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5.5. Transform

Transformation is the process of converting quantity of one item into quantity of another item. The Transform utility can be applied in multiple scenarios. For example, let's say you manufacture an item—but when supplies run low, you purchase replenishment quantity from a vendor. You would receive the replenishment quantity using an item number having the Purchased item type. This purchased quantity would then be transformed into quantity of your manufactured item.

Note

You may only transform an item if the source item is located in the same site as the target item.

To transform inventory quantity, go to Inventory > Transactions > Transform. The following screen will appear:

Transform utility

When transforming inventory quantity, you are presented with the following options:

Transaction Date

Specify the date you want the transaction to be posted to the general ledger. The current day's date will display by default.

Item Number

Enter the item number of the source item whose quantity you want to transform.

UOM

Inventory unit of measure.

Site

Specify site where desired source item quantity is located.

Source

Displays available site locations. Highlight the location containing quantity you want to transform. If the item is multiply-located in the specified site, all locations having valid quantity will display.

Target Item Number

Specify which item you want to transform the source item quantity to. Target item numbers are defined using the Transformations tab on the Item master for the source item. If no target item is defined on the Item master, no transformations may occur.

Qty. to Transform

Specify the source item quantity you want to transform into target item quantity.