Move To Another Site/Stock Location

Explanation

Move of part can either be done by specifying a specific part and qty to be moved or by specifying a handling unit to be moved. When moving a handling unit it means that all the content of that handling unit is moved to the new location.

When you want to move a part or a handling unit, you can choose whether the parts or handling unit should be moved directly to an inventory location or be moved to transit. Only the available quantity is possible to move to transit. If parts are reserved to customer order or shop order demands then it is possible to move those reserved stock to a different inventory location in the same site. When moving consignment stock handled parts, you must specify whether the parts should be consumed; use the displayed dialog box to accomplish this. However, moving consignment parts between locations can only be done if the locations belong to the same site.

When a part is moved from one location to another, you have the option to change the availability control if either one of the involved locations have an availability control defined. When moving a part you can also set a W/D/R number if you, for example, would like to have different availability controls for the same part on the same location.

Prerequisites

• The location to which you move the parts must be any of these location types: picking, floor stock, or production line.
• To be able to move parts to a site other than the default user site, the site must have been connected to the user ID on the Sites per User window.
• Parts should not be frozen for counting at the involved locations.
• To move the parts in project inventory to a location at a different site, that site must have been defined as an allowed site for the project in the Project window.
• To be able to move reserved parts Move Reserved control in Site/Extended Site Info/Inventory tab should be set to Not Pick Listed, Not on Printed Pick List or Allowed.
• To be able to move reserved parts they should be reserved to customer order, project deliverable, material requisition, shop order or DOP order demands.

System Effects

• Parts will be moved among the different locations. 
• The Quantity Onhand field will be changed according to your choice. 
• If you choose to enter a note, it will be entered in the inventory transaction.
• When moving a handling unit, the content of parts will be moved. All inventory transactions are done per part and quantity of what is packed in the handling unit. After the move of a handling unit you can see that handling unit and its structure on the new location.

Note: When considering different inventory and movement of parts, it is important to note that there are two other activities— Transfer To Project Inventory and Transfer To Standard Inventory—that are included in the Transfer To/From Project Inventory scenario. These activities result in the movement of parts between standard and project inventories. They do not result in the physical movement of parts, but shows whether the parts are connected to a project or not. Similarly the activity Move To Another Site/Stock Location will only move parts between locations, without changing the connected project. 

Window

Move Inventory Part
Inventory Part In Stock
Move Handling Unit
Handling Unit
Handling Units in Stock

Related Window Descriptions

Move Inventory Part 
Inventory Part In Stock
Move Handling Unit 
Handling Unit
Handling Unit/Structure
Handling Units in Stock  
Change Availability Control

Procedure

From the  Inventory Part In Stock window.

1. Either query for the inventory location records or click Populate.
2. Select the line with the desired inventory location record.
3. Right-click and then click Move Inventory Parts and the Move Inventory Part window will open.
4. Follow steps 2—10 described below.

From the Move Inventory Part window:

1. In the upper part of the window, either populate or query for the part number in question.
2. In the lower part of the window, select the line to which you want to move the parts or, if you want to enter a new location, select New in the lower part of the window.
3. Enter the quantity to be moved in the Qty to Move field.
4. If the part is catch unit enabled, enter the catch quantity you want to move. 
5. Click Move to inventory in the Destination list.
6. If you are entering a new location, enter a site in the Site field. The user site is displayed by default. If there are other sites connected to your user ID, you can change the site by using the List of Values or by entering the proper short code.
7. Optionally, you can enter an expiration date.
8. If you have chosen to enter a new location, you must select a location by using the List of Values in the Location No field. You can also enter a short code.
9. Optionally, you can enter a note.
10. Save when completed. The transaction will be saved if no availability control is defined for either one of the locations.
11. If either one of the selected locations have an availability control defined, a dialog box will open to aid the changing of the availability control ID for the selected part.
12. If you want to use the availability control used in the location you are moving to or from, or if you want to assign a new availability control, select the relevant option in the Set Availability Control ID section.
13. You can also specify a W/D/R number in the Set W/D/R No section. This value is required if the selected part already exists on the location you are moving to, and you are assigning a different availability control ID.
14. Click OK to save the  transaction.
15. If the part is serial tracked at receipt and issue but not serial tracked in inventory, and you are moving the part to a site other than the default user site, then a dialog box appears automatically where the serial number(s) to be moved should be identified. Click OK when completed.

From the  Handling Unit window.

1. Either query for the handling unit ID records or click Populate.
2. Select the handling unit that should be moved in the structure or in the Handling Units tab.
3. Right-click and then click Move and the Move Handling Unit dialog box will open.
4. Enter the site and location to which the handling unit should be moved.
5. Click Move to inventory or Move to Transit in the Destination list.
6. Optionally, you can enter a move comment.
7. Click OK to save the  transaction.

From the  Handling Units in Stock window.

1. Either query for the handling unit ID records or click Populate.
2. Select the handling unit(s) that should be moved ni the upper part of the window.
3. Right-click and then click Move and the Move Handling Unit dialog box will open.
4. Enter the site and location to which the handling unit should be moved.
5. Click Move to inventory or Move to Transit in the Destination list.
6. Optionally, you can enter a move comment.
7. Click OK to save the transaction.