Configuring Inventory Transfer Transaction Parameters

  1. Select Master Explorer > Modules > Configuration > Parameters > Transaction Set Maintenance > Inventory Transfer.
  2. Select Fill Warehouse check box 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 check box to display a success message when the transaction is successfully completed.
  4. Configure these parameters on the Transaction Parameters tab:
    Reference ID in Use
    Select this check box to specify a Reference ID at the beginning of this transaction. For more information, see Reference IDs.
    Allow Handling Unit Input
    Select this check box to specify a handling unit instead of specifying the item number and each stock point characteristic.
    Keep Original Handling Unit
    Select this check box to create a Handling Unit with the moved quantity in another Location and retain the existing (original) Handling Unit with the remaining quantity in the current (original) Location.
    Note: The Allow Handling Unit Input check box must be selected.
    Default order type for the transaction
    Select this check box to specify the default order type to use for inventory transfers.
    PreFill Lot
    Select this check box to select lot numbers from a list. Clear this check box to scan the lot number.
    Note: If this check box is cleared, you can scan the lot number.
    PreFill Date
    Select this check box to select inventory dates from a list.
    Popup Location
    Select this check box to select put away locations from a list instead of scanning them. If you select this check box, 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.
    Note: This parameter is displayed only if the Popup Location parameter is selected.
    Use fixed locations
    Select this check box to only allow users to select putaway locations that are defined in Infor LN as fixed locations for the item.
    Note: This parameter is displayed only if the Popup Location parameter is selected.
    Use Empty Locations
    Select this check box to display empty locations in the popup list.
    Note: This parameter is displayed only if the Popup Location parameter is selected.
    Check Capacity
    Select this check box to only display locations with sufficient quantity in the popup list.
    Note: This parameter is displayed only if the Empty Locations parameter is selected.
    Check Storage Locations
    Select this check box to only display locations that are acceptable for the item in the popup list.
    Note: This parameter is displayed only if the Empty Locations parameter is selected.
    Consolidate Inventory
    Select this check box to direct inventory transfers to existing stocks of the same item. If this parameter is in use, the options list only displays locations containing a positive quantity of the item to be transferred. The location can be manually modified, if required.
    Note: This parameter is displayed only if the Popup Location parameter is selected.
    Highest Inventory First
    Select this check box to list locations with the highest quantity of the item first. If this check box is cleared, the locations with lowest quantity of item are displayed first.
    Note: This parameter is displayed only if the Consolidate Inventory parameter is selected.
    Include all Fixed Locations
    Select this check box to list all fixed locations for the item even if they have a quantity of zero.
    Note: This parameter is displayed only 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 check box to specify a default location put away location to use for this location.
    Note: This parameter is displayed only if the Prefill Locations parameter is selected.
    Default Location
    The default putaway location for this transaction
    Note: This parameter is displayed only if the Use Default Location parameter is selected.
    Use fixed locations
    Select this check box 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.
    Note: This parameter is displayed only if the Prefill Locations parameter is selected.
    Use LN Logic for inbound
    Select this check box to use Infor LN's inbound advice rules to specify a default put away location.
    Note: This parameter is displayed only if the Prefill Locations parameter is selected.
    Consolidate Inventory
    Select this check box to prefill the location field with either the highest or lowest quantity. It will pick the highest quantity only if the Highest Inventory First parameter check box is selected. If the Highest Inventory First parameter check box is cleared, it will pick the lowest quantity first.
    Note: This parameter is displayed only if the Prefill Locations parameter is selected.
    Highest Inventory First
    Select this check box to use the location with the highest quantity of the item as the default location. If the check box is cleared, the location with lowest quantity is considered.
    Note: This parameter is displayed only if the Consolidate Inventory parameter is selected.
    Prefill To Warehouse
    Select this check box to populate the To Warehouse field with the warehouse assigned to the user, for the inventory warehouse transactions.
    Note: The warehouse can be modified for a specific transaction if required.
  5. 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.
  6. Click Save.