Transfer Parts - WebTMA 7

Path: Material > Parts > Transfer Parts

Use the Transfer Parts window to move stocked Parts from one Warehouse to another. When you do this, the records are adjusted in both the sending Warehouse and the receiving Warehouse and saved as a transaction. If desired, you can also distribute Parts to a Work Order from the Transfer Parts window.

In Add mode, use the Part Deficiency link in the Part Transfer Section for an overview of all Parts that are below the minimum and create a transfer for Parts selected on the flyout. See How to Use Part Deficiency for more information.

Uninvoiced Parts

Any type of Part including uninvoiced Parts on a virtual dock is eligible for transfer. Uninvoiced Part Transfers discusses the process in detail.

Existing Transfer Records for Viewing

Existing transfer records are eligible for viewing only when one or more of the Repair Centers that are linked to the logged-in user's record are also linked to the current Warehouse and new Warehouse on a transfer record. This applies to Search, Navigation (Next, Prev, etc. icons on the Toolbar), and Records.

Transfer Serialized Parts

Transferring serialized Parts requires a Serial Number for each serialized Part you transfer.

UFI and Transferred Parts

If you use UFI, the Budget Code (sub-object code) field, if entered, becomes a variable part of the account stream.

Signature

Signatures can only be made in Add mode. Click the link and use the mouse to make a signature on the flyout.

In View mode, click the Signature link on the Action Menu to view an existing signature. If no signature is available, the signature block has a gray background.

Once you save a record with a signature:

• the signature cannot be edited or altered
• a different signature cannot be added

How to Transfer Parts

The Transfer Parts window includes fields to accommodate charging the transaction.

1. Choose Add on the WebTMA toolbar.
2. Select a Date and the Technician ID.
3. Choose the Current WH Code (the Warehouse from which the Part is transferred).
4. Select the New WH Code (the code of the Warehouse to which the Part is transferred).
5. Choose a Repair Center Code.
6. Complete elective fields as needed.
7. Go to the next topic, How to Complete Parts Transfer, to specify the Parts to be transferred.

How to Complete Parts Transfer

Before using these instructions, follow the steps in the previous topic, How to Transfer Parts. Note: If this is a serialized Part, the Serial # field is also required.

1. Choose the Add Parts link at the top of the grid to open the Part Inventories flyout. The flyout lets you select several items for transfer at one time.
2. Select the Code search icon .
3. Mark all Parts check boxes to be transferred.
4. Enter the Quantity, i.e., the number of item units being transferred.
5. (Optional) Enter the Bin Location for the New Warehouse.
6. Choose the Save button on the flyout.
7. (Optional) See How to Distribute Transferred Parts if you want to distribute any of the Parts transferred. This action is required before you save the record.
8. Select Save on the WebTMA toolbar.

The Batch # (transfer number) is assigned when the record is saved.

Part Transfers can be reviewed using the Find, Previous, or Next buttons on the WebTMA toolbar if one or more Repair Centers on the logged-in user's record match a Repair Center for both the current and new Warehouses.

Look to the read-only Post Date field to verify if charged Part Transfers have been posted.

Inventory changes are visible in On-hand Adjustments. They are shown as a positive adjustment to the 'to' Warehouse and a negative adjustment to the 'from' Warehouse.

How to Distribute Transferred Parts

In Add mode, each line in the transfer grid includes an expand option. Expand a line to see the Add Distribution link. To distribute the Part to a Work Order:

1. Choose the Add Distribution link to open the Distribution Entry flyout.
2. Enter the Work Order # and other information. The Required Qty does not have to equal the number of Parts transferred.
3. Select the Save button on the flyout or use the Save & Add or Save & Clone buttons to distribute to other Work Orders.

Until the record is saved, you can make changes. Once saved, the related records are updated. Like other Part transfers, an On-hand Adjustment is made showing code 4 (negative) for the quantity leaving the current Warehouse and code 1 (positive) for the quantity going to the new Warehouse.

Once a transfer is completed, WebTMA can distribute the Parts from the new Warehouse. These are represented in On-hand Adjustment with a code 5 (Issue Part).

If you use the WebTMA Invoicing function and some of the distributed Parts are taken from the dock, code 15 is used (Issue Uninvoiced Part).

You can see the results of the distribution by going to Work Order / Costs Tab. Distributed Parts are represented by a Part line on this Tab.

Uninvoiced Part Transfers

When a Part is transferred, the quantity comes first from stocked Parts. If stocked Parts are insufficient, the balance is transferred from the virtual dock. That is, in-stock Parts are transferred from the original Warehouse to the new Warehouse and docked items are transferred from the original Warehouse dock to the new Warehouse dock.

Each transferred Part creates at least two On-hand Adjustment lines: a negative adjustment from the original Warehouse and a positive adjustment for the new Warehouse. If the quantity of Parts in stock is insufficient, the On-hand Adjustment lines are split automatically to indicate the number taken from the Warehouse and the number from the virtual dock.

Example: If you transfer 10 Parts from Warehouse A to Warehouse B where 5 Parts come from stock and 5 Parts come from the virtual dock, the transfer automatically creates four On-hand Adjustment lines.

• The first line shows 5 Parts removed from stock in Warehouse A.
• The second line shows 5 Parts removed from the virtual dock for Warehouse A.
• The third line shows 5 Parts added to stock for Warehouse B.
• The fourth line shows 5 Parts added to the virtual dock for Warehouse B.

How to Use Part Deficiency

The Part Deficiency link in the Part Transfer Section is enabled in Add mode and is used to review a list of Parts in a Warehouse, such as a satellite, that are below the minimum stock requirements compared to another Warehouse, such as a main storage facility. Users can select line items on the Part Deficiency flyout to be displayed on the Transfer Parts window to save time and keystrokes.

Non-serialized Parts display an editable Transfer Qty field where you can specify the quantity to transfer. By default, the field shows the Deficiency to Max value or the Available From WH value if less than the deficiency.

From the Transfer Parts window:

1. Choose Add on the WebTMA toolbar.

2. Select the Current WH Code. This is the Warehouse you expect to have sufficient Parts in stock.

3. Select the New WH Code. This is the Warehouse, such as a satellite, that may have an insufficient supply of Parts.

4. Choose the Part Deficiency link on the Part Transfer Section to open the Part Deficiency flyout.

5. Mark the check box of all Parts you want to transfer from the current Warehouse to the new Warehouse.

6. (Optional) Change the Transfer Qty value if needed.

7. Choose Save on the Part Deficiency flyout to transfer the lines.

8. Select Save on the WebTMA toolbar.

Once you save the record, WebTMA transfers the Parts and quantities from the current Warehouse to the new Warehouse. By default, WebTMA transfers a quantity equal to the Deficiency to Max or the number Available From WH if less than the deficient value.

Want to Learn More?

Visit the WebTMA Help Page