Exercise - Transfer items

Completed

This exercise uses the CRONUS sample company from the US version of Business Central. You might need to adjust the steps if you use the sample company from your country or region.

Scenario

On April 2, 2020, CRONUS purchased the following items from vendor 10000 for location MAIN:

  • 1908-S - 200 units

  • 1928-S - 600 units

  • 1988-S - 100 units

  • 2000-S - 340 units

The purchase order is received on April 6, 2020 in the MAIN warehouse.

On April 7, you receive a request from the warehouse manager of the NORTH warehouse to transfer the following items:

  • 1908-S - 40 units

  • 2000-S - 80 units

The items are shipped from the MAIN warehouse on April 7, and two days later, they arrive in the NORTH warehouse.

Tasks

  • Create and receive the purchase order.

  • Transfer the items from the MAIN warehouse to the NORTH warehouse.

Steps

  1. Create and receive the purchase order:

    1. Select the Search for Page icon in the upper-right corner of the page, enter purchase orders, and then select the related link.

    2. Select New.

    3. In the Vendor Name field, enter 10000.

    4. In the Document Date field, enter 04/02/2020.

    5. On the Shipping and Payment FastTab, in the Location Code field, enter MAIN.

    6. On the Lines FastTab, enter the following items:

      • 1908-S - 200 units

      • 1928-S - 600 units

      • 1988-S - 100 units

      • 2000-S - 340 units

    7. Select Posting > Post > Receive and then select OK.

    8. Close the Purchase Order page.

  2. Transfer the items from the MAIN warehouse to the NORTH warehouse:

    1. Select the Search for Page icon in the upper-right corner of the page, enter transfer orders, and then select the related link.

    2. Select New.

    3. In the Transfer-from Code field, enter MAIN.

    4. In the Transfer-to Code field, enter NORTH.

    5. On the Lines FastTab, enter the following items:

      • 1908-S - 40 units

      • 2000-S - 80 units

    6. Select Posting > Post > Ship and then select OK.

    7. In the Posting Date field, enter 04/09/2020.

    8. Select Posting > Post > Receive and then select OK.