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.
- Select Inventory Transactions > Transfers.
- Click Create.
-
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.
- Click Save.
-
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.
- Click Save.
- On the Lines tab click Actions and select Create.
-
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.
- Click Save.