Inventory Transfers - Job To Job

System Location: Data Entry > Inventory > Inventory Transfers

This topic provides details on the following functions of the Inventory Transfers Utility:

  • Posting material between inventory and jobs
  • Posting material between jobs
  • Editing Bin and Lot information for material already posted to jobs

For more information see Inventory Transfers.

Select the Source / Destination Job
  1. Go to the blue Data Entry tab, open the Inventory dropdown menu, and select Inventory Transfers.
  2. Click Search.
  3. Select the job to transfer material to / from or to edit Bin information for.
    • The job selected will be the source or destination of material based on the option selected next.
    • The options below provide details on how to proceed based on the type of transaction desired.
  1. Click Job To Job.Job To Job Transfer
    • The Job To Job Inventory Transfer Grid displays a list of all parts that have been posted to the Source Job.
  2. (OPTIONAL) Click Zero Grid.
    • By default the utility assumes that the entire quantity of all posted parts should be unposted and transferred to another job.
    • Clicking 'Zero Grid' sets the 'Quantity To Transfer' for all listed parts to zero at one time and reduces the chance of removing material by accident.
  3. For each part that needs to have some (or all) of the existing quantity transferred:
    1. Select the job the material should be transferred to (Destination Jobs.) This can be done in one of the following ways:
      • Click Search Part and select a job from the list.
        • The selected job populates the 'Job Number' field for all parts listed in the grid when the user clicks 'OK' in the Job Search screen.
        • Having a job number associated with a part has no impact if the 'Qty To Transfer' is zero.
      • Click in the Job Number field for each part that needs to be transferred and type the desired job number.
        • The 'Search' button can still be used to identify job numbers.
        • If a job is selected from the search list (by clicking 'OK') it will populate any 'Job Number' field that is still blank.
      • A part can only be transferred to one job at a time. If the quantity of a specific item needs to be transferred to multiple jobs, it will need to be done through the creation of multiple Job To Job Transfers.
    2. Click in Quantity To Transfer and enter the number of (Stocking) units that should be transferred to the listed Destination Job.
    3. Indicate whether a job requirement should be created for the transferred material.
      • Selecting Y from the dropdown menu will cause the utility to create a requirement for the unposted quantity when the transfer is completed.
  4. Click OK once the quantity to transfer has been entered for all applicable parts.
  5. Click Yes on the prompt to continue.
    • The system transfers the parts as designated and the user is taken back to the Inventory Transfer Navigator.
    • Clicking 'No' returns the user to the grid and allows them to make additional changes.
  6. Click Close to exit the Inventory Transfer Navigator.

 

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