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Transferring Materials Between Warehouses

One way to fill demand is to transfer material from one warehouse to another. When you create a transfer document, APM updates inventory data for the warehouse inventory group transferring the item. It can also update the resource demand. The warehouse receiving the item must create a transfer receipt to update the warehouse balances.
Note: You cannot transfer materials between warehouses at different sites that use different currencies. If you want to do so, use two inventory adjustment transactions instead.
To transfer inventory, a warehouse item for the resource must exist in the warehouse that will receive the inventory.
For more information about transferring serialized inventory, see Transferring Serialized Units Not Linked to Assets.
For information on transferring consignment inventory, see Transferring Consigned Inventory Between Warehouses.

To Transfer Material Between Warehouses

1.
In the Site window, select the Resource Management view and then the Inventory tab.
2.
On the Warehouses tab, select the warehouse that you want to transfer materials or tools from. The warehouse items stocked in this warehouse are displayed in the table on the right.
3.
Right-click the item that you want to transfer and select Transfer Item. The Transfer dialog appears.
4.
The system displays default values in the Part number, Description, and Site boxes. Complete the remaining areas of the dialog with the appropriate information:

Transfer information

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From inventory: Select the warehouse inventory group that will be sending the materials.
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To inventory: Select the warehouse inventory group to receive the materials. You can only select an inventory group that already has the item listed as a warehouse item. If you are transferring consignment inventory, the consignment inventory groups must have the same supplier.

Quantity transferred

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Required: The amount of material requested. A discrepancy between the Transferred box and this box means that you are out of stock.
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Transferred: The quantity of the item being transferred. This amount is subtracted from the on-hand quantity for the transferring warehouse.

Details tab

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Transferred by: The person transferring the material.
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Transferred on: The date and time the material was transferred.

Comments tab

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Enter any comments about the transfer.
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Select Display this comment when the transfer is received if you want to include the comment with the transfer document.
5.
When you are finished entering information, click OK. APM posts the transfer and makes the appropriate inventory adjustments to the warehouse inventory group that the item was transferred from.
To complete the transfer, the receiving warehouse must create a transfer receipt transaction. See Receiving Materials Transferred from Another Warehouse.