I would like to transfer items to our out of state warehouse. We are usually doing this through a non-stock item MISC and manually transferring items. The downside, the receiving location doesn’t know if we sent exactly what we were suppose to (quantity and part #). I’d like to use the SO to send items with actually part #s and quantities, but I don’t want the part costs to be applied to this SO. What is the best way to move the parts, allow the receiving location to know part #/qty, and not have the cost of those items be booked against the sales order?
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Is the warehouse in another site, or the same site.
The issue you will face is what to do with any missing or extra items.
I don’t believe Epicor has a slick way of handling this, but if its a common occurrence, it would be quite easy to automate an inventory transfer of the back of a misc shipment, with a default reason code for quantity variances.
If the parts are serialised, then things will be a lot trickier
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Same site, different warehouse.
Maybe you create a Misc Shipment with the actual parts and quantities. You would mark it shipped (but do not invoice). That way your inventory is updated from your actual warehouse, and the system does not think that you have those items in stock in the main warehouse. When it arrives, have the user compare the shipment to the MISC shipment.
Once it’s validated / confirmed, just UNSHIP the Misc Shipment and close/void it. This should put the items back in the Main warehouse, and you can do an inventory transfer for those quantities.
Misc shipments don’t create inventory transactions.
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Well… that’s just weird.
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What we’ve done in the past is to create a spreadsheet that the other warehouse will fill out when they receive the goods and stock them. They enter the counted quantities on the spreadsheet and then we use it to DMT an inventory transfer from WHSE A to B. Any discrepancy can then be evaluated and adjusted out/in based on the QTY left over.