To add a new inventory transfer document, click the "Create" button on the toolbar of the respective document list. To edit the existing one, double click the line with its name. You can also select the line, press the "More" button (in the upper right corner) and click "Edit" in the drop-down list. You can right-click the line instead of clicking the "More" button.
Please complete the required Sender, Recipient, Transaction Type, Entity fields.
'Inventory Transfer' (create) form. The 'Main' tab
Sender is the warehouse or department, which the transfer is sent from. It is selected from the Warehouses or Departments catalogs.
Recipient is the warehouse or department, which the transfer is sent to. It is selected from the Warehouses or Departments catalogs and depends on the warehouse or production department, where you transfer the inventory.
The Cell field is displayed, if a cell warehouse is selected for inventory transfer. The cell warehouse can be used if "Inventory accounting at warehouse by cells" option in the "Purchases" section is enabled. To learn more about section options, see par. Settings for the 'Purchase' section.
The Customer Order field is filled in, if the transfer is created for the defined customer order.
Number is assigned automatically when you save the document. You can change it, if necessary.
Current date is set in a transfer document by default. You can change it, if necessary.
In the Transaction Type field please select "Move".
The Entity field is displayed, if the "Accounting by Several Companies" option in the "Enterprise" section is enabled. To learn more about section settings, see par. Settings for the 'Enterprise' section. Value is automatically set from the Personal Settings or the system.
In the Basis field you can manually select "Production Order", "Invoice Received", "Receipt Order" or "Production". It may also be filled in automatically, if the transfer document is based on one of these documents.
In the Comment field you can specify some additional information.