Inventory Transfer

Use this process to transfer products between locations:

• Within the same warehouse, or
• Between nearby warehouses, where inventory will be immediately available at the final destination.

Important:  If a 2-step transfer is required (i.e., issuing items from a source warehouse and then separately receiving them in the destination warehouse), do not use this process. Instead, refer to the Transfer Order Process (TR Order Type) Pro Guide.

Transfer between locations within the same warehouse

1. Create a New Transfer Transaction in the Transfers screen (IN304000).
   1. Verify Transfer Type = 1-Step
   2. Select the Warehouse ID and To Warehouse ID as the same warehouse.
   3. Add a new detail line using the + or ADD ITEMS.
   4. Select the Inventory ID to be transferred.
   5. Select the current Location of the inventory.
   6. Select the To Location ID for the inventory.
   7. Enter the Quantity to be transferred.
   8. If the item is lot or serial tracked, select the lot/serial number in stock to be transferred. Multiple lot or serial numbers can be defined for one detail line using the LINE DETAILS button.
   9. Save the transfer to generate a Reference Nbr.
2. REMOVE HOLD when all information is recorded.
   1. The transfer is updated to the Balanced status.
3. RELEASE to finalize the transfer of inventory.
   1. No financial journal entry is created for this transaction.

Transfer between nearby warehouses

1. Create a New Transfer Transaction in the Transfers screen (IN304000).
   1. Verify Transfer Type = 1-Step
   2. Select the Warehouse ID where the items are in stock.
   3. Select the To Warehouse ID where the items will be moved to.
   4. Add a new detail line using the + or ADD ITEMS.
   5. Select the Inventory ID to be transferred.
   6. Select the current Location of the inventory in the originating warehouse.
   7. Select the To Location ID for the inventory in the destination warehouse.
   8. Enter the Quantity to be transferred.
   9. If the item is lot or serial tracked, select the lot/serial number in stock to be transferred. Multiple lot or serial numbers can be defined for one detail line using the LINE DETAILS button.
   10. Save the transfer to generate a Reference Nbr.
2. REMOVE HOLD when all information is entered.
   1.  The transfer is updated to the Balanced status.
3. RELEASE to finalize the transfer of inventory.
   1. The GL journal entry batch number link is added on the FINANCIAL tab.