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Creating New Transfers
Select ADD, and then pick an item and location. Select lot/serial if applicable. Repeat for as many items as required. Select the To location. Only one To location can be selected for each transfer.
In the To section of the form you can also pick an owner e.g. Work Order as well as a specific Work Order No to transfer items.
When you are on the Work Order form you can select Work Order Transfer from the Tools menu and automatically create a transfer. This will create a transfer moving all items on the bills of material for that work order from Location Raw to Location WIP. You must still manually open the transfer approve it and update inventory. You may also edit the transfer at that time.
Inventory Transfer Line Items are color coded blue if they are a lot/serial tracked item. NOTE: The Qty Required is 0 if the item is tagged as a Non Stock Item. These items will appear on the Mat Req to be purchased specifically for the order. You can override this if you happen to have inventory of a non stock item.
The image below illustrates Inventory Details. If you elect to track inventory at the Rack and Bin level or if your track Lot or Serial No’s you will utilize this form. This shows a transfer from an empty Rack and Bin to a specific Rack and Bin.
Copying Transfers and Creating Reversing Transfers
OrderStream provides the ability to copy approved inventory transfers. This is beneficial when similar inventory transfers must be created multiple times. An example of this is the tracking of items which are in transit to an outside location. Two inventory transfers would be required to do this: one to transfer the item(s)s into the in transit location and another to transfer the item(s) from the in transit location into the destination location. To create the second transfer, simply copy the initial transfer and set the from and to locations for the new transfer.
An extension of this functionality enables you to reverse a transfer, which will automatically reverse the from and to locations to transfer the materials to their original location. This will also remove any ownership assigned to the materials via the initial transfer.
To copy an approved transfer:
1. Go to the Tools menu
2. Select Copy Transfer
The form displayed below will be opened.
Set the From Location and the To Location then click the Copy button. If you wish to reverse a transfer check the Create Reversing Transfer checkbox to automatically set the To and From Locations then click the Copy button.
A new inventory transfer will be created. Review and approve the new transfer to update inventory.
Transferring Inventory To An Outside Location
You can transfer to an outside location and print a packing slip as shown in the image. This report is launched from the Report menu.
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