The Main tab provides general information on an Inventory Transfer document.

If you are manually creating this document, in the Transaction Type field, select Transfer—this enables the fields appropriate for this transaction type on the form.

The required fields on this tab are: Sender, Recipient, Transaction Type, and Entity.

The "Inventory Transfer (create)" form. The Main tab

In the Sender field, you can select a warehouse or department from which the items will be transferred. It is selected from the Warehouses or Departments lists.

The Cell field 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 particular warehouse.

Select the bin location in the warehouse structure which stores the items to be transferred.

In the Recipient field, select the warehouse or department, which is the destination for the transferred items.

The Cell field is available for the destination warehouse if the Use Bin Locations option is selected for the warehouse. Select the bin location in the warehouse structure which will store the transferred items. If you need to transfer items to multiple cells, you can move the Cell field to the Inventory tab where it will appear as a table column. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

<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.

In the Comment text box, you can enter any additional information about this document.

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to save and post the document without closing it or Post and close to save, post, and close the document.

Use the Generate button to create a document based on this transfer.

Use the Settings button to change the position in document of the following fields: Cell and Customer Order.

For other button descriptions, see Document Toolbar.