Transfer Requests

11 articles

About Transfer Requests

Transfer Requests are an optional preliminary step to create a transfer. Transfers are the movement of inventory from one stocking location to another. It is a change in the ownership of inventory ve…

Updated by Cheryl Wallace

General tab for Transfer Requests

This is the default tab and 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…

Updated by Cheryl Wallace

Details tab for Transfer Requests

The Details tab allows you to add, remove or close individual parts on open and unapproved transfer request where the part number has not been fully picked.

Updated by Cheryl Wallace

Substitutions tab for Transfer Requests

The Substitutions tab displays the details of transfers generated for substituted parts when the transfer request is picked. The Replaced Part No and Replaced Description are the originally requested…

Updated by Cheryl Wallace

Approvals tab for Transfer Requests

When an approval process has been defined for transfer requests, the Approvals tab is displayed if either the Ready To Approve box on the general page is checked or if the transfer request document has been approved by at least one approving authority for the specified location. ...

Updated by Cheryl Wallace

Transfer Details tab for Transfer Requests

The Transfer Details tab is only displayed when the transfer request has been partially or fully picked. It displays the transfer details for each item ID picked. Multiple transfer numbers are possible if the requisition was not fully picked at one time.

Updated by Cheryl Wallace

Adding a Transfer Request

It is simpler to use Create Transfer Request. Click Locations in the left side menu bar and click Transfer Requests. Click in the edit tool bar to add a new transfer request record. Enter correct inf…

Updated by Cheryl Wallace

Looking up a Transfer Request

Click Locations in the left side menu bar and then click Transfer Request. Enter any known information about the transfer request as a pre-filter. Click on the edit tool bar to search. If only one request ma…

Updated by Cheryl Wallace

Editing a Transfer Request

Look up the transfer request to edit under Locations > Transfer Requests. Make changes as required. Click to save the changes.​​. The Quantity cannot be edited if the transfer request is approved,…

Updated by Cheryl Wallace

Canceling a Transfer Request

A transfer request can be cancelled at any point prior to being fully picked. Any transfers created prior to the cancellation will not be affected. Look up the transfer request to cancel under Locati…

Updated by Cheryl Wallace

Deleting a Transfer Request

A transfer request can be deleted only prior to being set to Ready to Approve or if currently set to Ready to Approve. If a transfer request has been approved or partially picked, cancel it instead. Look up the transfer request to delete under Locations > Transfer Requests.

Updated by Cheryl Wallace