Overview
The Site to Site Transfer transaction moves inventory from one Site to another Site within the same Division. When using this transaction, the Stock Location ID and/or the Stock Location No can change. When an item is serial-controlled or lot-controlled, this additional secondary identification data is required.
Application
This transaction is used when inventory for an item is required in a different Site within the same Division.
Processing Notes
When the Site to Site Transfer transaction is initiated from a 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 at a time.
The Site to Site 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 for processing, the system processes it as an asynchronous Batch Apex. If 5 batch processes are running 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
Inventory Transactions > Site to Site Transfer
Step 1: Select Items(s) and From Location
Fields
Division: Division is set to the current division of the user and cannot be changed directly in this process.
From Site: Select the site for this transaction. The Site field will be disabled unless multiple sites are in the selected division.
Move Serial Items (Check box): Use this checkbox to transfer serial-controlled items. If this option is selected, only serial-controlled items can be transferred in the current session. When moving serial-controlled items, the serial number(s) to be moved will be selected using the Select Serials option, which will move the selected serial numbers into the Item Serial box. (See further considerations for serial controlled items in the note just below Step 3 below).
Search Item: Select the required item. Begin typing the item number and select it from the drop-down box. As Items/Location values are selected, the system will copy the item to the item list (box).
Inventory Location: Displays the stock locations 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, leaving the window open for new selections.
To Division: Division to which the item is to be transferred.
To Site: Site to which the item is to be transferred.
To Project: Select a Project, if desired, to filter the eligible items for move transactions. If no value is selected for the Project, all inventory projects will be candidates.
Move Option: Select from available choices.
Step 2: Display Loc Move Entries Button to display the move entries screen.
Fields
Selected: Check to transfer the item to this location.
To Stock Loc ID: Select a Stock Loc ID to which the item will be moved.
NOTE The location ID must already exist to use it for the transfer. If not, it must be added via the Location ID table in System Setup.
To Stock Loc No: Select a Stock Loc No to which the item will be moved.
Tracking No: The Lot number of the item(s) to be transferred if lot-controlled. If the item is not lot-controlled, this field will not be accessible.
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: ‘Move Selected Items’ button
NOTE For Serial Controlled items, the following changes to the steps above apply:
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Check the box labeled ‘Move Serial Items’. Choose a serialized part from the drop-down in ‘Search Item’. Next, choose the Inventory Location that the items will be moved from, using the ‘Inventory Location’ box just below the ‘Search Item’ box. Available serial numbers will be displayed in the boxes next to the Select Serials button. Using the shift or cntrl keys, choose the serial numbers to be moved, then click the ‘Select Serials’ button. The serial numbers selected will move to the box to the right, and the count will be displayed in the ‘Serial Count’ box.
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Next, select the Site and Loc ID that the items will be transferred to. Clicking ‘Move Selected Items’ will perform the transfer.
Results
NOTE Viewing the transactions is optional.
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 or leave it 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: INVSITESITE (Inventory Site to Site).
Click the Submit button to view all cost transactions that took place between the date range specified and where the transaction type was Inventory Site to Site Transfer (INVSITESITE).
SEE ALSO
Inventory Location Add
Inventory Location Adjust
Inventory Unit Cost Adjust
Cost Transaction Query
Division to Division Transfer
Project to Project Transfer
Location to Location Transfer
