Moving Inventory

Process Definition: Process in Deacom: Moving Inventory via the Lots report in Inventory Reporting Moving Inventory via the Move Inventory Menu Option

Process Definition:

Inventory moves can be performed from the main menu or within most inventory reports in Deacom. The optimal process for moving inventory is to perform the move at the most specific level, such as from a locations or lots report. When performing the moves at the most specific level, the part number, source facility, source account, source location, source lot and balance fields are already selected. Multiple drop-down lists are available to select different values for these fields when reviewing a list with multiple lots/locations, but if selecting a specific lot, the need to modify these is not necessary and potentially reduces the chance for mistakes. 

Process in Deacom:

Moving Inventory via the Lots report in Inventory Reporting

1. Navigate to Inventory > Inventory Reporting.
2. Update the ‘View’ or ‘QC Status’ if required.
3. Change the ‘Report Type’ to “Lots”.
4. Enter a ‘Part Number’ if it is known.
5. Click View.
6. Highlight the line that you wish to move and click Move Inventory.
7. Select the correct ‘Move To’, if required.
8. Enter the quantity that needs to be moved in the ‘Move Quantity’ field.
9. Enter the ‘New Facility’, ‘New Location Type’, and ‘New Location’ that the inventory will be moved to.
10. Once all information has been entered, click Apply to complete the process.

Moving Inventory via the Move Inventory Menu Option

1. Navigate to Inventory > Move Inventory.
2. Select the ‘Part Number’ that you wish to move.
3. Select the ‘Source Facility’, ‘Source Location Type’, and ‘Source Location’ that the inventory will be moved from.
4. Select the ‘Source Lot’ of the inventory that will be moved.
5. Select where the inventory will be moved from via the options in "Move From" field.
6. Select where the inventory will be moved to via the options in the "Move To" field.
   1. Note: If inventory is moved to “QC Pending”, it will need to have QC results entered against it from PO QC testing.
7. Select the ‘Date’ the inventory will be moved.
8. Enter the quantity that needs to be moved in the ‘Move Quantity’ field.
9. Enter the ‘New Facility’, ‘New Location Type’, and ‘New Location’ that the inventory will be moved to.
10. Click Apply to complete the process.