Location Moves Form

Use the Location Moves form to control and monitor the quantity of each inventory item in your company, when you move a quantity from one location to another location.

Location Move transactions have no effect on the General Ledger, unit transactions, journal entry transactions, or average actual cost calculations.

Location

To display the form, complete the following steps:

  1. From the Vision Navigation menu, click Inventory > Transactions > Location Moves.
  2. To enable the fields, click and select a location move transaction on the lookup or click New on the toolbar.

Contents

Toolbar

Field Description
New Click this option to enable the Location Moves form.
Post Location Move Click this option to commit the location move transaction. When you commit the transaction, Vision assigns a transaction number to the location move and recalculates the item's Quantity on Hand.
Print

After you click this option, select one of the following:

  • Select Print Current Location Move to preview a report of the current transaction.

  • Select Print Active Group to preview a report for the current group of transactions.

  • Select Select Location Move to Print to display and select from a list of all of the location move transactions that are posted, to include them in a report.

Help Click this option to display the Vision online help.

Fields

Field Description
Transaction Number This field displays the next inventory transaction number.
Date This field displays today's date. To change the date, enter a date or click and select a date.
Performed By This field displays the employee name of the Vision login user. Click to select a different employee.
Comment Enter comments or notes in this field. The header of the Location Moves report displays the data that you enter here.

Items Grid

Field Description
Item Click and select an inventory item from the Items Lookup list, which displays inventory items only.
Description This field displays the item's description.
From Location

From the drop-down list, select the location from which you are moving this inventory item.

Vision populates this field with the Item's default location, if it is specified in the Default Location field of Configuration > Purchasing & Inventory > Items Master > Inventory Tab.

From Location Qty on Hand

This field displays the item's quantity on hand at the old location. If this transaction was posted before and you open the transaction from a lookup, this field is inactive and empty.

If two or more grid rows have the same mix of Item and From Location, and you click in the toolbar, Vision checks the total you are moving to ensure that it is not more than the From Location Quantity on Hand.

Qty to Move Enter the quantity of this item that you are moving to the new location. You cannot enter a number that is less than zero or more than the From Location Qty on Hand.
To Location From the drop-down list, select the location to which you are moving this inventory item.
To Location Qty on Hand

This field displays the item's quantity on hand at its new location. This quantity is calculated as (original Quantity on Hand + Qty to Move).

If this transaction was posted before, and you open it from , this field is inactive and empty.

U/M This field displays the item's unit of measure.
Insert Click this option to add a row to the grid.
Copy Click the row to copy, then click this option to copy it.
Delete Click the row to delete, then click this option to delete it.