CREATE MASS INVENTORY TRANSFERS
Use this screen to transfer all inventory for a given warehouse from one inventory abbreviation to another inventory abbreviation. Use it whenever the transfer of all inventory from an inventory abbreviation is required.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
From Inv Abbrev
Option
This field displays One to indicate that you can choose one inventory abbreviation.
Start
Enter, or click 
to select, the ID of the parameter for the inventory. The parameter ID must already exist in the Parameters table.
To Inv Abbrev
Option
This field displays One to indicate that you can choose one inventory abbreviation.
Start
Enter, or click to select, the inventory abbreviation to which the material will be moved. This inventory abbreviation must already exist on the Manage Inventory Projects screen.
Warehouse
Option
This field displays One to indicate that you can choose one warehouse ID.
Start
Enter, or click to select, the ID of the warehouse from which the material will be taken. The warehouse ID must already exist in the Warehouses table.
Options
Location Types to Transfer
On-Hand
Select this check box to transfer on-hand type locations.
Reinspection
Select this check box to select incoming inspection and re-inspection type locations.
Shipping
Select this check box to transfer shipping type locations.
On-Hold
Select this check box to transfer on-hold type locations.
Reservation Deletion Option
Select a reservation deletion option from the drop-down list. The options available are:
-
Do not Auto-Delete — Select this option to leave existing reservations unchanged.
-
Auto-Delete between From and To Inv Abbrev — Select this option to delete reservations between the two inventory abbreviations.
-
Auto-Delete all referencing From Inv Abbrev — Select this option to delete all reservations for the From Inventory Abbrev.
Transfer Inventory at Zero Cost
Select this check box to transfer all items at zero cost.
Generate
Transfer ID
If you select the Project/Account Transfers transaction in the Transaction IDs subtask of the Manage Warehouses screen and select the associated Auto-Assign check box, leave this field blank and Costpoint will automatically assign the next transfer ID. If Auto-Assign is selected and a transfer ID is manually assigned in this field, Costpoint will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen. If the Auto-Assign check box is clear, you can manually enter a transfer ID. The value in this field cannot begin with a space.
Material Handler
Enter, or click to select, the material handler who is performing this transaction. A valid employee ID is required.
Transaction Date
This field displays the system date as the default transaction date, but you can enter, or click 
to select another date.
Notes
Enter free-form text to be associated with this transfer.
Accounting Period
The fields in this group box show the accounting period to which the transaction will be posted according to the transaction date.
Fiscal Year
This field displays the current fiscal year.
Period
This field displays the current period.
Subperiod
This field displays the current subperiod.
End Date
This field displays the end date.
From
The labels Ref 1 and Ref 2 may display different labels if they have been changed on the Configure General Ledger Settings screen.
Ref 1
Enter, or click to select, a valid reference 1 number.
Ref 2
Enter, or click to select, a valid reference 2 number.
To
Ref 1
Enter, or click to select, a valid reference 1 number.
Ref 2
Enter, or click to select, a valid reference 2 number.