Use this form to move items from one inventory to another. Posting this type of journal generates inventory receipts or issues. When you create journal lines, inventory posting lines are generated, and when the lines are posted, physical and financial receipts or issues are registered. Posting causes the inventory level and value to change, and related ledger transactions to be posted to the ledger.

In this form, you must specify the following information:

  • Date for the transaction

  • Item number

  • Quantity

  • Cost price

  • Offset account in the general ledger

  • Configuration table of the item (if you are using these)

  • Dimensions that you set up as primary storage dimensions for the item in the form

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View a list of journal lines that are associated with a movement journal. You can also create, modify, or delete journal lines.

General tab

View or modify information about one journal line and information about the movement journal that is associated with the journal line.

Dimension tab

View or specify the reason for creating the movement journal and save this information in the general ledger. You can also view and specify inventory dimensions.

Buttons

Button

Description

Verify that the journal lines have no errors.

Check for errors and post the journal line transactions.

View the errors that were found during validation or posting.

View information about the transactions, on-hand inventory, reservations, registration, and output orders.

To define the physical and storage characteristics that appear on the tab, click , and then click . The standard inventory dimensions setup is retrieved from the form.

To remove the journal lines, click , and then click .

Fields

Field

Description

The date for the inventory transfer, which is the date that the adjustment will be made physically. When you select the function , the date of the item's inventory transaction is updated as and . You can change the date until the line is posted and, at the same time, changed in the inventory transaction.

The item number where the transfer should be made. Item numbers are set up in the Itemform.

Select an item configuration to specify an item with specific attributes.

Specifies the size of the item.

Specifies the color of the item.

Enter the warehouse in which you will store your items.

Enter the batch number dimension. If you select and in the upper section of the form or the form, you can edit the batch number for the transfer order line.

Location inside a warehouse. If you select and in the upper section of the form or the form, you can edit the location number for the transfer order line.

Unique identification for the pallet (Serial Shipping Container Code).

Serial number dimension. If you select and in the upper section of the form or the form, you can edit the serial number for the transfer order line.

Specify the quantity that you want to adjust.

Specifies the cost per unit in connection with inventory receipts. The cost should be entered if it is not specified for the item number in the Itemform, or if you want to change the cost manually.

The quantity that is received or issued and the cost are determined in this field as an amount. Alternatively, you can enter a sum directly. By entering the sum directly, you can control the real cost times the quantity. The cost per unit will be recalculated if you change the cost.

Specify the ledger account where the inventory transaction should be offset, such as an inventory account or a losses account.

The number of the journal, which is allocated on the basis of the number sequence specified for the journal selected.

Identification of line.

The voucher number that is specified for the ledger, which is the voucher number that the transaction assigns upon posting.

Displays the price unit specified in the Itemform.

The price unit cannot be changed manually in the transfer journal, because items are always received at the same value that they were issued at transfer.

The miscellaneous charges on the cost are retrieved from the miscellaneous charges for the item.

Miscellaneous charges cannot be changed manually in the transfer journal, because items are always received at the same value that they were issued at transfer.

Batch number with which the line is associated.

Identification of the item's dimensions.

Enter lot numbers for items that are being returned.

Use dimensions to specify the reason for the inventory transaction.

Use dimensions to specify the reason for the inventory transaction.

Use dimensions to specify the reason for the inventory transaction.

See Also