One Step Inventory Location Transfer

Menu Path: Warehouse Management $Images\bluerarw.gif$ Inventory Management $Images\bluerarw.gif$ Inventory Movement and Cost $Images\bluerarw.gif$ One Step Inventory Location Transfer

Purpose

Transfer inventory between locations.

Overview

Use One Step Inventory Location Transfer to quickly transfer inventory from one location to another location.

NOTE Only use One Step Inventory Location Transfer if you do not need to perform the full Transfer Order Process Flow.

The following journal two journal entries are created during the one-step inventory location transfer process.

Journal Entry 1:

Credit: Inventory account for the location from which inventory is being transferred
Debit: In Transit account

Journal Entry 2:

Credit: In Transit account
Debit: Inventory account for the location to which inventory is being transferred

Transferring Inventory

To transfer inventory:

Enter a product code or name in the Product Code or Product Name fields. The location from which you are transferring defaults to the default location for your user ID if a product/location record exists for that location.
Enter the location from which and to which you are transferring the product.
Enter the to and from bin and unit of measure for the transfer. If the selected product is tracked by lot or serial number, you can also enter the lot or serial number you are transferring. The quantity on hand, allocated, and not available display. The total available quantity is also calculated based on those amounts.
Enter the quantity to transfer in the Transfer Quantity field.
Enter the date of the transfer in the Transfer Date field.
Click the Transfer button in the ribbon. The transfer is complete.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Inventory Bin Move window.
Transfer	Click this button to perform the transfer, break down, build up, or replenishment transaction.
First	Click this button to display the first product.
Prev	Click this button to display the previous product.
Next	Click this button to display the next product.
Last	Click this button to display the last product.
U/M Calculator	Click this button to display Unit of Measure Calculator, which allows you to calculate equivalent quantities of two different units of measure.

General Tab Fields and Buttons

Field or Button	Description
Product Code	Enter a product code for which you want to transfer inventory, or click the Lookup button to select a product code. For information on products, see Product Code and Name.
Product Name	Enter a product name for which you want to transfer inventory, or click the Lookup button to select a product name. For information on products, see Product Code and Name.
Location (From)	Enter a location prefix or name from which you want to transfer inventory, or click one of the Lookup buttons to select a location prefix or name.
Location (To)	Enter the location prefix or name to which you are transferring inventory, or click one of the Lookup buttons to select a location prefix or name.
Bin (From)	Enter a bin from which to transfer inventory, or click the Lookup button to select a bin. You can only select bins that presently have on-hand quantities of the product. When you select a bin, the zone displays in the Zone field.
Bin (To)	Enter a bin to which you are transferring, or click the Lookup button to select a bin. You can select any available bin for the selected location. When you select a bin, the zone displays in the Zone field.
Inventory	Click this button to select a bin to which you are transferring from a list of bins in which the product currently is or previously was stored.
UM (From)	Click the Lookup button to select the unit of measure from which you are transferring. This defaults to the unit of measure of the product currently in the bin from which you are transferring.
UM (To)	Click the Lookup button to select the unit of measure to which you are transferring. This defaults to the unit of measure of the product currently in the bin from which you are transferring.
Zone (From)	This field displays the zone of the bin from which you are transferring.
Zone (To)	This field displays the zone of the bin to which you are transferring.
Lot	Enter a lot for which to adjust inventory, or click the Lookup button to select a lot number. This field is only available for products tracked by lot. Lot tracking is set up for products in Product Maintenance.
Serial Number	Enter a serial number for which to adjust inventory, or click the Lookup button to select a serial number. This field is only available for products tracked by serial number. Serial number tracking is set up for products in Product Maintenance.
Quantity on Hand (From)	This field displays the on-hand quantity in the selected unit of measure for the bin/lot/serial number from which you are transferring.
Quantity on Hand (To)	This field displays the on-hand quantity in the selected unit of measure for the bin/lot/serial number to which you are transferring.
Allocated (From)	This field displays the quantity already allocated to pick demands in the selected unit of measure for the bin/lot/serial number from which you are transferring.
Allocated (To)	This field displays the quantity already allocated to pick demands in the selected unit of measure for the bin/lot/serial number to which you are transferring.
Not Available (From)	This field displays the on-hand quantity in the selected unit of measure for the bin/lot/serial number from which you are transferring if the bin is designated as a not available bin.
Not Available (To)	This field displays the on-hand quantity in the selected unit of measure for the bin/lot/serial number to which you are transferring if the bin is designated as a not available bin.
Total Available (From)	This field displays the quantity on-hand minus the allocated quantity in the selected unit of measure for the bin/lot/serial number from which you are transferring. This is the maximum amount that can be transferred. Note If you attempt to transfer more than the available amount, a warning message appears, and prevents you from completing the transfer.
Total Available (To)	This field displays the quantity on-hand minus the allocated quantity in the selected unit of measure for the bin/lot/serial number to which you are transferring.
Transfer Quantity	Enter the quantity to be transferred in the unit of measure displayed in the UM field.
UM	This field displays the unit of measure from which you are transferring.
Transfer Date	Enter the date of the transfer, or click the drop-down arrow to select a date. This defaults to the current date.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.