Adding a Transfer Request

Updated by Cheryl Wallace

It is simpler to use Create Transfer Request.
  1. Click Locations in the left side menu bar and click Transfer Requests.
  2. Click in the edit tool bar to add a new transfer request record.
  3. Enter correct information in the fields (listed in the table above). The minimum required information is From Location, To Location and Required Date.
  4. Click the Details tab.
  5. For each part number to be requested
    1. Click in the grid to add a part number to the request.
    2. Specify the Quantity requested.
  6. Click to save the transfer request.

See also:

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