This transaction creates a corresponding Dynamics GP Transfer Entry transaction. The GP transaction must be posted for the On Hand quantities to be updated.

Field Descriptions

From Site — Can be set by user profile with the Site Transfer from Site Default setting option.

To Site — Can be set as a default with the Site Transfer to Site Default profile setting. Otherwise, the user selects the site. The To Site cannot be the same as the From Site unless the transfer is between item types. Set Option Allow Type Transfers = true to enable this.

To Bin — Select the destination bin. The To Bin is selected at the start of the transaction based on typical usage where the final bin location for each item being transferred is not yet known. The To Bin is typically a general Dock bin area.

Item — Select the item to transfer.

From Bin — (multi-bins) Select the bin the item is being moved from.

UOM — Defaults to the item base unit of measure.

Quantity — Enter the quantity to transfer for quantity-tracked items. When Bulk Item Auto Save At Site Transfer is set to true, each item scan adds a quantity of 1 to the total quantity to transfer.

If the item is LOT tracked, the lot and lot quantity are captured.

If the item is SERIAL tracked, the serials are captured based on the Serial Quantity Capture Behavior on Site Transfer setting:

• Count Scans — Displays the number of serials scanned
• Enter Quantity — Allows entry of the quantity of serials to transfer. Once the serial numbers scanned equals the quantity entered, focus returns to the Item field

Other Setup Options

Item Label Printing — Can be enabled to print labels during site transfer.

Item Type Field — Can be enabled to transfer between types: On Hand, Returned, Damaged, In Service.

Shipping Method — Can be enabled for capture.

Reason Code — Can be enabled for capture. Reason codes must be set up in GP for Site Transfers.