Transfer Issued: Creating, Editing and Updating

💡These tutorials explain how to create, edit and update Transfer Issue transactions.

How to Update Multiple Transfer Issue Transactions#

1. Display a list of Transfer Issue transactions.
2. Click Actions (button) > Batch Update.
3. Select an option from the Batch Update dropdown list and fill in the required information:

   Field	Description
   Status	Select a Status from the dropdown list of statuses.
   Reference	Type a Reference in the provided block.
   Category	Select a Category from the dropdown list of categories.
   Entity	Select an Entity from the dropdown list of entities.

4. Click Update (button).
5. Confirm the change.

How to Update Multiple Transfer Issue Items#

1. Display a list of Transfer Issue Items.
2. Click the Items to change (use Ctrl + left-click to select multiple items).
3. Click Actions (button) > Batch Update.
   • Select an option from the Batch Update dropdown list and fill in the required information:
   • Assign to = Select a User from the dropdown list of users.
   • Credit = Select a Ledger Account to Credit (e.g. Stock on Hand Raw Materials).
   • Debit = Select a Ledger Account to Debit (e.g. Stock in Transit).
   • Department = Select a Department from the dropdown list of departments.
   • Qty = Enter the Quantity of goods transferred.
   • Status = Select a Status from the dropdown list of statuses to change the Items' Statuses. 
   • Unit Cost = Enter a Unit Cost in the provided block.
   • Unit Price and /Qty = Enter a Unit Cost in the first block and the quantity included in the Unit Cost in the second block.
   • VAT = Select a Default VAT Type in the first block, whether the price Includes (Inc) or Excludes (Exc) VAT in the second block, or both.
   • Start Date = Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.
   • Due Date = Set a Due Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.
   • Lead Days = Enter the number of Lead Days in the adjacent block.
4. Click Update (button).
5. Confirm the change.

How to Create a Transfer Issue Transaction#

1. Navigate to Transfer Issue.
2. Click New (button).
3. Fill in the header information as follows:
   1. Date = Select a Date from the calendar dropdown list (defaults to today).
   2. From = Select a Location from the dropdown list that the stock is being moved from.
   3. To = Select a Location from the dropdown list that the stock is being moved to.
   4. Reference = Enter a Reference.
   5. Note = Enter a Note.
   6. Category = Select a Category from the dropdown list of categories (if applicable).
4. Add items as follows:
   1. Items > Add Items: Select this option to manually add items one at a time.
      1. Select a Category in the block next to Add (Popup) (button).
      2. Select an Item in the dropdown list next to the category.
         • Note: Only items with locations that match the transaction's From and To locations can be selected.
      3. Fill in the quantity in the Qty block.
      4. Click Add (button).
      5. Edit or enter the Unit Price.
      6. Edit or enter an Adjustment: Enter a negative percentage to reduce the price (discount) or a positive percentage to increase the price (surcharge).
   2. Popup: Click Add (Popup) (button).
      1. Click View (button) to generate a list.
      2. Click the Item(s) to add and click Add (button).
   3. Repeat Step 4 to add more items, or right-click an item and select Copy Item (edit the copied line as needed).
      • Note: To remove an item, right-click the item and select Delete Item.
   4. Click Save (button).

How to Edit a Transfer Issue Transaction#

1. Navigate to Transfer Issue.
2. Click Menu (button) > Transactions or click Menu (button) > Items.
3. Apply any of the Filters.
4. Click View (button).
5. Double-click a Transaction or Item (or right-click and select Open Transaction).
6. Make any changes.
7. Click Save (button).

How to Add an Attachment or Link to a Transfer Issue Transaction#

1. Create or edit a Transfer Issue transaction.
2. Click Actions (button) > Add Attachment/Link.
3. Enter a Description in the block below Description.
4. Select a Type from the dropdown list below Type.
5. Paste a URL in the block or click menu (...) to browse the file on your local or cloud server.
6. Select the Item to link to from the dropdown list below Transaction Item.
7. Click Save (button).
8. Click Close (button).

How to Update a Linked Transfer Issue#

1. Create or edit a Transfer Issue transaction.
2. Click Actions (button) > Update Transaction and select an option:

   Field	Description
   Update Transaction from Setups	Any changes on the item's setup are applied to the transaction.
   Update the 'From' Transaction	Applicable if the Transfer Issue was or can be created by copying another transaction. Select a different source transaction. If not setup that way, returns an error message.
   Link Transaction to an SM	Links the transaction to a Service Manager Ticket.
   Reset Transaction Flow	Starts a new transaction flow (that is, removes the links to other transactions).

How to Reorder Line Items by Group#

1. Create or edit a Transfer Issue transaction with multiple line items.
2. Use the Field Chooser (*) to display the group and subgroup columns if they are hidden.
3. Enter group and subgroup (optional) names for each line item.
4. Click Actions (button) > Order Items by Group.
   • Note: You can manually reorder line items by right-clicking the line and selecting Move Up or Move Down.

How to Update Multiple Items on a Transfer Issue Transaction#

1. Create or edit a Transfer Issue transaction with multiple line items.
2. Select the Items you want to change.
3. Click Action (button) > Batch Update.
4. Select an option from the Batch Update dropdown list and fill in the required information:

   Field	Description
   Status	Select a Status from the dropdown list of statuses to change the Items' Statuses.
   Adj %	Type a % to change the Adjustment percentage.
   Qty	Type the Quantity of goods transferred.
   VAT	Select a Default VAT Type in the first block, whether the price Includes (Inc) or Excludes (Exc) VAT in the second block, or both.
   Group	Type a name for the Group.
   Subgroup	Type the name for the Subgroup.
   Resolve	Select a Resolve option from the dropdown list.
   Check in	Select a Date and Time to set a check-in or click Delete to delete the Check-in Date and Time.
   Check out	Select a Date and Time to set a check-out or click Delete to delete the Check-out Date and Time.
   Debit	Select a Ledger Account to Debit (e.g. Stock in Transit).
   Credit	Select a Ledger Account to Credit (e.g. Stock on Hand Raw Materials).
   Location	Select a Location from the dropdown list of locations.
   Department	Select a Department from the dropdown list of departments.
   Unit Price	Type a Unit Price in the block.
   Start Date	Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.
   Due Date	Set a Due Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.
   Lead Days	Type the number of Lead Days in the adjacent block.

5. Click Update (button).
6. Confirm the update.