11	1
Totals			30	2	28	28	30

Step 1: Distribute at least qty of one to stores in need (shortage)
Step 2: Distribute qty proportional for Required qty and rounding down to destination stores.
(Note: The Available % distribution method will only send what is required, so Step 3 is not needed for this example.)