Node Preferences - Transfers - Resolution Rules
In Preferences & Settings > Node Preferences > Transfers > Resolution Rules, you can predefine rules for resolving transfer discrepancies. The rules you define in preferences will be applied in Transfer Verification when you click the Update All button. This helps speed up the transfer verification process. Often, small discrepancies can be ignored. You can define thresholds for your rules so that only quantities or amounts above acceptable limits will be flagged for resolution.
When you first go into preferences, you will see a list of any rules already defined. If no rules have been defined yet, the screen will look like the one below, showing a "no data found" message.
By default, Transfer Resolution Rules are disabled. In the Transfer Resolution Rules dropdown, select whether to use global or store-based rules.
| Option | Description |
|---|---|
| Disabled | Default. No transfer resolution rules are applied. |
| Global | The resolution rules you define will apply to all stores for the subsidiary. |
| Store | The resolution rules you define will apply to the specified store combinations only. |
Add Global Resolution Rule
In Node Selection, drill down to the desired Subsidiary.
Navigate to Preferences & Settings > Transfers > Resolution Rules. the Transfer Resolution Rules drop-down, select Global. Select a From Subsidiary.
Click the Add button. The Add Transaction Rule screen is displayed. Notice that the From Store and To Store are set to Any. Select the Resolution Method to use when the rule's Cost, Quantity, and Item Count Thresholds are met and then save the changes. Enter a value for each threshold. When finished, click the Add button. The rule you defined is added to the list.
Global Resolution Rule Fields
| Field | Description |
|---|---|
| From Subsidiary | Designates the subsidiary that is the source of the transfer. |
| To Subsidiary | (read-only) Designates the subsidiary that is the target of the transfer. |
| From Store | For a Global Resolution Rule, this field is hard-coded to "Any." For a Store Resolution Rule, this list is populated based on the From Subsidiary selected. Select which of the From Subsidiary's stores will be the source of the transfer. |
| To Store | For a Global Resolution Rule, this field is hard-coded to "Any." For a Store Resolution Rule, this list is populated based on the To Subsidiary selected. Select which of the To Subsidiary's stores will be the target of the transfer. (Currently only single-subsidiary transfers are supported.) |
| Cost Threshold | Enter a Cost discrepancy (between the total cost on the out slip and voucher). |
| Quantity Threshold | Enter a Quantity discrepancy. The quantity calculation compares quantities for each line item rather than the total quantities. |
| Item Count Threshold | Enter a discrepancy in the number of line items between the out slip and voucher. |
Add Store Resolution Rule
In the Transfer Resolution Rules drop-down, select Store.
Select a From Subsidiary from the drop-down.
Click the Add button.The Add Resolution Rule screen is displayed. Select a From Store and To Store. Select the Resolution Method to use when the rule's Cost, Quantity, and Item Count Thresholds are met and then save the changes. Enter a value for each threshold. When finished, click the Add button. The rule you defined is added to the list.
Sample Store Level Resolution Rule:
Example Rules:
- If the difference is 10.00 or less, correct the receiving document.
- If the difference is five units or less, correct the sending document.
- If the difference is due to an item that is listed on one document (e.g. out slip) but not on the other (e.g. receiving voucher), correct the sending document.
The rule will be applied when a user in the Transfer Verification area clicks Update All and the discrepancies meet (or exceed) the entered thresholds. When you add a Store Resolution Rule, there can be a different rule for each store combination, so each rule is added as a separate line at the bottom of the screen.
Resolution Rule Guidelines
- Enter a value for each threshold.
- Define discrepancy threshold values for Cost Value (Total Cost), Quantity (Total number of units), and Item Count (number of unique line items) that will determine whether the auto-resolution method will be applied.
Specify which of the four resolution methods (e.g. Correct Receiving) will be used for each rule or specify that manual resolution is required. - Only one rule can be defined for a specific From/To location combination. A separate rule can be defined for each direction, i.e., one rule for transfers from 000 to 001, a second rule for transfers from 001 to 000.
A Store-Based rule takes precedence over a global rule. - You can specify thresholds for any discrepancy combination of cost, quantity, and/or item count. If you enter a threshold value of zero, that threshold is not considered in the rule. Do not leave null values.
- Item Count Discrepancies refer to an item that is listed on one document but not the other. For example, if item #321 is listed on the out slip but not on the receiving voucher, this would be an Item Count discrepancy of one (1).
- Threshold values are always applied using the upper limit. For example, if a cost threshold is set at $500 and the Cost Value discrepancy is between $0 and $500, the rule will be applied. If the Cost Value discrepancy is greater than $500, the threshold is exceeded and the rule will not be applied. When the threshold is exceeded, the mismatched pair is left in Transfer Verification for manual resolution.