User Guide for Plastica models including: Stock and Warehouse Management App, Warehouse Management App, Management App, App
How to transfer stock Transferring stock in AX 1. Go to Stock and warehouse management > Journals > Item transactions > Transfer 2. Click New VERSION 1 JAN 2022 1 3. In the Name dropdown select Stk_Trans 4. Now click on Lines VERSION 1 JAN 2022 2 5. Enter the item number to be transferred and the quantity Note:- the quantity should always be a negative number 6. Now click on the Stock dimensions tab VERSION 1 JAN 2022 3 7. In the left hand column populate the warehouse, batch number and location you are moving. In the right hand column populate the warehouse and location you are moving the item to. In the batch number filed you should enter the same batch number selected in the left hand field VERSION 1 JAN 2022 4 8. Click on the Overview tab 9. If you are transferring more than one item click on New or press the down arrow to create a new journal line. Then repeat steps 5-8. 10. Once you have finished adding all the items you want to transfer click on Post VERSION 1 JAN 2022 5 11. Click OK on the popup window 12. If it is successful a popup window saying the journal has been posted will appear, then click Close VERSION 1 JAN 2022 6 Transferring stock in RF Smart Web Client 1. In the Water Treatment menu select Transfer Note:- The menu will then display a number of different transfer scenarios where VERSION 1 JAN 2022 7 parameters have been predefined to make the process as quick as possible. In all scenarios the warehouse from and to will be prepopulated on the journal and For transfers to and from warehouse 41 and 82 the location will also be prepopulated as both warehouse only have one location. And for warehouse 40 all inbound movements will be put in to location WATER For other scenarios such as transfer from and to warehouse 45 you will also have to scan/key the locations as well as the item and batch number barcodes. For the purpose of this training document we will transfer stock from warehouse 41 to 45 2. Select the transfer option WH41 to WH45 VERSION 1 JAN 2022 8 3. Scan or key the item number. Press enter 4. Scan or key the item batch number. Press enter 5. Enter the quantity to be transferred, then press Enter Note:- the screen will display the maximum amount of unreserved stock available to be moved 6. Scan of key the location you are moving the item to, then press Enter VERSION 1 JAN 2022 9 7. The Screen will then display a Success message, click on Back to go back to the transfer menu Transferring stock in RF Smart using a hand held device (Gun) 1. Select Transfer from the Water Treatment menu VERSION 1 JAN 2022 10 Note:- The menu will then display a number of different transfer scenarios where parameters have been predefined to make the process as quick as possible. In all scenarios the warehouse from and to will be prepopulated on the journal and For transfers to and from warehouse 41 and 82 the location will also be prepopulated as both warehouse only have one location. And for warehouse 40 all inbound movements will be put in to location WATER For other scenarios such as transfer from and to warehouse 45 you will also have to scan/key the locations as well as the item and batch number barcodes. For the purpose of this training document we will transfer stock from warehouse 41 to 45 2. Select the option WH41 to WH45 VERSION 1 JAN 2022 11 3. Scan the item barcode, the screen will move to the next page. If you have to key the item number press Enter when complete VERSION 1 JAN 2022 12 4. Scan the batch number VERSION 1 JAN 2022 13 5. Enter quantity to be transferred VERSION 1 JAN 2022 14 6. Scan location the item is being transferred to VERSION 1 JAN 2022 15 7. A success message will appear on the screen, press F3 to exit out of the transfer journal VERSION 1 JAN 2022 16 VERSION 1 JAN 2022 17Adobe PDF Library 21.11.71