You can transfer stocked tools from one storeroom to another,
including cross-site transfers within an organization if you have
access to those storerooms. When you transfer a tool, the From
Storeroom field defaults to the current storeroom for
the stocked tool you are viewing.
Before you begin
You transfer items between storeroom locations or bins from
the same site or another site in the same organization.
Procedure
- In the Stocked Tools application, open a tool record.
- Select the Transfer Current Tool action.
- In the Transfer Current Tool window,
specify the number of tools that you want to transfer.
- Select a storeroom to which to transfer the tool.
- Optional: Specify the bin numbers.
- Select a site to which to transfer the tool.
- Optional: If the Conversion Factor field
is blank, enter the conversion ratio for the transaction. For
example, if the storeroom from which you are transferring is measured
in boxes, and your receiving storeroom is each, then your conversion
ratio is between box and each.
- Optional: Specify general ledger debit and
credit values.
- Click OK.
Results
The tools are transferred to the storeroom that you specified
and the supplying and receiving storerooms balances are adjusted.