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Stock movements

Overview

There are three different mobile device menu item processes that exist for stock movements:

Movement
  • Movement
  • Movement by template
  • Warehouse transfer

Movement

When using the work creation process Movement, the warehouse worker will need to define what is going to be moved and from where, as well as specify where to put the stock.

Because the stock on-hand gets updated via work, it will be possible to transfer the stock on-hand between locations, even though the on-hand might be reserved on a higher level (e.g. by a sales order line on the warehouse level, or reserved stock because of a blocked stock status).

In this process, the stock status value can also be updated during the physical movement of the stock.

Note: if movement functionality is used to update the stock status within the same location the setup must allow for mixed stock statuses as part of the Location profiles settings. If this is not the case the Inventory status change work creation process must be used.

Movement by template

When using the work creation process Movement by template, more options exist than for Movement. The biggest difference is that both work templates and location directives will be used to find a put location when using this mobile device menu item.

The parameter Create movement can be enabled if the mobile device menu item only should create the movement work, but not process the actual movement. Another mobile device menu item that has the Use existing work option selected can then be used to process the actual movement work at a later point in time.

Because the stock on hand gets updated via work, it will be possible to transfer the stock on-hand between locations, even though the on-hand might be reserved on a higher level (e.g. by a sales order line on the warehouse level, or reserved stock because of a blocked stock status).

In this process the stock status value can also be updated during the physical movement of the stock.

Warehouse transfer

The mobile device menu item for Warehouse transfer is designed for a manual movement of stock between locations and/or license plates between two warehouses. As for the manual Movement option, this operation must be processed immediately by the same warehouse worker and the worker will need to define what is going to be moved and from where, as well as specify where to put the stock.

To be able to process this kind of transfer, the warehouse user must have access to both the from-warehouse and the to-warehouse. (Warehouse management > Setup > Worker and in the User > Warehouses button).

Because the stock on-hand does not get updated via work, but via the stock transfer journal, it will not be possible to transfer on-hand which is reserved on a higher level (e.g. by a sales order line on the site level, or reserved stock because of a blocked stock status). The transfer journal issue transactions will be reserved on all stock dimension levels.

When using the Warehouse transfer process, it will not be possible to change the stock status value either – as it can be done when using the Movement and Movement by template functionality.