Performing a warehouse transfer

To perform a warehouse transfer:

  1. From the Facility drop-down list, select a warehouse. The transfer is to be created in the shipping warehouse.
  2. Select WMS > Outbound > Facility Transfer. The Facility Transfer screen is displayed in List view.
  3. Click New. The Facility Transfer screen and the Facility Transfer Detail screen open in Form view.
    Note: An application-generated transfer order number is automatically created in the To Number field. This number can be changed to a unique, non-sequential value (for example, by adding a letter or name). If the number is changed to a sequential number that has not yet been used by the application, it can later cause duplication errors, resulting in application termination.
  4. Perform one of the following:
    • In the Owner field, enter the name of the owner selling the item.
    • Click the Lookup icon in the Owner field to find and select an owner.
  5. From the drop-down list in the To Facility field, select a facility.
    Note: On the Miscellaneous tab, the application enters the appropriate values for the standard transfer order in the Order Type and the Handling Type fields. You can select a different option from the drop-down list for either field.
  6. Enter information in the remaining transfer detail fields.
    Note: Although the application does not require information in these fields, your warehouse might require some of the information.
  7. On the Facility Transfer Detail 1 tab, do one of the following:
    • In the Item field, enter the item code for the first detail line.
    • Click the Lookup icon in the Item field to find and select item.
  8. If required, edit the Pack field by doing one of the following:
    • In the Pack field, enter a new pack code.
    • Click the Lookup icon in the Pack field to find and select a pack code.
  9. From the drop-down list in the UOM field, select a unit of measure.
  10. In the Open Qty field, enter the quantity you are transferring.
  11. Click Save.

    The application enters information in the Receipt Key and Inter-facility Transfer Key fields.

    • Receipt Key - ASN number automatically created for the facility receiving the inventory.
    • Inter-facility Transfer Key - Reference number for the link between the ASN and the transfer order, which is created at the enterprise level.