Transferring inventory within a location

You transfer items within a location from one bin to another or from one tracking unit of measure to another. Between bins use detail transfers when restrictions exist that prohibit issues or receipts for specific bins. To maintain accurate inventory balances, use detail transfers to transfer items between tracking unit of measures.

The steps in this procedure explain how to transfer inventory between bins and between tracking units of measure.

Procedure flow: Transferring inventory within a location

To transfer inventory within a location

  1. Access Detail Transfers (IC26.1).
  2. Define header information.
  3. Select items.
  4. Type item quantities.
  5. Type the From information.
    Type To
    The original bin number

    Transfer inventory from this bin

    Note: The From and To bin can be the same if you are transferring from one tracking unit of measure to another.
    The original unit of measure Transfer inventory from this unit of measure
  6. Type the To information.
    Type To
    The bin number to receive the inventory Transfer inventory to this bin
    The final unit of measure Transfer inventory to this tracking unit of measure (for example, to change an item's unit of measure from box to case)
  7. Choose the Transfer special action.

Related reports and inquiries

To Use
List stock-on-hand quantities by location Stock by Detail (IC42)
List usage (transfers) history for a specific item for a given time period Usage History (IC49)
List transaction history for a specific item and location Transaction History (IC50)
Audit transaction history by update date, transaction date, transaction type, accounting unit, transaction value, and unit price Transaction History Inquiry (IC55.1)
List transaction records for all transaction types Inventory Documents (IC53)
List unreleased documents for a company, location, or report group Unreleased Documents (IC222)
List item balances for a location or report group Item Location Balances (IC31)
View the daily inventory transactions Daily Transaction Summary (IC37)
View the status of stock at a particular location, or group of locations from one form Inventory Stock Status (IC44)
View the stock on hand at a company level, report group level, or location level Inventory Status (IC46)
Print the accumulated inventory transaction amounts for a specified company, location, report group, groups of document type, or group of items Transactions by Document Type (IC287)
Related topics