About Push/Pull Transactions

In setting up these account numbers it is important to understand the concept that moves or transfers can be either Push or Pull transactions.

Push transactions move or transfer material from Site A to Site B.

For example, Site A moves material to Site B. Site A is considered the From Site and Site B is considered the To Site. The quantity will be moved from Site A to Site B. The quantity comes from the From Site. The transaction uses the cost/price of Site A.

Pull transactions move or transfer material from Site B to Site A.

For example, Site A moves material from Site B. Site A is considered the To Site and Site B is considered the From Site. The quantity will be moved from Site B to Site A. The quantity comes from Site B to Site A. The transaction uses the cost/price of Site B.

Based on how you set up relationships among the sites in your system in the Inter-Site Parameters form, it is possible to initiate both moves and transfers from one site to another. The account numbers that default will be relative to the site that initiated the transaction, and are dependent on whether the transaction was a Push or Pull transaction.

In the case where moves or transfers occur in both directions, two records need to be created:

  • From Site A To Site B
  • From Site B To Site A

In the case where moves or transfers only occur in one direction, you only need to enter one record. For example, if Site A moves items to Site C, but Site C never moves items to Site A, then you would only need to create a record From Site A To Site C.

In the case where moves or transfers never occur between two sites, for example, Site A and Site D, this record would not need to be created.

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