Use this screen to transfer inventory from one warehouse/location to another. Use it when transfer of inventory is required between warehouses or locations.
If you entered "Y" in the Auto-Assign field for "Location Transfers" in the Transaction IDs subtask of the Warehouses screen, leave this field blank and the system will automatically assign the next transfer ID. If Auto-Assign is "Y" and you manually enter a transfer ID in this field, the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen will not be updated. If you entered "N" in the Auto-Assign field, you can manually enter a transfer ID containing up to 10 alphanumeric characters. The value in this field cannot begin with a space.
This field displays the system date as the default transaction date, but you can enter another.
Enter, or use Lookup to select, the material handler performing this transaction. A valid employee ID is required.
Enter, or use Lookup to select, the abbreviation of the inventory from which the material has been taken. The project ID assigned to the inventory abbreviation selected is displayed.
Enter, or use Lookup to select, the ID of the warehouse from which the material will be taken. The warehouse ID must already exist in the Warehouses table.
Enter, or use Lookup to select, the location ID for the warehouse you just entered in the Warehouse field, as the default from where the material will be taken. The location ID must already exist for that warehouse in the Locations table.
Select this checkbox to automatically load all of the parts in inventory for the Warehouse and Def Location specified.
If this checkbox is selected, the inventory abbreviation in the header becomes optional. If you enter an inventory abbreviation, only inventory for that inventory abbreviation in the Warehouse and Def Location will default to the lines.
Enter, or use Lookup to select, the ID of the warehouse to which the material will be moved. The warehouse ID must already exist in the Warehouses table.
Enter, or use Lookup to select, the location ID for the warehouse you just entered in the Warehouse field, as the default to where the material will be moved. The location ID must already exist for the warehouse in the Locations table.
Select this checkbox to automatically load the location ID from the location ID assigned in the Part Project Data screen in Costpoint Product Definition for those parts with a project ID that is the same as for the inventory abbreviation specified.
If you do not select this checkbox, the Def Location ID will be used.
Enter free-form text to be associated with this issue.
The line number is automatically generated.
Enter, or use Lookup to select, the part ID for the material to be issued.
This field displays the last revision assigned to the part ID; however, you can enter, or use Lookup to select, another revision that exists for this part ID.
This field displays the description for the part.
This field displays the inventory unit of measure for the part.
Enter the quantity to be issued. This defaults from the reservation if you entered one.
Enter, or use Lookup to select, the ID of the location from which the material is being transferred.
Enter, or use Lookup to select, the location to which the material is being transferred.
This non-editable field displays the inventory abbreviation to be charged for this location transfer. It is the same as the inventory abbreviation entered in the header section.
Select this pushbutton to record or view serial and lot number information for a selected transaction line.
Select this pushbutton to automatically load the transaction lines with the default information entered in the header section.
Changes to this screen update the INVT_TRN and INVT_TRN_LN tables. This screen also relies on the settings in the INVT_SETTINGS and MRP_SETTINGS_CORP tables. Information for location transfers is also stored in and/or pulled from the following tables, as indicated for the applicable subtasks in this screen: EMPL, INVT_ABBRV_CD, INVT_PROJ, INVT_WHSE_LOC, ITEM, PART, PART_PROJ, SUB_PD, WHSE_LAST_TRANS, WHSE_LOC.