Material Transfer

When there are multiple warehouses for an organization, sometimes one warehouse is short of a certain material. This is true where one warehouse is designated as central receiving and all receipts are made at one site. In these cases, the material needs to be transferred from one warehouse to another.

When you complete a material transfer, all quantities of materials that were transferred are subtracted from the sending warehouse account and added to the receiving warehouse account.

To perform a material transfer, follow these steps:

1. From the Materials menu, select Material Transfers.
2. From the Warehouse drop-down menu, select the warehouse you want to transfer items from.

3. From the Date drop-down menu, select the date on which the transfer will occur.

4. In the Transactions area, click New.

   The Material Transfer window opens.

5. From the Receiving Warehouse drop-down menu, select the warehouse you are transferring the items to.

   The sending and the receiving warehouses cannot be the same.

6. In the Transfer Item field, select the item you are transferring.

   You can click the Lookup button to search for the item. Once you select an item, TMS fills in values for the Item Description, Sending Warehouse Quantity On Hand, and Receiving Warehouse Quantity On Hand.

7. In the Transfer Quantity field, enter the number of items to transfer.

8. Click OKor click Another to add another transfer.