Activity Transfer to Standard Inventory 

Explanation

This activity is used to transfer handling units or inventory parts from project inventory to standard inventory.
This may be, for example, when a project has excess material that can be used as standard inventory, or when you do not know which other projects will require the handling unit or the part. This could also be performed before closing the project, when the project is completed.

This activity also provides for the creation and printing of new bar codes. Changes in the project belonging of inventory parts will affect how the parts are identified using barcodes.

You can enter notes, that will be saved on the resulting inventory transactions.

Prerequisites

• You must select the appropriate handling units or parts in project inventory.
• The handling units or parts to be transferred cannot be in transit, reserved, or frozen for counting.

System Effects

• The handling units or parts will be transferred from project inventory to standard inventory. 
• The quantity on hand in project inventory will be reduced and those in standard inventory will be increased. This will be displayed in the windows that show inventory on-hand information such as the Inventory Part In Stock or Handling Units in Stock window.
• If you select the Print Barcodes check box, the standard report for printing barcodes will be created.
• If notes are entered, they will be saved on each of the inventory transactions that are created.

Window

Inventory Part In Stock
Handling Units In Stock
Handling Unit

Related Window Descriptions

Transfer to Standard Inventory
Inventory Part in Stock
Transfer Handling Unit to Standard Inventory
Handling Units in Stock
Handling Unit/Structure/Handling Units

Procedure

From the Inventory Part In Stock window:

1. Populate or query for the parts.
2. To transfer the parts to standard inventory, select the appropriate lines with the parts in project inventory (i.e., the lines displaying project information), and right-click and then click Transfer to Standard Inventory.
3. The Transfer to Standard Inventory dialog box opens with the project inventory records that you selected.
4. The Qty to Transfer field will initially show the total quantity of the parts on-hand by default. You can adjust this value to transfer any quantity less than or equal to the total quantity of the parts on-hand.
5. Optionally, you can enter a note text, or select the Print Barcodes check box if new bar codes are to be created.
6. Click OK to transfer the parts to standard inventory.

From the Handling Unit/Structure/Handling Units tab and the Handling Unit In Stock window:

1. Populate or query for the handling units.
2. To transfer the handling units to standard inventory, select the appropriate handling units in project inventory (i.e., the lines where the In Project Inventory check box is selected). 
3. Right-click and then click Transfer to Standard Inventory.
4. The Transfer to Standard Inventory dialog box opens for the handling units that you selected.
5. Optionally, you can enter a note text.
6. Click OK to transfer the handling units to standard inventory.