Transferring Items Lesson


In this lesson you will learn how to transfer items withing the same Branch/Plant and different Branch/Plant.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Inventory link.

    Step 2
  3. Click the Inventory - Agencies link.

    Step 3
  4. Click the Warehouse Item Transactions link.

    Step 4
  5. Click the Transfers (IT) link.

    Step 5
  6. Click the Add button.

    Step 6
  7. The Transaction Date will default to the current date.

    Step 7
  8. The G/L Date will default to the current date.

    Step 8
  9. Click in the Explanation field.

    Step 9
  10. Enter a description into the Explanation field. 

     

    For this lesson enter "Training Example".

    Step 10
  11. Click in the From Branch/Plant field.

    Step 11
  12. Enter the correct Branch/Plant number into the From Branch/Plant field. 

     

    For this lesson enter "2505002W".

    Step 12
  13. Click in the To Branch/Plant field.

    Step 13
  14. Enter the same number as the From Branch/Plant field into the To Branch/Plant field. 

     

    For this lesson enter "2505002W".

    Step 14
  15. Click in the Item Number field.

    Step 15
  16. Enter the item number into the Item Number field. 

     

    For this lesson enter "20019-141157".

    Step 16
  17. Click in the Quantity field.

    Step 17
  18. Enter the amount to be transferred into the Quantity field. 

     

    For this lesson enter "1".

    Step 18
  19. Click in the From Location field.

    Step 19
  20. Enter the location number you are transferring from into the From Location field. 

     

    For this lesson enter "KN.125".

    Step 20
  21. Scroll to the right be clicking the scrollbar.

    Step 21
  22. Click in the To Location field.

    Step 22
  23. Enter the location you are transferring to into the To Location field. 

     

    For this lesson enter "KN.130".

    Step 23
  24. Use the down arrow on the keyboard to move to the next row on the grid if you want to move items to multiple locations. Repeat as needed.  

     

    In this lesson we are not going to add any additional rows.

    Step 24
  25. Click the OK button.

    Step 25
  26. Record the Prev Document number and Document Type if desired for future use.

    Step 26
  27. Click the Cancel button.

    Step 27
  28. Click the Close button.

    Step 28

You have successfully completed this lesson.

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