Picking a Transfer Request
Updated
by
Cheryl Wallace
A transfer request must be set to Approved before it can be picked.
- Click Locations in the left side menu, then click Pick Transfer Request.
- Enter the Transfer Request No or other information to pre-filter then click
to search for the request and double click a transfer to pick. - Review the information.
- Click the Details tab.
- Set the transfer details.
- Uncheck the Use Current Date & Time? box to use a different date/time than the present, if needed.
- Select the Billing Location when using the Transfer Rental module. The Transfer Rate Sheet will be populated automatically. To use a different billing date, uncheck Billing Date Same as Transfer Date/Time? and enter the desired values.
- Select the Inventory Status to be applied to the inventory until it is received from the drop down menu.
- Select a Transfer Type if needed.
- Select Print Packing Slip when Processing? if desired.
- For each item to be picked, enter the ID in the Item ID field and the Quantity Transferred then click
. This information will be copied to the grid below the corresponding part number. The Quantity Picked and Balance in the grid are updated.
To substitute a replacement for any part number on the transfer request, enter the Substitute Part Item ID to the right of the part number in the grid.
- Click
to process. A confirmation message shows the transfer number generated.
See also:
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