Cancel/Reject a Location Transfer

Authorized users will have the ability to Cancel or Reject a Location Transfer. A user at the sending location may Cancel a transfer; a user at the receiving location may Reject a transfer. Both actions will result in the transaction being nullified and control of the inventory will be returned to the issuing location.

Note: This process is not applicable to storage transfers.

  1. From the Inventory menu, click Recent Location Transfers. This screen lists all of the recent transfers.
  2. To find a particular transfer, use the Search field or click the Funnel (Filters) icon to access the screen filters.
  3. Below, click the expander link for the desired task to display further instructions.

 

  
  1. Find the transfer you want to cancel, then click the Cancel link.
  2. In the detail screen, select the desired Cancel Date from the drop-down.  {Note}Closed: The drop-down will include the current date and Post Dates for all open periods, listed in descending order.
  3. Review the list of products and quantities as needed to confirm this is the correct transfer.
  4. When ready, click the Cancel Transfer button.
  5. A confirmation message will appear; click OK to confirm.

 

  
  1. Find the transfer you want to reject, then click the Reject link.
  2. In the confirmation box, enter an optional reason for doing so.
  3. A warning message will appear. Click OK to cancel or click Cancel to stop.

 

 

 

Related Topics Link IconRelated Topics