Moves/Requests

In this section, a move is directly moving inventory physically from one place to another directly. While a request creates a material queue record, which is a request to process materials physically.

Move Inventory Request

️ This creates a Material Queue record to move inventory items or parts with the transaction type STK-STK.

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move Inventory Request.

3

In the Move Inventory Request screen in the Entry section:

4

Enter in the Part Number in the Part Number field.

  1. Or alternatively, tap on the list icon beside the Part Number field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Part Number

5

In the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

There will be fields that have a list icon beside them, tap on the list icon to bring up a list and choose the appropriate option for the field to be completed.

Field Header
Details

Quantity

Indicate Quantity

UOM Code

Indicate or Choose the UOM Code from a list

From Warehouse Code

The Warehouse Code in the From option is pre-populated, as it is the primary location of the inventory.

From Bin Number

Indicate or Choose the Bin Number from a list *If PCID is the method used for moving an inventory, the From option will be completely filled in and the Quantity will be set to one (1).

PCID

Indicate or Choose the PCID from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

PCID

Indicate or Choose the PCID from a list

6

Once the details are filled in, tap on Process.

7

A message will confirm if the transaction has been completed.

Move WIP Request

️ In the start of the production, issued parts will be transferred to WIP locations and will not be classified as stock in the inventory. This will create a material queue record that will be processed physically.

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move WIP Request.

3

In the Move WIP Request screen in the Entry section:

4

Enter in the Job Num in the Job Num field.

  1. Or alternatively, tap on the list icon beside the Job Num field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Job number.

5

In the Move WIP Request screen in the Entry section:

6

Enter in the Assembly in the Assembly field.

  1. Or alternatively, tap on the list icon beside the Assembly field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Assembly.

7

In the Move WIP Request screen in the Entry section:

8

Enter in the operation sequence in the Operation Seq field.

  1. Or alternatively, tap on the list icon beside the Operation Seq field to select from a list, or tap on the filter icon to filter the list, and select the appropriate operation sequence.

9

Tap on Process to be directed to the Transaction section.

10

In the Move WIP Request screen in the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

Field Header
Details

Direction

Indicate Direction from the drop-down menu

Quantity

Indicate Quantity

UOM Code

Indicate or Choose the UOM Code from a list

From Warehouse Code

Indicate or Choose the Warehouse Code from a list

From Bin Number

Indicate or Choose the Bin Number from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

11

Once the details are filled in, tap on Process.

12

A message will confirm if the transaction has been completed.

Move WIP

️ In the start of the production, issued parts will be transferred to WIP locations and will not be classified as stock in the inventory.

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move WIP.

3

In the Move WIP screen in the Entry section:

4

Enter in the job number in the Job Num field.

  1. Or alternatively, tap on the list icon beside the Job Num field to select from a list, or tap on the filter icon to filter the list, and select the appropriate job number.

5

In the Move WIP screen in the Entry section:

6

Enter in the assembly in the Assembly field.

  1. Or alternatively, tap on the list icon beside the Assembly field to select from a list, or tap on the filter icon to filter the list, and select the appropriate assembly.

7

In the Move WIP screen in the Entry section:

8

Enter in the operation sequence in the Operation Seq field.

  1. Or alternatively, tap on the list icon beside the Operation Seq field to select from a list, or tap on the filter icon to filter the list, and select the appropriate operation sequence.

9

Tap on Process to be directed to the Transaction section.

10

In the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

There will be fields that have a list icon beside them, tap on the list icon to bring up a list and choose the appropriate option for the field to be completed.

Field Header
Details

Quantity

Indicate Quantity

UOM Code

Indicate or Choose the UOM Code from a list

From Warehouse Code

Indicate or Choose the Warehouse Code from a list

From Bin Number

Indicate or Choose the Bin Number from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

11

Once the details are filled in, tap on Process.

12

A message will confirm if the transaction has been completed.

Move WIP PCID

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move WIP PCID.

3

In the Move WIP PCID screen in the Entry section:

4

Enter in the PCID in the PCID field.

  1. Or alternatively, tap on the list icon beside the PCID field to select from a list, or tap on the filter icon to filter selection, and select the appropriate PCID.

5

Tap on Process to be directed to the Transaction section.

6

In the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

There will be fields that have a list icon beside them, tap on the list icon to bring up a list and choose the appropriate option for the field to be completed.

Field Header
Details

From Warehouse Code

Indicate or Choose the Warehouse Code from a list

From Bin Number

Indicate or Choose the Bin Number from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

7

Once the details are filled in, tap on Process PCID.

8

A message will confirm if the transaction has been completed.

Move WIP PCID Request

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move WIP PCID Request.

3

In the Move WIP PCID Request screen in the Entry section:

4

Enter in the PCID in the PCID field.

  1. Or alternatively, tap on the list icon beside the PCID field to select from a list, or tap on the filter icon to filter selection, and select the appropriate PCID.

5

Tap on Process to be directed to the Transaction section.

6

In the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

There will be fields that have a list icon beside them, tap on the list icon to bring up a list and choose the appropriate option for the field to be completed.

Field Header
Details

From Warehouse Code

Indicate or Choose the Warehouse Code from a list

From Bin Number

Indicate or Choose the Bin Number from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

7

Once the details are filled in, tap on Process PCID Request.

8

A message will confirm if the transaction has been completed.

Move Material Request

️ This function creates a Material Queue record to move job materials or parts with the transaction type MTL-MTL.

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move Material Request.

3

In the Move Material Request screen in the Entry section:

4

Enter in the job number in the Job Num field.

  1. Or alternatively, tap on the list icon beside the Job Num field to select from a list, or tap on the filter icon to filter the list, and select the appropriate job number.

5

In the Move WIP screen in the Entry section:

Enter in the assembly in the Assembly field.

  1. Or alternatively, tap on the list icon beside the Assembly field to select from a list, or tap on the filter icon to filter the list, and select the appropriate assembly.

6

Enter in the job material in the Job Mtl field.

  1. Or alternatively, tap on the list icon beside the Job Mtl field to select from a list, or tap on the filter icon to filter the list, and select the appropriate job material.

7

Tap on Process to be directed to the Transaction section.

8

In the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

There will be fields that have a list icon beside them, tap on the list icon to bring up a list and choose the appropriate option for the field to be completed.

Field Header
Details

Direction

Indicate Direction from the drop-down menu

Quantity

Indicate Quantity

UOM Code

Indicate or Choose the UOM Code from a list

From Warehouse Code

Indicate or Choose the Warehouse Code from a list

From Bin Number

Indicate or Choose the Bin Number from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

9

Once the details are filled in, tap on Process.

10

A message will confirm if the transaction has been completed.

Move Material

️ This function completes to move job materials or parts with the transaction of type MTL-MTL without creating a Material Queue record.

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move Material.

3

In the Move Material screen in the Entry section:

4

Enter in the Job Num in the Job Num field.

  1. Or alternatively, tap on the list icon beside the Job Num field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Job Num.

5

In the Move Material screen in the Assembly section:

6

Enter in the Assembly in the Assembly field.

  1. Or alternatively, tap on the list icon beside the Assembly field to select from a list, or tap on the filter icon to filter the selection, and select the appropriate Assembly.

7

In the Move Material screen in the Job Mtl section:

8

Enter in the Job Mtl in the Assembly field.

  1. Or alternatively, tap on the list icon beside the Job Mtl field to select from a list, or tap on the filter icon to filter the selection, and select the appropriate Job Mtl.

9

Tap on Process to be directed to the Transaction section.

10

In the Transaction section, indicate and complete the details in the necessary fields by tapping on the field and entering the value needed.

There will be fields that have a list icon beside them, tap on the list icon to bring up a list and choose the appropriate option for the field to be completed.

Field Header
Details

Quantity

Indicate Quantity

UOM Code

Indicate or Choose the UOM Code from a list

Lot Number

Indicate or Choose the Lot Number from a list

From Warehouse Code

Indicate or Choose the Warehouse Code from a list

From Bin Number

Indicate or Choose the Bin Number from a list

To Warehouse Code

Indicate or Choose the Warehouse Code from a list

To Bin Number

Indicate or Choose the Bin Number from a list

11

Once the details are filled in, tap on Process.

12

A message will confirm if the transaction has been completed.

Move Bin to Bin WIP

️ Move Bin to Bin WIP is a bulk transaction to move either or both Materials and WIP.

1

Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

2

Under the Main Menu, tap on Move/Requests and select Move Bin to Bin WIP.

3

In the Move Bin to Bin WIP screen in the Entry section, tick the appropriate boxes and select between either Materials or WIP to move either. To move both Materials and WIP, tick both boxes accordingly.

4

In the From option:

5

Enter in the location in the Warehouse Code field where the inventory will be moved from.

  1. Or alternatively, tap on the list icon beside the Warehouse Code field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Warehouse Code.

6

In the From option:

7

Enter in the Bin Number in the Bin Number field where the inventory will be moved from.

  1. Or alternatively, tap on the list icon beside the Bin Number field and select the Bin Number from the list where the inventory will be moved from or filter the list using the filter icon, and select the appropriate Bin Number.

8

In the To option:

9

Enter in the location in the Warehouse Code field where the inventory will be moved to.

  1. Or alternatively, tap on the list icon beside the Warehouse Code field to select from a list, or tap on the filter icon to filter selection, and select the appropriate Warehouse Code.

10

In the To option:

11

Enter in the Bin Number in the Bin Number field where the inventory will be moved to.

  1. Or alternatively, tap on the list icon beside the Bin Number field and select the Bin Number from the list where the inventory will be moved to or filter the list using the filter icon, and select the appropriate Bin Number.

12

Enter in the reference in the Reference field.

13

Tap on Process to process the transaction.

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