Transfer an item to a location

Transfer an item from the source location to another location. When you transfer an item to another location, if the available quantity of the item in the source location becomes lower than the quantity reserved in a picking list, a shipping note, or other documents, then to complete the transfer, ensure you have the Can Break Reservations UI right to the s60027 Material Transfer screen. For more information on how to define UI access rights, see Assign UI rights to a user role.

1. Navigate to the s60027 Material Transfer screen.

2. To refresh the screen, select the F5 key.

3. In the From Stock Location grid, select a row.

4. Select the General tab and perform the following:

   1. In the Quantity field, enter the quantity of the item you want to transfer.

      Note: If the value defined in the Quantity field reduces the available quantity of the item in the source project to lower than the quantity reserved in a picking list, a shipping note, or other documents, a pop-up window appears with the details of the item. To complete the transfer, select Continue transferring materials and break reservations.

   2. From the To Site dropdown, select the ID of the site to which you want to transfer the item.

   3. From the To Storehouse dropdown, select the ID of the storehouse to which you want to transfer the item.

   4. From the To Location dropdown, select the ID of the location within the storehouse to which you want to transfer the item.

5. On the Home menu, in the Record group, select Save.

   The item is transferred to the target location.