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Transfer 

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The Transfer tab enables you to create a Transfer between warehouses document directly on the Service Order form. The panel is useful when you have to, for the needs of a service intervention, transfer some material or spare parts from another warehouse into the warehouse used to issue items from a received claim. 

WARNING

Transfer tab is visible on the Service Order form, if the option Transfer is enabled in the Service Order document type.

 

The data on tab changes when the transfer document is created.

Table of contents

  1. Before the transfer is created
  2. After the transfer is created

1. Before the transfer is created

This tab allows you to create new or link existing transfer documents.

Create Document Select if you want to create new transfer document.
Document Type

Select document type for creating a Transfer between warehouses document.

This is only visible if the Create Document checkbox is selected.

Create Doc.

By clicking this button, a new transfer is created in the Transfer module with the document type selected in the Document Type field.

This is only visible if the Create Document checkbox is selected.

Link to Document Select if you want to link an existing Transfer between warehouses document.
Line

Displays the line number from the Receiving Slip of the Service Order.

This is only visible if the Link to Document checkbox is selected.

Item

Displays the item ID.

This is only visible if the Link to Document checkbox is selected.

Quantity

Displays the item quantity.

This is only visible if the Link to Document checkbox is selected.

Link Select the Transfer between warehouses document from the menu to link it to the Service Order.

2. After the transfer is created

After the transfer is created or linked, items for transfer can be entered in the lines.

Hint

For more information about the lines of the Transfer document, see the chapter Transfer Lines.

 

 


 

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