Line ActionsCreating a new Transfer Request session is the first step in the inventory transfer workflow allowing users to request items from one location to stock another. Transfer requests can also be automatically generated as a part of the Requisition Workflow. Existing Transfer Requests can be edited by selecting them from the Outstanding Transactions heading on the WorkPlace Dashboard. Open Transfer Request Session(s) are those that have already been created but have not yet been submitted. When inventory is requested for transfer, WorkPlace immediately allocates the requested item(s). Upon submission of a transfer request, a Pick List report becomes available for the warehouse to print and enter a Transfer/Release Ship session.
A system generated sequential tracking number assigned to all Release and Transfer Requests as defined on the Inventory tab in System Settings.
System generated date identifying when the Transfer Request was created.
Name of the user who is logged in and creating the Transfer Request, they are the 'owner' of the session.
Defaults to current date, may be changed if needed.
Defaults to the Document Date and may be changed if needed.
This field is available when Intercompany is registered to default on each session line.
This is used as the line default for each session line where the Item(s) will be requested from.
This is used as the line default for each session line where the Item(s) will be transferred to.
To delete a line from the session, click on the Delete Checkbox and press the Save button on the Entry Toolbar.
System generated sequential number assigned to each line.
Name of the user who is logged in and creating the session line.
This field is available when Intercompany is registered to select the company that owns the requested inventory. The Item Company will determine the Items that are valid and available for selection on the session line.
Type in or select a valid inventory item from the Zoom Window for the request. Only quantity-tracked items are valid for entry or selection.
Type in or select a valid location that will be used to fulfill the request for the Item(s). This is a required field and will default from the session header From Location if it was populated or the default location for the requested Item if one is assigned in Item Maintenance.
Type in or select a valid location for the Item(s) requested to be transferred to. This is a required field and must be different than the From Location. For inventory items that are not assigned to a specific Inter-Company ID (i.e. Items shared across multiple companies), users are able to select a location for a company that is different than the From location resulting in an Inter-Company transfer.
Type in the quantity of the item requested for transfer. The quantity requested is required, must be a positive number and will be subject to the quantity decimal precision setup for the item in Item Maintenance. The requested quantity will be allocated when the session is saved. If the 'Allow Inventory to be Over Allocated' option is not marked in System Settings, the requested quantity cannot exceed the quantity available for the item and location selected on the session line.
Users are able to update the quantity requested on previously submitted Transfer Requests providing they have not been fully received and the quantity requested is not less than the quantity shipped.
Displays the total quantity back ordered based on the quantity requested less quantity available. This feature is available when the 'Enable Backorder for Transfer/Release Request' System Setting has been enabled.
This read-only field will display the quantity shipped for previously processed sessions and is automatically updated when Transfer/Release Ship sessions are processed for the request.
This read-only field will display the quantity received for previously processed sessions and is automatically updated when Transfer/Release Receipt sessions are processed for the request.
Type or Select from the Zoom Window the requested Unit of Measure; such as each, box, etc. This is a required field and will default to the base unit of measure (UOM Base) setup in Item Maintenance for the requested Item.
Line Actions