Bin Transfer

Use this form to:

  • Enter and complete Bin Transfer documents – recording the location/bin/item details and the associated quantity either in or out of the bin – for manually created Bin Transfers

  • Update and complete Bin Transfer documents - recording the location/bin/item details and the associated quantity either in or out of the bin – for documents created by O/E, I/C and P/O.

  • Import bin transfer transactions from other Sage 300 databases or from non-Sage 300 programs.

  • Export bin transfer transactions.

For details on Fields and controls, refer to Bin Transfer - Field List

 

Types of bin transfers

Bin Transfers can be associated to all stock movement types found in Inventory Control . The associated Bin Transfer document can either be created 

  • Manually

  • During posting of the original source document (in O/E, I/C and P/O)

Tip:

Select None in the Source Document to save a Bin Transfer not linked to Sage 300 documents, such as Take-on balances.

This option overrides the Bin Setup configuration and lets users pick or receive from all bins. It allows users to: 

  • Pick from a bin which has "Allow Picking From" set to No - Refer to Bin Setup for details
  • Put away to a bin which has "Allow Receiving Into" set to No
  • Do a pick and put away - bin transfer - from any bin

Depending on how the B/T Options have been defined, source transactions may be associated (either automatically during posting, or manually created) with Bin Transfer documents :

  • None - Use this option to allow users to pick or receive into any bins, whether you are allowed to receive into or pick from.

  • O/E Shipments

  • O/E Credit Notes

  • O/E Debit Notes

  • I/C Transfer

  • I/C Receipt

  • I/C Shipment

  • I/C Return

  • I/C Adjustment

  • I/C Assembly

  • I/C Disassembly

  • I/C Internal Usage

  • P/O Receipt

  • P/O Return

  • RMA PO Return

  • RMA OE Credit Note

  • AutoSimply Returns (I/C Adjustment)

  • AutoSimply Batch Returns (I/C Adjustment)

  • AutoSimply Returns by Product (I/C Adjustments)

  • AutoSimply Receipts (I/C Adjustments)

  • AutoSimply Batch Receipts (I/C Adjustments)

  • AutoSimply Kanban MO Entries (I/C Adjustment)

  • AutoSimply Issuances (I/C Adjustment)

  • AutoSimply Batch Issuances (I/C Adjustment)

  • AutoSimply Issuances by Product (I/C Adjustment)

  • AutoSimply MO Backflush (I/C Adjustment)

  • AutoSimply KanBan MO Entries (I/C Shipment)

  • AutoSimply Issuances (I/C Shipment)

  • AutoSimply Batch Issuances (I/C Shipment)

  • AutoSimply Issuances by Product (I/C Shipment)

  • AutoSimply MO Backflush (I/C Shipment)

Note: : Auto Simply Options will only be shown if the associated module is activated in the current database

  1. Double-click the Bin Transfers icon in the Bin Tracking folder.

  2. Press the Tab key to start a new bin transfer and accept the program-assigned number (or click the New button if you have already entered or looked up a transaction).

  3. Choose the source document of the bin transfer transaction you are entering and then select the appropriate document. The appropriate item and location information will be displayed. 

  4. If you have configured “pick” documents to “auto pick”, then the suggested bin and associated quantities will be displayed per item. These can be amended. 

  5. If you have not configured “auto pick”, then – for “pick” documents, you can click “Auto Pick” to let Bin Tracking suggest the most appropriate bins for the items to be picked from.

  6. For “put away” type documents, the actual bin and quantity per item must be entered.

  7. Click Add or Save.

  8. If you have “completed” the document (i.e. all items have been fully picked or put away), but you have not changed the status to “complete”, then Bin Tracking will prompt you to confirm if the document is complete.

  9. When you first start working on a “Pick” or “Put Away” transfer document, you can change the status to reflect what is required : 

    • Not Ready for Picking

    • Ready for Picking/Put Away

    • Pick /Put away in progress

    • Complete

Bin Transfers - added 'Select All' button to the serial/lot window to pick/put away all rows.

You can also press space /delete on the quantity column on the main screen to pick all rows or set the quantity to 0.

If you have serial (or lot numbers) then pressing F9 on the quantity field brings up a window for the serials / lots.

 

Note: The Bin Transfer documents include non-stock items and non bin-tracked items for reference. Such items don't need to be updated and assigned to a bin when processing the document.

Tip:

If you select "Only show bins available for the item" for "Bin Finder" in BT Setup -> Options > Processing tab, then when you

  • Click on the Bin Finder for an item detail row on the Bin Transfer document

  • Then click on the Bin Finder in the Quantities pop up

  • The finder will show the quantities for that item in all available bins

Refer to Bin Options - Field List for details

Important!

If you are using "Update O/E Shipment" on the B/T Bin Transfer Document to update amended serial numbers / lot numbers entered on the Bin Transfer Document back to the original source OE Shipment, you must set the O/E Option "Default Create Invoice Option" to "No" (O/E Setup -> O/E Options \ Processing tab)

If "Default Create Invoice Option" is set to "Yes", when the Bin Transfer document updates the OE Shipment, the OE Shipment will automatically be invoiced - irrespective of the selection made on the "Create Invoice" option on the Bin Transfer Document.

After using

  • Use the Bin Transfer Form to print the bin transfer.

Optional Fields Tab

If optional fields are assigned to the screen, use the Optional Fields tab to enter optional field information that applies to the entire document.

 

Optional fields and values appear automatically on this tab if you selected the Auto Insert option for those fields on the B/T Optional Fields setup screen.

 

If you use identical optional fields in Bin Tracking transactions and Order Entry invoices, the information in the Order Entry fields is sent to Bin Tracking optional field

Note: If an optional field is required but does not have a default value, you must specify a value for the field.

 

For more information, see About Optional Fields and Adding Optional Fields to Transaction Entry Screens.