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The required fields on this tab are: Sender, Recipient, Transaction Type, and Entity.
The "Inventory Transfer (create)" form. The Main tab
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<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
The Customer Order field is populated automatically if the Inventory transfer was created based of a customer order. If the transfer includes items from multiple customer orders, you can move the Customer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
Use the Pass Through Customs check box to indicate that the goods listed in this document are to be transferred from the location in free zone to the location in Mainland.
In the Entity field, select the legal entity of your company which is responsible for this transfer. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.
The Basis field is populated automatically, if this transfer was generated on the basis of a document of one of the following types: Invoice Received, Goods Receipt Note, Production Order, or Production. If needed, you can manually select the basis document from the list of documents of these types (for this, click Show all from the drop-down list). Once the basis document is selected, the data is copied to this inventory transfer. If, after you edited the document, you want to cancel the edits, click the Fill in button – the details from the basis document will be copied to the transfer.
The Customer Order field is populated automatically if the Inventory Transfer was created based of a Customer Order. If the transfer includes items from multiple Customer Orders, you can move the Customer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
The Requisition field is populated automatically if the Inventory Transfer was created based of a Requisition. If the transfer includes items from multiple Requisitions, you can move the Requisition field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar.
The Transfer Order field is populated automatically if the Inventory Transfer was created based of a Transfer Order. If the transfer includes items from multiple Transfer Order, you can move the Transfer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar.
Use the Pass Through Customs check box to indicate that the goods listed in this document are to be transferred from the location in free zone to the location in Mainland.
In the Comment text box, you can enter any additional information about this document.
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Use the Settings button to change the position in document of the following fields: Cell and , Customer Order, Transfer Order,and Requisition.
The Settings dialog box
Once you are done with option selection, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.
For other button descriptions, see see Document Toolbar.