General tab for Transfer Requests
Updated
by
Cheryl Wallace
The General tab is the default tab for the Transfer Requests page. It displays the identifying information and state of the transfer request. Use this tab to find or create a transfer request.
Fields on this tab include:
Transfer Request No | Transfer request numbers are automatically generated when new records are saved according to the document numbers definition for the item's location. |
From Location | Select the originating location from which the parts are requested. |
To Location | Select the destination location that has requested the transfer. |
Date Required | Select the date by which items are required |
Reference | Add any reference for the transfer. |
Job | The job against which the transfer is charged, if applicable. |
Sub Job | The sub job against which the transfer is charged if a job was selected. |
Cost Code | The cost code against which the transfer is charged if a sub job was selected. |
Shipping Instructions | The shipping instructions, if required. Up to 100 characters |
Notes | The shipping notes for the transfer request, if required. Up to 255 characters. |
Ready To Approve | Check this box if the transfer request is ready to be approved. Automatically checked if approvals are not in use. |
Approved | Displayed as checked if the transfer request is approved. To approve a transfer request with no approval process, check this option then click  . |
Closed | Displayed as checked if the transfer request is closed. If all parts on the Detail tab of the transfer request are closed, the transfer request itself is flagged as Closed. |
Cancelled | Displayed as checked if the transfer request has been cancelled. |
Date Cancelled | Displays the date on which the transfer request was cancelled. |
Cancelled User | Displays the name of the user who cancelled the transfer request. |
See also:
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