This article was created with the assistance of AI tools for research and drafting. It was reviewed, edited, and fact-checked by our human editorial team before publication.

Transfers

In our ERP solution, transfers can be carried out in two different ways. Ad hoc transfers are facilitated through the use of the item reclassification journal provided that the warehouse shipment and warehouse receipt occur simultaneously. Planned transfers between different locations are carried out via a transfer order. This chapter is divided into the following sections:

Enabling Advanced Dimension Assignment in Transfer Orders

You can configure the system so that new dimension codes can be specified in transfer orders to ensure that the dimensions are always updated correctly upon posting. This is particularly relevant when different dimensions should be used for the original location code and the new location code. By activating the advanced dimension assignment, the new dimension values can either be entered manually in the transfer documents or, if corresponding global dimensions are specified for the location, are transferred automatically. To activate the function, proceed as follows:

  • Use the quick search (ALT+Q) to find the Inventory Setup page.
  • Navigate to the Core/Deposit Part Functionality section in the General FastTab.
  • Activate the Advanced Dimension Handling in Transfer Documents toggle switch.

You have successfully set up transfer orders so that new dimension codes can either be entered manually or are automatically assigned when corresponding dimensions are specified for the original location and new location. This ensures that inventory and G/L entries are always posted with the correct dimensions.

Carrying out Transfers via Reclassification Journals

CAUTION!

The reclassification journal should be reserved for emergency situations and utilized only when no controlled warehouse system is in place. This practice is crucial for preventing wrong or inadequately documented transfers and for maintaining inventory accuracy.

To carry out a transfer via the reclassification journal, proceed as follows:

  • Use the quick search (ALT+Q) to find the Item Reclassification Journals page.
  • Enter the item you want to transfer into the Item No. field.
  • Enter the location and bin where the items are currently stored into the Location Code and Bin Code fields.
  • Enter the location and bin where the items should be transferred to into the New Location Code and New Bin Code fields.
  • Enter the quantity you want to transfer into the Quantity field.
  • If you have activated the advanced dimension assignment in transfer orders, additional columns are available for assigning dimension codes, e.g., KST Code and New KST Code. In this example, the KST Code column corresponds to the dimension code of the original location, while the New KST Code column contains the dimension code of the new location. If corresponding global dimensions are specified for both locations, the columns are filled in automatically. Alternatively, you can enter the values manually.
  • Now you can select Post from the menu bar to carry out the transfer.
  • If you want to transfer all items of a bin to another bin, you can also use the Get Bin Content action in the menu bar.

You have successfully carried out a transfer via the reclassification journal.

Carrying out Transfers via Service Item Cards

Note

To be able to carry out transfers, you may need to set up in-transit locations. An in-transit location serves as a temporary location where items are stored after leaving their original location. To mark a location as an in-transit location, proceed as follows:

  • Use the quick search (ALT+Q) to find the Locations page.
  • A list containing all locations is displayed.
  • Open a location you want to mark as an in-transit location.
  • Activate the Use As In-Transit toggle switch in the General FastTab.
  • You have marked the location as an in-transit location.

To carry out a transfer for a service item, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Open the service item for which you want to carry out a transfer.
  • Click Actions > New Document > New Transfer Order in the menu bar.
  • In the Transfer To Location field, enter the code of the location to which the service item should be transferred.
  • If the transfer should be carried out via an in-transit location, enter an in-transit location into the In-Transit Code field. If the setup of the selected locations allows it, you can also carry out the transfer without an in-transit location. In this case, activate the Direct Transfer toggle switch.
  • Then, click OK to carry out the transfer.

You have successfully carried out a transfer via the service item card.

Carrying out Transfers via Sales Orders

Note

To be able to carry out transfers, you may need to set up in-transit locations. An in-transit location serves as a provisional point where items are temporarily stored after leaving their initial location. To mark a location as an in-transit location, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Locations page.
  • A list containing all locations is displayed.
  • Open a location you want to mark as an in-transit location.
  • Activate the Use As In-Transit toggle switch in the General FastTab.
  • You have marked the location as an in-transit location.

To carry out a transfer for items that are not in stock in a sales order, proceed as follows:

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • Open the sales order for which you want to carry out a transfer.
  • Click Actions > Functions > Create Transfer Order in the menu bar.

Note

If stockkeeping units are stored for all items to be transferred, the Create Transfer Orders window is skipped and the transfer order is created directly. You will find further information on creating stockkeeping units under Setting up Automatic Transfer.

  • The Create Transfer Orders window opens.
  • Enter the location from which the item should be transferred in the Transfer-From field.
  • Optional Enter the quantity to be transferred into the Quantity field.
  • Confirm your entries with OK. The transfer order will be created and the order number will automatically be inserted into the Transfer Order No. field in the related sales line of the sales order.
  • Confirm the dialog window with Yes to open the transfer order.
  • To release the order for the next processing step, click Release in the menu bar.
  • Then, click Post in the menu bar.
  • Select Shipment and confirm your selection with OK to post the Shipment.
  • Once the shipment has been carried out, click Post again in the menu bar.
  • This time, select Receive and then post the Warehouse Receipt. To specify that the warehouse receipt should be created automatically once the warehouse shipment is posted, open the Locations page via the quick search (ALT+Q). Then, select the desired location and activate the Create Transfer Receipts Automatically toggle switch in the Warehouse FastTab.

You have successfully carried out a transfer via a sales order. You can open the linked transfer order for a sales line by clicking Line > Functions > Open Replenishment Document in the Lines FastTab.

Carrying out Transfers via Transfer Orders

Note

To be able to carry out transfers, you may need to set up in-transit locations. An in-transit location serves as a provisional point where items are temporarily stored after leaving their initial location. To mark a location as an in-transit location, proceed as follows:

  • Use the quick search (ALT+Q) to find the Locations page.
  • A list containing all locations is displayed.
  • Open a location you want to mark as an in-transit location.
  • Activate the Use As In-Transit toggle switch in the General FastTab.
  • You have marked the location as an in-transit location.

To carry out a transfer via the a transfer order, proceed as follows:

  • Use the quick search (ALT+Q) to find the Transfer Orders page.
  • A list containing all transfer orders is displayed.
  • To create a new transfer order click New in the menu bar.
  • An empty transfer order card is displayed.
  • Enter the location where the item is currently stored into the Transfer-from Code field.
  • Enter the location where the item should be transferred to into the Transfer-to Code fields.
  • If the transfer should be carried out via an in-transit location, enter an in-transit location into the In-Transit Code field. If the setup of the selected locations allows it, you can also carry out the transfer without an in-transit location. In this case, activate the Direct Transfer toggle switch.
  • If you have activated the advanced dimension assignment in transfer orders, additional columns are available for assigning dimension codes, e.g., KST Code and New KST Code. In this example, the KST Code column corresponds to the dimension code of the original location, while the New KST Code column contains the dimension code of the new location. If corresponding global dimensions are specified for both locations, the columns are filled in automatically. Alternatively, you can enter the values manually.
  • Navigate to the Lines fast tab and select the item you would like to transfer from the list in the Item No. field. You can also add multiple items to one transfer order.
  • Enter the quantity you would like to transfer into the Quantity field.
  • To release the order for the next processing step, select Release from the menu bar.
  • Then, click on Post in the menu bar.
  • Select Shipment to post the Shipment.
  • Once the shipment has been carried out, select Post from the menu bar again.
  • This time, select Receive to post the Warehouse Receipt. To specify that the warehouse receipt should be created automatically once the warehouse shipment is posted, open the Locations page via the quick search (ALT+Q). Then, select the desired location and activate the Create Transfer Receipts Automatically toggle switch in the Warehouse FastTab.

You have successfully carried out a transfer via a transfer order.

Tip

You can print a report for both the transfer order and the shipments and receipts created via a transfer order. To do so, click Print/Send > Print... in the menu bar and adjust the settings in the print wizard as needed.

You can also use checklists in transfer orders. A checklist is automatically created once a service item of a selected category is entered in the lines of a transfer order. More information on this can be found under Checklists for Service Items.

Inventory Movements

The following sections describe how to carry out inventory movements in service orders and sales orders.

Carrying out Inventory Movement via Service Worksheet

In our ERP solution, you can carry out an inventory movement, i.e., the physical movement of an item from the warehouse to a workshop bin, via the worksheet of a service order. This can be useful, e.g., if a spare part is needed during a service. The spare part can then be added to the worksheet. The inventory movement notifies the responsible employee to transfer the spare part from its location to the workshop bin. To carry out an inventory movement, proceed as follows:

Note

The following description assumes that the Split Put-Away Lines and Create Workshop Bins Automatically toggle switches have been activated on the location card. More information on setting up locations can be found here.

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Open the service order for which you want to create an inventory movement.
  • Navigate to the Lines FastTab.
  • Click Line > Worksheet in the menu bar.
  • In the worksheet, navigate to the Lines FastTab.
  • Select the item that should be transferred from the location to the workshop bin.
  • Enter the required quantity in the Quantity field.
  • Enter the required quantity that should be transferred in the Qty. to Ship field.
  • Click Functions > Create Inventory Movement in the menu bar of the Lines FastTab.
  • Confirm the dialog window with Yes to create the inventory movement. The inventory movement is initiated, and the warehouse is notified to transfer the item.
  • Confirm another dialog window with Yes to open the newly created inventory movement.
  • Click Home > Autofill Qty. to Handle in the menu bar to automatically fill the Qty. to Handle field. This field indicates how many units of the item are to be handled in this warehouse activity.
  • Click Start > Register Invt. Movement in the menu bar.
  • Confirm the dialog window with Yes to register the inventory movement, i.e., the physical movement of the item from the warehouse to the workshop bin.

Note

If you try to create an inventory movement for a service line due to a changed required item quantity, and an unregistered inventory movement already exists for that line, a notification is displayed in a dialog window. In this case, you first have to complete the existing inventory movement and then create and register another inventory movement for the remaining item quantity using the steps described above.

You have successfully completed an inventory movement. How to reverse inventory movements is described in the Carrying out Return Inventory Movements via Service Worksheets section.

Carrying out Transfers via Sales Orders

In our ERP solution, you can carry out an inventory movement from the location to the pick-up bin via the sales order. A pick-up bin is a specified location where goods are made available for customer collection or further loading. The inventory movement notifies the responsible employee to transfer the goods from the location to the pick-up bin. To carry out an inventory movement, proceed as follows:

Note

The following description assumes that the Split Put-Away Lines and Create Workshop Bins Automatically toggle switches have been activated on the location card. More information on setting up locations can be found here.

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • Open the sales order for which you want to create an inventory movement.
  • Navigate to the Lines FastTab.
  • Select the item that should be transferred from the location to the pick-up bin.
  • Enter the required quantity in the Quantity field.
  • Enter the required quantity that should be transferred in the Qty. to Ship field.
  • In the menu bar of the Lines FastTab, click Line > Functions > Create Inventory Movement.
  • Confirm the dialog window with Yes to create the inventory movement. The inventory movement is initiated, and the warehouse is notified to transfer the item to the pick-up bin.
  • Confirm another dialog window with Yes to open the newly created inventory movement.
  • Click Home > Autofill Qty. to Handle in the menu bar to automatically fill the Qty. to Handle field. This field indicates how many units of the item are to be handled in this warehouse activity.
  • Click Start > Register Invt. Movement in the menu bar.
  • Confirm the dialog window with Yes to register the inventory movement, i.e., the physical movement of the item from the warehouse to the pick-up bin.

You have successfully completed an inventory movement from a location to a pick-up bin. How to reverse inventory movements is described in the Carrying out Return Inventory Movements via Sales Orders section.

Return Inventory Movements

The following sections describe how to carry out return inventory movements in service orders and sales orders.

Carrying out Return Inventory Movements via Service Worksheets

If too many items were requested, you can return them to their default bin via the service order. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Open the service order you would like to create a return inventory movement for.
  • Navigate to the Lines FastTab.
  • Click Line > Worksheet in the menu bar.
  • In the worksheet, navigate to the Lines FastTab.
  • Select the item that should be transferred from the workshop bin to the item’s default bin.
  • Enter the required quantity in the Quantity field.
  • Enter the required quantity that should be transferred in the Qty. to Ship field.
  • In the menu bar of the Lines FastTab, click Functions > Create Return Invent. Movement.
  • Confirm the dialog window with Yes to create the transfer from the workshop bin to the default bin. The return inventory movement is initiated, and the warehouse is notified to transfer the item from the workshop bin to the default bin.
  • Confirm another dialog window with Yes to open the newly created inventory movement.
  • Click Home > Autofill Qty. to Handle in the menu bar to automatically fill the Qty. to Handle field. This field indicates how many units of the item are to be handled in this warehouse activity.
  • Click Start > Register Invt. Movement in the menu bar.
  • Confirm the dialog window with Yes to register the return inventory movement, i.e. the physical movement of the item from the workshop bin back to the warehouse.

Note

If you try to create a return inventory movement for a service line due to a changed required item quantity, and an unregistered return inventory movement already exists for that line, a notification is displayed in a dialog window. In this case, you first have to complete the existing return inventory movement and then create and register another return inventory movement for the remaining item quantity using the steps described above.

You have successfully completed a return inventory movement.

Carrying out Return Inventory Movements via Sales Orders

If too many items were requested, you can return them to their default bin via the sales order. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • Open the sales order for which you want to create a return inventory movement.
  • Navigate to the Lines FastTab.
  • Select the item that should be transferred from the pick-up bin to the default bin.
  • Enter the required quantity in the Quantity field.
  • Enter the required quantity that should be transferred in the Qty. to Ship field.
  • In the menu bar of the Lines FastTab, click Functions > Create Return Invent. Movement.
  • Confirm the dialog window with Yes to create the transfer from the pick-up bin to the default bin. The return inventory movement is initiated, and the warehouse is notified to transfer the item from the pick-up bin to the default bin.
  • Confirm another dialog window with Yes to open the newly created inventory movement.
  • Click Home > Autofill Qty. to Handle in the menu bar to automatically fill the Qty. to Handle field. This field indicates how many units of the item are to be handled in this warehouse activity.
  • Click Start > Register Invt. Movement in the menu bar.
  • Confirm the dialog window with Yes to register the return inventory movement, i.e., the physical movement of the item from the pick-up bin to the warehouse.

You have successfully completed a return inventory movement from the pick-up bin to the default bin.

Setting up Automatic Transfer

In our ERP solution it is possible to set up an automatic transfer via an in-transit location between two locations that are in close proximity to each other. Once the Pick is carried out for the first location via the Register Pick option, the warehouse shipment as well as the warehouse receipt for the transfer will be posted automatically. To set up this automatic transfer, proceed as follows:

  • Use the quick search (ALT+Q) to find the Locations page.
  • Open a location that you have marked as an in-transit location and that you want to use for automatic transfers. You will find more information on how to mark a location as an in-transit location in the chapter Creating a Location.
  • Activate the Automatic Transfer toggle switch in the Warehouse FastTab.

You have successfully activated the automatic transfer for an in-transit location. You must now enter this location in the transfer routes for the transfer from the first location to the second location. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the page Transfer Routes.
  • Navigate to the Transfer Routes Matrix table.
  • In the Transfer-from Code column, search for the location from which the transfer should be carried out.
  • Then, navigate to the column of the location to which the transfer is to be made.
  • Click on the selection field in the corresponding field.
  • The Trans. Route Spec. dialog window is displayed.
  • In the In-Transit Code field, enter the in-transit location for which you have previously set up the automatic transfer.

You have successfully set up the transfer route for the automatic transfer between two locations. You must now set up stockkeeping units for the item that is to be transferred at each location. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the page Stockkeeping Units.
  • Click on New in the menu bar.
  • In the Item No. field in the General FastTab, enter the item for which the transfer should be carried out automatically.
  • In the Location Code field in the General FastTab, enter the location from which the item is to be transferred.
  • Navigate to the Replenishment FastTab.
  • Select the Purchase value in the Replenishment System field.
  • Navigate to the Planning FastTab.
  • Select the Lot-for-Lot value in the Reordering Policy field.

You have successfully set up a stockkeeping unit for an item for the first location. You can enter further details if needed. More information on stockkeeping units can be found in the Planning and Replenishment chapter. You must now set up a stockkeeping unit for the location to which the item is to be transferred. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the page Stockkeeping Units.
  • Click on New in the menu bar.
  • In the Item No. field in the General FastTab, enter the item for which the transfer should be carried out automatically.
  • In the Location Code field in the General FastTab, enter the location to which the item is to be transferred.
  • Navigate to the Replenishment FastTab.
  • Select the Transfer value in the Replenishment System field.
  • In the Transfer-from Code field, select the location from which the transfer is to take place and for which you have previously set up a stockkeeping unit.
  • Navigate to the Planning FastTab.
  • Select the Lot-for-Lot value in the Reordering Policy field.

You have successfully set up a stockkeeping unit for an item for the second location. You can enter further details if needed. More information on stockkeeping units can be found in the Planning and Replenishment chapter. The setup is now complete. Once the pick is carried out for the applicable item for the first location, the warehouse shipment and the warehouse receipt for the transfer will be posted automatically.

Setting up Automatic Reservation when creating Transfer Orders

In our ERP solution, you can specify whether items should be automatically reserved for inbound and outbound warehouse activities when transfer orders are created (via the requisition worksheet). To set this up, proceed as follows:

  • Use the quick search (ALT+Q) to find the Locations page.
  • Click on New in the menu bar to open an empty location card or open an existing location card.
  • Navigate to the Warehouse FastTab.
  • Select one of the following options in the Transfer Order Reservation (Outbound) field:
Option Description
Empty If you leave the field empty, the item from the transfer line will not be reserved for outgoing warehouse activities.
Always If you select this option, the item from the transfer line will always be reserved for outgoing warehouse activities. However, this only happens on the condition that the Always value is also specified in the Reserve field on the corresponding item card. You can find more information on this in the Setting up Stockkeeping Data on Items section.
Optional & Always If you select this option, the item from the transfer line will always be reserved for outgoing warehouse activities. However, this only happens on the condition that the Always or Optional value is also specified in the Reserve field on the corresponding item card. You can find more information on this in the Setting up Stockkeeping Data on Items section.
  • Select one of the following options in the Transfer Order Reservation (Inbound) field:
Option Description
Empty If you leave the field empty, the item from the transfer line will not be reserved for incoming warehouse activities.
Always If you select this option, the item from the transfer line will always be reserved for incoming warehouse activities. However, this only happens on the condition that the Always value is also specified in the Reserve field on the corresponding item card. You can find more information on this in the Setting up Stockkeeping Data on Items section.
Optional & Always If you select this option, the item from the transfer line will always be reserved for incoming warehouse activities. However, this only happens on the condition that the Always or Optional value is also specified in the Reserve field on the corresponding item card. You can find more information on this in the Setting up Stockkeeping Data on Items section.

You have successfully set up automatic reservations when creating transfer orders. If you now execute the Carry Out Action Message action in the Requisition Worksheet, the reservations of the transfer line(s) are made according to the settings defined here.

Setting up a Target Location for Unplanned Movements in Tasklet Factory Mobile WMS

Note

This section is only relevant when working with Tasklet Factory Mobile WMS.

With Tasklet Factory Mobile WMS, you can use the Unplanned Movement function to move items from one bin to another without a previously created document. To avoid manually selecting the target location for every movement, you can set up a default target location for each warehouse employee and source location, which is then automatically suggested on the scanner. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Warehouse Employees page.
  • Open the line of the warehouse employee and location for which you want to set up a target location.
  • In the Tasklet Target Location field, select the desired target location.

You have successfully set up a target location for unplanned movements. If a warehouse employee changes the Location field to the source location set up here during an unplanned movement on the scanner, the New Location field is automatically filled in with the configured target location.