Transferring items from one location to another (Inventory Transfer)

  1. Select Icon Menu > Inventory > Inventory Transfer. The Inventory Transfer form is displayed.
    Note: 
    • If the item and warehouse has any project pegging, the relevant peg(s) must be specified.
    • Alternatively, you can also use List Menu.
  2. Specify or review this information:
    Reference ID
    The reference ID linked to the item.
    Note: When this field is specified, the values on the main form are populated.
    From Warehouse
    The warehouse of the item.
    Handling Unit
    The Handling Unit to be transferred, if applicable.
    Item
    The item number which is scanned. The item description and default unit of measure are displayed.
    Serial Number
    The serial number of the single serial-in-inventory item for the transaction.
    From Location
    The current location of the item.
    Note:  This field is displayed only if the item is in a location-controlled warehouse.
    Lot Number
    The scanned lot number.
    Note: This field is displayed only if the item is lot-controlled.
    Inventory Date
    The date of inventory.
    Note: This field is displayed when the item is date-controlled.
    On Hand Qty
    The on-hand item quantity..
    Free Qty
    The item quantity available for transfer.
    Qty To Transfer
    The quantity of items to transferred.
    Note: The default unit of measure is displayed.
    To Warehouse
    The warehouse to which item are transferred.
    To Location
     The location to which item is transferred.
    Note: This field is displayed when item is transferred to a location-controlled warehouse.
  3. Click Process. The specified quantity is transferred when the item is not serial-controlled. The Serial/Lot Entry screen is displayed when the item is serial controlled or item must be assigned with a lot number,
  4. Specify or review this information on the Serial/Lot Entry screen
    Item number
    The item number and description .
    Quantity remaining
    The quantity that needs to be assigned with serial or lot numbers.
    Generate Serials?
    Determines generation of serial numbers. Possible values,
    • Yes: Scan new serial numbers for the items,
    • No: Scan the existing serial number for the customer.
    Note: This field is displayed only if the item is serial-controlled.
    All Serials?
    Indicates that serial numbers for the item are associated with the current stock point, used in the transaction.
    Note: 
    • Select Yes to avoid scanning of each serial number.
    • This field is displayed only if the item is serial-controlled.
    Lot Number
    The scanned lot number assigned with the item.
    Note: 
    • This field is displayed when the item is not serial-controlled and needs to be assigned with a lot number.
    • When the item is serial-controlled the lot number is displayed while scanning the first serial number.
    Serial Number
    The scanned serial number.
    Note: This field is displayed if item is serial-controlled and Yes is specified in the All Serials? field.
    Quantity
    A quantity assigned to the specified lot number.
    Note: This field is available only if the item is not serial-controlled and a lot number is to be assigned.
    .
  5. Click Process. The scanned serial number or lot number is processed. Scan the additional serial numbers. When all the serial numbers are scanned from the count list, the count quantity is recorded in Infor LN. Click X to view the scanned serial numbers. Click Y to reset and rescan the serial numbers.