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Process
When two warehouses carry the same inventory item, the warehouse with surplus could transfer the items to the other warehouse via a stock transfer issue (TI). The receiving warehouse could receive the items into the inventory via a stock transfer receipt (TR).
This job aid describes the process of creating a TI and a TR.
To create a TI Transaction, you will want to follow the steps below:
1. Enter TI in the Global Search
2. Select Create
3. Create Transaction
Enter Transaction Code, Transaction Department, and Transaction Unit
Select Auto Numbering
Select Continue
4. In the header tab on general information, enter the transaction name and transaction description. Information such as where the inventory is coming from and going to is helpful for the reviewer. In the Issuer Information of the Header Tab, enter the Issuer ID and Issuing Warehouse (where the inventory is coming from), and the Issued and Delivery Date (targeted Delivery Date) then click Save.
5. In the Receiving Information of the Header Tab, enter the Receiving Warehouse (where the inventory is going), Shipping Type, and Shipping Location, then click Save.
6. Select the Commodity section
Select + to Insert New Line
Enter Required Information - General Information tab
Enter the Stock Item, Stock Item Suffix, and Transfer Quantity
7. Repeat steps 5-6 for all inventory transfers.
Select Save
Select Validate
Select Submit
The requesting warehouse must receive the inventory on a TR Transaction, to create a TR transaction:
Locate a TI transaction and select the 3 dot menu and then select Copy Forward
2. Create a Copy Forward Transaction
Select Target Transaction Type TR and Target Transaction Code TR
Enter Transaction Department Code and Unit Code
Select Auto Numbering
Select OK
3. In the header tab under general information, enter the Transaction Name. The Transaction Description is carried from TI to TR.
4. In the receiving information, enter the Received Date and Received by and select Save. Please note: the received date cannot be in the future.
5. Select the Commodity section
Under the General Information tab, ensure the Received Quantity is accurate for the transfer. If the Received Quantity is less than the quantity on the TI, the reference type on the reference tab should not be Final and should be updated to Partial.
6. Repeat step 5 for all commodity lines listed
7. Validate and Submit
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