Process Stock Transfers
Navigating to Stock Transfers
1. Go to “Inventory” on the menu bar, then select “Request Processing” and then “Stock Transfers”.
Locating Stock Transfers
Finding TR to Process
1. On the Stock Transfer: Process Open Documents, type the TR 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 Stock Transfers
3 Ways to View the TR
Once you have located the TR in the system you have a few different ways to process the document.
1. Click on the checkbox next to the TR and select the Update Button.
2. Right mouse click on the TR and again select Update from the drop down Menu.
3. Double clicking on the TR.
Updating Quantities
Making Quantity Changes
1. On the Inventory Request Line Item Update page, adjust the quantities in the Issue Quantity column for the TR to match those provided to the Department. Note that quantities can only be decreased on an TR.
Deleting Items
Deleting an Item
1. To delete a line on a TR, click on the checkbox next to the item and select the Delete Lines.
Closing Stock Requests
Closing the Stock Request
After making changes to the TR, you can choose one of the following options:
- Close Request & B/O: This will close both the request and delete the backorders.
- Close Request Keep B/O(s): This will close the request but leave the backorders open. You will need to revisit the TR to close the request once the quantities become available in the warehouse.
If you opt to keep the backorders open, remember to return to the TR and close the request once the quantities are available.
