Moving Items

  1. Open the Quantity Move form.
  2. Specify this information:
    Warehouse
    The default warehouse is displayed.
    Item
    Select the item that you want to move.
    (Item Description)
    A description of the item is displayed.
    Quantity On Hand
    The quantity on hand of the item at the warehouse is displayed.
    (U/M)
    The unit of measure for the item is displayed.
    Post Zero Amount Transaction
    Select this check box to include transactions with zero balances. Under certain conditions, if you post a transaction that contains a zero cost amount, the posting fails and you receive this error message: "[Post] was not successful. Cost is 0.00000000." To allow the system to post the transaction, select the Post Zero Amount Transaction field.
  3. Specify this information on the Detail tab:
    Quantity
    Specify the quantity of the item that you want to move.
    (U/M)
    Select the unit of measure for the item.
    From Location
    Select the location from which you are moving the item.
    From Lot
    Select the lot from which you are moving the item.
    Transaction Date
    The current date is displayed by default. Optionally, select a different date to use for the transaction.
    To Location
    Select the location to which you are moving the item.
    To Lot
    Select the lot to which you are moving the item.
  4. Specify this information on the Serial Numbers tab, if the item is serial-tracked:
    Select
    Select this check box for the individual records that you want to process.
    S/N
    If new numbers are required, specify the new serial numbers, or generate them automatically by clicking Generate.
    Target Quantity
    The value of the quantity specified on the Detail tab is displayed. This value is the quantity of serial numbers that must be generated or selected for the item.
    Selected Quantity
    The amount of serial numbers currently selected in the Serials grid is displayed.
    Generate Quantity
    The target quantity amount is displayed by default. It indicates the number of serial numbers you want the system to generate for this item during this transaction. When you generate new serial numbers, the number to be generated should be less than or equal to the target quantity. When you are performing a query on existing serial numbers, you can change the value to any desired quantity. After a generation or selection has been performed, this field's value is reset to 0.
    Range Qty
    Use this field to specify the quantity of serial numbers to select (for existing serials only) or clear in the grid. For existing serial numbers, this value defaults to the target quantity value. When new serial numbers are required, this value defaults to zero, and is reset to zero whenever there is a change to the selected serial numbers.
    S/N Prefix
    Specify the serial number prefix.
    Deselect Range Button
    Beginning with the currently selected serial number record and continuing up to the number of records specified in Range Qty, clicking this button either:
    • Clears each selected record (for existing serial numbers), or
    • Deletes each selected record (when generating new serial numbers).
    This button is disabled when any of these conditions exist:
    • No serial numbers exist in the grid.
    • Range Qty is 0.
    Generate Button
    Click this button to generate the specified quantity of new serial numbers. This button is disabled when either of these conditions exist:
    • The quantity on the Detail tab is zero.
    • The Expand S/N field is not selected on the Inventory Parameters form, and new serial numbers must be generated.
  5. Specify any additional information on the Notes tab.
  6. Click Process.