Transferring out single items without a purchase order

You can transfer out of a storeroom a single item or a tool that is not associated with purchase orders.

Procedure

  1. On the List tab of the Issues and Transfers application, select the storeroom into which you want to transfer the item.
  2. On the Transfer Out tab, click New Row.
    1. In the Line Type field, select whether you are transferring out an ITEM or a TOOL.
    2. In the Item field, click Detail Menu to select a value and to retrieve an item. The item you choose must be available in the storeroom you selected.
  3. Optional: Click New Row to add more items.
  4. Click View Details to add information or to edit any fields:
    1. If you are transferring items within a site, specify the location in the To Location field.
    2. If you are transferring items to a different site within an organization, change the value in the To Site field, and specify a location in the To Location field.
    3. Edit the number of items to transfer in the Quantity field as needed.
    4. 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. You can change the default conversion as needed.
    5. Edit the To Bin value as needed.
    6. Optional: If appropriate, 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.
  5. Click Save Transaction to transfer the item out of the storeroom and to the location and site specified.


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