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Bin Transfers

Caroline Buckland Updated by Caroline Buckland

The Process

A Bin transfer represents the movements of stock within a store.  A Bin Transfer will not generate any postings to the General Ledger.

The quantity transferred will be downloaded from the ‘from’ bin and incremented to the ‘to’ bin.

In Financials from the Main Menu go to – Inventory Management – IM Processes – IM Data Entry and select Create Bin Transfer.

The following screen will be displayed, if your Purchasing User has the Usual Store field populated it will default into this screen, otherwise you will need to enter the Store that is disposing the stock.

Select the Save action, and this will default entries into the Movement Reference and Circulation fields, and this will leave an error that at least one line must be entered.

Note: you may be using prefix codes for the movement reference, in this case prompt for the prefix code.

Select Lines.

Enter the Item and the Quantity being adjusted, you can use the Search icon and start typing the Item Code or the Item name to find the Item.

Once you have found the correct Item, tick the selection button next to the Item Description.

Then select OK to return to the lines.

Click the Save option, this will default in the Item Description, this will display an error message - BIN/GNR has not been visited for movement line 1.

No GL postings are generated by a Bin Transfer.

Select the Go Bin GTNs action to move the stock around the store.

This will display all the stock within the store in the order that they have been received into the store.

Enter the Movement Quantity to be transferred. In this case we are moving it all.

And enter the Bin Location that you are transferring the stock to.

You only need to populate the Movement Quantity and To Bin fields on the lines that you want to transfer.

Select Save to update, at which point you will return to the Main Menu and be advised that a Movement Reference has been created.

Item Store Location enquiry will show the stock has been transferred to the new location.

Menu access: Inventory Management>IM Enquiries>Item Store Locations

Make an entry into a field.

Select Search.

The new bin location is displayed.

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