Move Inventory Pieces

Overview

The Move Inventory Pieces screen lets you transfer produced pieces from one job to another within the same plant. When a piece is moved, its Piece S/N moves with it to the destination job. This is useful when inventory produced for one job can be used to fill a requirement on a different job, such as when a project is delayed, cancelled, or short on pieces.

The screen supports two transfer methods, depending on whether the piece mark already exists on the destination job:

• Copy Selected Mark Number and Move – Used when the destination job does not have the piece mark. The system copies the piece mark to the destination job and moves the selected piece to it. You can optionally create additional backlog pieces on the destination job during the copy.
• Move – Used when the destination job already has the piece mark with pieces in backlog. The selected piece replaces a backlog piece on the destination job. You can optionally create a replacement backlog piece on the source job.

Before a piece can be moved, the system checks it for validation issues (for example, a piece already assigned to a load). Pieces that fail validation are flagged with an exclamation icon, and hovering over the icon shows the reason. If the Use Strict Inventory Piece Move Validation flag is enabled, the system also confirms that the source piece's dimensions and quantities are equal to or greater than those of the destination backlog piece.

Note: If the piece mark already exists on the destination job but has no pieces in backlog, you must first increase the piece mark's quantity on the View/Edit Production Pieces screen before the piece can be moved.

Accessing the Screen

Navigate to Production>The Move Inventory Pieces from the main menu (Figure 1).

Figure 1

How to Move Inventory Pieces

Selecting Plant & Date

On the Move Inventory Pieces screen (Figure 2):

1. Select the plant where the pieces are located.
2. Select the date of the transfer.
3. Click the Next button in the top right. The Move Inventory Pieces detail screen will load.

Figure 2

Selecting Jobs & Piece Mark

On the Move Inventory Pieces detail screen (Figure 3):

1. Select a job on the left (job piece mark is being transferred from).
2. Select piece mark on the left.
3. Select a job on the right (job piece mark is being transferred to).
4. If the job on the right does not have this piece mark, click the Copy Select Mark Number and Move button. This will move the piece mark on the left side to the job selected on the right side.  

NOTE: If additional backlog pieces are needed, select "Yes" in the screen prompt (Figure 4) and enter the amount of additional backlog pieces to create.

NOTE: If neither Move button is active after selecting a job on the right, the piece mark already exists in that job. If you need to transfer more pieces to the selected job on the right, please see the next step.

Figure 3

Figure 4

Piece Validation Errors

If a piece has validation issues, the row on that piece will have an exclamation icon (Figure 5). Hover over the icon to show why the piece can't be moved.

Figure 5

To transfer a piece mark to a job where the piece mark already exists, you need to go to the Engineering > View / Edit Production Pieces screen, shown in Figure 6, and increase the quantity to the number of total piece marks required.

Figure 6

Then go back to the Production > Move Inventory Pieces screen, shown in Figure 7, and when you select the job to copy to on the right side, it will show additional piece marks in backlog.  You can then select a piece mark on the left side and the right.  Then select the Move button to move the piece mark to the new job.  After clicking "Move", you will be prompted if you would like to create a replacement backlog, for the piece you are moving, as shown in Figure 8.  Selecting "Yes" will create a backlog piece for the piece mark on the source/from job. You can also choose to either scrap any remaining length or save the remaining to stock. NOTE: The Piece S/N will be moved to the new job.

Figure 7

Note: The screen on the right only shows pieces on the job that have pieces in backlog. 

Figure 8

Note: The “Use Strict Inventory Piece Move Validation” is a flag used in the production piece move screen (Production > Move Inventory Pieces). 

If checked, the system will validate that the source piece (piece being moved) attributes that are equal or greater than the backlog piece being replace/moved to. For example, you can’t move an inventory piece with a width of 20” feet to a backlog piece with a width of 21 feet. The attributes it affects are Length, Width, Depth, Total SF, and Total CY. 

If the flag is not set, the system will only validate that the source/destination piece marks have the same product code.