Embedded Files
Process
This job aid describes the processes for Inventory Setup: Copying a Stock Item to a Different Warehouse.
Stock items must already exist in a warehouse to copy it to a different warehouse. To copy a stock item to a different warehouse, you will want to follow the steps below:
1. Enter INVN in the Global Search field.
2. Search all warehouses for the stock item to copy.
Select Search.
Leave the Warehouse and Warehouse Description fields blank to search all warehouses
Enter identifying stock item information:
Stock Item number
Stock item suffix code
Select Search
Please note: If the item is not displayed in the stock item list, the stock item does not exist in the inventory. Proceed to Add Stock Items to a Warehouse.
3. If the stock item displayed in the stock item list along with its record, the stock item exists in inventory. Continue to copy a stock item from one warehouse to another warehouse.
Select a Stock Item from the Stock Item list
Select Copy from the 3 dot menu
Select Paste
The Inventory Management page displays the copied stock item in the Inventory Maintenance grid. The copied stock item record contains the original stock item’s information.
4. Update copied stock item record information.
General Information tab - Change warehouse code to the new warehouse.
Inferred COA Element tab - Change only if a stock item is copied to another department’s warehouse. Enter the new departments' inferred COA Element data.
Location - Change Primary Bin, if different.
Reorder Information - Change reorder information, if different.
5. Select Save.
6. Copied stock item displays in the Inventory Maintenance grid.
Verify that the copied stock item displayed in the Inventory Maintenance grid and displays the correct warehouse.
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