Cloud Inventory® Documentation

About Inventory Transfers

The Inventory Transfer interface is used to move material from one inventory location to a different inventory location. The NetSuite Interface version service definition is called NS_CreateInvTransfer. This interface was written in NetSuite and calls GET and POST business functions to retrieve item, location, subsidiary, and user details and posts desired outputs to NetSuite after user interaction. The process is designed to allow interaction and processing for non-serialized, serialized, and binned items.

Functional Process

In NetSuite, the user will use the Transfer Inventory transaction found under the Inventory section for users with Inventory permissions. The header tab containing the inventory section may be located in different section tabs depending upon user permissions and customer NetSuite configuration. The interface is written to support NetSuite single instance and One World clients using basic and advanced inventory management modules. The interface allows the user to process single item or multiple item transfers using the NetSuite Inventory Transfer options. The item(s) being transferred are held in batch in the Advanced Inventory interface.

The batch is processed when the user connects or reconnects to the NetSuite system via the Advanced Inventory interface. The processed batch creates an inventory transfer document listing all item lines being transferred, the From Location and To Location, the Quantity, Item Names/IDs, the Subsidiary or Subsidiaries (if applicable) and includes an optional Memo, Account, and Unit of Measure entries if desired. The process variables are cleared after the upload is completed. At the completion of the upload, the user will receive a message that the upload was completed/successful. If there is a loss in communication or an issue with data entered in the Application, the user will receive an error.

Environment Considerations

To ensure optimal communication between the NetSuite interface and the Advanced Inventory app, refer to the following recommendations for the Inventory Transfers feature.

On hand inventory should be positive and able to support the transfer.
The To and From Location settings should be active.

Record definitions

The following table provides the names and definitions for fields associated with the Inventory Transfers feature.

Name	Internal ID	Type	nlapiSubmitField	Required
Class	class	select	FALSE	FALSE
	createddate	datetime	FALSE	FALSE
Department	department	select	FALSE	FALSE
ExternalId	externalid	text	FALSE	FALSE
	lastmodifieddate	datetime	FALSE	TRUE
From Location	location	select	FALSE	TRUE
Memo	memo	text	TRUE	FALSE
Posting Period	postingperiod	select	FALSE	FALSE
Subsidiary	subsidiary	select	FALSE	TRUE
	total	currency	FALSE	FALSE
Date	trandate	date	FALSE	TRUE
Ref No.	tranid	text	FALSE	FALSE
To Location	transferlocation	select	FALSE	TRUE

Create an Inventory Transfer

To create an Inventory Transfer, refer to the following code example.

Example

{
    "mc_user": "Rocket.Raccoon@GOTG.com",
    "fromlocationname": "Boston",
    "tolocationname": "San Francisco",
    "account": "",
  "unit": "",
  "dsiusername": "",
  "iteminternalid": "705",
  "itemname": "LEG00001",
  "qty": "8",
  "fromlotnumber": "",
  "tolotnumber": "",
  "frombin": "",
  "tobin": ""
}

Required fields when using NetSuite Advanced Inventory Module

If the customer is using the NetSuite Advanced Inventory Module, the following required fields are needed in order to complete the inventory transfer process.

Standard Item Transfer

If transferring location to location, the following fields are required for the transaction to complete successfully.

From Location
To Location
Quantity
Item Internal ID*
Item Name*

*Either Item Internal ID or Item Name are required. If both are present, the default entry should be the Item Internal ID.

Lot Numbered/Serialized Item Transfer

If the item is a lot numbered item, the following fields are also required for the transaction to complete successfully.

From lot number
To lot number
From Serial Number
To Serial Number

When transferring lot numbered items, the quantity may be more than a quantity of one. When transferring a serialized item, the quantity can only be one per serial number.

Bin Numbered Item Transfer

If the item is a bin numbered item, the following fields are also required for the transaction to complete successfully.

From bin
To bin

Unit of Measure

The unit of measure is not a required field for the inventory transfer process unless the customer has specified that it is required in their NetSuite configuration. The field will not require an input in the Advanced Inventory interface. If the customer's NetSuite configuration requires an input for this field, the user will receive an error.

Error codes

The following list defines the error codes that are possible when using the Inventory Adjustments feature.

Communication Error

A user will receive this error if the communication between the Advanced Inventory Interface and the NetSuite Interface fails and should allow the user to restart the process.

Input Error

A user will receive this error if the input data has been entered incorrectly or the record did not create and should allow the user to restart the process.

Not Found Error

A user will receive this error if the input data is not found during request or processing.

Interface activity when processing Inventory Transfers

The following information describes the interface activity when the Inventory Transfers feature is processed.

DSI interface activity

The Advanced Inventory Interface is designed to allow the user to perform the required steps to pull information and to process inventory transfers. The user is prompted to enter a series of data parameters and the Advanced Inventory Interface is designed to process transactions as they are completed or to hold the transactions until the user connects to the NetSuite Interface again. The Advanced Inventory Interface provides the user with the following options and input capabilities and captures the following data points.

Advanced Inventory Interface Login Details

The user will login the interface and the system will capture user login in data including the following items.

User Name
Password
Login Date/Time

Transaction Input Parameters

The transaction parameters entered by the user will be captured and held within the Advanced Inventory Interface. Each field will be aptured based upon the required data for each transaction item type.

From Location
To Location
Quantity
Item Internal ID*
Item Name*
From lot number
To lot number
From bin
To bin
Account
Memo
NetSuite User Login Details

NetSuite interface activity

When an end user connects to the NetSuite Interface, the data that has been stored is downloaded into the system which creates corresponding Inventory Transfer transactions. In order for the user to be able to upload the information, they must be logged into NetSuite.

When the user connects to the NetSuite Interface, the Advanced Inventory Interface will perform the following actions.

Log the Advanced Inventory Interface user into NetSuite using the assigned and stored NetSuite user login information.
Accept the input data that the user has stored within the Advanced Inventory Interface.
Upload the data and create the corresponding NetSuite Inventory Transfer Transaction(s).
Send a success or error message response to the user.
Provide the user with the transaction ID(s) created during the process via communication protocols with the Advanced Inventory Interface.

Test a location to location transfer

To test and verify an item transferred from location to location, complete the following recommended steps.

Transfer Item from location to location

Log into the applicable Advanced Inventory app on a device.
For item, enter the item to be transferred.
For transfer, enter the From and To locations.
Process the transfer.
Record inventory.

Test a bin to bin transfer

To test and verify an item transferred from bin to bin, complete the following recommended steps.

Transfer Item from bin to bin

Log into the applicable Advanced Inventory app on a device.
For item, enter the item to be transferred.
For transfer, enter the From bin and To bin details.
Process the transfer.
Record inventory.

Test a lot or serialized item transfer

To test and verify a lot or serialized item transfer, complete the following recommended steps.

Transfer lot or serialized item

Log into the applicable Advanced Inventory app on a device.
For item, enter the item to be transferred.
For transfer, enter the From Lot/Serial Number and To Lot/Serial Number details.
Process the transfer.
Record inventory.

Validate that the Inventory Transfer has processed

When the inventory transfer transactions are completed in NetSuite, transaction records are created with unique transaction ID information. The inventory transfer transaction can be viewed to confirm the transaction(s) processed correctly and according to expectations.

To validate that the record processed and is accurate, complete the following steps in NetSuite.

Log into NetSuite.
Navigate to the Inventory Transfers list.

Locate the Inventory Adjustment Record that was created in the Inventory Adjustment transaction process.
To validate that the record processed accurately, open the record in view mode.

Mobile Enterprise Platform

Inventory transfers