Item Transfer

The one-step transfer. Stock leaves the From warehouse and arrives in the To warehouse in the same Save. Lines can be typed, or copied from an Item Transfer Request or from a subcontracting purchase order's components.

Where

Inventory › Transfer › Item Transfer

Who uses it

The storeman

When

When stock moves between stores that are close enough not to need a shipment

Needs first

A transfer journal whose movement names its reverse movement; stock in the From warehouse

What it is for

It moves stock without a stop in between. Behind the transfer, one stock document is posted: each line goes out of the From place on the transfer-out movement and comes in at the To place on its reverse movement, at the same cost. Each side carries its own site's financial dimension, so a transfer between two sites shows in each site's accounts.

The one rule people get wrong: From and To cannot be the same place, on the header or on a line. And a transfer cannot be edited after Save; reverse it.

When stock must travel and be received separately, use a Transfer Order instead.

Every field in plain words

Header

Field	What it means	What to put
Transaction Date, Posting Date	The transfer's dates	Posting Date in an open inventory period
Transaction Journal	The transfer journal
From Site, From Warehouse	Where stock leaves	Default for the lines
To Site, To Warehouse	Where stock arrives	Default for the lines
Vendor, Customer	The partner	Shown and required when the journal asks for one; used when one side is a vendor's or customer's warehouse
Responsible, Responsibility Central	Who answers for it
Consultant, Contractor, Architect	Project references	Recorded
Notes	Free text

Lines

Field	What it means	What to put
Item No, Item Variant, Name	The item	Required. A variant item needs its variant when variants are switched on
Movement Unit, Movement Quantity	How much	More than zero
Stock Status	Which status of stock moves	Required
From Site, From Warehouse, To Site, To Warehouse	Per line	Filled from the header
From and To Storage Location, Stock Category	Optional
From Batch/Serial Number, From Serial Number	The batch that moves	Required when the journal asks for a batch number
To Batch/Serial Number, To Serial Number	The batch at the destination
Catch Weight Quantity	For catch-weight items
From Custodian, To Custodian	Whose goods, at a vendor's or customer's warehouse	Required when that warehouse is for a vendor or a customer
Reservation No	The reservation the stock is drawn from
Origin Number, Origin Process	The request or order copied from	Read only
Line Text	Free text

Toolbar

• Copy from request and Copy from subcontracting order - bring in open lines.
• On hand - shows, per site and warehouse, the stock available, picked, reserved, available for use and on order.
• Transfer return - sends back part of what this transfer moved: a new transfer the other way, for the quantity typed, not more than still left.
• Open voucher.

What happens on Save

• A line copied from a request cannot move more than the request still has open, unless the item allows over-transfer, and then not beyond its tolerance percentage. The same applies to subcontracting components.
• Stock moves and the voucher posts.
• When the transfer feeds production, quantity reserved for the manufacturing order beyond what was transferred is released.

Scenarios

• A pharmacy chain topping up a shop from the central store. The shop raises a transfer request; the store copies it into an item transfer.
• A garment maker sending fabric to a stitching unit. Copy the components from the subcontracting purchase order into a transfer to the vendor's warehouse.

What it is connected to

• Item Transfer Request - copied from.
• Warehouse - vendor and customer warehouses.
• Item Receipt for Purchase Order - consumes the components sent to a subcontractor.
• Transfer Order - the two-step transfer.

If something looks wrong

• "Header Storage Structure From and To cannot be same" / "Line ID: ... Storage Structure From and To cannot be same"
• "Basic Data - Line ID: ... - Movement Quantity cannot be negetive or zero"
• "Basic Data - Line ID: ... - Stock Status can not be empty"
• "Line ID: ... - Batch Number is mandatory" - the journal asks for the batch.
• "Line ID - ... Custodian Indicator cannot be Empty" / "... Custodian cannot be Empty" - a vendor's or customer's warehouse is involved.
• "Basic Data - Item ... Required Quantity: ... cannot exceed Balance Quantity: ... in Item Transfer Request: ..." - and the same with "plus Over Transfer Tolerance Quantity" when the item allows over-transfer.
• "Line ID: ... - Movement quantity cannot be greater than balance quantity." on Transfer return.
• "Basic Data - Item (...) ... Stock not available ..." - not enough in the From warehouse.