Create New Transfer In

• Transfer Out and Transfer In is two step process.
• Using transfer out, the stock is removed from Source Location and added to Transit location.

• Until the material is not received using Transfer In, it will show in Transit location.

• Click on Transfer Out Menu and then open the Transfer Out document for which Transfer In has to be created. Click on Document Actions and click on Transfer In.

• Header
• Line Items
• Additional Info
• Summary
• Save Document
• Attachment
• Comments

Header Details are automatically added from Transfer Out. Header details can be edited using the following steps:

Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:

• From Location: Select location from which item is to be moved.
• To Location: Select location to which item is to be moved.
• Incharge User: Select the Incharge user for the transfer.
• Comments: Any comments that will help make the purchase.

Step 2: After the information that is required is keyed in, click on the Confirm button to close the popup.

• Line Items are automatically added from Transfer Out.

This section will show the following key information

• Values: Total value of the transaction, including tax, discount, total payable
• Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
• Status of the document

After all changes are done, it is necessary to Save the Document, by clicking the button “Save Document”, If this is new Document, system will assign the Document ID and Code after it is saved for the first time.

Note: Creating Transfer In will change the status of Transfer Out to either All Received or Inventory Rejected.

Note: Attachments can be added only after document is saved.

Step 1: After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.

Users can select the file to attach or drag and drop the file on the popup

Step 2: Click confirm to close the popup

Note: At a time only one attachment can be uploaded.

Note: Comments can be added at any time, even if the document status is pending or closed.

To add comment click on Add button and provide the comment in the popup.

Note: User can edit only their own comment, eg: User A cannot change comment of User B