Transfer Received: Creating, Editing and Updating

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

How to Update Multiple Transfer Receive Transactions#

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

   Option	Description
   Status	Select a Status from the dropdown list of statuses.
   Reference	Enter 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 Receive Items#

1. Display a list of Transfer Receive Items.
2. Click the Items to change (use Ctrl + left-click to select multiple items).
3. Click Action (button) > Batch Update.

1. Select an option from the Batch Update dropdown list and fill in the required information:

   Option	Description
   Assign to	Select a User from the dropdown list of users.
   Credit	Select a Ledger Account to Credit (e.g. Stock in Transit).
   Debit	Select a Ledger Account to Debit (e.g. Stock on Hand WIP).
   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.

2. Click Update (button).
3. Confirm the change.

How to Create a Transfer Receive#

1. Navigate to Transfer Receive.
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. Fill in the item section by choosing option 1, 2 or 3 below:
   1. Items: Select this option to manually add items one at a time:
      1. Select a Category in the block next to Add (Popup) that displays Search.
      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. Click Add (Popup) > Copy Items from Transfer Issue.
      1. This option is used if the Transfer Received was created by copying a Transfer Issued. However, not all the items were copied across at the time, or some items were deleted from the current transaction.
      2. Click the items to add and click Add (button).
   3. Click Add (Popup) (button) > Items.
      1. Click View (button) to generate a list.
      2. Click the Item(s) to add and click Add (button).
5. 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.
6. Click Save (button).

How to Create a Transfer Receive from a Transfer Issue#

1. Create a Transfer Issue transaction.
2. Set the Status to In Transit.
3. Accept or edit the Status changes to the Header and Items.
4. Click the Items (unselect) that you do not want to copy.
5. Change the Quantity if applicable (e.g. if you received fewer items than specified).
6. Click Copy.
7. Edit the Transfer Receive transaction if necessary.
8. Click Save (button) if not greyed out.

How to Edit a Transfer Receive Transaction#

1. Navigate to Transfer Receive.
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).
   • Note: To edit a transaction with the Status of Complete, open the transaction and change the Status to Active.

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

1. Create or edit a Transfer Receive 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 Receive Transaction#

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

   Option	Description
   Update Transaction from Setups	If any information (e.g. the unit price) was changed on the item's setup, it is applied to the transaction.
   Add all items from ITI X (appears once a 'From' Transaction is set)	Adds all the items that were not previously selected from the Transfer Issue (where X is the Transfer Issue Number).
   Update items from ITI X (appears once a 'From' Transaction is set)	Updates all the items with any changes made to the Transfer Issue (where X is the Transfer Issue Number).
   Update the 'From' Transaction	Lets you choose a different Transfer Issue as the source document (enter the number). Once it is set, the Add all items and Update items options appear above it.
   Link Transaction to an SM	Links the transaction to a Service Manager Ticket.
   Reset Transaction Flow	Starts a new transaction flow (that is, it removes the links to other transactions).

How to Automatically Reorder the Line Items by Group#

1. Create or edit a Transfer Receive transaction with multiple line items.
2. Optional: Use the Field Chooser (*) to display the group column if it does not appear.
3. 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 Receive Transaction#

1. Create or edit a Transfer Receive 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 Item's Status.
   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 a 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 on Hand: WIP).
   Credit	Select a Ledger Account to Credit (e.g. Stock in Transit).
   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 change.