Chapter 13: Working with Inventory Transactions in Immediate Mode (WITI)
Purpose: Use the Work with Inventory Transactions/Immediate menu option to enter transactions that should update inventory immediately. While your company can create additional transaction types, inventory transactions typically include:
• Adjusting an item quantity (such as the on-hand balance, because the item has been damaged)
• Returning an item to the vendor
• Transferring items between warehouses
• Transferring items between locations
• Converting inventory for an existing item to a different existing item
• Increasing the quantity of a finished good and decreasing the quantity of its component parts
All inventory transactions result in a positive or negative change to inventory levels. For example, transferring an item increases the on-hand amount of the target location and decreases the on-hand amount of the source location.
When to use: You can use either batch mode or immediate mode when performing inventory transactions. Immediate mode is used when:
• you want to bypass the usual hold-for-approval procedures that are built into batch mode
• you want to see transaction results immediately
• you are entering a small number of transactions
In this chapter:
• Work with Inventory Transactions Screen
• Enter "To" Location Window (Inventory Transfers)
• Select Item Warehouse For Item Screen
• Item to Item Transfers Window
• Transfer Item’s Primary Location Screen
• Create Item Location for Transfer Screen
• Transfer Non-Primary Location Screen
For more information: See Chapter 12: Working with Inventory Transactions in Batch Mode (WITB) for information on warnings about conflicting jobs, and on inventory transaction codes and reasons, and for serial number entry.
Work with Inventory Transactions Screen
Purpose: Use this screen to update inventory immediately.
How to display this screen: Enter WITI in the Fast path field at the top of any menu or select Work with Inventory Transactions/Immediate from a menu.
INR0709 DISPLAY Work with Inventory Transactions 12/22/98 11:59:29 EZK Mail Order --- On Hand --- Cde Item COLO STYL SIZE Qty Whs Location Reas Old New
Id# G/L Acct# PO#
V MIT875Y BRN SMLL 15 3 T010101 0 160 145 HOMEMADE MITTENS A SK875IPN 50 40 A010101 0 85 135 PLAID SCARF
F3=Exit F7=Primary Location transfer F8=Whs/Location transfer F12=Cancel F22=User defined option |
Field |
Description |
Cde (Code) |
A code to identify the type of transaction. These codes are validated against the Inventory Transaction Code file. You can define your own codes in addition to using the following system-supplied codes: A: Adjustment G: Item to item transfer M: Make up finished good T: Transfer V: Return to vendor O: On-hand See Inventory Transaction Codes and Reasons. Alphanumeric, 1 position, required. |
Item |
A code for a unit of inventory. Item codes are defined in and validated against the Item file. Alphanumeric, 12 positions; optional. |
Item description (Unlabeled field below the item) |
The description associated with the item. This field displays if Display Item Description (D45) system control value = Y. Alphanumeric, 40 positions; display-only. |
SKU (Stock keeping unit) |
The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU file. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); required if the item has SKU's. |
Qty (Quantity) |
The amount of inventory that this transaction affects. For adjustments (A code), you can enter a negative or positive quantity. To enter a negative quantity, type the quantity, then press Field Minus on the numeric keypad. Note: You cannot enter a transaction that will make the on-hand quantity negative. Numeric, 8 positions; required. |
Whs (Warehouse) |
A code for the warehouse that contains the item. Warehouse codes are defined in and validated against the Warehouse file; see Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions, required. |
Location |
The code for the area within the warehouse that contains the item. The location code is validated against the Location file and the Item Location file. If the item location specified does not exist, you can create it if you are authorized to create item location records through inventory transactions. |
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Press Enter to display a default location, determined by the following system control values: • Default Primary Location (C05): defines whether the primary location defined in the SKU file defaults. • Default Primary Location from an Item Warehouse (G06): defines whether a primary location for the item in the specified warehouse defaults; in this case the system will default the first primary location, in alphanumeric order, for the item in the specified warehouse. • If both system control values are set to Y, the item warehouse location for the receiving warehouse will override the item's primary location defined in the SKU file. If the system cannot find a primary location for an item in the specified warehouse, the following message displays: No Default Location was found. Please enter a Location. |
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The following message displays if you enter a location whose location class does not match the location class defined for the item and the Allow Location Class Edit in Inventory Transaction (F86) system control value is set to Y or blank: Item is not compatible with location. Press F4 to display item location information for the item in the warehouse you have specified in the Warehouse field: Typically the location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For instance, the location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Alphanumeric, 7 positions; required. |
Reas (Reason) |
A code that represents a reason to perform an inventory transaction. These codes are defined in and validated against the Transaction Reason Code file. The reason could be damaged, inventory miscount, etc. The reason code will be required if you are using an inventory transaction code with the Reason required field set to Y. See Inventory Transaction Codes and Reasons. Numeric, 2 positions; may be required depending on the type of transaction. |
ID# |
The identification number or text associated with this inventory transaction record. This number appears in Item Transaction History. Note: The system assigns an ID number for item to item transfers (transaction code = G); you cannot enter any information in this field for this transaction type. If you accept a transaction (press Enter) with a value in this field, the number or text defaults for the following transactions, but you can override it. Alphanumeric, 10 positions; optional. |
G/L Acct# |
The account in the General Ledger to which this transaction will post. The extended cost of the item posts here. General Ledger account numbers are defined in and validated against the General Ledger file. If you do not have authority to the Secure G/L Number Field Access (A84) secured feature, the system displays this field as display-only. Note: The system uses the general ledger number defined for the inventory transaction code for item to item transfers (inventory transaction code = G); you cannot enter any information in this field for this transaction type. Numeric, 8 positions; optional. |
PO# |
The purchase order number to associate with the inventory transaction history record and with a FIFO layer, if you use FIFO Costing. The system validates that the item for the transaction appears on the purchase order whose number you enter; otherwise, an error message displays. You can enter a purchase order number only for an adjustment (A) transaction, and only if you have the proper authority. Authority to this field is controlled by the Allow Entry of PO Number in Inventory Transactions (A86) secured feature. Numeric, 7 positions; optional. |
On Hand |
|
Old |
The quantity of the item in this warehouse and location before processing the transaction. Numeric, 7 positions; display-only. |
New |
The quantity of the item in this warehouse and location after processing the transaction. Numeric, 7 positions; display-only. |
Step-by-step instructions:
1. Complete the necessary fields.
2. When completing the process, the transaction you entered displays on this screen. Inventory has been updated in the item/warehouse and item/location records. You can perform another inventory transaction or press F3 or F12 to return to the previous screen.
Batch error message: You cannot process an inventory transaction for an item/SKU if there is an open batch with a transaction for that same item/SKU; instead, the system displays a message such as:
Item/SKU exists in batch 426.
You need to delete or process the batch before you can process any other transactions for the item/SKU. See Working with Inventory Transactions in Batch Mode (WITB) for information on working batch inventory transactions.
Note: When performing an inventory transaction with a G, M, or T transaction code, at least two transactions are performed: a transaction for the "from" location and a transaction for the "to" location. See Chapter 18: Display Inventory Transaction History (DITH).
Code |
Description |
Inventory Transaction process |
A |
Adjustment |
The transaction displays on this screen. |
G |
Item to Item Transfer |
You advance to the Item to Item Transfers Window. |
M |
Make Up Set |
You advance to the Work with Kit Makeup Screen. If you want to take a component item out of more than one location, you advance to the Create Kit Makeup Location Screen. |
T |
Transfer |
You advance to the Enter "To" Location Window (Inventory Transfers). You advance to the Select Item Warehouse For Item Screen if you need to select an item warehouse, or the Select Item Location Screen if you need to select an item location. You advance to the Create Item Location for Transfer Screen if you need to create an item location. |
V |
Return to Vendor |
The transaction displays on this screen. |
O |
On-hand |
The transaction displays on this screen. |
Serial numbers: If the transaction affects the total on-hand quantity for a serial numbered item in your warehouse, you advance to the Enter Serial Numbers Screen.
Screen Option |
Procedure |
Change an item's primary location |
Press F7 to advance to the Transfer Item’s Primary Location Screen. |
Transfer all of the items in one non-primary location to another non-primary location |
Press F8 to advance to the Transfer Non-Primary Location Screen. |
Enter "To" Location Window (Inventory Transfers)
Purpose: Use this window to enter a target location when you process an inventory transfer (inventory transaction code = T).
How to display this screen: Enter valid information for an inventory transfer at the Work with Inventory Transactions Screen.
Enter "To" Location
Item/SKU: PLUM45 Quantity: 10
From: Cmp 555 Whs 3 Location J010101
To: Cmp 555 Whs Location
F12=Cancel |
Completing this window: Enter the code of an alternate company in the company (Cmp) field if you are working in a multi-company environment and are transferring stock to another company. The company code is a three-position, numeric field, defined in the company file; the code of your current company defaults in this field. See Installation Chapter 2: Setting Up Companies (WCMP).
Enter the code of the target warehouse and location. See Work with Inventory Transactions Screen for field descriptions.
The system processes the transfer and returns to the Work with Inventory Transactions Screen. The transfer you just entered appears on the screen.
Note: If you press Enter before completing the Warehouse and Location fields, you advance to the Select Item Warehouse For Item Screen and/or Select Item Location Screen to select the necessary warehouse and/or location.
Serial numbers: If the transfer affects the total on-hand quantity for a serial numbered item in a warehouse, you advance to the Enter Serial Numbers Screen.
Select Item Warehouse For Item Screen
Purpose: Use this screen to select the warehouse that carries the item displayed on the "To" Location pop-up window when you process an inventory transfer (transaction code = T).
How to display this screen: Press Enter before completing the Warehouse field on the Enter "To" Location Window (Inventory Transfers).
FLR0131 SELECT Select Item W/H For Item 10/06/98 12:11:54 Item SKU Whs LOCCLA87Y
1=Select ? Whs Name Alloc Resrva Available Freeze 3 3 CATALOG WAREHOUSE Y N 0 40 WAREHOUSE 40 Y N 0
F3=Exit F12=Cancel |
Field |
Description |
Item |
A code representing the unit of inventory to transfer. Alphanumeric, 12 positions; display-only. |
SKU (Stock keeping unit) |
The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU file. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); display-only. |
Whs (Warehouse) |
A code for the warehouse that contains the item. Two warehouse fields display on this screen; the first one is for scanning and the second one is display-only. Numeric, 3 positions; optional. |
Name (Warehouse name) |
The description of the warehouse that contains the item. Alphanumeric; 30 positions; display-only. |
Alloc (Warehouse allocatable flag) |
This value indicates whether stock can be allocated from this warehouse. Valid values are: Y = allocatable stock N = non-allocatable stock Alphanumeric, 1 position; display-only. |
Resrva freeze (Reservation freeze) |
This value indicates whether the item or SKU in this warehouse is frozen. Valid values are: Y = The item/SKU warehouse is frozen. N = The item/SKU warehouse is not frozen. If an item or SKU warehouse is frozen: • Pick Slip Generation will ignore the item warehouse when determining where inventory should be picked to fulfill an order. See Introducing Pick Slip Generation. • Inventory will not reserve during Order Entry. See Reviewing Reservation Types. • Replenish Warehouses and Replenish Primary Locations will not replenish stock to or from the locations. Alphanumeric, 1 position; display-only. |
Available |
The quantity of the item that is available to sell. This field is not currently implemented. Numeric, 5 positions; display-only. |
Completing this screen: Enter 1 next to a warehouse to select it. You advance to:
• The Enter "To" Location Window (Inventory Transfers), where the warehouse you selected displays, if you have already selected an item location.
• The Select Item Location Screen, if you have not already selected an item location.
Purpose: Use this screen to select the location where you wish to transfer an item when you process an inventory transfer (transaction code = T).
How to display this screen: Press Enter before completing the Location field on the Enter "To" Location Window (Inventory Transfers).
FLR0132 SELECT Select Item Location 10/06/98 12:14:58 Item SKU Whs Location LOCCLA89Y 3
1=Select request ? Location Pickable Zone Aisle Shelf Bin # Freeze Available J010101 Y J 01 01 01 N 0 K010101 Y K 01 01 01 N 2 T010101 Y T 01 01 01 N 0
F3=Exit F12=Cancel |
Field |
Description |
Item |
A code representing the unit of inventory to transfer. Alphanumeric, 12 positions; display-only. |
SKU (Stock keeping unit) |
The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU file. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); display-only. |
Whs (Warehouse) |
A code for the warehouse specified on the Enter "To" Location Window (Inventory Transfers). Numeric, 3 positions; display-only. |
Location |
A code for an area within the warehouse that contains the item or item SKU. Two location fields display on this screen; the first one is for scanning and the second one is display-only. The following message displays if you select a location whose location class does not match the location class defined for the item and the Allow Location Class Edit in Inventory Transaction (F86) system control value is set to Y or blank: Item is not compatible with Location. The location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For example, the location A010203 indicates: Zone Aisle Shelf Bin A 01 02 03 Alphanumeric, 7 positions; optional. |
Pickable |
This value indicates whether inventory can be picked from this location to fulfill an order. Valid values are: Y = pickable N = non-pickable Alphanumeric, 1 position; display-only. |
Zone |
This code identifies the area in the warehouse where the location is situated. Alphanumeric, 1 position; display-only. |
Aisle |
This code identifies the aisle within the warehouse location. Numeric, 2 positions; display-only. |
Shelf |
This code identifies the location's shelf number within the aisle. Numeric, 2 positions; display-only. |
Bin # |
This code identifies the location's bin number on the shelf. Numeric, 2 positions; display-only. |
Freeze (Reservation freeze flag) |
This value indicates whether the item location or SKU location is frozen. Valid values are: Y = The item/SKU location is frozen. N = The item/SKU location is not frozen. If a location is frozen, Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location, and Pick Slip Generation does not print picks. See Introducing Pick Slip Generation. Note: Even though a pick slip does not print for an item from a frozen item location, the system still reserves the item on the Order Lines Fields in Order Entry. Alphanumeric, 1 position; display-only. |
Available |
The quantity of the item that is available to sell. This field is not currently implemented. Numeric, 5 positions; display-only. |
How to use this screen: Enter 1 next to a location to select it. You return to the Enter "To" Location Window (Inventory Transfers) with the location you have selected displayed.
Purpose: Use this window to enter target item information when you process an item to item transfer (inventory transaction code = G).
An item to item transfer converts inventory for an existing item, in the quantity you specify, to a different existing item. You might want to process an item to item transfer if you will discontinue offering an item on its own, and sell it only as part of a grab bag instead.
How to display this screen: Enter valid information for an item to item transfer at the Work with Inventory Transactions Screen.
Item to Item Transfers
Enter 'To' Item Information:
Quantity: 10 Soldout Control: . From Item/SKU: PLUMS Whse: 3 Location: J010101
To: Item Sku Whse Location
F2=Change Qty F12=Cancel |
Soldout control code: Each field on this window except the Soldout control code is described under Work with Inventory Transactions Screen. The system uses the soldout control code if, as a result of processing this transfer, the source item will be sold out. If a default code has been defined in the Default Soldout Control Code for Item to Item Transactions (D94) field in the System Control file, that value appears here. The soldout control code is a 2-position, alphanumeric code; see Customer Service Chapter 113: Working with Soldout Controls (WSLD).
List price and changing quantity: The system requires that the list price of the source and target item be identical for item to item transactions. The list price is defined in the SKU file for SKUed items, and on the second base item screen for non-SKUed items. See Merchandising Chapter 24: Performing Initial Item Entry (MITM).
If the quantity of the source and target items are different, you must press F2 at the pop-up window to change the quantity of the target item. The Quantity field appears below the Warehouse field; this is a numeric, 8-position field.
The system will consider the relationship between the source item quantity and the target item quantity when validating that the list prices are the same. In the following example, a target item would constitute a set of three of the source item.
Source item |
Target item |
quantity = 150 |
quantity = 50 |
list price = $3.00 |
list price = $1.00 |
The system divides $3.00 by 3 and confirms that the list price of the target item is $1.00.
If the list prices are not identical, the following message displays:
List prices, qtys of "From" and "To" item do not match.
Completing this window: Complete the necessary fields on this window. The system processes the transfer and returns to the Work with Inventory Transactions Screen, where the transfer you just entered appears.
See Account Payable Chapter 40: General Ledger Overview for more information on how the system posts this transaction to the General Ledger.
Transfer Item’s Primary Location Screen
Purpose: Use this screen to transfer an existing item's primary location when you process an inventory transfer (inventory transaction code = T). The system requires that an item/location exist before you can perform this transaction.
The location you are transferring the item to becomes the item's "primary primary" location. A "primary primary" location is the first primary location the system searches when performing any action dealing with inventory. The "primary primary" location is stored in the Primary loc (Primary location) field in the SKU file.
When you complete this screen, the system:
• validates that the item location is not involved in a pending replenishment or a batch inventory transaction.
• updates the "primary primary" location in the SKU file.
• moves all the inventory from the original location to the new location.
How to display this screen: Press F7 at the Work with Inventory Transactions Screen.
INR0853 ENTER Transfer Item's Primary Location 12/10/97 12:23:56 Mail Order
Item . . . . COLR SIZE OTHR
Warehouse . .
Transfer from Location
Transfer To Location
Transaction Reason .
Delete "From" Location
F3=Exit F12=Cancel |
Field |
Description |
Item |
A code for a unit of inventory. Item codes are defined in and validated against the Item file. Alphanumeric, 12 positions; required. |
SKU (Stock keeping unit) |
The item's unique characteristics, such as its size and color. SKU codes are defined and validated against the SKU file. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); required if the item has SKUs. |
Warehouse |
A code for the warehouse that contains the item. Warehouse codes are defined in and validated against the Warehouse file; see Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required. |
Transfer from location |
The original location within the warehouse that the item is taken from. If you enter a location other than the item’s "primary primary," the system does not perform the transfer and displays the following error message: Location not Primary for item.
Alphanumeric, 7 positions; required. |
Transfer to location |
The location within the warehouse that the item will be transferred to. This location becomes the "primary primary" location for this item. Alphanumeric, 7 positions; required. |
Transfer reason |
A code that represents a reason to perform an inventory transaction. These codes are defined in and validated against the Transaction Reason Code file. The reason code will be required if you are using an inventory transaction code with the Reason required field set to Y. See Inventory Transaction Codes and Reasons. Numeric, 2 positions; may be required depending on the type of transaction. |
Delete "from" |
This value indicates whether or not to delete location the item's from location. Valid values are: Y = the system will delete the item/location N = the system will not delete the item/location Note: If the "from" location is not deleted, the item will have multiple primary locations. In order to have multiple primary locations, you must have the Allow Multiple Primary Item Locations (D12) system control value set to CONFIRM or ALLOW. Alphanumeric, 1 position; required. |
Completing this screen: The system displays a message informing you the transfer has been completed.
If the item location is involved in a replenishment, the following message displays:
Transfer Not Allowed -- Replenishment Pending for Item/Location.
The system also will not process the transfer if the item location is in a pending inventory batch; instead it displays the following message:
Item/SKU exists in batch ###.
A pop-up window appears automatically when you press Enter to perform a location transfer if picks exist for the "from" location:
Pick Locations Exist
Picks exist for location C-1-1-5
Do you wish to continue? (Y/N) |
To continue the transfer, enter Y in the Continue field, or enter N in the Continue field to perform the location transfer at a later time when the picks are confirmed.
If you enter a location that has not been assigned this item, the system brings you to the Create Item Location for Transfer Screen.
Create Item Location for Transfer Screen
Purpose: Use this screen to create an item location.
How to display this screen: Enter a new location for an item on the Transfer Item’s Primary Location Screen.
INR0849 ENTER Create Item Location for Transfer 12/10/97 14:13:35 Mail Order Company
Item . . . . . . . : WA10000 SKU . . . . . . . : Warehouse . . . . : 2 Location . . . . . . A-1-1-5 Reservation Freeze . (Y,N) Min qty . . . . . . Max qty . . . . . .
F3=Exit F6=Create F12=Cancel |
Field |
Description |
Reservation Freeze (Freeze flag) |
This value indicates whether the item location or SKU location is frozen. Valid values are: Y = The item/SKU location is frozen. N = The item/SKU location is not frozen. If a location is frozen, Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location, and Pick Slip Generation does not print picks. See Introducing Pick Slip Generation. Note: Even though a pick slip does not print for an item from a frozen item location, the system still reserves the item on the Order Lines Fields in Order Entry. Alphanumeric, 1 position; required. |
Min qty |
The minimum amount of stock for this item or SKU that can be kept in this location. You should perform an inventory transaction or restock procedure when the inventory reaches the minimum level. Numeric, 7 positions; optional. |
Max qty |
The maximum amount of stock for this item or SKU that can be kept in this location. Numeric, 7 positions; optional. |
Completing this screen: The system displays a message informing you that the transfer has been completed. When you return to the Work with Inventory Transactions Screen, all previous transactions are cleared from the screen.
Transfer Non-Primary Location Screen
Purpose: Use this screen to transfer all of the items in a non-primary location to another non-primary location. The two locations can be in different warehouses, although they do not need to be.
The non-primary location transfer process transfers the on-hand quantity for all item locations in the specified Transfer from warehouse/location to the Transfer to warehouse/location. If the item warehouse and item location do not already exist in the Transfer to warehouse/location, the system creates them. If the item location already exists in the Transfer to warehouse/location, the system adds the on-hand quantity to transfer to the existing item location. If LPNs exist in the Transfer from warehouse/location, the system updates the LPNs to use the new Transfer to warehouse/location. You can review each transfer in Display Inventory Transaction History (DITH).
In order to complete a non-primary location transfer:
• the Transfer from location and Transfer to location must be non-primary locations (the Location type for the location must not be P Primary) in the warehouse specified. See Transfer Item’s Primary Location Screen to transfer an existing item's primary location.
• items must exist in the Transfer from warehouse/location. The item locations for the Transfer from location:
• must have an on-hand quantity to transfer.
• must have a 0 printed quantity.
• must have a 0 pending quantity.
• cannot be part of an existing inventory transaction batch.
• the Transfer from location and Transfer to location cannot be part of a physical inventory that is in process.
• the Transfer from location and Transfer to location cannot be the same location in the same warehouse.
• if the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected, the item's location class must match the Transfer to location’s location class.
How to display this screen: Press F8 at the Work with Inventory Transactions Screen.
INR1941 ENTER Transfer Non-Primary Location 12/27/13 13:05:01 KAB Co2 Karen Bottger Company
Transfer from whs/locaton .
Transfer to whs/locaton . .
Transaction reason . . . . .
F3=Exit F12=Cancel |
Field |
Description |
A code for the warehouse associated with the Transfer from location. This warehouse can be the same as the Transfer to warehouse. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required. |
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The original location within the Transfer from warehouse that the items are taken from. Location codes are defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). The system does not perform the transfer and displays an error message if: • the location is a primary location: Cannot transfer from primary location. Use the Transfer Item’s Primary Location Screen to transfer an existing item's primary location. • no items exist in the Transfer from location with an on-hand quantity to transfer: From location does not contain any items. • the location is part of a physical inventory that is in process (the Physical freeze field is Y in the Item Location file): Physical inventory is currently in progress. • a printed quantity exists for one or more item locations: Printed quantity exists for one or more items. • a pending quantity exists for one or more item locations: Pending quantity exists for one or more items. Alphanumeric, 7 positions; required. |
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A code for the warehouse associated with the Transfer to location. This warehouse can be the same as the Transfer from warehouse. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required. |
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The location within the warehouse where the items will be transferred to. Location codes are defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). The system does not perform the transfer and displays an error message if: • the location is a primary location: Cannot transfer to primary location. Use the Transfer Item’s Primary Location Screen to transfer an existing item's primary location. • the location is part of a physical inventory that is in process: Physical inventory is currently in progress. • the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected and the item's location class does not match the Transfer to location’s location class: One or more items is not compatible with TO loc. • the Transfer from location and Transfer to location are the same location in the same warehouse: Invalid to location entered. Alphanumeric, 7 positions; required. |
|
A code that represents the reason to perform the inventory transaction. Inventory transaction reason codes are defined in and validated against the Transaction Reason Code table; see Work with Inventory Transaction Reason Codes (WIT1). A transaction reason code is required if the Reason required field for the T Transfer inventory transaction code is selected. Numeric, 2 positions; required if the Reason required field for the T Transfer code is selected. |
Completing this screen:
1. In the Transfer from whs field, enter the warehouse code identifying where the non-primary location transfer originates.
2. In the Transfer from location field, enter the non-primary location where the items will be transferred from.
3. In the Transfer to warehouse field, enter the warehouse code identifying where the items will be transferred to.
4. In the Transfer to location field, enter the non-primary location where the items will be transferred to.
5. In the Transaction reason field, enter the reason for the non-primary location transfer.
6. Press Enter to validate your entries. If necessary, correct any errors and press Enter again.
7. If no errors are found, the system displays a Confirm Transfer window. Press Enter to confirm the transfer; otherwise, press F12 to cancel. If you press Enter, the system interactively completes the non-primary location transfer and displays the message Transfer from B010101 to B020202 complete.
The non-primary location transfer process:
• Transfers the on-hand quantity for all item locations in the specified Transfer from whs and Transfer from location to the Transfer to warehouse and Transfer to location.
• Deletes the From item location records.
• If the item warehouse does not already exist in the Transfer to warehouse, the system creates it.
• If the item location does not already exist in the Transfer to location, the system creates it.
• If the item location already exists in the Transfer to location, the system adds the on-hand quantity to transfer to the existing item location.
• If LPNs exist in the Transfer from location, the system updates the LPNs to use the new Transfer to location.
• If serial numbers are associated with the Transfer from location, the system does NOT update the serial numbers to use the new Transfer to location.
You can review each item location transfer in Display Inventory Transaction History (DITH).
| Chapter 12: Working with Inventory Transactions in Batch Mode (WITB) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 14: Working with Inventory Transaction Errors (WITE) |
WH02_02 CWDirect 18.0 August 2015 OTN