Create a TI transaction

The warehouse manager needs to transfer items from one warehouse to another by entering a Stock Transfer Issue (TI) transaction for the items needing to be transferred. Once the transaction is submitted, the Stock Return transaction updates the Inventory Table by updating the In Transfer Information.

  1. Create from the Transaction Catalog.

  2. Complete the Header tab.

  1. The Transaction Name and/or Transaction Description can be conditionally required with the Transaction Control (DCTRL) table.

  2. If the current Application Date should not be used, then manually enter the correct date in the Record Date field.

  3. If the default Fiscal Year should not be used, then manually enter the correct year, (that is, prior year or next year), in the Fiscal Year field.  Any manually entered year will be used on all accounting lines unless manually entered at that level.

  4. If the default Accounting Period should not be used, then manually enter the correct accounting period, (that is, prior period or next period), in the Period field. Any manually entered Period will be used on all accounting lines unless manually entered at that level.

  5. Enter the Issuing Warehouse.

  6. Enter the Issue Date.

  7. Enter the Delivery Date.

  8. Enter the Issuer ID and/or Issuer Information.

  9. Enter the Receiving Warehouse.

  10. Enter the Shipping Location.

  1. Complete the Commodity tab.

  1. Click the Commodity link from the secondary navigation panel or the Commodity bar.

  2. Click the Insert New Line link.

  3. Enter the Stock Number.

  4. Enter the Transfer Quantity.

  5. Select a valid Inventory Location if the Track Quantity By Location flag is checked on the INVN page for the selected stock item/warehouse combination. If the Track Quantity By Location flag is not checked, then leave this field blank and it will default to the Inventory Location with the highest priority on the Inventory by Location (ILOC) page.

  1. Complete the Item Location tab.

  2. Click the Validate button to validate for errors.

  3. If errors exist, fix the errors and repeat Step 4. If no errors exist, then continue with Step 6.

  4. Click the Submit button to submit the transaction.