To access the Transfer Order Adjustments document list, go to Warehouse > Service Tools > Transfer Order Adjustments.
This functionality is available if the Order Management option is selected on the Administration > Settings > General Settings form.
Generally, a Transfer Order Adjustment records the corrections to an existing Transfer Order or closes a Transfer Order.
The Transfer Order Adjustments list
The list of Transfer Order Adjustments includes all the Transfer Order Adjustments available in the system. In the list, each document is shown with the document number and date, basis, and information about the source and destination warehouses between which the goods were to be transferred.
If you don't see a specific document, rearrange the list by date or document number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.
You can add documents to the list by importing the data from an Excel file.
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Note. Using a Transfer Order Adjustment you can close an original Transfer Order which is the basis for the adjustment. For this, an adjustment document should be generated as follows:
- Go to Warehouses > Warehouse Documents> Transfer Orders.
- In this list, select the Transfer Order that you need to close and click Generate > Transfer Order Adjustment (Order Closing).
- Save and post it.
Then, after a special background service runs and updates the statuses of Transfer Orders, the targeted order will be closed. Also, you can run this service manually:
- Go to Administration > Service Tools > Scheduled and Background Jobs
- Locate and select the Update statuses of Transfer Orders service and click Run Now on the toolbar.
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The toolbar buttons
To manually create a new document of the Transfer Order Adjustment type, click the Create button on the toolbar.
To edit an existing document, double-click the line with the document in the Transfer Order Adjustments list. You can also select the line, right-click it, and select Edit or click More actions >Edit on the toolbar.
If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.
See also