Transfer Transaction Fields

The following fields display on the Transfer panel:

  • Account: Select the account the transfer will be associated with. This is populated in Designer under Preferences > Custom Codes > ACCOUNT.
  • Destination Storeroom: Select which storeroom to transfer the material to. This is a required field.

NOTE: If this field is not populated with options, see Add or Edit a Storeroom.

  • Date: Enter the desired date and time or use the calendar icon to enter the date and time of the transaction. If the Transaction Date is left empty, the current date and time are recorded.
  • Quantity: Enter the quantity of material to transfer.

NOTE: Negative quantities cannot be entered in the Quantity field.

  • Requested By: Select the employee who requested the transfer. For this field to be populated, the Request Transfer check box in Designer under Employees > Details > Permissions > Storeroom needs to be selected.
  • Comments: Enter any comments regarding the transfer.