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Performing Bulk Inventory Transactions (End User)


Bulk inventory transactions allow you to simultaneously record the movement of multiple assets to a new inventory location. This functionality is useful in bulk stock transfers and receiving dock situations.

NOTE:  You can transfer only the assets of the serialized products. For each product that you want to transfer, the Serialized check box must be checked in the Products screen. For more information about the Serialized check box, see Setting Up Product Fulfillment.

This task is a step in Process of Managing Service Inventories.

To perform a bulk inventory transaction

  1. Navigate to the Assets screen, then the List view.
  2. Select the assets to transfer, and click Transfer.
  3. In the Inventory Transactions dialog box, complete the following steps:
    1. In the Selection Type field, select Selected Items to transfer only the assets selected in the list, or select Entire Document to transfer all assets in the list.
    2. Complete the other fields as appropriate.
    3. Click Transfer.

Workflows for Performing Bulk Inventory Transactions

The Bulk Inventory Transaction - Asset List - Default workflow uses the FS Inventory Transaction business service and the Inventory Transaction - Asset List - Default workflow to move all assets from current inventory locations to the specified destination. Separate inventory transactions are created, and you can review them on the Inventory Transaction screen. The workflow is called when the user clicks the Transfer button in the Inventory Transactions dialog box. For more information about the methods used in this business service, see FS Inventory Transaction Business Service.

The Bulk Inventory Transaction - Asset List - Default workflow gets the asset-related details and source details, then organizes the asset list according to location, product, source, and availability. The workflow then calls the Inventory Transaction - Asset List - Default workflow. This workflow creates the inventory transaction headers, adds the asset details to the transaction headers, and commits the transaction.

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