Transfer Request Fields

If a transfer of an item from one warehouse to another is initiated, a transfer request record is created. You can also create a transfer request to initiate the transfer and change the ownership of items at that inventory position.

Note:

You must enter a Source Ownership if you enter a Destination Ownership. If you want to add or remove ownership of items at an inventory position, you cannot do so at the same time as transferring the item from one warehouse to another. You must first add or remove ownership by carrying out an inventory adjustment or by creating a Change Ownership request. See Creating An Inventory Adjustment and Changing Ownership.

Here is a description of the fields that make up a transfer request.

Key: * – Mandatory field; R – Read-only.

Field   Description
Reason Code   Reason for the Transfer. This can be any of the reasons defined by your administrator on the Reason tab of the codes tab
Status   Approval status of the transfer request.
Shipment Status   Indicates whether the item has been shipped to the destination warehouse.
Revision   Revision number of the transfer request.

Location Information

Field   Description
Source Ownership   Ownership of the item before the transfer takes place. You must enter a value in this field if you enter a value in the Destination Ownership field.
Source Warehouse   Warehouse that the item is to be shipped from.
Destination Ownership   Ownership of the item after the transfer takes place. If this field is empty, the ownership code does not change on the inventory position after the transfer takes place. If you enter a value in this field, you must enter a value in the Source Ownership field. If you enter a destination ownership, after receiving the inbound transfer:
  • The Ownership field on the inventory position changes to the value of this field.
  • The Ownership field on the outbound inventory transaction perpetual record is set to the Source Ownership.
  • The Ownership field on the inbound inventory transaction perpetual record is set to value of this field.
Destination Warehouse   Warehouse that the item is to be shipped to.
Source Location   Location of the item in the source warehouse.
Destination Location   Location in the destination warehouse where the item is to be placed.

Shipping Information

Field   Description
Carrier Service   Carrier service that the item is to be sent by.
Carrier   Carrier who will take the item to the destination location.
Requested Delivery Date   Date on which the item has been requested to arrive at the destination warehouse.
Shipment Required   Indicates whether a shipment is required to transfer the items. If the transfer has already taken place, clear this checkbox.

Transfer Request Lines

The transfer request lines related list shows the item to be transferred, the number of the item to transfer, number of items actually transferred and their transfer status. You can add an remove items on a transfer request from this section.

Shipping

The Shipping related list contains details of the related shipping record for the transfer request.