You can transfer out of a storeroom a single item or a
tool that is not associated with purchase orders.
Procedure
- On the List tab of the Issues and
Transfers application, select the storeroom into which you want to
transfer the item.
- On the Transfer Out tab, click New
Row.
- In the Line Type field, select
whether you are transferring out an ITEM or
a TOOL.
- In the Item field, click Detail
Menu to select a value and to retrieve an item. The item
you choose must be available in the storeroom you selected.
- Optional: Click New Row to
add more items.
- Click View Details to add information
or to edit any fields:
- If you are transferring items within a site, specify
the location in the To Location field.
- If you are transferring items to a different site within
an organization, change the value in the To Site field,
and specify a location in the To Location field.
- Edit the number of items to transfer in the Quantity field
as needed.
- If the Conversion Factor field
is empty, specify the conversion ratio for this transaction. For example,
if the storeroom you are transferring from is measured in boxes, and
your receiving storeroom is each, then your conversion ratio is between
box and each. If you have a box of 12, the conversion value is 12.
You can change the default conversion as needed.
- Edit the To Bin value as needed.
- Optional: If appropriate, fill the Issue
To field. For example, if the item was given to a person
to carry to you from the supplying storeroom, add the identifier for
that person to this field. Fill the remaining fields as needed.
- Click Save Transaction to transfer
the item out of the storeroom and to the location and site specified.