Stock transfers

Stock transfers is a TIPP PRO (TIPP Transactions) page for moving stock in Exact Globe from one warehouse or warehouse location to another. You pick stock on the left (From – Source stock), move the lines you want into the basket on the right (To – Destination), and post everything with Commit transfer. Warehouse staff and inventory controllers use it for relocations, putaway corrections and moves between warehouses.

Before you start

• A TIPP PRO licence must be installed. Without it a warning is shown, everything is disabled except Close, and no action runs. The licence is installed under Modules, TIPP, Setup, General, License.
• The page works only on Exact Globe divisions that are active. Other division types are not offered.
• The TIPP Transactions service must be running and reachable, because the posting is sent to it. Contact your administrator if posting fails with a message that the service cannot be reached.
• The source and destination warehouses must exist in Exact Globe and must not be blocked. Blocked warehouses are not offered.
• When Exact Globe has the setting “Use warehouse locations” switched on for the division, the destination location must be a location defined for the destination warehouse. When it is off, the page hides every location field and moves stock between warehouses only.
• Only items with stock in the chosen source warehouse appear, and only items that are not blocked or inactive in Exact Globe can be transferred. The item must also have a distribution G/L account in Exact Globe.

How to transfer stock

1. Check the Division field at the top. Change it if you need another Exact Globe division. This clears the basket and reloads the warehouses.
2. Optionally change the Description. It is filled in as “Warehouse Location Transfer by” followed by your name, and it can hold at most 60 characters.
3. Under From – Source stock, choose the Warehouse. The stock list loads immediately, and the destination Warehouse under To – Destination is set to the same warehouse for you.
4. Optionally narrow the list with Item (code / description), Batch and Location. The list updates shortly after you stop typing, or at once when you press Enter or click Search.
5. Tick the checkbox of each line you want to move. In the Qty column each line starts at the full quantity in stock. Reduce it if you only want to move part of it. You cannot enter more than is in stock.
6. Click Transfer (the button with the arrow). The ticked lines move into the basket on the right and disappear from the left list. A short message says how many lines were moved, for example “2 lines moved to destination”. Lines with no quantity are skipped and counted in that message.
7. Under To – Destination, choose the Warehouse and, if locations are used, the Warehouse location. The destination applies to all lines in the basket.
8. Check the basket. A line marked “cross-warehouse” comes from a different warehouse than the destination. To take a line out, click the red x at the end of the line. It returns to the source list.
9. Click Commit transfer in the button bar.
10. Confirm the question “Do you want to transfer X to WH – LOCATION?” with Yes. If some lines cross warehouses, the question adds how many.
11. Wait while “One moment please…” is shown. A line in the middle of the page shows live progress such as “Saving in Globe+”. When the transfer is posted you see “Transfer posted: X moved to WH / LOCATION.” with the entry number or numbers and a reference, for example “(ref: …)”. The basket is emptied and the source list is reloaded with the new stock.

How to try again when the answer is unclear

1. Read the red message. A Try again button next to it means that repeating is safe.
2. If the message says “Could not confirm whether this was saved”, look in Exact Globe first to see whether the stock moved.
3. Click Try again. The confirmed transfer is posted again with the same lines, destination and description, and with the same click key. A transfer that already went through returns its first answer instead of moving the stock a second time. The basket stays as it was until the transfer succeeds.

How to refresh without losing your basket

1. Click Refresh in the button bar. The warehouse lists and the source stock list are reloaded and the lines already in the basket are kept.

Screen guide

Top fields

• Division: the Exact Globe division to work in, shown as number and name. It starts with the division passed to the page, otherwise the first Exact Globe division. Changing it clears everything staged.
• Description: text stored on the posted entries. Default “Warehouse Location Transfer by” plus your name. Maximum 60 characters. If left empty the default is used.

From – Source stock

• Warehouse: mandatory. The warehouse to take stock from. Choosing it loads the stock.
• Item (code / description): free text, finds items whose code or description contains the text.
• Batch: free text, finds batch or serial numbers containing the text.
• Location: free text, finds locations containing the text. Only shown when warehouse locations are used.
• All filters work together: a line must match every filled-in filter.
• Search: runs the search now. Clear: empties the Item, Batch and Location filters and searches again.
• Transfer: moves the ticked lines to the basket. It is disabled until at least one line is ticked.

Source stock list columns

• Checkbox: select the line to move.
• Item: item code in bold with the description below.
• Location: warehouse location of the stock. Only shown when locations are used.
• Batch: batch or serial number, or a dash when the item has none.
• In stock: quantity currently in stock for that item, location and batch.
• Qty: quantity to move. Starts at the full stock. It cannot exceed In stock or be below zero. A comma or a dot can be used as decimal separator.
• Only lines with stock above zero are listed, sorted by item, location and batch, and at most 500 lines are shown. When there are more you see “Showing first 500 rows” followed by “refine filters.” Use the filters.
• Greyed lines marked “Item is blocked/inactive in Exact Globe” cannot be ticked or edited.

To – Destination

• Warehouse: mandatory. The warehouse that receives all lines.
• Warehouse location: mandatory when locations are used, and hidden when they are not. It lists the locations of the chosen destination warehouse, shown as code and description.
• Basket columns: Item, From (source warehouse and, if used, location), Batch, Qty and the red x remove button.
• Total: shows the total quantity and the number of lines in the basket.
• The note under the basket reads “N source lines” and one destination, a reminder that all lines go to one destination.

Button bar

• Refresh: reloads warehouses and the source stock without a full page reload, keeping the basket.
• Commit transfer: posts the basket. It is always clickable and checks your input when you click.
• Close: closes the page.
• Favorite and Printable (header): standard page buttons.

What you see while Stock transfers saves, and how answers read

On Stock transfers, the confirmed transfer (Commit transfer) is sent to the TIPP Transactions service, and the page tells you clearly what happened.

• Live progress: while the save runs, a small box in the middle of the page shows one line that refreshes every second. It reads “Waiting: you are number N in line for Globe+” (or “Waiting in line for Globe+” when no position is known), then “Connecting to Globe+”, then “Saving in Globe+” (or “Saving in Synergy” or “Saving through Exact’s Entity Service” when the change goes through those), and finally “Checking that Globe+ stored it”. When one click needs several calls, the line starts with “Step 2: ” and so on. The box disappears when the answer arrives.
• Locked page: while the save runs, buttons, links and tick boxes on the page do not react, except Close. A second click on the same action is ignored, so nothing is started twice.
• Warning icon: when Globe+ is open on the server under the service account, a small warning icon appears behind the page title. Hold the mouse over it to read the warning. The save still goes ahead, but saving can fail while Globe+ is open there.
• Saved: the green message “Transfer posted: X moved to WH / LOCATION.” with the entry number or numbers and the reference. It disappears by itself after a few seconds, and the basket is emptied.
• Failed: “Failed: ” followed by the reason and a reference, for example “Failed: reason (ref: 1a2b…)”. Nothing was changed by that call. Quote the reference when you contact support.
• Busy: “Busy: another change is being saved in Globe+ right now, so this one was not sent. Nothing was saved. Try again in a moment.” followed by the reference. The words “another change is being saved in Globe+” can also read “Synergy is handling other changes” or “Exact’s Entity Service is handling other changes”.
• Not saved: a message starting “Not saved:”. It means the change did not go through. For example “Not saved: the service did not answer within 5 minutes, and the service has no record of this request, so it never reached Globe+. Try again.”
• Partly saved: a message starting “Partly saved:”. Part of the change went through and part did not. Read the message, check the result in Exact Globe, and do not repeat the part that already went through.
• Still being processed: a message starting “Still being processed:”. Globe+ has not finished yet. Wait a moment, then use Try again to get the result. It is not done twice.
• Unclear: “Could not confirm whether this was saved:” followed by what happened, for example that the service did not answer within 5 minutes or that the connection to the service was lost, and “Check it in Globe+ before you go on.” Look in Exact Globe first.
• Lost answer: “The answer from the server was lost (…). It may have been saved. Try again: what already went through is not done twice.”
• Service not reachable: “Could not reach the TIPP Transactions service at” followed by the address, telling you to check that the ‘TIPP Transactions’ Windows service is running on the web server and that the Service Base URL on the TIPP Engine Settings page [Modules, TIPP, Setup, Connections, Engine Settings] is correct, and to use the Check Running Service button there. It ends with “Nothing was posted; try again once the test succeeds.”
• Not accepted: “TIPP Transactions request failed (HTTP 401).” (or 403) followed by “The TIPP Transactions service did not accept the request from Synergy (not authorised), so nothing was posted.” Nothing has to be entered in Synergy. Ask your TIPP administrator or TICE-IT (tipp@tice-it.com) to repair the TIPP Transactions installation.
• Try again: a Try again button appears next to the message only for Busy, Not saved, Still being processed, Unclear and Lost answers, the cases where repeating is safe. Try again posts the same transfer again with the same click key, so the stock is never moved twice. It never appears for Failed or Partly saved answers.

If the service gave no clear answer (no answer within 5 minutes, a dropped connection, a reply that is not the service’s own, or an HTTP 5xx error), TIPP asks the service’s request log what happened. The log can show that the change was saved (the page then shows its normal success message), give the service’s own reason, show that it is still being processed, or show that it never arrived. An HTTP error is never reported as success. If the log cannot be asked, the answer starts with “Could not confirm whether this was saved” and tells you to check Globe+.

The engine’s own reason, the reference and whether Try again is safe are passed through unchanged on this page. If the posting fails without any reason, the page shows “Transfer failed.”

Messages and what to do

• “Select a source warehouse first.” or “Select a warehouse first.” You clicked Search without a source warehouse. Choose one under From – Source stock.
• “There is nothing to transfer yet.” You clicked Commit transfer with an empty basket. Tick lines and click Transfer first.
• “Select a destination warehouse and location.” (or “Select a destination warehouse.” when locations are not used). Fill in the destination fields under To – Destination.
• “A line has the same source and destination location. Remove it first.” (or “A line has the same source and destination warehouse. Remove it first.” without locations). A basket line would move stock onto itself. Click the red x on that line or change the destination.
• “Enter a quantity greater than zero.” You ticked lines whose Qty is empty or zero.
• “No stock matches these filters.” Nothing in the source warehouse matches. Clear the filters.
• “Pick a warehouse and press Search to list stock.” The list is empty because no source warehouse has been chosen yet.
• “Warehouse ‘X’ is blocked in Exact Globe, so stock cannot be transferred to/from it. Unblock the warehouse in Globe or choose a different warehouse.”
• “Destination warehouse ‘X’ does not exist.” or “Source warehouse ‘X’ does not exist.” Refresh the page and choose again.
• “Destination location ‘L’ is not a defined location of warehouse ‘X’.” or “Source location ‘L’ is not defined for warehouse ‘X’.” Choose a location that exists in Exact Globe.
• “Source and destination are identical (WH / LOC) for item I.” Choose a different destination.
• “Item I is blocked or inactive (item status ‘B’) in Exact Globe and cannot be transferred. Reactivate the item in Exact Globe (Items maintenance, Status field) or move the stock there.”
• “Item I has no distribution G/L account configured, so it cannot be posted.” Fix the item in Exact Globe.
• “Item I is batch/serial managed; a batch/serial is required.” Select the stock line with its batch or serial number.
• “Item I is serial-number managed; serial S can only be transferred with quantity 1.” Set Qty to 1 for serial number lines.
• “Stock changed or over-allocated: only A of I (batch) is available at WH / LOC, but the transfer requests B from it.” Someone used the stock, or the basket asks for more than exists. Click Refresh and lower the quantity.
• “Quantity for I must be greater than zero.” A basket line has no quantity.
• “There are no lines to transfer.” The basket reached the server empty. Add lines and try again.
• “No division is available for this user.” No active Exact Globe division is available. Ask your administrator.
• “Could not open company N:” followed by detail. The connection to the Exact Globe database failed. Check Modules, TIPP, Setup, Connections, Backoffice Connection.
• “Failed: No TIPP PRO licence available; please reach out to TICE-IT. …” The licence is not TIPP PRO. Install it under Modules, TIPP, Setup, General, License.
• The answers described under “What you see while Stock transfers saves”: Busy, Not saved, Partly saved, Still being processed, Could not confirm whether this was saved, the lost answer, “Could not reach the TIPP Transactions service at …” and “TIPP Transactions request failed (HTTP 401).” Ask your administrator to check the service when it cannot be reached or does not accept the request.
• A message that the TIPP Transactions service on this server is older than this page and needs an update. Ask your administrator to update the service.
• A message mentioning “@CORE_SDK” with the extra text “This is an Exact Globe+ add-on initialisation problem in the company you are posting to.” Follow the steps shown: in Exact Globe+ open System, General, Settings, Add-ons, click Initialise under Actions, click Start, then retry.
• “Transfer failed.” The posting failed without a reason. Try again and contact support if it repeats.

What you cannot do here

• You cannot use several destinations in one go. All lines in the basket go to one destination warehouse and location. Run separate transfers for other destinations.
• You cannot move more than the quantity in stock, and you cannot move blocked or inactive items.
• You cannot transfer without TIPP PRO.
• You cannot undo a posted transfer here. Corrections are done in Exact Globe.
• The staged basket exists only in your browser. If you close or reload the page, it is lost.
• You cannot create warehouses or locations here. Maintain them in Exact Globe.

Related pages

• Backoffice Connection (Modules, TIPP, Setup, Connections, Backoffice Connection): connection to each Exact Globe division.
• License (Modules, TIPP, Setup, General, License): TIPP PRO licence.
• TIPP Engine Settings [Modules, TIPP, Setup, Connections, Engine Settings]: the Service Base URL and the Check Running Service button for the TIPP Transactions service.
• Other TIPP Transactions pages such as the sales order pages, which also use the TIPP Transactions service.

Common questions

What is Stock transfers for?

It moves stock between warehouses or warehouse locations in Exact Globe. Select lines on the left, move them to the basket on the right, then click Commit transfer.

How do I move stock to another location in the same warehouse?

Pick the source warehouse, tick the lines, click Transfer, then choose the same warehouse and a different Warehouse location under To – Destination and click Commit transfer. The destination warehouse is already set to the source warehouse.

How do I move stock to another warehouse?

Change the destination Warehouse under To – Destination to the other warehouse and pick a location if shown. The lines are then marked cross-warehouse. Click Commit transfer and confirm.

Why can I not tick an item?

The item is blocked or inactive in Exact Globe, so the line is greyed out. Reactivate the item in Exact Globe.

Why is there no Location field?

The setting “Use warehouse locations” is off in Exact Globe for that division. The page then moves stock between warehouses only.

Why does my list show only 500 lines?

The source list is limited to 500 lines. Use the Item, Batch and Location filters to narrow it.

Can I move only part of the stock of a line?

Yes. Change the Qty value on the line before clicking Transfer. It cannot be higher than In stock.

What does “Stock changed or over-allocated” mean?

The available stock is lower than the quantity you asked to move, often because someone else used it. Click Refresh, check In stock, and lower the Qty.

What does Try again do and is it safe?

It posts the same transfer again with the same click key and data. A transfer that already went through returns its first answer, so stock is never moved twice. The button only appears for Busy, Not saved, Still being processed, unclear and lost answers.

What is the reference at the end of a message?

It is the request ID of the call to the TIPP Transactions service, shown as “(ref: …)”. Give it to support so they can find the call in the service’s request log.

The message says “Could not confirm whether this was saved”. What now?

TIPP could not confirm the result. Look in Exact Globe first to see whether the entries exist. If they do not, use Try again. If you use it anyway, a transfer that already went through is not posted twice.

Where do I find the posted entry?

After Commit transfer the success message lists the entry number or numbers. Look them up in Exact Globe. The text of each entry is your Description.