Transfer Parts

When you need to transfer parts from one location to another, you can create a Transfer PO. This PO can be ordered and received in the location where the parts are needed.

Transfer Parts Using a Purchase Order

Create Parts Transfer PO

Receive Transferred Parts

Transfer Parts Using a Quick Transfer

Move Parts Between Locations

Transfer Parts Using a Purchase Order

When you need to transfer parts from one location to another, you can create a Transfer PO. This PO can be ordered and received in the location where the parts are needed.

Create Parts Transfer PO

1. Open the Parts & Service module for the location from where the parts are being requested.
2. Select the Order List from the Tools menu on the left side of the screen.

3. Choose the Add Part button.
4. Enter the part number and quantity you need to transfer.
5. If there are other parts on the orderlist, be sure to select only the parts you wish to transfer using the boxes in the Order column.

6. Click the Create Transfer POs button. This will open the Parts Transfer Location popup window.

7. Select the location the parts are being transferred from as the Parts Transfer Location.
8. Click OK.
9. Double check the quantity and part numbers on the PO, and click the Order Now button to create the order.

Note: If the parts have already been transferred and arrive at your location, you can click Order and Receive. In this case a receiving ticket will be created automatically.

Receive Transferred Parts

When the parts are received, you can load this PO on a receiving ticket.

In the Transfer Location, you will see that an intercompany transfer parts invoice has been created. This is the ticket that relieves the parts from that location’s inventory.

Transfer Parts Using a Quick Transfer

1. Open the Parts and Service module.
2. From the menu on the left side of the screen, expand the Parts Maintenance section.
3. Choose the Parts Master Inventory option. This will open a part search screen.

4. Enter the part number you wish to add into the Part Number/Identifier field. This will return a list of results.
5. Double-click over the part in the list of results at the bottom of the screen, or click once to select and choose the Open button. This will open the part profile.
6. On the General tab, locate the Parts Quantity section.

7. Select the View button next to the Total On Hand field. This will open the Part Total on Hand window.

8. Click over the row to highlight the part that you want to transfer.
9. Select the Transfer button. This will open the Parts Inter-Company Quick Transfer window.

Move Parts Between Locations

10. Choose the originating location in the From PC field and set the destination location in the To PC field.
11. Enter the number that you wish to transfer into the Transfer Qty field.
12. Optionally, you may enter a bin to pull the quantity of parts in the From Bin, and choose the destination bin in the To Bin field.
13. Click the Transfer button in the lower right. This will open a confirmation popup.
14. If you need to transfer another part after the first, you may enter the part number into the Part # field or select the magnifying glass button to search.