About the Parts Transfer Immediate process

During the Parts Transfer Immediate process, you open the parts transfer order, and the system modifies and closes the order in one continuous process. As part of this process, the program:

  • Decreases the part quantity-on-hand (QOH) from the source shop.

  • Increases the QOH in the destination shop.

When you use the Immediate process, the parts are available in the destination inventory immediately after the program processes the Parts Transfer. You can edit and/or delete a line until the Parts Transfer order is processed.

This is the way part transfers worked in the program before V.2023.2.

You cannot set the quantity of a part transfer line to less than one (that is, you cannot enter a zero or a negative number). If you do, the program shows this error message: "The quantity cannot be set to zero or a negative value. Delete the line if you will not need to transfer one or more quantity."

How the Parts Transfer Immediate process works

The Immediate process appears to happen at once. The program, however, performs several steps very quickly to complete this "immediate" parts transfer order.

The program:

  1. Creates a transfer out (T-O) action for the source shop.

    1. Generates the Inventory Credit transaction.

    2. Generates the Holding Account Debit transaction.

    3. Closes the parts transfer order.

    4. Decreases the part quantity-on-hand (QOH) in the source shop.

  2. Creates a transfer in (T-I) action for the source shop.

    1. Increases the QOH in the receiving Shop when the order is CLOSED.

    2. Generates the Holding Account Credit transaction.

    3. Generates the Inventory Debit transaction.

If the part does not exist in the receiving (destination) shop, the program prompts you to add the inventory record.

If the Sending Shop QOH is less than the requested quantity for the Parts Transfer, the program shows you the error message, "Insufficient quantity on hand to transfer part. Adjust the quantity on hand, or the transfer quantity."

If you need Intercompany Accounting transactions, refer to the Inter-Company accounting to make sure that your setup can generate the Debit and Credit transactions correctly.