Transferring inventory within a location

  1. Select Inventory Transactions > Bin Transfers.
  2. Click Create.
  3. Specify this information.
    Company
    Select a company.
    Location
    Select a location.
    Document Type
    Select Bin Transfer.
    Transfer Date
    Select a date and time for the transfer.
    Post Date
    Select a Post Date. This is the date the transaction is sent to Global Ledger.
    Reference
    Specify a reference for this transaction.
  4. Click Save.
  5. On the Lines tab, click Create.
  6. Specify this information:
    Item
    Select an Item.
    GTIN
    Select a GTIN.
    Quantity
    Specify a quantity.
    Secondary UOM
    Select a secondary unit of measure.
    Reason Code
    Select a reason code.
    Reference
    Specify a reference.
    Line Comments
    Specify a comment.
  7. Click Save.
  8. On the Details tab click Create.
  9. Specify this information:
    Sequence
    Specify a sequence number.
    Item
    Select an Item
    UOM
    Select a UOM.
    Bin
    Select a bin to receive the quantity.
    Quantity
    Specify a quantity.
  10. If the item is set up for lot tracking, lot tracking detail fields are displayed. Specify this information:
    Lot
    If the item is set up for lot tracking, specify the lot being transferred.
    Sublot
    Specify the sublot.
    Lot Expiration Date
    Select the Lot Expiration Date.
    Lot on Hold
    Select Yes if lots on hold should be transferred within a location.
  11. Click Save.