Subinventory Transfer User Guide

About Subinventory Transfer

Subinventory Transfer allows you to inventory from one location to another location in the same warehouse. This app is typically used to record transfers to alternate subinventories, locators, or both.

Transfer inventory to another subinventory

You can use Subinventory Transfer to transfer inventory from one subinventory location to another.

To transfer inventory, complete the following steps in the app.

For Organization, verify or enter your organization.

Step Information

Note:Depending on the app's configuration settings, this prompt may not display. If this occurs, the app selects the default organization configured in Mobile Enterprise Platform.
If Subinventory displays, scan or enter the subinventory containing the item.
Step Information
Note:

To view a list of available subinventories, select F2.

If the organization is not subinventory-controlled in Oracle Cloud, this prompt does not display.
If the subinventory is locator-controlled, for Locator, scan or enter the locator containing the item.
Step Information
Note:

To view a list of available locators, select F2.

If the subinventory is not locator-controlled in Oracle Cloud, this prompt does not display.
For Item Number, scan or enter the desired item number.
Expected Result
Results: Depending on the number of inventory items associated with the specified combination of organization, subinventory, and/or locator, one of the following occurs.

If a single item matches the scanned or entered value, the app selects that inventory item.

If multiple items match the scanned or entered value, the app displays a list where you can select the desired inventory item.
If multiple items are displayed, for Item Number, select the desired item.

Expected Result

Result: The app displays the item name, item description, on hand quantity, and available quantity.
If the item is lot-controlled, for Lot Number, scan or enter the desired lot number.
Step Information
Note:

To view a list of available lots, select F2.

If the inventory item is not lot-controlled in Oracle Cloud, this prompt does not display.
For Quantity, specify the amount of quantity that you want to transfer.

Step Information

Note:If the app is configured to prevent negative inventory balances, the app displays an error when a transaction would result in a negative balance.
If the item is serial-controlled, for Serial Number, complete one of the following actions.
- To enter serial numbers one at a time, scan or enter each desired serial number.
- To specify a range of serial numbers, select F2 and enter the start and end numbers for the range.
Step Information

Note:If the inventory item is not serial-controlled in Oracle Cloud, this prompt does not display.
If To Subinventory displays, scan or enter the destination subinventory.
Step Information
Note:

To view a list of available destination subinventories, select F2.

If the organization is not subinventory-controlled in Oracle Cloud, this prompt does not display.
If To Locator displays, scan or enter the destination locator.
Step Information
Note:

To view a list of available destination locators, select F2.

If the subinventory is not locator-controlled in Oracle Cloud, this prompt does not display.
If Select Reason displays, select the reason associated with the issue.
Step Information
Note:

If the app is configured to automatically enter a reason value, this prompt does not display, and the app automatically uses the configured value.

If this field displays, you can optionally press Escape on your device to skip this step.

Results:

If configured to display following a successful transaction, the "Transaction completed successfully" screen displays.
The app transaction updates the on-hand quantity for the inventory item in Oracle Cloud at both the source and destination locations. In addition, the app creates a record of the transaction in Oracle Cloud. Refer to Updated Subinventory Transfer settings in Oracle Cloud.

Updated Subinventory Transfer settings in Oracle Cloud

The Subinventory Transfer app allows you to process subinventory transfer transactions in Oracle Cloud. Every transaction modifies specific data records in Oracle Cloud.

The app can modify the following data records in Oracle Cloud.

Inventory settings

The app adjusts the quantity for the selected inventory items in the transaction. To view this information, go to Inventory Management > Inventory (tasks) > Manage Item Quantities.

Quantity: On-Hand

At the source location, the transaction reduces the on-hand quantity for the item by the value specified in the app, at the specified combination of subinventory, locator, and/or lot.
At the destination location, the transaction increases the on-hand quantity for the item by the value specified in the app, at the specified combination of subinventory, locator, and/or lot.

Transactions

The app creates a record in Oracle Cloud for every successful transaction.

To view transactions created by the app, go to Inventory Management > Inventory (task) > Review Completed Transactions.

Transactions created using this app receive the following settings.

Transaction

The transaction creates an ID number for the transaction.

Item

The transaction records the name of the transferred inventory item.

Subinventory

The transaction records the destination subinventory, if any, where the inventory item was transferred.

Locator

The transaction records the destination locator, if any, where the inventory item was transferred.

Transaction Quantity

The transaction records quantity transferred for the inventory item.

Transaction UOM

The transaction records the UOM associated with the inventory item.

Transaction Date

The transaction records the date of the transaction.

Transaction Type

The transaction records "Subinventory Transfer" as the transaction type.

Transaction Source Type

The transaction records "Inventory" as the source type.

Reason

The transaction records the reason, if any, selected in the transaction.

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