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Epicor Prophet 21 ERP Inventory Transfer Creation

Epicor Prophet 21® Wholesale Distribution Software - Automatic Inventory Transfer Creation Tool for P21 System Users

This project was developed to implement advanced logic for analyzing the current p21 inventory and open sales orders. The software assesses existing warehouse inventory levels and compares them with the demands from all open sales orders. It then prioritizes warehouse locations that require stock and identifies the optimal warehouse(s) for sourcing stock.


The tool incorporates information from the P21 Score Card and takes demand into account, categorizing it as regular stock or backorder demand. Moreover, the application utilizes calculations from a custom data table, encompassing data points such as protected stock, re-order points, and various other metrics.


Before submitting the transfer requests to P21, the application performs a final review of the estimated transfer dates. It cross-references these dates against a custom table called "exclusion days". This table enables the customer to specify when transfers should not be generated and which days to skip and advanced to the next acceptable date. Additionally, if a transfer date falls on a weekend, the application automatically advances the transfer date to the subsequent Monday or the next available transfer date.


After the business logic and date adjustments are completed, the tool consolidates the compiled data into transfer requests and seamlessly submits them to the P21 system using the P21 API.


This is an EXAMPLE custom solution intended to be used to help spark ideas, suggestions for gathering project requirements for your specific business needs.  If you have challenges in your Inventory Management processes, please contact us to discuss a solution.  

We appreciate the opportunity to be your Partner-in-P21!   
Please let us know if we can help with this type of solution and/or any other customer needs or challenges.

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