Copying Transferring a part is sometimes necessary if you would like to create a new part record in another facility but do not necessarily want to create it from scratch. The copy utility need to move part quantities from one facility to another to allow a part to show that it was physically moved from one location to the another. This process will also adjusts both inventories as well. The Transfer option will copy over just the main master information for the part found in the main part record screen:
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Click Manage Part
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from the
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Select the Copy Radio button
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From here you select the “Facility” to Copy to from pull down list
You can select an initial on hand quantity for the new part being copied over or you can put an initial value of 0 (Zero) if you wish
You can select an initial on Part Price for the new part being copied over or you can put an initial value of $0.00 if you wish
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Part File Primary Info Panel
Click Transfer
Select:
The FROM: “Facility” to Transfer the part out of and you can use the drop down list to select a facility
The Bin (Amount Available) Stock area you want to pull quantity from
The Quantity you wish to Transfer
Then Select:
The TO: “Facility” to Transfer the part to and you can use the drop down list to select a facility
The Bin (Amount Available) Stock area you want to push the quantity into
The new quantity will automatically show up
Click Save at the bottom of the side panel