To Create a Two-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 2-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. This must be a warehouse other than the warehouse selected in the Warehouse ID box.
  6. If needed, in the External Ref. box, type the reference number of the document this 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. For each item to be moved, in the table of this dialog box, do the following:
    1. Select the check box in the unlabeled column for the item to be moved.
    2. In the Qty. Selected column, specify the quantity to be moved.
      Note: The quantity is specified in the base UOM. If needed, select another UOM among those that apply to the item and specify the quantity.
  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.