Transfer Inventory

Transfer Material can have several meanings in JMS:

  • Transfer from inventory to another location.
  • Transfer of material to the project site (delivery).
  • Transfer as a replenishment method for SKU.

Transfer to another location

Reclassification Journal

When the transfer is immediate the preferred method is the Reclassification Journal:

  1. The Item Reclassification Journals can be found in the Warehouse department: /Departments/Warehouse/Tasks > Item Reclassification Journals.
  2. On the journal line type Item and Quantity you want to re-classify and specify the current and New fields. For IEM the following combinations have been created:
Current New
Project no. New Project No.
Project Task No. New Project Task No.
Project Activity New Project Activity
Project Element New Project Element
Project Change Order New Project Change Order
  1. When complete, Post the journal

Notes With the Get ProjectPlanning Lines action on the ACTIONS tab of the Reclassification Journal Project Item Planning lines can be retrieved into the Journal with the following filter:

  • The line Type must be "Item".
  • Transferred must be "No".
  • Remaining Qty. must be ">0"

Inventory Transfers

The objective of the Transfer Order is to re-locate inventory reserved for the Project. When goods have to be transported and will be for some time In Transit the Transfer Order is a better alternative to the Reclassification Journal. The Transfer Order can be used to move inventory between locations. Inventory must be available in the Ship From location as inventory is not allowed to go negative. Serial - and Lot numbers are fully supported in this process. To Transfer an Item Planning line to another location follow these steps:

  1. The Create Transfer Order action can be found on the Actions tab of the Project Item Planning page
  2. The Transfer Order will be created for the selected lines on the Project Item Planning page, (hold down the Ctrl key to select multiple lines). The Remaining Quantity will be used as the quantity to be transferred.
  3. On the ACTIONS tab locate and click "Create Transfer Order" to open the Create Transfer Order dialogue.
  4. In this dialogue complete the following fields:
Fields Explanation
Transfer-from Code Defaults to the Location on the Project Item Planning line and cannot be modified.
Transfer-to Code Select the Location to transfer to.
In-Transit Code Select the, temporary, In-Transit location, when the Transfer-from and Transfer-to codes are setup in the Transfer Route this location will be filled automatically.

Direct Transfer

The Direct Transfer option in the Transfer Order has been modified to fit JMS. The restriction is that the Transfer-from as well as the Transfer-to cannot have any of the Warehouse Settings.
The Create TransferOrder wizard in IEM will only create the Direct Transfer Order when these conditions are met. When posted a Transfer Order, marked as Direct Transfer, will create the shipment as well as the receive transfers, resulting in a total of 4 entries.

Notes

  • The use of Locations is mandatory, you cannot Transfer inventory from a Project Item Planning line without Location.
  • The In-Transit field on the Project Planning Line has a drill-down option and opens the Transfer Lines, with the Show Document action the actual Transfer Order can be opened.
  • During the Transfer (when In-Transit = yes) the Project Item Planning Line is blocked.

Replenishment Transfer

The Item Planning Lines also accepts the replenishment method “Transfer”. The functionality assumes that an SKU exists for the specified Location with Transfer as replenishment method and specifying the Transfer From location. The Transfer From - To must also be set as a Transfer Route.
The Planning worksheet will accept the action message to Make Transfer Orders. When created the Project Planning Line will be marked as Transferred as well as In Transit.

Notes:

  • Planning line replenishment system is leading:
    • When an item, or SKU, is inserted on the planning line the default settings of resp. item or SKU are copied to the planning line.
    • A planner can change the replenishment system on the Item Planning line.
    • The replenishment system specified on the Item Planning line will be used in the Material Requirements Calculation.
  • Project specific transfer orders:
    • A transfer order consists of two orders: outbound transfer and inbound transfer
    • The MRP calculation responds to demand from the project location and based on the settings on the SKU card (transfer from) creates a replenishment order.
    • The replenishment order is new demand for the inventory location which is replenished from stock. However, when stock is not available an additional planning message is required.
      This calculation cannot be combined and must be covered by 2 separate MRP runs, 1st on the project location and 2nd from the inventory location.

See also

Logistics