Transfer journal will be used in following instances;
1. Cases where shipment is not involved and transfer distance is short
2. To transfer inventory from one location to another location.
3. It is also used to change or rectify tracking dimensions, i.e. batch or a serial number of the item. The system should allow creating transfer journal if it is within the same warehouse.
Follow the below procedure to create and process the transfer journal
1. Click Inventory Management >> Journals >> Item Transactions >> Transfer.
2. Click Create New in the Transfer Journal form to create a new journal and go to lines automatically.
3. In the Journal Lines form click New to insert new lines with the required item number.
4. Enter the required quantity to be transferred in the quantity field in the overview tab.
5. Now Click on Inventory Dimensions Tab to enter the details like Product Dimensions, Storage Dimensions, and Tracking Dimensions.
6. As discussed earlier, a transfer journal can be created to transfer the item within the same warehouse and also to convert the tracking dimension of an item.
7. There will be 2 Field groups in Inventory dimensions tab. Namely, From Inventory Dimensions and To Inventory Dimensions.
8. Enter the Site and Warehouse in both from and to dimensions and also enter the tracking dimensions in case of necessity of changing the tracking dimensions.
9. Once after entering the required details, validate the journal by clicking Validate and click OK.
10. Once after the Validation, Post the journal by clicking on Post and click OK to post a journal.
11. Close the Transfer journal form to save the changes.
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