Inventory-Site Transfer

OBJECTIVE

The Inventory-Site Transfer function is used to transfer stocked catalogue items from one site to another. The item can also be moved from one location to another. This option can also be used to create manual reservations or delete material reservations.

If the maestro*MOBILE Inventory-Site Transfer interface is used, all transfers entered in the mobile app will also be available here (the transfer and modification source, A – maestro* or M – Mobile, can be displayed in the transaction grid).

No accounting entries are generated following the transfer, unless this option is used in multidimensional mode. Some maestro* options create Inventory-Site Transfer transactions. These transactions can be viewed and modified if necessary. For additional information, refer to the Reading Locations for inventory items How-To.

 

PREREQUISITEs

• Catalogue Management
• Define Sites
• Configuration

 

Summary

• Transfer from inventory to a site
  • Add item from a kit

 

Steps

maestro* > Purchasing > Inventory > Processing > Inventory-Site Transfer

 

Transfer from inventory to a site

You can click the Reservations Search icon to find items by reservation number and insert them in the transaction grid.

1. Enter the required information in the Detail tab:

Fields followed by the * character are mandatory fields.

 

Field	Description
Date*	Date of the transfer transaction.
Reference	Reference number for the transaction.

1. Default Source section:

Field	Description
Currency	Displays the currency associated with the company. NOTE: Available in multidimensional mode only.
Site	Site from which the item is taken by default. NOTE: By default, the system indicates the site defined in Configuration.

 

The currency is identified by the system. This value cannot be changed. For all new transactions, the currency displayed is the one configured in the settings for the current company.

2. Default Destination section:

Field	Description
Company	Default company name for the destination of the transfer. NOTE: Available in multidimensional mode only.
Site	Site to which the item is sent. NOTE: By default, the system indicates the site of the company defined in Configuration.
Container	Text field that identifies the container. NOTE: The Advanced entry of the material destination function must be enabled in Configuration.

3. Breakdown section:

Field	Description
Inventory Code*	Inventory code from Catalogue Management. If the item is a kit, see section Add item from a kit. NOTE: The system displays all item types except 2-Sale.
Description	Description of the item.
Unit	Conversion unit. NOTE: The unit varies based on the factor entered in the item in the Catalogue Management option. The arrow is used to select the item in inventory and the system displays the corresponding values by default.
Source Site*	Source site for the item. The site from which the item is taken. NOTE: Available in multidimensional mode only. The system only displays sites without company or those for which the company is the source company.
Source - Location	Actual location of the item in inventory.
Source - Reservation no	Source reservation number. NOTE: This number can be entered manually by the user.
Destination Company	Name of the company to which the item is transferred. NOTE: Available in multidimensional mode only.
Destination - Site*	Destination site for the item. Site to which the item is sent. NOTE: Available in multidimensional mode only. The system only displays sites without company or those for which the company is the source company.
Destination - Location	New actual location of the item in inventory.
Characteristics	Item characteristic.
Identification	Item identification.
Destination - Reservation no	Destination reservation number. NOTE: This number can be entered manually by the user.
Container	Text field that identifies the container. NOTE: The Advanced entry of the material destination must be enabled in Configuration.
Case	Text field that identifies the case. NOTE: The Advanced entry of the material destination function must be enabled in Configuration.
Box	Text field that identifies the box. NOTE: The Advanced entry of the material destination function must be enabled in Configuration.
Quantity	Quantity to be transferred. NOTE: A negative quantity reverses the transaction.
.U.P.	Average cost of the inventory item. NOTE: Available in multidimensional mode only.
Amount	Amount to be transferred. NOTE: If a quantity and unit price are entered, the system performs the calculation automatically. Available in multidimensional mode only.
Currency	Displays the currency associated with the company. NOTE: Available in multidimensional mode only.
Reason	Reason for which a transfer between sites is required. NOTE: If the transactions were generated automatically by the Procurement Management (MRP1) or Inventory Issues options, the reason entered in Configuration will be displayed according to the transactions created.

2. Click Save.

You can print a transfer order by clicking the Print icon.

3. Click Transfer.

You can transfer several transactions at a time by clicking the Transaction Transfer icon on the main menu.

Add item from a kit

This feature applies to items whose Status corresponds to Kit in the Catalogue Management option.

1. In the Breakdown grid, enter the kit's inventory code in the column or click on the icon to select a kit through the Select a record window. The Component Selection window opens.
2. Enter the amount of kits (Quantity) needed in the transfer.
3. Check the kit items to include in the transfer.
4. Click on Select.
   
   All chosen kit items will automatically be added to the transfer.
5. Save the transfer.

 

See also

• How to Reading Locations for inventory items
• How to Service Management Procurement

 

Last modification: November 12, 2024