Configuring Inventory Transfer Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Inventory Transfer transaction.

  1. Go to Transaction Set Maintenance form > Transaction Name > Inventory Transfer.
  2. Select Fill Warehouse checkbox to pre-fill the warehouse on the transaction with the warehouse assigned to the user.
    Note: 
    • You can change this warehouse for a specific transaction if required.
    • If you are configuring parameters that only applicable for a specific warehouse, the same warehouse is displayed in the Warehouse field.
    • If you are configuring general parameters, which are applicable by default in the application, the Warehouse field is unspecified and unavailable.
  3. Select Successful Message checkbox to display a success message when the transaction is successfully completed.
  4. Select a Default Order Type for this transaction from the available values.
    Note: You can change this value.
  5. Configure these parameters on the Transaction Parameters tab, in the Parameter and Value columns:
    Reference ID in Use
    Select this checkbox to specify a Reference ID at the beginning of this transaction. For more information, see Reference IDs.
    Allow Handling Unit Input
    Select this checkbox to specify a handling unit instead of specifying the item number and each stock point characteristic.
    Default order type for the transaction
    The default order type to use for inventory transfers.
    PreFill Lot
    Select this checkbox to select lot numbers from a list. Clear this checkbox to scan the lot number.
    PreFill Date
    Select this checkbox to select inventory dates from a list. Clear this checkbox to scan inventory dates.
    Popup Location
    Select this checkbox to select put away locations from a list instead of scanning them. If you select this checkbox, you must also select one of these parameters:
    • Use fixed locations
    • Use empty locations
    • Consolidate inventory
    No of Locations
    The maximum amount of location to display in the popup list. This parameter is only displayed if the Popup Location parameter is selected.
    Use fixed locations
    Select this checkbox to only allow users to select putaway locations that are defined in Infor LN as fixed locations for the item. This parameter is only displayed if the Popup Location parameter is selected.
    Use Empty Locations
    Select this checkbox to display empty locations in the popup list. This parameter is only displayed if the Popup Location parameter is selected.
    Check Capacity
    Select this checkbox to only display locations with sufficient quantity in the popup list. This parameter is only displayed if the Empty Locations parameter is selected.
    Check Storage Locations
    Select this checkbox to only display locations that are acceptable for the item in the popup list. This parameter is only displayed if the Empty Locations parameter is selected.
    Consolidate Inventory
    Select this checkbox to direct inventory transfers to existing stocks of the same item. If you select this parameter, the options list only displays locations containing a positive quantity of the item to be transferred. Users can still manually specify any location. This parameter is only displayed if the Popup Location parameter is selected.
    Highest Inventory First
    Select this checkbox to list locations with the highest quantity of the item first. Clear this checkbox to list locations with the lowest quantity of the item first. This parameter is only displayed if the Consolidate Inventory parameter is selected.
    Include all Fixed Locations
    Select this checkbox to list all fixed locations for the item even if they have a quantity of zero. This parameter is only displayed if the Consolidate Inventory parameter is selected.
    Prefill Location
    Select this checkbox to pre-fill the Location field. If you select this parameter, you must also select one of these parameters:
    • Use Default Location
    • Use fixed locations
    • Use LN Logic for inbound
    • Consolidate Inventory
    Use Default Location
    Select this checkbox to specify a default location put away location to use for this location. This parameter is only displayed if the Prefill Locations parameter is selected.
    Default Location
    The default putaway location for this transaction This parameter is only displayed if the Use Default Location parameter is selected.
    Use fixed locations
    Select this checkbox to use the first fixed location of the item as the default put away location for this transaction. If the item has no fixed locations, the Location field is not specified. This parameter is only displayed if the Prefill Locations parameter is selected.
    Use LN Logic for inbound
    Select this checkbox to use Infor LN's inbound advice rules to specify a default put away location. This parameter is only displayed if the Prefill Locations parameter is selected.
    Consolidate Inventory
    Select this checkbox to prefill the location field with either the highest or lowest quantity,based on the Highest Inventory First parameter is selected, of the item. This parameter is only displayed if the Prefill Locations parameter is selected.
    Highest Inventory First
    Select this checkbox to use the location with the highest quantity of the item as the default location. Clear this checkbox to use the location with the lowest quantity. This parameter is only displayed if the Consolidate Inventory parameter is selected.
  6. Select Label Print Parameters to configure label printing parameters for this transaction on the Transaction Parameters tab. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
  7. Click Save.