Transfer Tab
 
Depress the Transfer tab and the following Transfer screen will appear:
 

To transfer inventory from one warehouse to another follow these steps.

  1. Depress the Add button.
  2. Type in your password.
  3. Select the Part Source from the pull down menu. (BUY, MAKE, CONSG, or PHANTOM).
  4. Type in the Part Number, if Part Source is "CONSG" you will need to enter Customer Name from pull down, then you will have a choice to enter in customer PN or Internal PN.
  5. Part type, class, and description will default in.
  6. Select the Manufacturer & manufacturer part number from the pull down list.
  7. Select the ‘From’warehouse from the pull down list.
  8. Then select the ‘To’ warehouse from the pull down list.
  9. Type in quantity to transfer.
  10. Select the reason from the pull down list.
  11. Type in the reference.
  12. Depress the Save button. 

 

Note:  For this feature to work properly, the Inventory Part Number must have two warehouse locations assigned to it in the Inventory master.  The From Location must have an inventory balance.   If user attempts to transfer parts that do not have two warehouse locations, or from regular inventory location to MRB  (Note:  System will NOT allow users to transfer parts out of MRB location to regular inventory if parts were transfered into the MRB warehouse through PO Receiving).  You will receive the following message.  This screen is used to move parts from a regular warehouse to another regular warehouse.  Or to move parts that are already located in MRB back into regular stock.  To move parts from stock to MRB you will need to use the Inventory Handling MRB screen . 

 

This message is a general message user gets when the program can not find any warehouse/location for this part number. This message will appear if the part is locked in cycle count or physical inventory.  User must reconcile and post the physical inventory for this part and then you will be able to process the records within Inventory Handling.  

 

The completed screen will look like this.


 
If transfering qty from an In-Store warehouse to an Internal warehouse an accounting transaction will be created in Inventory Transfer upon saving the transfer.  Then user will then need to create the In-Store PO within the PO module.