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erp-manual:cloud:fgwarehouse:transfer-out

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erp-manual:cloud:fgwarehouse:transfer-out [2024/04/22 06:39]
Varun Nagrecha 		erp-manual:cloud:fgwarehouse:transfer-out [2024/04/26 19:44] (current)
Varun Nagrecha
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  ===== Overview =====  ===== Overview =====
-  * Send the stock to be transferred from the Source Location to Transit.+  * Transfer Out and Transfer In is  two step process. 
 +  * Using transfer out, the stock is removed from Source Location and added to Transit location.
  
-{{ erp-manual:cloud:warehouse:transferoutworkflow.png?300 }}+{{popup>erp-manual:cloud:warehouse:transferoutworkflow.png?300}} 
 + 
 +  * Until the material is not received using Transfer In, it will show in Transit location. 
 + 
 +{{popup>erp-manual:cloud:warehouse:transferinworkflow.png?300}}
  
  
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:fgwarehouse:transferoutheaderview.png?400}}
  
 **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
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     * **Incharge User**: Select the Incharge user for the transfer.     * **Incharge User**: Select the Incharge user for the transfer.
     * **Comments**: Any comments that will help make the purchase.     * **Comments**: Any comments that will help make the purchase.
 +
 +{{popup>erp-manual:cloud:fgwarehouse:transferoutheaderedit.png?400}}
  
 **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
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     * Click **Design button directly**, this will **open search screen** for users to search and select the item to add.     * Click **Design button directly**, this will **open search screen** for users to search and select the item to add.
  
 +{{popup>erp-manual:cloud:fgwarehouse:transferoutlineitemview.png?400}}
  
 **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details:
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     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
  
 +{{popup>erp-manual:cloud:fgwarehouse:transferoutlineitemedit.png?400}}
  
-Repeat the Step 1, 2, 3 and 4 for each item to be added in the Line Item+Repeat the Step 1 and 2 for each item to be added in the Line Item
  
  
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   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
   * Status of the document   * Status of the document
 +
 +{{popup>erp-manual:cloud:fgwarehouse:transferoutsummary.png?400}}
  
 ===== Save the Document ===== ===== Save the Document =====
erp-manual/cloud/fgwarehouse/transfer-out.1713767961.txt.gz · Last modified: 2024/04/22 06:39 by Varun Nagrecha

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