Stock transfers in Microsoft Dynamics GP are used to move product from one site to another.  This will deal with a simple transfer, however, you can use an in-transit site if you have them set up.

Transactions –>Inventory –>Transfer Entry

StockTransfer1

The Default Site ID: fields can be used to auto-populate the From Site and To Site fields on the line item.  You can change the From Site and To Site for an individual line item.

Note: if either of the Site ID fields do not default at the line level, it is because the item is not assigned to that site.  Manually put in the Site ID and you will be asked if you want to assign it.  Choose yes and continue with the rest of the transfer.

Reason Codes can be used across Inventory and can be used to drive GL posting.  They need to be set up before using.

 

Serial / Lot Number ltems

If the item you are moving is tracking either serial or lot numbers, the appropriate window will open.  Select the serial or lot numbers you are transferring.

StockTransfer2

Serial Number Tracking Window

StockTransfer3

Lot Number Tracking Window

 

After choosing the serial or lot number, you will be taken back to the main screen.  Add additional lines to the transfer or post as needed.  You can either transaction level post or save to a batch as appropriate for your processes.

 

Heather Roggeveen is a MS Dynamics GP Consultant with Olympic Software. After 15 years of working with the end user all the way from designing the solution to user training, she has become a Dynamics GP expert. Heather regularly shares her knowledge, including tips and tricks for end users in her blog articles. Follow her on Twitter @HRoggeveen to be notified of her latest articles. You can also like Olympic Software on Facebook or follow us on LinkedIn or on Twitter @OlympicSoftware. For more information about Dynamics GP and how it could benefit your business, view the Dynamics GP page on our website or give us a call, 09-357 0022.