Performing a mass inventory transfer

To perform an inventory transfer on the Mass Internal Transfer screen from owner to owner or to assign different lot attributes:

  1. Select Execution > Inventory > Mass Internal Transfer. The Mass Internal Transfer screen is displayed.
  2. To display a list of inventory records that can be transferred, use the Search option.
    Owner
    This is the owner of the inventory.
    Item
    This is the item number.
    LPN
    This is the license plate for the inventory record. You can leave this field blank.
    Lot
    This is the system lot number.
    Location
    This is the current location.
    Quantity
    This is the quantity currently in inventory.
    Lottable01 – Lottable12
    These are the current lot attribute values.
    Note: Be specific with the search criteria to display only those records that you want to transfer. Other records displayed are updated when the mass update function is used.
  3. Update the top record of the display list with the information to use to transfer. Information available for transfer includes Owner, Item, and any of the Lot Attributes (Lottable01 through Lottable12).
    Note:  Fields Lottable04, Lottable05, Lottable11, and Lottable12 are date fields.
  4. Click Refresh.
    You can select the records and perform these tasks using the Actions menu:
    • Mass Update: Updates the remaining records with the same lot attribute information.
    • Finalize Transfers: Updates of the selected inventory records and applies the new owner, item, or lot attribute values. The Lot Number field is updated based on this transfer.
    • Create Transfer: Creates a new Internal Transfer from the selected rows using the data on the Mass Internal Transfer screen. See, Creating internal transfer using Mass Internal Transfer.
    • Add to Transfer: Transfers the selected record to an existing Internal Transfer detail.
      Note: 
      • If the selected record contains multiple owners, an error message is displayed, and you cannot perform the transfer.
      • The internal transfer records with the Normal status are only displayed.
      • You can only transfer one record at a time.
    • Clear Transfers: Deletes the internal transfers for the selected records.