Task Creation: Inventory Transfer

A task must be created if you need to move inventory into or out of an Unavailable or Unusable location.

• Create a new task using one of two options.
  • Option 1: New Warehouse/Vendor Action Task
  • Option 2: personalize your quick add options to include “Task,” select it, and choose Warehouse/Vendor Action

Task Information Section

• Select Sub-Type Inventory Transfer
• The title will auto-populate after the task is saved.
  • NOTE – You can override the auto-population by checking the Override Name box.
• Change Requestor if necessary
  • NOTE – It will auto-populate to the user’s name.
• Change Location to the Primary Location of the item.
  • NOTE – It will auto-populate to the user’s main location.

Directions & Notes Section

• Enter Directions to Task Recipient
  • NOTE – Add clear and specific directions. 
    • Example 1- if a single item: 
      • MRC02970 has been inspected & approved.  Please transfer all inventory from SUA to SHW.
    • Example 2- if multiple items: 
      • The following items have been inspected & approved.  Please transfer all inventory from SUA to SHW.
• Adjust Priority if necessary
  • NOTE – For Priority:  If the item has a tight turnaround to meet a customer ship date, set the Priority as HIGH. 
  • NOTE – High = 1 business day/Medium = 2 business days/Low = 3 business days
• Enter Due Date

Task Status Section

• Change the Current Assignee if necessary.
  • NOTE – The system will default to the Inventory Management team that matches the Location.
  • NOTE – If you’re requesting transfers for multiple items housed in different warehouses, you will need to enter separate task requests to be assigned to different people.
• Leave Overall Status as Not Started.

Related Records Section

• Enter Item number if applicable
  • NOTE – If it is multiple items leave blank
• Save
• Double-check the task to make sure all information is saved correctly.

Your open task will appear on the Reminders portlet.