To Create a Single-Step Transfer

  1. Open the Transfers (IN304000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Transfer Type box of the Summary area, select 1-Step.
  4. In the Warehouse ID box, select the warehouse from which the items will be moved.
  5. In the To Warehouse ID box, select the warehouse to which the items will be moved. You can select the same warehouse as that in the Warehouse ID box if the items must be moved between locations within the same warehouse.
  6. If needed, in the External Ref. box, type the reference number of the document the transfer is based on.
  7. In the Description box, type a brief description of this transfer.
  8. On the table toolbar of the Details tab, click Add Items, which opens the Inventory Lookup dialog box. Make sure the Show Available Items Only check box (in the Summary area of the dialog box) is selected.
  9. In the table of the dialog box, perform the following actions for each item to be included in the transfer:
    1. Select the check box in the unlabeled column for the item to be moved.
    2. Specify the quantity to be moved (in the base UOM).
  10. Click Add & Close to add the selected items to the transfer and close the dialog box.
  11. On the form toolbar, click Save.
  12. On the form toolbar, click Release to release the transfer.