The Inventory tab contains a list of inventory items that should be transferred with adjustments.
The "Transfer Order Adjustment (create)" form. The Inventory tab
If you are manually creating this document, you have the following options for populating the list of items:
- Add items one by one. To add an inventory item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list. For more details, refer to Items. Alternatively, you can use a barcode scanner.
- Import the list of items with all the details from an Excel document. For this, click the
button on the table toolbar and follow the step-by-step instructions in the appeared window.
The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can view additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).
The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. This column shows the batch (lot) number for the items for which the Use Batches option is selected.
The Bin Location (Source) column is available if the Enable Bin Locations option is selected on the Administration > Settings > Purchasing and Warehouses form and if the Use Bin Locations option is selected for the source warehouse. The column shows the bin location (cell) in the source warehouse which stores the items to be transferred.
The Bin Location (Destination) column is available if the Use Bin Locations option is selected for the destination warehouse. In the column, you can view the bin location (cell) which will store the transferred items in the destination warehouse.
In the Quantity/Revised Quantity column, you can view the quantity of the item planned for transfer and specify the quantity to be actually transferred.
In the UOM column, you can view an UOM used for the item.
In the Qty from Reserve/Revised Qty from Reserve column, you can view the quantity of the item which was planned to be used from reserve and specify the quantity to be actually used from reserve.
The Requisition column shows the Requisition if the original Transfer Order (which is the basis for this Adjustment) is based on a Requisition.
The Customer Order column shows the Customer Order if the original Transfer Order is based on a Customer Order.
By default, the Transaction Content field is populated with the default description of the transaction. If needed, type another text.
The tab toolbar buttons
Use the Up and Down ( 
) buttons to rearrange the items in the list.