Warehouse Movement: Inventory Section

Field

Used for

Good

Select a good stored in the source warehouse to be transferred.

• It is a required field. If you do not select a good to be transferred, you will not be able to save the document.

Unit

A unit of measurement, whether it is a piece, a kilogram or a liter, etc.

• A base unit of measurement specified for the item is provided automatically.
• If several units of measurement are defined for the item forming the item's set of measurement units, you can select a unit from the set that is most suitable in a particular case. However, this unit will be used only for displaying quantities in the document, all inventory and accounting transactions will use the base unit of measurement into which the selected alternative unit will be converted according to the specified conversion ratio.
• It is a required field. If you delete the unit and do not select an alternative one from the set, you will not be able to save the document. 

Source section

Select a warehouse section within the source warehouse from which the item is to be withdrawn.

• It is an autocompleted field. A warehouse section set as a default warehouse section of the selected source warehouse is suggested as a source section. Still, you can select an alternative source section instead of the default one if necessary.
• It is a required field. If you delete the autocompleted section and do not select an alternative one, you will not be able to save the document.
• The field is unavailable if the creation of warehouse sections for warehouses is not allowed in the system. 

Destination section

Select a warehouse section within the destination warehouse to which the item is to be allocated.  

• It is an autocompleted field. A warehouse section set as a default warehouse section of the selected destination warehouse is suggested as a destination section. Still, you can select an alternative destination section instead of the default one if necessary.
• It is a required field. If you delete the autocompleted section and do not select an alternative one, you will not be able to save the document.
• The field is unavailable if the creation of warehouse sections for warehouses is not allowed in the system. 

Source stock

The quantity of the item stored in the source warehouse as of the document date.

• Source stock balance is provided automatically for informational purposes only.

Destination stock

The quantity of the item that is already stored in the destination warehouse as of the document date.

• Destination stock balance is provided automatically for informational purposes only.

Quantity

Specify the quantity of the item to be transferred. The quantity is defined for the selected unit of measurement.

If an alternative unit of measurement has been selected, the indicated quantity will be recalculated for the default unit of measurement based on specified conversion ratio for all ensuing accounting and inventory transactions.

• Quantity can exceed the source stock balance (even if the source stock balance equals zero) if negative balances are allowed in your company’s inventory settings. Otherwise, the transfer will be forbidden and you will receive an error message while trying to post the document.   
• You can also move reserved items between your warehouses, warehouse sections or inventory accounts if you enable the sale of reserved items.Otherwise, the transfer will be forbidden and you will receive an error message while trying to post the document.   

Field

Used for

Source account

An inventory account in which the item was originally recorded. The inventory account is credited with the cost of the transferred quantity of goods that is calculated according to a default inventory valuation method selected in My company settings.

• It is an autocompleted field. The inventory account is retrieved from the respective item record created in the Item directory where default accounts for the item were specified under the Accounting tab. Still, you can select an alternative inventory account instead of the default one if necessary.
• It is a required field. If you delete the autocompleted account and do not select an alternative account of the same type, you will not be able to save the document.

Destination account

If you want to move the specified quantity of the item to an inventory account other than the source account, select an alternative destination account from the list of existing inventory accounts.  By default, the destination account is the same as the source account.

Change the destination account only if you want to transfer goods between different inventory accounts.

• It is an autocompleted field. The inventory account is retrieved from the respective item record created in the Item directory where default accounts for the item were specified under the Accounting tab. Still, you can select an alternative inventory account instead of the default one if necessary. 
• It is a required field. If you delete the autocompleted account and do not select an alternative account of the same type, you will not be able to save the document.