Using Transfer Item

1. When you first enter into this option, the following message appears on the screen:

"This is a utility program that allows you to transfer ITEM information from one item ID to another item ID. Both item IDs must exist in the system prior to using this utility. You may enter item transfers at any point during the day. Enter all transfers in the order in which you want them to occur. The actual updating of all files will occur after all other end of day processing has been completed. After transferring all information from the old item ID to the new item ID, the utility will delete the old item from the system. All pricing exceptions, ordering history, and bill of material references for the old item will be DELETED."

2. Simultaneously, a Select An Option window appears and displays the following choices: EXIT, ADD, and PRINT LIST. A listing of transfers entered earlier in the day will also appear.

• If you select EXIT, the system will leave this option.
• If you select ADD, the system will allow you to enter an item to transfer. Use the fields below to specify the transfer:
  • Old Item ID – Enter the item ID code you want to transfer.
  • New Item ID – Enter the item ID code you want to transfer the old record to.

If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item Code.

• Convert/Consolidate
  • "Convert" uses pounds as the common denominator and re-states all history records to the new weight conversion if the "from" and "to" items have different pounds per each.
  • "Consolidate" will leave all the history records with the correct EA and only re-state open transactions and inventory balance to the new pounds per each if the from and to items have different pounds per each.

For example, if the old conversion was 25 pounds per case and the new is 50 pounds per case: all sales history records, open orders, purchase orders, work orders, transfers, and inventory will be restate the "each" to one half of what it was because 25 pounds is half of 50.

The system will then show you a summary of the items that will be affected and ask if you wish to continue.

• If you select Convert, the following message will appear: "History and Lots will convert to new units during EOD. Continue? No/Yes"
  • Select no to exit without converting.
  • Select yes to continue converting.
• If you select Consolidate, the following message will appear: "Old item code will be replaced with the new item code during EOD. Continue? No/Yes."
  • Select no to exit without consolidating
  • Select yes to continue.

• If you select PRINT LIST, the system will print a list of all pending transfers.
• If you select one of the listed item transfers, command options will display: Delete and Exit.
  • If you select Delete, the system will delete the specified transfer.
  • If you select Exit, the system will return to the Old Item ID field.

Use the Available Actions link below for more information.

Security Required : System - System Maintenance