Transfer physical inventory within the warehouse

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This procedure shows how to create and post an inventory transfer journal to register movement of an item from one location in a warehouse to another. Before you start, set up an inventory journal name for inventory transfers. You can follow this procedure in the demo data company USMF using the example values that are shown, or you can use your own data if you have products and locations set up. A warehouse employee normally carries out these tasks.

Create an inventory transfer journal

1. Go to Inventory management > Journal entries > Items > Transfer.
2. On the Action Pane, select New.
3. In the Name field, enter or select a value.
4. Select OK.

Create journal lines

You can specify From and To dimensions for each journal line. These dimensions are essential for this journal type. You can transfer items to locations by using different rules. In this example, you transfer an item within the same warehouse, from a license plate controlled location to a location that isn't license plate controlled.

1. On the Journal lines FastTab, select New.
2. In the Item number field, enter or select a value. If you're using USMF, select A0001.
3. In the From site field, enter or select a value. If you're using USMF, select 2.
4. In the To site field, enter or select a value. If you're using USMF, select 2.
5. In the From warehouse field, enter or select a value. If you're using USMF, select 24.
6. In the To warehouse field, enter or select a value. If you're using USMF, select 24.
7. In the From location field, enter or select a value. If you're using USMF, select FL-001.
8. In the To location field, enter or select a value. If you're using USMF, select BULK-001.
9. In the Quantity field, enter a number.
10. On the Line details FastTab, select the Inventory dimensions tab.
11. In From inventory dimensions, in the License plate field, enter or select a value. If you're using USMF, select 24.
12. Select Save.

Post the inventory transfer journal

1. On the Action Pane, select Post.
2. Select OK.

View inventory transactions

To see the transactions that were created when you posted your journal, follow these steps:

1. On the Journal lines FastTab, select the line you want to inspect.
2. On the Journal lines FastTab toolbar, select Inventory > Transactions.