---
title: "Transfer inventory"
slug: "bc-transfer-inventory"
description: "Learn effective methods for transferring materials in Industrial Equipment Manufacturing, including inventory relocation and replenishment strategies."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-transfer-inventory"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 |

1. When complete, post the journal.

> [!NOTE]
> 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]
> 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.

## Related

- [Project logistics](/bc-project-logistics.md)