This module lets you review and manage Inter-warehouse transfer documents. An inter-warehouse transfer document records products moving from one site (or location code) to another. The list view gives you access to every transfer you have created in one place: you can search among them and start the most important actions directly from here — create a new document, open, close, delete, send email and create a task.
The possible statuses of an Inter-warehouse transfer document are: Draft, Closed, Cancellation, Cancelled — the meaning and restrictions of each status are explained in the Frequently asked questions section.
Clicking the Main menu / Stock management / Inter-warehouse transfer / List menu item shows every transfer created so far. Above the table, the Actions tab gives you the following buttons for the selected document (click a row first, because without a selection most buttons are inactive):
Right-clicking a row gives you the same quick actions from a context menu (New, Open, Close, Delete), plus the Cloning option: it creates a new transfer based on the data of the selected one, so recurring transfers (for example the same replenishment to the same site every week) are faster to record than starting from scratch.
You can create a new transfer in two ways. The Main menu / Stock management / Inter-warehouse transfer / New menu item (and the New button of the list) opens the standard detail page, while the Main menu / Stock management / Inter-warehouse transfer / New group menu item opens the group entry form. Group entry can only be started from the menu; the New button of the list always opens the standard detail page.
In the list, transfers created in either way are not shown separately: they appear in the same table with the same columns.
Clicking the Search tab above the table reveals the filtering options. The most commonly used fields are shown right away: Document number and Status (you can select several statuses at once). Clicking Expand opens further, more detailed filters: Document date and Performance date by date range, Employee, Item number, Project, Job number, Department number and Internal comment. Use the Search button to apply the selected conditions.
The panel shown below the list lets you quickly check the details of a selected document without having to open it. The panel contains two tabs:
The panel can be pinned (fixed to a set size) using the icon in its top-right corner, and its size can be adjusted by dragging the divider line at the top of the panel.
On the Additional functions tab, the New task button lets you create a task related to the selected document — for example a reminder to check the received goods at the destination site.
If you entered a closed transfer with incorrect data, do not start over: select the row and choose Delete and copy from the arrow next to the Delete button — the document is deleted and the copy can be edited again together with its items. And if you have to move the same set of items every week, use the Cloning option of the right-click menu, or the New group entry, where you only have to select the sites once.
The table columns and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Document number | The unique identifier of the inter-warehouse transfer document. | |
| Document date | The date the document was created. | |
| Performance date | The date the transfer was performed. | |
| Status | The current state of the document (Draft, Closed, Cancellation, Cancelled). | |
| Expense | A link to the warehouse issue document related to the transfer, if it already exists. Clicking the document number opens the issue in a new tab. | |
| Income | A link to the warehouse receipt document related to the transfer, if it already exists. Clicking the document number opens the receipt in a new tab. |
The Expense and Income columns are empty if the document has no such related document yet.
The columns of the Items tab of the preview panel and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Name | The name of the transferred product. If the product master data is available, clicking the name opens the product page. | |
| Item number | The unique item number of the product, by which it can be identified in the master data. | |
| Quantity | The transferred quantity in the unit of the product. The footer below the items shows the total of the quantities. | |
| Source site | The site the goods leave. | |
| Source location code | The code of the storage location within the source site — may be empty if the item has no location code. | |
| Destination site | The site the goods are moved to. | |
| Destination location code | The code of the storage location within the destination site — may be empty if the item has no location code. | |
| Action | Opens the analytics of the product. It is only active for stockable products; for a non-stockable item a grey icon is shown. |
The columns of the Related documents tab of the preview panel and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Document number | The identifier of the related document. | |
| Document date | The date the related document was created. | |
| Document type | The kind of the related document (for example warehouse issue or receipt). | |
| Issuing employee | The name of the colleague who issued the related document. | |
| Action | Opens the related document with the icon at the end of the row. |
Only a Draft document can be closed, and only a Draft or Closed document can be deleted — Cancellation and Cancelled documents can neither be closed nor deleted. If the buttons are grey, check that a row is selected in the table. If the action stops with an error message, read the message and check the items of the document (sites, location codes, quantity), then try again.
Send email is only available for documents in Closed status (or beyond), because a draft can still change. Close the document first — even with the Close and download option if you need the file as well — and select the row in the table.
A link appears in these columns only if the transfer already has a related warehouse issue or warehouse receipt document. While the transfer is in Draft status there is usually no related document, so the two columns are empty. You can also see the related documents on the Related documents tab of the preview panel; you can read about how these document types work in the Warehouse issue list and Warehouse receipt list guides.
With New you enter the source and destination site and location code item by item, while with New group you select the two sites once in the header and only have to list the products. After saving, both are the same kind of inter-warehouse transfer document, so they are not distinguished in the list, and Open opens the standard detail page for both. The details of each mode are described in the Inter-warehouse transfer document and Inter-warehouse group transfer document guides.
A Draft is an open document that can still be edited; a Closed document is finalized. Cancellation and Cancelled documents remain in the list, but they can no longer be closed or deleted, so if a change is needed, create a new transfer instead (for example with the Cloning option). You can filter by these statuses with the Status field of the Search tab.
The Inter-warehouse transfer module only appears under Main menu / Stock management if it is assigned to your user. If you cannot see it, ask the system administrator to check the module assignment in your user settings.
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