You can transfer out of a storeroom items or tools that
are not associated with purchase orders.
Procedure
- From the List tab of the Issues
and Transfers application, select the storeroom out of which you want
to transfer the items.
- From the Transfer Out tab, click
Select Items for Transfer, select the items
you want to transfer out of the storeroom, and click OK.
- Click View Details on a row to add
information or to edit any fields:
- If you are transferring items directly within a site,
specify a location in the To Location field
or click Detail Menu to select a value and
to retrieve a location.
- If you are transferring items to a different site within
an organization, change the value in the To Site field
and then specify a location in the To Location field.
- Edit the number of items to transfer in the Quantity field.
- If the Conversion Factor field
is empty, specify the conversion ratio for this transaction. For example,
if the storeroom you are transferring from is measured in boxes, and
your receiving storeroom is each, then your conversion ratio is between
box and each. If you have a box of 12, the conversion value is 12.
Change the default conversion as needed.
- Edit the To Bin value.
- Optional: Fill the Issue To field.
For example, if the item was given to a person to carry to you from
the supplying storeroom, add the identifier for that person to this
field. Fill the remaining fields as needed.
- Click Save Transaction to transfer
the items out to the storeroom and into the site specified.