Sub Analysis Transfer
This function enables you to transfer stock items from one Sub Analysis to another. Sub Analysis transfers work similarly to stock movements, except that Sub Analysis transfers do not move linked items.
Dimensions Only - This feature is not available in Dimensions Lite
Processing a Sub Analysis Transfer
Note: No Landed Costs journal are generated for an inwards movement of stock created from a Sub Analysis Transfer. This is relevant where Stock Update Nominal is in use and you have selected the Update Landed Costs option when posting a Sub Analysis Transfer.
When this window is displayed, the method of transferring stock is as follows:
Click on the Stock Code search button and select the stock item that you wish to move.
The description of the stock item will be displayed together with the quantity of physical stock available.
The sub analysis codes will be listed in the right-hand frame. As you select each sub analysis code, the physical stock available for each will be shown below the list.
Select the code of the Sub Analysis from which you wish to move stock by clicking on it in the list. Then click on the From button.
The selected code will be displayed in the left-hand frame and the physical stock quantity will be displayed.
Select the code of the Sub Analysis to which you want to transfer stock by clicking on it in the right-hand list. Click on the To button.
The selected code will be displayed in the left-hand frame and the physical stock quantity will be displayed.
If you are moving the stock to more than one sub analysis, select each in turn, clicking the To button to add them to the left-hand window.
If you are moving serially numbered stock, you may only move stock to one sub analysis at a time.
Highlight the From Sub Analysis entry in the left-hand part of the window and enter the quantity to be transferred in the Transfer box.
The quantity you enter will be moved equally to all the To Sub Analysis that you have specified.
Highlight each of the To Sub Analysis entries and enter the correct quantities in the Transfer box.
For serially numbered stock you must select the serial numbers that are to be moved. The Serial Number Selection window will be opened to enable you to do this. See Serial Number Selection for details of this window.
You can enter text recording the reason for the transfer in the field at the foot of the window. This is saved with the transaction and viewed on the General tab in the Stock Transaction enquiry window.
Click OK, to save the Movements.
An Update window will be displayed.
Check that the posting details are correct on the Update window.
You have the option to Batch the transaction if you wish.
Click OK, to complete the transfer process.
The system will generate the transactions to adjust the sub analysis records.