Move Inventory WMS

Identifies the parts that will be moved. Scan or type. Omit dashes if typing. If users scan the lot label the system will fill in the part number, description and the total quantity of the lot. 

• Note: When scanning Code 128(GS1-128) or 3 of 9 barcodes; if a part number is not contained in the barcode, the application will focus the cursor in this field. If a part number is scanned, the application will focus the cursor in the move quantity box.

Item description. Populates when an item is selected.

Displays the stock unit for the selected item. Assists users with determining what unit of measure they are moving.

• Users with the "WMS -- convert from unit when moving" security set to Yes can select another unit of measure in this field. This will cause the system to convert the quantities in the "On Hand" and "Move Qty" fields to that unit of measure. Useful for converting quantities on the fly when moving parts in units other than the stock unit of measure.
• If the Part Number selected has a "Container Unit", the Container Unit will be defaulted in this field.

Displays the quantity of this item in the inventory bucket for the selected facility, source location and lot.

The quantity of this item that will be moved. Information can be scanned or obtained by using the "Find" button to select the correct quantity and lot.

• Note that the WMS tab in Inventory > Options contains a field, "Default Move Quantity to Lot Balance". If checked, the "Move Quantity" on the "Move Inventory" form is defaulted to the lot balance whenever the On Hand/Balance Quantity is updated or refreshed on the form. This system option applies to the main Deacom application and the Warehouse Management System. This feature was added to provide users with another default value option other then "0" when a new lot in selected on the "Move Inventory" form.

• The prompt, "Please specify a non-zero quantity to move", will be displayed when trying to move inventory using the system option "Quantity Decimals" and using unit conversions.

Displays the lot number that was scanned or selected after using the "Find" button.

• If the "Lot Chooser Select" field on the WMS tab in Inventory > Options is set to "Manual," a system lot will be required when moving lots in the WMS application.
• If the security setting "Inventory -- allow move of entire location" is set to "No", a system lot will be required when moving lots in the WMS application.

Displays the lot number that was scanned or selected after using the "Find" button.

Displays the lot number that was scanned or selected after using the "Find" button.

Option to select inventory in different QC statuses including, All, Failed, At-Risk and Pending

Option to select from Inventory, Quarantine, Staging, Staging - Sale, or Staging - Job. Note that after completing a move transaction, the value in the this field will be retained for the next move. User may change this as needed. The "-Sale" and "-Job" variants for Staging allows you to disable the move quantity and set it to the full amount of the chosen type. Therefore, when a move is performed, only lots that are staged to either a Sales Order or a Job will be moved.

The move from "QC Pending" option has also been modified to support the option to move inventory as it is being received via Purchase Order, but before the order is saved. This option is used in situations where a customer receives a purchase orders in two steps. For example, first the material is removed from the truck and placed on the floor, then it is looked over and verified for damage/quality reasons before being put away in the warehouse by another forklift operator. The security setting "Inventory--Move Pending Receipt" controls access to this feature. The process is outlined below:

• Two users are logged into the main application or the WMS application.
• Purchasing > Receive PO.
• Enter part number user lot and click next.
• The other user navigates to Inventory > Move Inventory.
• Enter same part number and user lot.
• Set the move to option to "Pending".
• Enter user lot and quantity.
• Move the inventory
• Worker visually checks material on the floor.
• Once done, the PO is received and saved.
• The inventory that was in pending is now moved to the location specified.

Option to select from Inventory, Quarantine or Staging. Note that after completing a move transaction, the value in the this field will be retained for the next move. User may change this as needed.

Displays respectively if choose "Staging - Job" or "Staging - Sales" in the "Move From" field, otherwise grayed out. Searchbox for all Jobs/Sales Orders of the selected type that has inventory staged to it.

• If no Job/Sales Order is selected, moves the full quantity (the quantity field remains disabled).
• If a Job/Sales Order is selected, moves only the staged lots for that selected Job/Sales Order (the quantity field remains disabled).

Drop down list displays all the location types where quantities of this item are currently located. Changes based on selection in the "Move from" field.

Drop down list displays all the locations where quantities of this item are currently located. Changes based on selection in the "Move from" field.

The facility where the inventory to be moved is currently located. When performing inventory moves the source facility will be defaulted to the current logged in facility. Note that the security setting: "Inventory -- Move between facilities" control access to use this feature.

Indicates the Container in which inventory to be moved is currently located. Additional information on moving inventory within Containers is available via the Utilizing Containers page.

• 250 can be used in Barcodes to represent the Source Container.

Display only. The location suggested by the system when using the "Put Away" button during the Move Inventory transaction.

• The Put Away Rule form contains a flag entitled "Fill Partial Location Prior To Empty Location." If this flag is checked, the system will check for a location that currently has inventory that meets the Put Away Rule criteria and then use that location first to capacity before trying to fill closer locations.

Drop down list displays all the active location types for the selected facility.

Drop down list displays all the active locations for the selected facility. When users scan a location bardcode (GS1-128 or data matrix) into the "New Location" field the system will automatically populate the "New Location Type" and "New Facility" fields based on the Location that has been scanned or entered.

• When using the "Put Away" button, users will be able to select the location in this field. Users with the security setting "WMS - allow putaway without physical scan" set to no must scan the location where material will be placed.

Container to which inventory will be moved.

• Lots with a serial number matching the number of the container they are in will not be moved to the new container during a full container move.
• Additional information on moving inventory into Containers or moving inventory within Containers is available via the Utilizing Containers page.

Select from drop down list. If moving inventory to a different location in the same facility this should be left unchanged. When an expired item lot is selected, the dropdown box in this field will remain active allowing users to make the appropriate selection.

Prints lot label once changes have been saved. Note that if moving a master lot (master lot number is identified in the Master Lot field), the system will print one copy of the master lot label if this box is checked.

Drop down box used to a select a Reason Code for the move. Reason Codes are maintained via Inventory > Maintenance > Reason Codes.

• Companies can require a Reason Code be entered when moving inventory to Quarantine via the "WMS -- require reason code when moving to quarantine" security setting.

Drop down box with "None", "User Lot", and "Container". "User Lot" is set as the default. If a barcode with a container AI is scanned, this box will default to "Container". In other cases, this box will default to "None". This box is useful in situations where users wish to move primarily multiple catch weight items from one location to another all at once. The process starts by first scanning or entering the catch weight item and the appropriate user lot or container. If the "User Lot" option is selected, all fields on the move inventory form will be grayed out except the part number, user lot, new location type, and new location fields. If the "Container" option is selected, all fields on the move inventory form will be grayed out except the part number, container, new location type, and new location fields. Once the move is complete, all items contained in the specified user lot, even if the items are located in multiple locations, will be moved to the new location.

• Note: The security settings: "WMS -- allow move of entire user lot" is available for this drop down box. When enabled the Use Entire combobox on the WMS Move Inventory form will be enabled and allow users to move inventory from an entire user lot, regardless of locations(s). Specifically, If you have the same user lot in different locations, with this security set to yes, and by selecting Use Entire USER LOT on the scanner gun, it will move all user lots to the location selected on the gun. This security is useful for preventing users accidentally selecting, or leaving as defaulted, the "User Lot" selection in this box in situations where this is not the desired effect. If the security setting is set to "No", the "Use Entire" field cannot be changed to anything other than "None".

Displays a list of available lots for the selected item that can be moved. After a lot has been selected click the "Choose" button to select the lot location. At this point users will select the specific lot from this location and hit the "Choose" button again. The system will display the "Item Detail" form regarding this item/lot. Users will click the "Select" button to complete the process and return to the "Move Inventory" form.

Click to see additional information as such as catch weight, density, serial #, and expiration dates and attributes for the selected lot. Note that the serial # will only be displayed if the part is marked for serialization and the system will ignore the serial number for parts that are not marked for serialization.

If selected, shows the operator only those locations that have the capacity available to store the lot being removed. The use of this option requires the location capacity and location UOM fields to be populated on the location form. Additional information on this option is available via Inventory > Maintenance > Locations. 

• Note: Deacom supports two different put away options, directed put away and zone put away. Both options are used with the WMS application. The put away button directly supports the directed put away option. The above mentioned link provides complete information.

Completes the move process. A confirmation screen will appear verifying that the move was completed. Note that if lots are in an "in-transit" status, users can be prevented from moving them via the "Inventory -- move in-transit inventory" security setting.