How To: Transfer Material

Transer Material can have several meanings in IEM:

Transfer from inventory to job-specific inventory.
Transfer of material to the job site (delivery).
Transfer as a replenishment method for SKU's.

Reclassification Journal

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

The Item Reclass. Journals can be found in the Warehouse department: /Departments/Warehouse/Tasks >> Item Reclass. Journals.
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
Job no.	New Job No.
Job Task No.	New Job Task No.
Job Specific	New Job Specific
Job Activity	New Job Activity
Job Element	New Job Element
Job Change Order	New Job Change Order

When complete, Post the journal

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

The line Type must be "Item".
Job Specific must be "Yes".
Transferred must be "No".
Remaining Qty. must be ">0"

Inventory Transfers

The objective of the Transfer Order is to re-locate, job specific, inventory. When goods have to be transported and will be some time In Transit the Transfer Order is a better alternative to the Reclassification Journal. As of IEM 2017 the Transfer Order can be used to move inventory between locations. Inventory can be moved as Job Specific inventory, to Job Specific inventory or from Job Specific inventory. 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:

The Create Transfer Order action can be found on the Actions tab of the Job Item Planning page
The Transfer Order will be created for the selected lines on the Job Item Planning page, (hold down the Ctrl key to select multiple lines). The Remaining Quantity will be used as the quantity to be transferred.
On the ACTIONS tab locate and click "Create Transfer Order" to open the Create Transfer Order dialogue.
In this dialogue complete the following fields:

Fields	Explanation
Transfer-from Code	Defaults to the Location on the Job 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.
New Job Specific	Specify if the inventory in the Transfer-to location should be marked as Job Specific inventory. If not selected the setting from the Transfer-from location will be used.

Direct Transfer

The Direct Transfer option in the Transfer Order has been modified to fit IEM. 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 Transfer Order when these conditions are met. When posted a Transfer Order, marked as Direct Transit, will create the shipment as well as the receive transfers, in total 4 entries.

Notes:

The use of Locations is mandatory, you cannot Transfer inventory from a Job Item Planning line without Location.
The In-Transit field 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 Job 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 Transfer Order will be shown as Replenishment Document and can be opened from the Item Planning line.