Transfer to Project Inventory
Explanation
This activity is used to transfer handling units or inventory parts to project inventory. You can transfer
handling units or parts from standard inventory or from one project inventory to another. You can also use
this activity to transfer handling units or parts between activities of the same project.
- Transfers from standard inventory to project inventory can be done when a project will use the material that
exists in standard inventory, but where the material needs to be handled as project-specific inventory within the
project. This may be, for example, when a project has excess material that can be used in another project,
either during the project's execution or when the project is about to be completed.
- Transfers from one project inventory to another may be, for example, when a project has excess material that
can be used in another project, either during the project's execution or when the project is about to be
completed.
- Transfers from one activity to another within the same project may be necessary, to ensure that costs are
properly allocated. It is possible to issue parts on behalf of an activity, e.g., activity1, although the part
had been initially procured on behalf of another activity, and activity2, the part belongs to the same project.
In such instances, unless you transfer the handling units or parts from one activity to the other before issuing,
the actual cost for the issue of parts for activity1, will go on to activity2.
All of the above types of transfer can be initiated from the Handling Unit/Structure tab, the Handling Unit In
Stock page and the Inventory Part In Stock page, and carried out in the Transfer to Project Inventory
dialog page.
This activity also provides for the creation and printing of new bar codes. Changes in project belonging of
inventory parts will affect how the parts are identified using barcodes.
It is possible to enter notes that will be saved on the resulting inventory transactions.
Prerequisites
- You must select the appropriate handling units or parts in standard inventory or project inventory of a
different project activity.
- The transferred handling units or parts cannot be in transit, reserved, or frozen for counting.
- The selected handling unit or part cannot be on a inventory location of type Arrival or Quality
Assurance.
- The transferred handling units or parts cannot belong to a rotable pool.
System Effects
- The handling units or parts will be transferred to project inventory (from standard inventory or the project
inventory of a different project activity).
- The quantity on-hand in project inventory would be increased, and will be displayed in the pages that show
the inventory on-hand information, such as the Inventory Part In Stock or the Handling Units in Stock
page.
- If you enable the Print Barcodes button, the standard report for printing barcodes will be
created.
- If notes are entered, they will be saved on each of the inventory transactions that are created.