Bin Transfer - Field List

For details on how to use Bin Transfer, refer to Bin Transfer

To add a new Bin Transfer, press the Tab key, click the New button. If you do not want Bin Tracking to assign the order number, type the new number yourself. 

Select the appropriate status for the bin transfer document

Enter an optional comment for the bin transfer document

Select the Sage 300 Source Document type for this bin transfer. If this transfer is not associated with a Sage 300 Source document, select None (for example for the take on bin quantities). 

Allows you to open the associated source document

The user id, date and time this bin transfer document was last updated is displayed.

Select this option if you want Bin Tracking to invoice the OE Shipment when the associated Bin Transfer is completed.

Will only appear if OE Shipment is selected in the Source Document.

If this option is ticked then any changes to the quantities, serials/lots that are made (on the BT transfer screen) will be made on the OE Shipment screen. So if you change the Serial/Lot number on the Bin Transfer and tick the box, the quantity, Serial/Lot number on the OE Shipment will also be changed. 

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.

If the source document selected is PO Receipt you will have an option to Update P/O Receipt.  If this option is ticked then any changes to the quantities, Serial / Lot numbers that are made (on the BT transfer screen) will be made on the PO Receipt screen.  So if you change the Item quantities , Serial / Lot number on the Bin Transfer and tick the box, the item quantities, Serial / Lot number on the PO Receipt will also be changed.

 

Select the required action (Pick, Put away or Pick and Put Away)

Tip:

If you want to quickly select put away, without having to use the dropdown, you can press a keyboard shortcut instead.

P =Pick

A = Put Away

B = Both Pick and Put Away

Enter or select the required I/C Item

The I/C Item description is displayed

The stocking unit of measure for this item is displayed

For a Pick action, select or type the required pick location code

For a Pick action, select or type the required bin code from where the item will be/was picked (either the full bin code or the bin shortcut code)

Tip: If the item is being picked from multiple bins, click on the "From Bin" column header and enter the bins and associated quantities on the list. The Bin Transfer detail line will now show "multiple bins' in the From Bin Column.

Enter the quantity picked (or to be picked)

The pick unit of measure is displayed

For a Put Away action, select or type the required put away location code

For a Put Away action, select or type the required bin code to where the item will be/was put away (either the full bin code or the bin shortcut code)

Enter the quantity put away (or to be put away)

If you have serial or lot numbers, then press F9 or click on in the "Put Away" column header while on the quantity field brings up a screen to enter the serial / lot numbers.

Tip:

If the item is being put away in more than one bin, click on the Bin column header and complete the list of bins/quantities. The Bin Transfer details line will share "multiple bins' in the To Bin Column.

The put away unit of measure is displayed

The I/C Manufacturer's Item Number is displayed

Displays the status of the item line

If optional fields have been configured for the Bin Transfer detail, enter the optional field values.

If optional fields have been configured for the Bin Transfer header, enter the optional field values.

Select All to Pick/put away all rows

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.

Click this button for the system to suggest picking bins for items which require picking. See Setup Options – Picking Method for a description on ranking bins for auto picking. 

Click this button for the system to suggest put away bins for items which require putting away. Put away quantity will be amended if the quantity on the source document (e.g. PO Receipt) is amended.

See Bin Options - Field List for a description on ranking bins for auto put away.