How to Transfer and Dispose Inventory

This is the original blog about transfer and disposal. See this blog for simplified processes for transfer and disposal.

Inventory transfer is introduced in release R2022a (March 2022). It allows one to transfer parts from one site to another. There are three steps to execute a part transfer:

Move a part to a "Transient" storeroom
Check out a part and ship to another site
Receive a part transferred at the destination site

1. Who and Where to Transfer

The transfer process requires the configuration of storeroom teams who can transfer parts and sites to transfer to.

The menu to set up storeroom teams: Organization | ACL Profiles | Storeroom Team
Set "Can Transfer" checked for teams who can do part transfer.

Use menu "Inventory Site Transfer" to define sites that a part can be transferred to.

2. Storerooms for Transfer

Storeroom categories (or restrictions previously) define the roles of a storeroom.

"Transient" - Storerooms holding parts to be transferred
"Disposable" - Storerooms holding parts to be disposed
Parts in these two storerooms can be checked out for transfer to other sites.
Configure at least one "Transient" or "Disposable" storeroom to do stock transfer.

3. Step 1 - Move Parts to Transient/Disposable Storerooms

The first step is to move a part to a storeroom of Transient or Disposable category.

Menu path: Inventory | Transactions | Transfer between Sites
Select step 1 from the dropdown, click "Save" to continue.
The move transaction is launched.
Select the storeroom to move from, and a transient or disposable storeroom to move to.
Select a stock item and edit quantity (if not an asset item) to move
Select the bin to move to in the transient/disposable storeroom
Complete the move transaction

4. Step 2 - Checkout for Transfer

Next step is to check out a part and transfer to another site.

Menu path: Inventory | Transactions | Transfer between Sites
Select step 2 from the dropdown, click "Save" to continue.
The checkout transaction is launched.
Select a stock item and edit quantity (if not an asset item) to checkout
Select a site to transfer to
Complete the checkout transaction

5. Step 3 - Receive Transfer

The final step is to receive the parts transfered.

Menu path: Inventory | Transactions | Transfer between Sites
Select step 3 from the dropdown, click "Save" to continue.
Select a transfer transaction to receive
Edit quantity to receive
Select a bin to receive to
Complete the receive transaction

6. Dispose Inventory

The "Dispose" transaction is introduced in release R2022a (March 2022). It allows one to remove an inventory from stock for disposal. There are two steps to dispose an inventory.

Move a part to a "Dispose" storeroom
Check out a part for disposal

The dispose processes include the following steps.

Menu path: Inventory | Transaction | Dispose Inventory
A storeroom team must be enabled to dispose parts
- Menu path: Organization | ACL Profiles | Storeroom Team
- Set "Can Dispose" checked for teams who can dispose inventory.
- See the screenshot above for "Transfer" transaction
Dispose-Storerooms must be defined
- Menu path: Inventory | Open | Store List
- Edit a storeroom and set its category to "Disposable" to stage parts to be disposed.
- See the screenshot above for "Transfer" transaction.
The first step is to move a part to a "Disposable" storeroom.
- The screen flow is similar to the first step in "Transfer" transaction above.

The second step is to checkout a part for disposal.

Resources

How to Transfer and Dispose Inventory

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