Process Department Transfers
Navigating to Department Transfers
1. Go to “Inventory” on the menu bar, then select “Request Processing” and then “Department Transfers”.
Locating Department Transfer
Finding DT to Process
1. On the Department Transfers: Process Open Documents, type the DT number of the document you want to process into the Search box. Then, press Enter on your keyboard or click the Search Button.
Viewing the Department Transfer
3 Ways to View the DT
Once you have located the DT in the system you have a few different ways to process the document.
1. Click on the checkbox next to the DT and select the Update Button.
2. Right mouse click on the DT and again select Update from the drop down Menu.
3. Double clicking on the DT.
Updating Quantities
Making Quantity Changes
1. On the Inventory Request Line Item Update page, adjust the quantities in the Issue Quantity column for the DT to match those provided to the Department. Note that quantities can only be decreased on an DT.
Deleting Items
Deleting an Item
1. To delete a line on a DT, click on the checkbox next to the item and select the Delete Lines.
Closing Stock Requests
Closing the Department Transfers
After making changes to the DT, select to Close Request & B/O: This will close both the request and delete the backorders.
