Move Items Ad Hoc in Basic Warehouse Configurations

You may occasionally need to move items between internal bins, not receiving or shipping bins, without a specific demand from a source document. You may perform these ad hoc movements, for example, to reorganise the warehouse, to bring items to an inspection area, or to move additional items to and from a production area without a system relation to the production order source document.

In basic warehouse configurations, that is locations that use the Bin Mandatory setup field and possibly the Require Pick and the Require Put-away setup fields, you can register ad hoc movements without source documents in the following ways:

  • With the Internal Movement page.
  • With the Item Reclassification Journal page.

Note

In advanced warehouse configurations, that is locations that use the Directed Put-away and Pick setup field, you use the Movement Worksheet page or the Internal Whse. Pick or the Internal Whse. Put-away pages to move items ad hoc between bins.

To move items as an internal movement

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Internal Movement, and then choose the related link.

  2. On the General FastTab, fill in the No. field, either by leaving the field or by choosing the AssistEdit button to select from the number series.

  3. In the Location Code field, enter the location where the movement takes place.

    If the location is set up as your default location as a warehouse employee, the location code is inserted automatically.

  4. In the To Bin Code field, enter a code for the bin that you want to move the item to. For production purposes, this could be the open shop floor bin code, for example, as defined on the location card or work centre.

  5. In the Due Date field, enter the date by which the movement must be completed.

  6. On the Lines FastTab, choose the Item No. field to open the Bin Contents List page, and then select the item to move based on its availability in bins. Alternatively, choose the Get Bin Contents action to fill the internal movement lines based on your filters. For more information, see the tooltip for the Get Bin Content action.

    When you have selected the item, the From Bin Code field is automatically filled according to the selected bin content, but you can change it to any other bin where the item is available.

    Note

    Because the Item No. field and the From Bin Code field are connected, their values may change interdependently when you edit either field.

    The To Bin Code field is filled with the value you entered on the header, but you can change it on the line to any other bin code that isn’t blocked or dedicated to special purposes. For more information about making bins dedicated, see Dedicated.

  7. When you have defined which bins you want to move the item from and to, enter the quantity to move in the Quantity field.

    Note

    Quantity must be available in the From Bin code.

  8. When you are ready to process the internal movement, choose the Create Inventory Movement action.

    Note

    When you have created the inventory movement, the internal movement lines are deleted.

    You perform the remainder of the ad hoc movement on the Inventory Movement page in the same way as you would for a movement based on source documents. For more information, see for example Move Components to an Operation Area in Basic Warehouse Configurations

To move items with the item reclassification journal

In stead of using warehouse movement documents, you can record the moving of items by reclassifying their bin codes. For more information, see Count, Adjust, and Reclassify Inventory Using Journals.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Item Reclass. Journal, and then choose the related link.

  2. On each journal line, define the bins from which and to which you want to move items by filling in the Bin Code and the New Bin Code fields.

    1. To move a bin's entire contents to another bin, choose the Get Bin Contents action.
    2. Fill in the filters to find the bin whose contents you would like to move and then choose the OK button. The journal lines are filled with the contents of the bin.
  3. Fill in the remaining fields on each journal line.

  4. Post the reclassification journal.

    Note

    Unlike with movement documents, a movement posted with the reclassification journal does not create a warehouse request to perform the physical task.

See Also

Warehouse Management
Inventory
Setting Up Warehouse Management
Assembly Management
Design Details: Warehouse Management
Working with Business Central