You can transfer inventory items or tools from one storeroom to another storeroom to satisfy the requirement for the items in another location.

This topic covers how to setup a Transfer Issue Transaction Type.

All of these fields and tabs are explained in detail in the Transaction Type topic, here.

What you'll find on this page

• • Start here

• Transfer Issue Transaction

  • Transaction Types > General

  • Items & Inventory

  • Status

  • Copy Rules

  • Templates

• Transfer Received Transaction

  • Transaction Types

  • Items & Inventory

  • Copy Rules

  • Templates

Start here

1. Navigate to Setup > Transaction Types > Edit.

2. Click Add. A new record will appear at the bottom of the screen. You will note that some fields are auto-populated already.

Transfer Issue Transaction

Transaction Types > General

The defaults for Transaction Types only require a small amount of change. The only fields to change are:

1. Description - Enter 'Transfer Issue'.

2. Code - Enter 'TI'. This is the 'nickname' of the Transaction Type.

Items & Inventory

As above, there is minimal change required here. More on Items & Inventory here.

• Item Type - Select 'Stock Transfer - Issue'. This enables a 'From Location' and 'To Location' on Transfer Issues and Transfer Receives.

• Pricing - Select 'Inventory Price'. This is so that only the Inventory price will apply to the Item.

• Resolve - Select 'Issue'. This sets what Resolve is set by default for items on this transaction type. If set to Issue, then items on this transaction will be issued from Stock.

Status

Set the Transfer Statuses here.

Copy Rules

These are dependent on the other Transaction Types that need to be linked to Transfer Issues. For a more in-depth explanation of Copy Rules, click here.

• Transfer Issue to Transfer Received - This allows you to create a Transfer Received transaction linked to the Transfer Issue for items that have issued from Stock.

Templates

A template can be setup for Transfer Issues. More on Templates here.

Here is an example of a Transfer Order template.

Transfer Received Transaction

Transaction Types

The defaults for Transaction Types only require a small amount of change. The only fields to change are:

1. Description - Enter 'Transfer Receive'.

2. Code - Enter 'TR'. This is the 'nickname' of the Transaction Type.

3. Create - Select Copy only. This is to prevent users from just receiving items into the other location without actually having issued it from the originating location.

Items & Inventory

As above, there is minimal change required here. More on Items & Inventory here.

• Item Type - Select 'Stock Transfer - Receive'. This enables a 'From Location' and 'To Location' on Transfer Issues and Transfer Receives.

• Pricing - Select 'Inventory Price'. This is so that only the Inventory price will apply to the Item.

• Resolve - Select 'Receive'. This sets what Resolve is set by default for items on this transaction type. If set to Receive, then items on this transaction will be received into Stock.

Copy Rules

These are dependent on the other Transaction Types that need to be linked to Transfer Issues. For a more in-depth explanation of Copy Rules, click here.

• Transfer Issue to Transfer Received - This allows you to create a Transfer Received transaction linked to the Transfer Issue for items that have issued from Stock.

Templates

A template can be setup for Transfer Issues. More on Templates here.