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--- erp-manual:cloud:sales:transfer-in [2020/02/13 05:23]
krishnad
+++ erp-manual:cloud:sales:transfer-in [2024/04/22 05:23] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- ====== Transfer In ======
+ ====== Create New Transfer In ======
- Open the Transfer Out search screen and open the record that is pending to be received.
-  * Clicking on the button "Next Action” and select Transfer In. The Transfer In is document will be automatically created and loaded on the same screen.
+ ===== Start =====
+  * Click on Transfer In Menu and then click on Create New button
+ ===== Components of Transfer In =====
+  * Header
+  * Line Items
+  * Additional Info
+  * Summary
+  * Save Document
+  * Attachment
+  * Comments
+ ===== Header =====
+Header Details will be 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 the location from which items are to be transferred.
+    * **To Location**: Select the location to which items are to be transferred.
+    * **Incharge User** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the transfer.
+    * **Currency**: Provide the currency of the document, by default system will show local currency
+    * **Comments**: Any comments that will help make the transfer.
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+ ===== Add / Edit Line Items =====
+Line Items will be automatically added from Transfer Out.
+    * Line Items: Add / Edit items that are required:
+===== Summary =====
+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
+===== Save 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 Transfer Out status to either All Received or Inventory Rejected
+===== Attachments =====
+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.
+===== Comments =====
+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
- {{ erp-manual:cloud:sales:transferfullpage.png?500 }}
- Header and Line Items are created automatically as per the details from Transfer Out.
-  * Click on Save Document to complete the Transfer In
-  * System will update the inventory in the background and the updated location will show up in the Design Inventory Action screen.

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