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  • 1.  How to transfer inventory when the warehouse is in another state

    Posted 03-04-2020 10:26
    Maybe I haven't looked at this close enough - what is the best practice for transferring inventory when warehouses are in different states? 

    We are just in the process of opening a new warehouse and I think will do a decent amount of transferring items from our current warehouse in Connecticut to the new warehouse on the west coast.

    We are not ( at the moment ) using any third-party solutions.

    What's the best way to do this. The Sage KB does a good job of explaining inventory transfer transaction entry but that doesn't get it on the UPS truck and create shipping documents for internal transfers.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: How to transfer inventory when the warehouse is in another state

    Posted 03-04-2020 11:00
    My approach would be:
    Create a Crystal shipping form based on the IM_Transaction, IM_Warehouse tables
    Run that form from a button on the transfer screen

    If you want to use a transfer warehouse, then add a UDF for "final destination warehouse" and use that info in the form.

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    Phil McIntosh
    President
    Friendly Systems, Inc.
    Asheville NC
    678.273.4010 ext 5
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  • 3.  RE: How to transfer inventory when the warehouse is in another state

    Posted 03-04-2020 11:04
    You could "sell" it from the Connecticut warehouse and use the sales order as the bill of lading.  Create a purchase order from the sales order and change the PO warehouse to the California warehouse.  When the UPS truck arrives in California, receive the PO.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 4.  RE: How to transfer inventory when the warehouse is in another state

    Posted 03-04-2020 11:19
    Edited by Jeff Schwenk 03-04-2020 17:02
    I thought someone had an enhancement for this.  Maybe Ron Chompf @ Scanco????  I was also talking to @Dan Burleson last week and he mentioned he was working on some BOI scripting to do something like this.  Maybe he will post if I remembered correctly?????

    I was actually thinking about this on my walk to the PO.  In memory serves me (iffy), @Therese Logeais has a client with a transfer enhancement.
    ​​

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 5.  RE: How to transfer inventory when the warehouse is in another state

    Posted 03-04-2020 17:17
    Yes, Scance has an In-Transit enhancement (originally by ACS). You enter a Sales Order from the originating whse then it creates a PO for the destination whse. When the SO invoice is entered, you can print your BOL's, etc. but when the sales journal is posted, it creates an IT transaction (to the in-transit whse) and updates it. One precaution - it does not distribute anything AFTER the transfer invoice, i.e., FIFO tiers are not relieved. 

    I just saw a nice one from ScanForce at MOTM last week. I believe they call it CRM - Container Receipt Management. Similar, however.

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    Therese Logeais, Technology Integrators
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    Original Message


  • 6.  RE: How to transfer inventory when the warehouse is in another state

    Posted 03-04-2020 18:00
    I am using inter-company scripting for moving product between MAS90 companies (making and selling companies), but one could so something similar for inventory transactions. A scripting process could assist by moving inventory into a holding company while simultaneously creating companion transactions for the subsequent reversals when the product reaches the destination warehouse.

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
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    Original Message


  • 7.  RE: How to transfer inventory when the warehouse is in another state

    Posted 01-22-2021 11:56
    This question came up again and I found that I actually had a customer using a DSD enhancement which does about 90% of what I think my customer will need.

    https://www.dsdinc.com/enhancements/marketplace/products/so-1242-sales-journal-update-to-create-im-transfers

    It's presently listed at $2,300 and $575 recurring maintenance

    For a company that is going to regularly do transfers this solves a few problems: 

    1. It allows the transfer to happen on an SO Invoice ( and therefore flow through shipping regularly )
    2. It captures the behind-the-scenes GL entry and converts it to a transfer ( no sales posting, no commissions, no invoice to reverse or remember to zero )




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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 8.  RE: How to transfer inventory when the warehouse is in another state

    Posted 01-22-2021 13:53
    Thanks for the tip @Wayne Schulz. 
    Our usual reaction to this request is to suggest the same type of report described by @Phil McIntosh, and this is a nice alternative that should work seamlessly with normal shipping procedures.
    ​​

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


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