Transfer inventory

Transferring material can have several meanings in Industrial Equipment Manufacturing:

• Transfer from inventory to another location.

• Transfer of material to the project site (delivery).

• Transfer as a replenishment method for SKUs.

Transfer to another location

Steps - Immediate transfer - Reclassification Journal

When the transfer is immediate, the preferred method is the Item Reclassification Journal:

1. Find the Item Reclassification Journals in the Warehouse department: /Departments/Warehouse/Tasks > Item Reclassification Journals.

2. On the journal line, enter the item and quantity to reclassify and specify the current and new fields. For Industrial Equipment Manufacturing, the following combinations are available:

   Current	New
   Project No.	New Project No.
   Project Task No.	New Project Task No.
   Project Activity	New Project Activity
   Project Element	New Project Element
   Project Change Order	New Project Change Order

3. When complete, post the journal.

   Note

   With the Get ProjectPlanning Lines action on the Actions tab of the Item Reclassification Journal, project item planning lines can be retrieved into the journal with the following filter:

   • The line type must be Item.

   • Transferred must be No.

   • Remaining Qty. must be > 0.

Inventory transfers

The objective of the transfer order is to relocate inventory reserved for the project. When goods must be transported and will be in transit for some time, the transfer order is a better alternative to the Item Reclassification Journal. The transfer order moves inventory between locations. Inventory must be available in the Ship From location because inventory cannot go negative. Serial numbers and lot numbers are fully supported.

Steps - Transfer an item planning line to another location

To transfer an item planning line to another location:

1. Find the Create Transfer Order action on the Actions tab of the Project Item Planning page.

2. The transfer order is created for the selected lines on the Project Item Planning page (hold down the Ctrl key to select several lines). The Remaining Quantity is used as the quantity to transfer.

3. On the Actions tab, click Create Transfer Order to open the Create Transfer Order dialogue.

4. Complete the following fields:

   Field	Description
   Transfer-from Code	Defaults to the location on the project item planning line and cannot be modified.
   Transfer-to Code	Select the location to transfer to.
   In-Transit Code	Select the temporary in-transit location. When the Transfer-from and Transfer-to codes are set up in the Transfer Route, this location is filled automatically.

Direct transfer

The Direct Transfer option in the transfer order has been modified to fit Industrial Equipment Manufacturing. The restriction is that the Transfer-from and Transfer-to locations cannot have Anywhere Mobility Solutions warehouse settings. The Create Transfer Order wizard in Industrial Equipment Manufacturing only creates the direct transfer order when these conditions are met. When posted, a transfer order marked as Direct Transfer creates both the shipment and receive transfers, resulting in four entries in total.

Note

• Using locations is mandatory. You cannot transfer inventory from a project item planning line without a location.

• The In Transit field on the project planning line has a drill-down option and opens the transfer lines. Use the Show Document action to open the actual transfer order.

• During the transfer (when In Transit = Yes), the project item planning line is blocked.

Replenishment transfer

The item planning lines also accept the replenishment method Transfer. This functionality assumes that an SKU exists for the specified location with Transfer as the replenishment method and specifying the Transfer From location. The Transfer From to Transfer To must also be set as a Transfer Route.

The Planning Worksheet accepts the action message to make transfer orders. When created, the project planning line is marked as Transferred and In Transit.

The following notes apply:

• Planning line replenishment system is leading:

  • When an item or SKU is inserted on the planning line, the default settings of the item or SKU are copied to the planning line.

  • A planner can change the replenishment system on the item planning line.

  • The replenishment system specified on the item planning line is used in the material requirements calculation.

• Project-specific transfer orders:

  • A transfer order consists of two orders: outbound transfer and inbound transfer.

  • The MRP calculation responds to demand from the project location and, based on the settings on the SKU card (Transfer From), creates a replenishment order.

  • The replenishment order is new demand for the inventory location, which is replenished from stock. When stock is not available, an additional planning message is required. This calculation cannot be combined and must be covered by two separate MRP runs: first on the project location, then from the inventory location.