Move excess materials to inventory

After you issue materials to a job , the job order requirements may change. You can move to inventory those materials you do not use.

You can use the Made2Manage optional bar code system to record moving excess material to inventory.

To move excess materials to inventory

1. Open the Inventory Transactions (INVTR) page.

   • Select Production Management > Production Transactions > Inventory > Inventory Transactions.

     Or

   • Search for INVTR or Inventory Transactions in the Navigation box and then select Inventory Transactions.

     The Inventory Transactions (INVTR) page appears.

2. Prepare to move the items:

   1. On the toolbar, click New.

      The Create New Inventory Transactions window appears.

      Or click the Copy to add a transaction based on the one currently displayed.

   2. Click the Transfer in the Transaction Type section.

   3. Click Accept

      Click Cancel to exit from this window.

3. If you do not want to send loaned material back to inventory, clear the Clear Loaned Quantity checkbox.

   Any loaned material remains charged to the appropriate job order.

4. Click the Facility dropdown in the From area and select the facility from the list for which to move the items.

5. Click the Job Number lookup reference in the From area.

   The Lookup For Job Number window appears.

6. Select the row from which to move the items and click Select. Or double-click the row.

   Click Cancel to exit from this screen.

7. Click the Location lookup reference in the To section.

   The Lookup For Location window appears.

8. Select a row and click Select. Or double-click the location where you want to move the items.

   Click Cancel to exit from this window.

9. In the Bin box, enter the bin number to which to move the items.

   Or click the Bin lookup reference.

   The Lookup For Bin window appears.

10. Select a row and click Select.

    Click Cancel to exit from this window.

11. Set part information:

    1. Click the Part Number lookup reference.

       The Lookup For Part Number window appears.

    2. Select the row and click Select. Or double-click the part number.

       Click Cancel to exit from this window.

       The Revision number automatically populates.

12. In the Transfer Quantity box, enter the quantity of items to transfer from the job order.

    Or click the Transfer Quantity calculator icon. This displays the Calculator. Enter the values.

13. If the date to move the items is not the current date, enter the date in the Date box.

    Or click the Calendar icon to display the Calendar. Select the date of your choice.

14. In the Comment box, enter the comments.

15. On the toolbar, click Save.

    On the toolbar, click Cancel to discard the changes.

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