Two-Step Transfers: Implementation Checklist
Before you start processing two-step transfers, you should make sure that the system is configured properly, as described in the following sections.
Implementation Checklist
In the following table, you can find features, settings, and other actions that are required for processing two-step transfers.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the following features are enabled:
|
| Inventory Preferences (IN101000) form | Make sure that all necessary settings related to inventory have been specified, as described in Order Management with Inventory. |
| Warehouses (IN204000) form | Make sure that the required warehouses have been created, as described in Warehouses: Implementation Activity. |
| Stock Items (IN202500) form | Make sure that the required stock items have been created, as described in the Stock Item Creation: Implementation Activity. |
Other Settings That Affect the Workflow
You can affect the workflow of the processing of two-step transfers by specifying additional settings:
- To cause transfers with the On Hold status to be created (so that a user can verify the documents before further processing), you select the Hold Documents on Entry check box in the Data Entry Settings section on the Inventory Preferences (IN101000) form.
- To cause general ledger batches generated during the processing of inventory documents to be posted automatically, you select the Automatically Post on Release check box in the Posting Settings sections on the Inventory Preferences form.
Validation of Settings
To make sure that all settings are configured correctly, process a sale of stock items, as described in Two-Step Transfers: Process Activity.