Overview
The Inventory Location Move transfers inventory from one location (Stock Location ID and Stock Location No) to another within the same division and project. When using this transaction, the Stock Location ID and/or the Stock Location No can change. This additional secondary identification data is required when an item is serially controlled or lot controlled.
Application
This transaction is used when inventory for an item needs to be moved from one location to another within the same division, site, and project. This may occur when a cycle count finds the item in a different location than expected.
Financial Transactions
No financial Transactions were created for this transaction, as there is no GL impact, and the inventory remains within the same Division, Site, and Project.
Processing Notes
When the Location to Location Transfer transaction is initiated from the Visualforce (VF) Page, the system creates the custom setting 'LocMove_RunAsQueueableClass' with a default value of True if it doesn't exist.
Salesforce has a limitation that only a maximum of 5 concurrent Batch Apex processes can run simultaneously.
The Location to Location Transfer transaction initiated from the VF page is processed based on the value of the custom setting 'LocMove_RunAsQueueableClass' as mentioned below:
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When the custom setting is True, a Queueable job will be created for the transaction using Salesforce Flex Queue. If 5 batch processes are running concurrently, this job will remain in the queue and will be processed when a batch is available for processing.
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When the custom setting is False, the system processes the transaction based on the quantity to be processed:
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If the quantity to be processed is less (i.e., < 25), the system processes it synchronously.
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If more quantity is to be processed and a batch is available, the system processes it as an asynchronous Batch Apex. If 5 batch processes run concurrently, an error message will be displayed, indicating that the Salesforce server is currently unavailable to process the job.
NOTE The VF page will keep loading until the system processes the job.
Navigation
Location to Location Transfer
Step 1: Select Items(s) / Locations
Fields
NOTE Upon entering the program, the user will select from various options to filter the specific items/locations/lot/serial numbers, etc., that will be chosen for transfer. These fields pertain to the FROM part of the transaction where the material is currently located.
Division: The Division is set to the current division of the user, and cannot be changed directly in this process. To create a transaction in another division, the user can use the Quick Menu option or update the current division on the Manufacturing User record in System Setup.
From Site: Select the site for this transaction. The site will be disabled unless multiple sites are in the selected division.
Project: Select a Project to filter the eligible items for move transactions. If no value is selected for the Project, all inventory projects will be candidates.
Stock Loc ID: Select a Stock Loc ID, if desired, to filter the eligible items for move transactions. If no value is selected, all location ID values will be candidates.
Stock Loc No: Select a Stock Loc No, if desired, to filter the eligible items for move transactions. If no value is selected, all location numbers will be candidates.
Lot No: If an item is lot controlled, select the lot number.
Transaction Date: Select the date of this transaction. The default is the system date.
Move Serial Items (Check box): Select this checkbox to select serial controlled items to be moved. If this option is selected, only serial controlled items can be moved in the current session. When moving serial controlled items, the serial number(s) will be selected using the Select Serials option, which will move the selected serial numbers into the Item Serial (box).
Search Item: Select the required item. As Items and their Location values are selected, the system will copy the item to the item list (box).
Inventory Location: Displays the stock location that have on-hand inventory for the item selected. As Item/Location values are selected, the system will copy the item to the item list (box).
Clear All Button: Clears all selections that have been made.
Select Serials: Select specific serial numbers to be transferred.
Serial Count: System Controlled. Increases as serial numbers are selected decreases as they are de-selected.
Move Option: Select whether to move to a new or existing location.
Display Loc Move Entries Button: To display the move entries screen.
Step 2: Enter Move Details
Fields
Selected: Check this to transfer this item/location.
Quantity: Enter the quantity to move.
Document: Free form entry of any document reference information (optional).
Txn Comment: Free form entry of comments to be written to the resulting cost transactions for this move transaction (optional).
To Loc Comment: Free form entry of comments to be written to the target location for this move transaction (optional).
Step 3: Process the Location Transfer
Once the Move Detail section values have been entered, press the ‘Move Selected Items’ button to complete the transaction(s).
Results
Navigation: Cost Transaction Query
Use the Cost Transaction Query to confirm/review the transaction just processed.
Fields
Item Number: Enter an item number to view cost transactions for just one item, leave blank for all items.
Start Date (Required): Select/Enter the start date.
End Date (Optional): Select/Enter an end date.
Transaction ID: Enter the transaction type: INVLOCLOC (Inventory Location to Location).
Select the 'Submit' button to view all cost transactions took place between the date range specified and where the transaction type was Inventory Location to Location (INVLOCLOC).
SEE ALSO
Inventory Location Add
Inventory Location Adjust
Inventory Unit Cost Adjust
Cost Transaction Query
Division to Division Transfer
Site to Site Transfer
Project to Project Transfer
