Article

Article Body

Overview

The Project-to-Project Transfer transaction moves an item's on-hand balance from one Project to another Project. If an item is serial and/or lot controlled, the Lot and/or Serial numbers are required.

Application

This transaction is used when inventory for an item needs to be moved from one Project to another Project. For example, one Project is short inventory and the inventory can be sourced from another Project.

Processing Notes

When the Project to Project 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 Project to Project Transfer transaction initiated from the VF page is processed based on the value of the custom setting 'LocMove_RunAsQueueableClass' as mentioned below:

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.
When the custom setting is False, the system processes the transaction based on the quantity to be processed:
- If the quantity to be processed is less (i.e., < 25), the system processes it synchronously.
- 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 image.png NOTE The VF page will keep loading until the system processes the job.

Navigation

Project to Project Transfer

Processing

Step 1: Enter the Item to be transferred

Fields

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.

Search Item: Item number to be selected. Multiple items may be selected to process multiple move transactions for different items/projects simultaneously. As items are selected, the system will copy the item to the item list (box).

Search from Project: Search and select an active Project valid for the given Division (user's Current Division) from which the item will be transferred. Note that multiple selections are allowed.

Search to Project: Search and select the project to which the items selected will be transferred.

Stock Loc ID: Optional filter to select an Inventory Location ID valid for the given Division (user's Current Division). Leave blank to select from all Inventory Location ID values.

Stock Loc No: Optional filter to select an Inventory Location Number valid for the given Inventory Location ID if using pre-defined Location Numbers. Otherwise, enter a free-form Location Number up to 10 characters in length.

‘Display Proj Move Entries’ Button: Displays move entries.

Step 2: Enter Project to Project Transfer Data.

Fields

From Loc: This field displays the Inventory Location ID from which the item will be transferred.

From Loc No: This field displays the Inventory Location Number from which the item will be transferred.

Lot No: This field is shown only for Lot Controlled items and displays the Lot Number of the item selected.

Lot Reference: This field is shown only for Lot Controlled items and displays the Lot Reference detail of the item selected.

Loc Qty: This field displays the Quantity available in the selected Location.

To Project: Select the project to which the material is being moved.

Charge Code: Displays the associated Project Charge Code.

Move Qty/Serials: Enter the quantity to move or select the serial numbers to move if serial controlled.

Document: Free form entry of any document reference information (optional).

Txn Comment: Free form entry of comments for this transaction (optional).

To Loc Comment: Free form entry of comments for this transaction (optional).

Step 3: ‘Move Selected Items’ button to complete the transaction(s).

Once the Move Detail section values have been entered, press the 'Move Selected Items' button.

Results

Navigation: Cost Transaction Query

Use the Cost Transaction Query to confirm/review the transaction just processed.

Fields

Inventory Item Master: Applicable Inventory Item Master for the given transaction. If using Cost Transaction Inquiry, this can be used to filter results, retrieving only transactions for this item.

Start Date: Enter the beginning date you wish the given query to capture.

Transaction End Date: Enter the "through" date to be included in the given query.

Transaction ID: This identifies the specific type of cost transaction. Select the transaction type INVPROJPROJ (Inventory Project to Project). Note that there will be two (2) transactions, one to decrement the source Project and one to increment the target Project.

Select the 'Submit' button to view all cost transactions that took place between the date range specified and where the transaction type was Inventory Project to Project(INVPROJPROJ).

Title	Project to Project Transfer

URL Name	Project-to-Project-Transfer