Performing a traditional inventory transfer for one inventory record

To perform an inventory transfer on the Internal Transfer screen from owner to owner or for re-lot purposes:

  1. Select Execution > Inventory > Internal Transfer. The Internal Transfer screen is displayed.
  2. Click New. The Internal Transfer Detail is displayed.
  3. Specify this information:
    From Owner
    Owner from whom the ownership of an item is transferred.
    To Owner
    Owner to whom ownership of an item is transferred.
    Type
    Type of internal transfer.
    Generate HO Charges (used for Billing purposes)
    Calculates a Handling Out charge to be applied to the From Owner for service handling charges. Select Yes or No.
    Generate IS/HI Charges (used for Billing purposes)
    Calculates both Initial Storage and Handling In charges to be applied to the To Owner for service and handling charges. Select Yes or No.
    Note: The Generate HO Charges and Generate IS/HI Charges fields require configuration related to billing. See the Infor WMS Third-Party Logistics Billing User Guide.
  4. On the Detail screen, specify information in the required fields for the item to be transferred. You must specify information in both the From field and the To field for each element.
    Note: The most efficient way to populate the From information on the transfer is to do a search to find the inventory record you want to transfer.
  5. Specify this information in the From fields:
    Item
    Item being transferred.
    Location
    Physical location of the item.
    Lot
    System lot number of the product to be transferred.
    LPN
    License plate number being transferred.
    Pack
    Pack code assigned.
    UOM
    Unit of measure to transfer.
    Quantity
    Quantity to be transferred.
  6. Specify this information in the To fields:
    Item
    Item being transferred.
    Location
    Physical location of the item; usually the same as the From Location.
    Lot
    Do not enter anything in this field. This is assigned by the system based on the lot attributes on this screen.
    LPN
    License plate number following the transfer, which is usually the same as the From LPN.
    Pack
    Pack code assigned; usually the same as the same as the From Pack.
    UOM
    Unit of measure to transfer; usually the same as the same as the From UOM.
    Quantity
    Quantity to be transferred; usually the same as the same as the From Quantity.
    Lottables
    Input any of the lot attributes that are required for the item being transferred. If the correct attributes are not input, the system notifies you prior to completing the transfer.
    Note: If the definition of the item you transfer uses a date code that converts to one of the lot attribute date fields, the format conversion process also occurs on this screen.
  7. Click Save.
  8. Click Actions and select Finalize. The transfer is not executed until the Finalize step is completed.
    Note: The status of the internal transfer is updated to Finalized.