Inventory Transfers - Job To Stock

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.

  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 Stock.Job To Stock Transfer
    • The Job To Stock Inventory Transfer Grid displays a list of all parts that have been posted to the Source Job.
  2. In situations where all material previously posted to the job should be unposted, simply click OK and proceed to Step 10; otherwise continue to Step 8.
  3. (OPTIONAL) Click Zero Grid.
    • By default the utility assumes that the entire quantity of all posted parts should be unposted and placed into inventory.
  4. For each part that needs to have some (or all) of the existing quantity unposted:
    1. Click in Quantity To Unpost and enter the number of (Stocking) units should be removed and placed into inventory.
      • The value cannot exceed the quantity posted to the job.
      • The quantity must be a whole value.
    2. Enter / edit a Bin Number and Lot Number value to indicate where the material will be physically placed and how it should be identified.
      • Bin information is required; Lot information is optional.
    3. Indicate whether a job requirement should be created for the unposted material.
      • Selecting Y from the dropdown menu will cause the utility to create a requirement for the unposted quantity when the transfer is completed.
  5. Click OK once the quantity to unpost has been entered for all applicable parts.
  6. 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.
  7. Click Close to exit the Inventory Transfer Navigator.

 

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