Transfers

Basics

  • A Transfer moves Stock Items from one Warehouse to another Warehouse.

    For example, to stock a work van or utilize a central distribution warehouse for purchasing.

  • Stock Items can be set to replenish either by Transfer or by vendor Purchase Order, but not both.

    Movement of inventory within a warehouse from one bin location to another should use the Bin Transfer action from the Stock Item record.

Key Features

How It Works

Transfer Request Process

  • Low stock Warehouse creates a Transfer In request for the stock from the supplying Warehouse.

    • The Transfer In request must be Approved.

    • An Approved Transfer In request must be Released.

  • FX EAM creates a Transfer Out request for the supplying warehouse that duplicates the Released Transfer In request.

    • The two Transfer requests are linked in the system.

    • Each line on both Transfer requests are linked in the system.

  • Supplying Warehouse issues stock to a Transfer Out request.

    • Relieves the inventory at the supplying Warehouse

    • FX EAM generates accounting detail for the Supplying Warehouse.

  • Low stock Warehouse completes a Transfer Receipt for the original Transfer In request

    • Quantity on Hand increases at the low stock Warehouse

    • FX EAM generates accounting detail for the Low stock Warehouse.

      Flowchart indicating the planned stock transfer request process

Transfer Life Cycle

Status Description

Request

Initial request to obtain supplies from another Warehouse

Waiting Approval

Transfer request ready for management action

Rejected

Transfer request denied

Approved

Transfer request ready for processing

In Progress

Adding stock items to request in progress

Canceled

Approved transfer request will not be processed

Ready to Release

Transfer request ready to be sent to supplying Warehouse

Released

Transfer request sent to supplying Warehouse. FX EAM automatically creates the Transfer Out order.

Completed

Transfer request received, but still open for changes

Closed

No further changes allowed
Flowchart of a Transfer record’s status lifecycle

Step by Step

Create the Transfer In Request

Requesting Warehouse creates and releases a Transfer In order:

  1. User at receiving Warehouse creates a Transfer In order and adds stock items

  2. Management approves the order

  3. User finalizes request details and releases the order to the supplying warehouse

Approve and Complete the Transfer Out Request

Supplying Warehouse completes work on the Transfer Out order:

  1. Review and set the order to Approved Status

  2. Issue stock to the order

    Stock items must match the requested items (be the same Catalog Item), and the issued quantity cannot exceeded the quantity requested on the Transfer In order.

  3. Set the order Status to Released

    Releasing the order affects the On Hand Qty of the items, generates accounting detail, and makes the items available for the receiving Warehouse to receipt.

Receive Transferred Items

Requesting Warehouse receives the inventory into stock or directly to a Work Order:

  1. Review the Transfer In order

  2. Add a Transfer Order Transaction for each Transfer Order Line to receipt goods

    This generates the item movement and accounting details.