Transfer Primary Items to Secondary Items

This program can be used to transfer sales inventory identified as primary products (package of a quantity of units), to the corresponding secondary part numbers (individual units).
Products are setup as Primary and Secondary parts in the Re-Order window of Sales Inventory.

The prompts to generate the part transfer and the conversion of inventory from the package to the unit, are:

PRIMARY PRODUCT NUMBER

Enter the Primary sales part number for the item to be transferred out, or select it from the Inventory Search window. The product description displays.
The Secondary sales part can be entered here, and it will automatically be changed to the corresponding Primary part number.

LOCATION

Enter the location of the inventory transfer, or select it from the drop-down list.
The division description displays.

SECONDARY PRODUCT NUMBER

The Secondary part number automatically displays. This can not be changed here.

QUANTITY AVAILABLE

The product quantity of the Primary part number available at this location displays.

QUANTITY TO TRANSFER

Enter the number of packages of the Primary part that are to be converted to individual units under the Secondary part number.

QUANTITY TO RECEIVE

The number of individual units to be transferred to the Secondary part number is displayed.

Finished?

Click ACCEPT to proceed or CANCEL to abort.
When accepted, the inventory quantities are updated relieving the Primary part number of the quantity transferred out, and increasing the Secondary part number with the quantity received in.

CORRECTIONS:
If a mistake in a transfer is made, it can be reversed by transferring negative quantities.

POSTING:
No posting is required for this type of inventory transfer, because both the primary and secondary sales parts are always in the same Product Class, and because the transfers are always within the same division.

TRANSFER COSTS:
The cost calculation quantity is updated for both the primary and secondary part numbers, and the average cost is recalculated for the secondary product.
If the secondary item has already been oversold at a different cost (e.g. the cost calculation quantity is negative), than an over-shipped adjustment record is generated.
This adjustment will appear on the next A/P posting for blank division, from Post A/P Invoices on the COGS Over-shipped Adjustment Report.

INQUIRIES/REPORTS:
These quantity transfer adjustments can be printed out on Inventory Adjustment Report as transfer type PS Primary to Secondary Transfer.