Collapse AllExpand All

5.8. Relocate Inventory

To relocate inventory from one location to another, go to Inventory > Transactions > Relocate Inventory. The following screen will appear:

Relocate Inventory

When relocating inventory from one location to another, 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 inventory you are relocating.

UOM

Inventory unit of measure.

Site

Specify site where inventory is located.

Set Target Location as Default on Move

Select to change the default location for the item site to the target location once the MOVE button is selected. Performing this action means the target location will become the new default location for the item site. This option will only be available if your site is configured to allow on-the-fly changes to the default location. To learn more about this configuration option, see Section 12.1.1, “Configure Inventory”.

Source

Display lists active source locations for the specified item. Select the source location you want to transfer inventory from.

Target

Display lists active target locations for the specified item. Select the target location you want to transfer inventory to.

Qty. to Move

Enter the quantity of the specified item you want to move from the source location to the target location.

Notes

This is a scrolling text field with word-wrapping for entering comments related to the inventory relocation.

The following buttons are unique to this screen:

MOVE

Moves specified quantity of inventory from source location to target location. Additional steps will be necessary if the specified item is stored in multiple locations.