Inv Tranfers if part added at location not Ent location

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M1EnterpriseTech
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Inv Tranfers if part added at location not Ent location

Post by M1EnterpriseTech »

Inventory Transfers are possible only if the part was entered at the Enterprise location and copied down to the locations. Sometimes you may run into a part that was not entered this way, especially when the Inventory Transfers feature was activated after "Go Live" date.

Follow the steps / work around below for Inventory Transfers when the part was entered at the locations and not the Enterprise location:

• Go to the location where they have stock of that part and go to Setup from the home ribbon | Inventory Materials from the left column | Search for the Part number | Go to the Pricing tab and jot down the Cost , MSRP ( if applicable) and Sell Price, Service Category , Part Number and Description so you can enter it the same way at the Enterprise location | go to the General tab | Select Recount on the ribbon and type 0.00 to recount down to zero.

Delete the part at that location and Close the program.

• Go to the other location and Delete the part from Setup | Inventory Materials | Search for the part and click Delete on the ribbon.

Close the program.

• Go to the Enterprise location | Enterprise Setup | Inventory Materials | Add the part.
( NOTE: You may want to verify in the setup at the Enterprise location that the locations are setup to have inventory downloaded to the location)

• Open the program at the location where you did the recount down | go to Setup from the home ribbon | Inventory Materials | Search for the part which should now appear in gray indicating it copied down from the Enterprise | Go to the Pricing tab and Edit the Cost and Sell Price | then from the General tab Recount Up the same amount that you recounted down earlier as this keep s the books straight

• Go to the location needing the part transferred to | Utilities | Inventory | Search for Part Number | once located Highlight the Part | Click the drop down arrow under the Search icon on the ribbon | Inventory Transfers | the Network column should appear now | Highlight the part | Select Inventory Transfer on the ribbon |Proceed with the Inventory Transfer as normal.
Enterprise Support Specialist
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