Transferring inventory to another location

To send inventory to another stocking location, you can use either a direct or intransit transfer. Use this procedure to create a direct or intransit transfer.

  1. Select Inventory Transactions > Transfers.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company number.
    Location
    Select a location.
    Document Type
    Select Inventory Transfer.
    To Company
    Select a company to receive the transfer.
    To Location
    Select a location to receive the transfer.
    Transfer Date
    Specify the adjustment date and time. If this field is blank, then the system date and time is the default.
    Post Date
    Select the Global Ledger posting date. This date indicates which Global Ledger period to post transactions.
    Reference
    Specify a reference for this transaction.
  4. Click Save.
  5. On the Main tab specify this information:
    Intransit Transfer
    Select Yes if this is an intransit transfer.
    Estimated Delivery Date
    Specify the estimated delivery date.
    Cartons
    Specify the number of cartons being transferred.
  6. Click Save.
  7. On the Lines tab click Actions and select Create.
  8. Specify this information:
    Item
    Select an item.
    GTIN
    Select a GTIN.
    Quantity
    Specify a quantity.
    Transaction UOM
    Select a transaction UOM.
    Reason Code
    Select a reason code.
    To Bin
    Select a To Bin.
    Reference
    Specify a reference.
    Line Comments
    Specify a comment.
  9. Click Save.