Create & Authorize Stock Transfer

Create And Authorize Stock Transfer

This page allows you to create and authorize Stock Transfer Transactions. Tell me more...

Select the " Create And Authorize Stock Transfer" link under the "Stock Maintenance" business component

The “Create And Authorize Stock Transfer” page appears.

The system displays the following:

Workflow Status

The status of the document as per Workflow Applicability. The Workflow status will be visible only if "Workflow Applicability" for the transaction is set to Yes in Company Parameter Setup component. In addition, Workflow status will not be visible if the application status and Workflow status are the same.

The system displays the following:

Status

The status of the stock transfer transaction.

Enter the following:

Transaction No.

A unique number identifying the stock transfer transaction (Alphanumeric, 18). This number is generated and displayed by the system, when you click the “Create Stock Transfer” pushbutton.

Numbering Type

Use the drop-down list box to select the numbering type for generating the transaction number of the stock status conversion transaction. All the numbering types defined for the “Stock Transfer” transaction type in the “Create Numbering Type” activity of the “Numbering Type” component will be displayed here. The numbering type set as default for the “Stock Transfer” transaction type will be displayed here by default.

Note: If the numbering type is selected as “Manual”, then the transaction number field must not be left blank.

Transaction Date

The date on which the stock transfer transaction is created (Date format). Mandatory. Ensure that this date is earlier than or the same as the system date.

Enter the following in the “Item Information” multiline:

Item Code	A unique code identifying the item (Alphanumeric, 32). Mandatory
	Help facility available.

Note: The system checks whether the item type corresponding to the item code is allowed in the destination warehouse. The item types must not be “Service”, “Kit” or “Model”. Else, the system displays an error message.

Variant Code

Variant code of the item (Alphanumeric, 8). The variant code is mandatory if the item is variant -enabled.

The system displays the following in the “Item Information” multiline:

Item Variant Desc.	A textual description of the item/variant (Alphanumeric, 150).
UOM	The unit of measurement of the item issued through the stock transfer transaction (Alphanumeric, 10). Mandatory. It can be a combination of alphabets and numbers. Ensure that the UOM code is in “Active” status.
	Help facility available.

Enter the following in the “Item Information” multiline:

Qty.

The number of units of the item to be moved (Integer, 29). Mandatory. Ensure that the value entered in this is greater than zero.

Note: If the quantity is entered with fractional values, the UOM must not be of type “fractions not allowed”. The system checks whether fractions are allowed for the UOM or not.

Quantity can left blank if the item is serially controlled and the starting and ending serial numbers are entered.

Stock Status	Use the drop-down list box to select the stock status of the item. Mandatory. All the stock statuses defined in the “Stock Status Definition” component will be displayed here. The system checks the list of stock statuses allowed in the destination warehouse from the “Storage Administration” component.
Value	The value or cost of the materials to be moved. (Integer) The value of the stock is calculated based on the applicable costing method.
From Warehouse	The unique code of the warehouse from which you wish to transfer the items (Alphanumeric, 10). Mandatory. The system can default values of the “From Zone” and “From Bin” fields in case a defaulting method is mapped to the from warehouse for stock transfer. The system also displays the default values in the “Lot No.”, “Sub Lot No.”, “Starting Serial No.” and “Ending Serial No.” fields in case the item is lot/serial controlled.
	Help facility available.
From Zone	The number identifying the zone under the warehouse from which you wish to transfer the items (Alphanumeric, 10). This number must have been defined in the “Create Warehouse information” activity of the “Storage administration” component.
	Help facility available.
From Bin	The number identifying the bin under the zone from which you wish to move the items (Alphanumeric, 10). This number must have been defined in the “Create Warehouse information” activity of the “Storage administration” component.
	Help facility available.
To Warehouse	The unique code identifying the warehouse to which you want to move the items (Alphanumeric, 10). Mandatory. The system can default values of the “To Zone” and “To Bin” fields for the destination warehouse in case a defaulting method is mapped to "To warehouse” for stock transfer transaction. The “To warehouse” should also be a capital warehouse if the “from warehouse” is a capital warehouse.
	Help facility available.
To Zone	The number identifying the zone under the warehouse to which you wish to transfer the items (Alphanumeric, 10). This number must have been defined in the “Create Warehouse information” activity of the “Storage administration” component.
	Help facility available.
To Bin	The number identifying the bin under the zone to which you wish to move the items (Alphanumeric, 10). This number must have been defined in the “Create Warehouse information” activity of the “Storage administration” component.
.	Help facility available.

Note: If the system parameter "Warehouse User level Security” is set as "Yes" for a warehouse, then the user must have permissions for that warehouse. Else, the system displays an error message.

Lot No.	The unique number identifying the lot in the warehouse (Alphanumeric, 28). Ensure that lot number is entered if the item is lot controlled and is not in “Held”/ “Quarantine” status. Else, the system throws an error message.
	Help facility available.
Sub Lot No.	The number identifying the sub lot under the lot (Alphanumeric, 28). Ensure that sub-lot number is entered if the item has sub-lots defined under the lot. Else, the system throws an error message.
	Help facility available.
Starting Serial No.	The starting serial number of the item that is to be moved (Alphanumeric, 28). Ensure that this field is not left blank in case the item is serially numbered.
.	Help facility available.
Ending Serial No.	The ending serial number of the item that is to be moved (Alphanumeric, 28). Ensure that this field is not left blank in case the number is serially numbered and quantity is left blank.
	Help facility available.

Note: For serially controlled items, the system converts the transaction UOM to stock UOM to check whether the resulting quantity contains fractional values. If so , the system displays an error message.

If the source and destination warehouses are in different OUs, the system regenerates the serial number or lot number in the destination if the system parameter "Regenerate lot/serial numbers for Inter OU Stock Transfer” is set as “Yes”. If the parameter is set as “No”, the system regenerates the lot/serial numbers only if the same lot/serial number exist in the destination warehouse and after checking system parameters related to allowing multiple items in a lot and allowing same serial numbers across items.

Remark Code	The unique code identifying the remark (Alphanumeric, 25). Mandatory. This field can be a combination of characters and digits.
	Help facility available.
Remark Desc.	The textual description of the remark code (Alphanumeric, 255). The system retrieves this value from the “Classes” component for the corresponding reason code and displays it.

The system displays the following in the “Item Information” multiline:

Remark Desc.

The textual description of the remark code (Alphanumeric, 255). The system retrieves this value from the “Classes” component for the corresponding reason code and displays it.

Check the “Select” column in the multiline to select the transaction for viewing item details, warehouse information, lot information, serial number information, modifying stock transfer details, attaching notes, inquiring OU stock, viewing storage allocation details, item substitutes, and warehouse stock information.

Click the “Create Stock Transfer” pushbutton to create the stock transfer transaction.

Click the “Create And Authorize Stock Transfer” pushbutton to create and authorize the stock transfer transaction.

The system sets the status of the stock transfer transaction to “Authorized”.

The system updates the opening balance of disposition for reduction and addition of stock of dispositionable items in the source and destination warehouses respectively (for dispositionable items).

The system updates the “Lot Management” component with the list of transactions that has affected the lot if the item is lot controlled.

The system updates the “Serial Management” component with the list of transactions that has affected the serial number if the item is serially controlled.

The system displays the following:

Created By	The login id of the user who created the stock transfer transaction.
Created Date	The system date on which the stock transfer transaction is created.

To proceed, carry out the following

Select the “Item Information” link at the bottom of the page to view details of items.

Select the “Warehouse Information” link at the bottom of the page to view storage information.

Select the “Lot Information” link at the bottom of the page to view the lot related information.

Select the “Sr. No. Information” link at the bottom of the page to view the serial number information.

Select “Edit Stock Transfer” link at the bottom of the page to modify the stock transfer transaction.

Select “Attach Notes” link at the bottom of the page to attach notes for stock transfer transaction.

Select “Stock Status Review” link at the bottom of the page to inquire the warehouse information.

Select “View Item Substitutes” link at the bottom of the page to view item substitutes.

Select “Warehouse Stock Information” link at the bottom of the page to inquire warehouse stock information.

Create & Authorize Stock Transfer – An Overview

In this page you can create and authorize stock transfer transaction. You can specify the item details, variant details, warehouse details, the UOM of the item to be transferred, quantity, stock status, the warehouse and zone/combination from where the materials need to be moved and the warehouse and zone/bin combination to which the materials need to be moved. You need to specify the zone and bin only if the item is stored in a “Normal” Warehouse. Zones and bins in both from and to warehouses as well as lot/serial numbers can be defaulted using the defaulting set up.

In addition, you can specify the serial and lot numbers of the item in case the item is serially controlled or lot numbered. You can also record the remark code for the corresponding item code to be moved. The system retrieves the remark description pertaining to the remark code from the “Classes” component and displays it.