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Mass Material Movement Screen for Epicor ERP - SaberLogic

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All Epicor® 9 Versions Database Independent

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Mass Material Movement Screen

This solution provides you the capability to manage the movement of materials en masse from one location to another.  Flexibility is provided in that you can establish the pool of material to be moved based on:

  1. Manual entry of a list of parts
  2. Entry of an assembly part number which provides a BOM listing of associated parts
  3. The stock-on-hand listing for the source location.

Description

Video Demo

Mass Movement with Manually Selected Inventories

In order to manually specify the inventories to be moved you start by specifying the source and destination locations in the top portion of the window:

Here you select the source and destination location for your material movement transactions.

 

If you wish to specify a transfer date and reference, you can do so in the ‘Additional Fields’ area:

Here you can specify the transfer date and reference data if you wish.

Next position your cursor into the Movement Requests grid and manually enter the part ID, qty, and lot ID (if applicable) for each line.  The part ID column is configured to only list parts which currently have inventory Qty (inclusive of negative quantities) in the source location specified above:

Here we are showing how parts can be manually specified in the grid and will appear on a drop-down.

Upon selecting a part the quantity and lot columns will auto-populate with the inventory that exists at the source location:

Here we show the quantity field defaulting to the full quantity of the part in the specified source location.  It can be changed as desired.

When all of the desired inventories for movement have been specified, press the ‘Transfer’ button at the bottom of the screen:

As the last step you click the 'Transfer' button to move all of the selected inventories with one click.

At this point each row will be processed and notification will be given upon completion of all inventory movements.  In the event that a transfer fails for some reason notification will be given and the row will remain in the dialog for further processing:

If you are set up to not allow a part to go negative you will be notified if you attempted to specify a quantity greater than what was on hand.

(Note: this error here is actually a “soft” error and if you clicked ‘Yes’ here it would perform the transaction leaving a negative on hand in the source location.  The next screenshot assumes you clicked ‘No’ here.)

All of the parts that were transferred without error will be cleared from the grid, leaving only the ones that had an issue so that you can deal with them,

 

Mass Movement Utilizing BOM

If you have a part method of manufacturing defined and want to move all of the material for the top level part to a different location you start with the ‘Load Parts’ section.  For example, we have a method of manufacturing defined for a part per the screenshot below:

This shows and example BOM that we are going to use to determine which parts to load in.

In the Mass Material Movement screen we again select the source and destination locations.  Next under ‘Load Parts’ the option for ‘By BOM’ is selected and the assembly part number entered and click on Load” in order to load the associated component parts into the movement requests grid:

Here we select to load in the parts based on the method of manufacturing.

Two situations could be encountered:

  • The part hasn’t been set up in the source location or
  • The part hasn’t sufficient inventory in the source location to meet the needs of the BOM.

In both of these situations notification will be given with the option to continue with corrective actions (see below).

Corrective message you would encounter with insufficient quantity for a part.

(If the option is to continue then the available quantity will be reflected as the move quantity even though it doesn’t match the required quantity for the method of manufacturing.)

This is the corrective message that would be presented if one of the parts in the BOM does not have inventory in the source location.

(In this case should the decision be made to continue then the missing part will not be represented in the movement requests grid.)

The result is a list of all of the parts from this BOM that are available.

 

Mass Movements by Source Location

The last option facilitates movement of all parts from one location to another.  Choose the ‘All In Source Location’ option within the ‘Load Parts’ block and click on the ‘Load’ button.  All parts with inventory within the selected source location will be added to the movement request grid with the quantities defaulted to the full quantity on hand:

Showing the option here to select all part inventories in the source location.

 

Additional Notes

  • If a part has not been set up for the destination warehouse / bin, this application will automatically add the necessary part warehouse records.
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Screenshots

Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 1 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 2 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 3 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 4 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 5 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 6 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 7 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 8 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 9 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 10 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 11 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 12 Mass Material Movement Screen for Epicor ERP - SaberLogic - Screenshot 13

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