Transfer Requests

Clicking the Transfer Requests tab displays the transfer requests home page. .
  • In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
  • In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
  • From the list, you can click any transfer request number to go directly to its detail.
  • Click New to create a new transfer request.
Recent Choice   Description
Recently Viewed   The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created   The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified   The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

The Transfer Requests tab enables you to create and manage requests to transfer inventory from one warehouse to another. Your administrator may have created an approval process for transferring inventory from one location to another.

You can change the ownership code on an inventory location on a transfer request. The transfer is complete after the inbound transfer is received.

When you change the ownership code on an inventory location on a transfer request, inventory transaction financial records and inventory transaction perpetual records are now created.

The first inventory transaction perpetual record shows the original Ownership code and that the quantity in the old location has been decreased by the quantity in the transaction. The second inventory transaction perpetual record shows the new ownership code and the quantity in the new location has increased by the quantity in the transaction.

The first set of inventory transaction financial records decreases inventory by the quantity and amount of the transaction and increases the values in the Transfer Request by the same quantity and amount.

The second set of inventory transaction financial records increases inventory by the quantity and amount of the transaction and reduces the values in the Transfer Request by the same quantity and amount.

Note:

If your organization tracks inventory by ownership code, this may have an effect on your general ledger.

On completion of a transfer request:

  • If the Destination Ownership field on the transfer request is empty, the ownership code on the inventory position does not change.
  • The Ownership field on the inventory position changes to the value in the Destination Ownership field of the transfer request.
  • The Ownership field on the outbound inventory transaction perpetual record is set to the value in the Source Ownership field of the transfer request.
  • The Ownership field on the inbound inventory transaction perpetual record is set to the Destination Ownership field of the transfer request.

For information about transferring items, see Transferring Items.

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.