PERFORM 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.

Transfer ID

If you entered "Y" in the Auto-Assign field in the Transaction IDs subtask of the Warehouses screen and selected "Project/Account Transfers," leave the field blank and the system will automatically assign the next transfer ID. If Auto-Assign is "Y" and a transfer ID is manually assigned in this field, the system will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen. 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.

Transaction Date

This field displays the system date as the default transaction date, but you can enter another date.

Material Handler

Enter, or use Lookup to select, the material handler who is performing this transaction. A valid employee ID is required.

From

Inv Abbrev

Enter, or use Lookup to select, the inventory abbreviation from which the material will be taken.

Warehouse

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.

Ref 1

Enter, or use Lookup to select, a valid reference 1 number.

Ref 2

Enter, or use Lookup to select, a valid reference 2 number.

To

Inv Abbrev

Enter, or use Lookup to select, the inventory abbreviation to which the material will be moved. This inventory abbreviation must already exist in the Inventory Projects screen.

Ref 1

Enter, or use Lookup to select, a valid reference 1 number.

Ref 2

Enter, of use Lookup to select, a valid reference 2 number.

Reservations

Do Not Auto-Delete

Select this radio button to leave existing reservations unchanged.

Auto-Delete between From and To Inv Abbrev

Select this radio button to delete reservations between the two inventory abbreviations.

Auto-Delete all referencing From Inv Abbrev

Select this radio button to delete all reservations for the From Inventory Abbrev.

Location Types to Transfer

On-Hand

Select this checkbox to transfer on-hand type locations.

Shipping

Select this checkbox to transfer shipping type locations.

Reinspect

Select this checkbox to select incoming inspection and re-inspection type locations.

On-Hold

Select this checkbox to transfer on-hold type locations.

Notes

Enter free-form text to be associated with this transfer.

Transfer Inventory at Zero Cost

Select this checkbox to transfer all items at zero cost.

Acctg Period

Select this pushbutton to view the accounting period to which the transaction will be posted according to the transaction date.

Table Information

The information that is entered in this screen and saved as a parameter is stored in the FUNC_PARM_CATLG table. The INVT_TRN and INVT_TRN_LN tables store the settings from this screen. This screen also relies on the settings in the INVT_SETTINGS, ITEM_SETTINGS_CORP, and MRP_SETTINGS_CORP tables. Information for executing mass inventory transfers is also stored in and/or pulled from the following tables: EMPL, INVT, INVT_ABBRV_CD, INVT_TRN_LN_SR_LT, INVT_WHS_LOC_SR_LT, INVT_WHSE_LOC, ITEM, ITEM_CST, ITEM_PROJ_CST, ITEM_UM, IWL, PART, PART_PROJ, POST_SEMAPHORE, REF_STRUC, RES_HDR, RES_LN, SEQ_GENERATOR, WHSE_LAST_TRANS.