Warehouse Locations and Single-Step Transfers: Process Activity

In the following activity, you will learn how to move stock items between warehouse locations within the same warehouse by using a single-step transfer.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Fruits & Jams company has decided to move cinnamon and ginger from the default location of the retail warehouse (to which the items have been received) to the location of this warehouse that is dedicated to spices. You need to reflect these changes in inventory. Acting as a warehouse manager, you will create a single-step inventory transfer.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

  • On the Enable/Disable Features (CS100000) form, the following features have been enabled:
    • Inventory and Order Management, which provides the standard functionality of inventory and order management
    • Inventory, which gives you the ability to maintain stock items by using forms related to the inventory functionality and to create and process sales and purchase documents that include stock items
    • Multiple Warehouse Locations, which gives you the ability to configure multiple locations for each warehouse
  • On the Warehouses (IN204000) form, the RETAIL warehouse and the MAIN location in this warehouse have been created.
  • On the Stock Items (IN202500) form, the CINNAMON and GINGER stock items have been created.

Process Overview

In this activity, you will do the following:

  1. On the Inventory Summary (IN401000) form, view the item availability in the source and destination locations.
  2. On the Transfers (IN304000) form, create a single-step transfer.
  3. On the Inventory Summary form, make sure that the items are available in the destination locations.

System Preparation

Before you start processing transfers between warehouse locations, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as warehouse manager Edith Carver by using the carver username and the 123 password.
  2. On the Warehouses (IN204000) form, make sure that the SPICES and WRITEOFF warehouse locations have been created in the RETAIL warehouse, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.

Step 1: Viewing Item Availability

To check the availability of cinnamon and ginger in the default (MAIN) location, do the following:

  1. Open the Inventory Summary (IN401000) form.
  2. In the Inventory ID box, select CINNAMON.
  3. In the Warehouse box, select RETAIL.
  4. In the On Hand table column, make sure that the on-hand quantity in the MAIN location is positive. Notice that the SPICES location is not displayed in the table, which means that it does not contain any cinnamon.
  5. In the Inventory ID box, select GINGER.
  6. In the On Hand table column, make sure that the on-hand quantity in the MAIN location is positive. Notice that the SPICES location is not displayed in the table, which means that it does not contain any ginger.

Step 2: Transferring Items Between Warehouse Locations

Suppose that you have moved the cinnamon and ginger to the SPICES location. Further suppose that when you were moving the packages with cinnamon, you realized that two packages were broken and you moved these packages to the WRITEOFF location. The rest of the cinnamon packages were moved to the SPICES location. To record the movement of the items between these locations within the retail warehouse, do the following:

  1. On the Transfers (IN304000) form, add a new record.
  2. In the Transfer Type box of the Summary area, make sure that 1-Step is selected.
  3. In the Warehouse ID box, select RETAIL.
  4. In the To Warehouse ID box, select RETAIL.
  5. In the Description box, type Moving ginger and cinnamon to the SPICES and WRITEOFF locations.
  6. Add the items to be transferred between the MAIN and SPICES locations as follows:
    1. On the table toolbar of the Details tab, click Add Items. The Inventory Lookup dialog box opens.
    2. In the Inventory box, type GINGER. The system searches for items with this string in the inventory ID and lists in the table the one item it finds with this ID.
    3. In the row with the GINGER item, select the check box in the unlabeled column.
    4. In the Qty. Selected column of this row, make sure that the same value that is in the Qty. On Hand column is specified.
    5. In the Inventory box, type CINNAMON. The system again searches for items with this string in the inventory ID and lists the item with this ID in the table.
    6. In the row with the CINNAMON item, select the check box in the unlabeled column.
    7. In the Qty. Selected column of the CINNAMON row, type the value of the Qty. On Hand column minus 2 to account for the damaged packages.
    8. Click the Add & Close button to add the selected items to the transfer and close the dialog box.
    9. In the To Location ID column, in each line, select SPICES.
  7. Add the items to be transferred between the MAIN and WRITEOFF locations as follows:
    1. On the table toolbar, click Add Row.
    2. In the Inventory ID column of the new row, select CINNAMON.
    3. In the Location column, select MAIN.
    4. In the To Location ID column, select WRITEOFF.
    5. In the Quantity column, type 2.
  8. On the form toolbar, click Save.
  9. On the form toolbar, click Release to release the transfer.

Step 3: Viewing the Availability of Moved Items

Now that you have moved items to the appropriate locations, you will make sure that cinnamon and ginger are available in the appropriate locations. Do the following:

  1. Open the Inventory Summary (IN401000) form.
  2. In the Inventory ID box, select GINGER.
  3. In the Warehouse box, select RETAIL.
  4. In the table, make sure that the on-hand quantity in the SPICES location is positive. Notice that the MAIN location is not displayed in the table, which means that it does not contain any ginger.
  5. In the Inventory ID box, select CINNAMON.
  6. In the On Hand table column, make sure that the on-hand quantity in the SPICES and WRITEOFF locations is positive. Notice that the MAIN location is not displayed in the table, which means that it does not contain any cinnamon.

You have successfully recorded movement of the items to appropriate locations.