Relocating Containers

You can use the Inventory Transfer transaction to move containers from one location to another, either within a warehouse or between warehouses. Use this transaction only for unplanned item transfers. For planned transfers, where separate picking and receiving processes are required, use the Picking and Receiving transactions. See Picking Items and Receiving Items for instructions on using these transactions.

The warehouse mobility icon based menu and list based menu comprises of the Inventory Transactions. Inventory Transfer is listed as a transaction under the Inventory Transactions.

On the Inventory Transactions:

Select Inventory Transfer.
Specify this information:

From Warehouse

Specify the warehouse where the container is located.

Handling Unit

Scan the handling unit. The item number, stock point characteristics, on-hand quantity, free quantity, and default unit of measure for the container are displayed.

Qty To Transfer

The item quantity you are transferring is displayed.

To Warehouse

Specify a warehouse to which to transfer the item.

To Location

Scan a location to which to transfer the item. This field is only displayed if the item is transferring to a location-controlled warehouse.
Note: An additional inventory transfer form is displayed, to display the inventory with the pegged items for the projects. The user can select the appropriate pegged item for transferring.
Select Process. If you are transferring part of the container, and the item is serial-controlled or needs to be assigned a lot number, the Serial/Lot Entry screen is displayed.
On the Serial/Lot Entry screen, specify or review this information:

Item number

The item number and description are displayed.

Quantity remaining

The quantity that needs to be assigned serial or lot numbers is displayed.

Generate Serials?

To generate new serial numbers for the items, select Yes. To scan existing serial numbers, select No. This field is only displayed if the item is serial-controlled, it is possible to generate serial numbers for this transaction, and you have not scanned any serial numbers.

All Serials?

Select Yes to indicate that all serial numbers for this item at the current stock point are being used in the transaction. Selecting Yes in this field removes the need to individually scan each serial number. This field is only displayed if the item is serial-controlled and you are performing a transaction using all the items in a stock point.

Lot Number

If applicable, scan a lot number to assign to the item. This field is only available if the item is not serial-controlled and needs to be assigned a lot number. If the item is serial-controlled, the item lot number displays in this field after you scan the first serial number.

Serial Number

Scan a serial number. This field is only displayed if the item is serial-controlled, you are not generating new serial numbers, and you did not select Yes in the All Serials? field.

Quantity

Specify a quantity to assign to the specified lot number. This field is only available if the item is not serial-controlled and needs to be assigned a lot number.
Select Process. The scanned serial number or lot number is processed. If there are additional serial numbers or lot numbers to scan, scan them. Optionally, press X to view serial or lot numbers that you have scanned. Optionally, press Y to reset all scanned serial or lot numbers, so you can re-scan them.
If you are transferring part of the container, the Split HU Quantity screen is displayed. To specify how to split the contents of the container:
1. In the Add to Another HU? field, specify whether to add the removed items to another handling unit.
2. If you specify Yes, specify the handling unit in the Add to Handling Unit field. Optionally, leave blank to create a new handling unit.
3. If you specify No, the items will become loose inventory.
Select Process. The items are assigned to a new handling unit or become loose inventory in ERP LN.