Activity 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/Handling Units tab, the Handling Unit In Stock window and the Inventory Part In Stock window, and carried out in the Transfer to Project Inventory dialog box.

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 windows that show the inventory on-hand information, such as the Inventory Part In Stock or the Handling Units in Stock window.
• If you select the Print Barcodes check box, 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.

Window

Inventory Part In Stock
Handling Units In Stock
Handling Unit

Related Window Descriptions

Transfer to Project Inventory
Inventory Part in Stock
Transfer Handling Unit to Project Inventory
Handling Units in Stock
Handling Unit/Structure/Handling Units

Procedure

From the Inventory Part In Stock window:

1. Populate or query for the parts you want.
2. To transfer the parts to project inventory, select the appropriate lines with parts in standard inventory or project inventory of a different project activity.
3. Right-click and then click Transfer to Project Inventory. The Transfer to Project Inventory dialog box opens with the inventory records that you selected.
4. The Qty to Transfer field will initially show the total quantity of parts on-hand by default. But you can adjust this value to transfer any quantity less than or equal to the total quantity of parts on-hand.
5. In the Transfer To group box, specify details of the project inventory to which you want to transfer the parts. Click on the Program ID field (or on the Project ID field, if your project does not have a program ID).
6. Click List and select the program ID pertaining to the project inventory to which you want to transfer the parts.
7. Similarly, you can continue to narrow down the criteria for the activity you want to select, by clicking on the Project ID, Sub Project ID, and Activity ID fields and then selecting the relevant values from the List of Values.
8. Alternatively, you can enter the activity sequence in the Activity Sequence field, or select it from the List of Values.
9. Optionally, you can enter a note text, or select the Print Barcodes check box if new bar codes are to be created.
10. Click OK to transfer the parts to project inventory.

From the Handling Unit/Structure/Handling Units tab and the Handling Unit In Stock window:

1. Populate or query for the handling units.
2. Select the appropriate handling units with parts in standard inventory or project inventory of a different project activity.
3. Right-click and then click Transfer to Project Inventory.
4. In the Transfer To group box, specify details of the project inventory to which you want to transfer the handling units. Click on the Program ID field (or on the Project ID field, if your project does not have a program ID).
5. Click List and select the program ID pertaining to the project inventory to which you want to transfer the handling units.
6. Similarly, you can continue to narrow down the criteria for the activity you want to select, by clicking on the Project ID, Sub Project ID, and Activity ID fields and then selecting the relevant values from the List of Values.
7. Alternatively, you can enter the activity sequence in the Activity Sequence field, or select it from the List of Values.
8. Optionally, you can enter a note text.
9. Click OK to transfer the handling units to project inventory.