Manually Transferring Serialized Items

You can use the Transfer function to manually transfer serialized items from the entity where they are currently stored to another entity.

You can transfer serialized items between any entities that have been assigned to an item BOM and to which you have access. This even includes entities to which you are not currently logged in.

Note: Serialized items can be transferred to a hard-pegged work order (i.e., the item BOM's Must Consume from WIP option is selected) but cannot be transferred from a hard‑pegged work order.

To transfer serialized items to another entity

1. Open an entity that has at least one job assigned to it with the following conditions:

   • The job is not Complete or Canceled.

   • The job is for a work order that is producing serialized items.

2. On the Work Queue tab or on the Production tab if a job in a work order is running on the entity, click the Transfer Serial Numbers button.

   

   • If work orders are running on the currently opened entity, the Select and Transfer WIP Inventory dialog appears as shown in step 3.

     Note that the To Work Order selections are set to the current work order, operation, and entity and cannot be changed.

   • If no work orders are running on the currently opened entity, the Transfer Serial Numbers Filter dialog appears.

     

3. Enter search criteria to filter the serialized items of interest or leave the filters blank to see all available serialized items, then click OK.

   The Select and Transfer WIP Inventory dialog appears.

   

   The Available Serial Numbers grid lists the serialized items that can be transferred, filtered by the From Work Order, Operation, and Location lists above the grid.

4. To change the source entity for the transfer, use the From Work Order, Operation, and Location lists.

   If you set the From Work Order and From Operation lists to blank entries, then any entities that currently have serialized items stored at them can be selected in the From Location list.

5. Once an entity with serialized items is selected, expand the entity entry in the grid to see the entire list.

   

   Note: The Scan Container and Scan Serial Number fields are currently not supported.

6. Specify the destination entity using the To Work Order, Operation, and Location lists above the Current Inventory grid box.

   If you set the To Work Order and To Operation lists to blank entries, then any entities that can have serialized items stored at them can be selected in the To Location list.

   Note the following about transferring serialized items from a hard‑pegged work order:

   • If the To Operation and To Location lists are set to blank entries, serialized items cannot be transferred to any work order other than the pegged source work order.

   • If the To Operation and To Location lists do have entries, serialized items can be transferred from the hard-pegged source work order regardless of what destination work order is selected. However, the serialized items will still be tied to the source pegged work order and not the selected destination work order. This behavior allows you to, for example, move serialized items to an entity that has replaced the original entity in the pegged work order because it is no longer operational. After such a transfer, the entity specified in the To Location list will now be associated with the pegged work order.

7. To specify which serialized items to transfer, do one of the following:

   • To transfer specific items, select them and then click the > button.

   • To transfer all listed items, click the >> button.

   The serialized items are moved to the Current Inventory grid. They are highlighted in yellow to indicate that their transfer has not been saved yet.

   

8. (Optional) To undo a pending transfer prior to initiating it by clicking the Save or OK button, click the Revert button.

   The items are moved from the Current Inventory grid back to the Available Serial Numbers grid.

9. To initiate the transfer of the items in the Current Inventory grid, click Save to leave the dialog open or OK to close the dialog.

   You can now go to the destination entity's Inventory tab to see the list of serialized items that have been transferred to it.