Updated: October 13, 2021 9:01am

Transfer Slip Preferences

 In this area of preferences, you can define the following preferences related to transfers:

Preference Description
After Transfer Slip is updated go to: Select what should be displayed after a slip is updated:
New Slip: A new slip form is opened, ready for editing.
Former Slip: The Former Slip is displayed. To create a new slip, the user must click the New button.
Defines whether the user is taken to a new Transfer Slip or the finalized Transfer Slip, after update
Upon Transfer Slip update generate:

By default, when a user updates a transfer slip an ASN is generated. When the transfer is received, generate a voucher from the ASN to complete the transfer.
If the preference is set to Voucher, a voucher is automatically generated and updated.

Default Resolution Method:

The default resolution method will be used when a user clicks the "Update All" button in the Transfer Verification area. This preference is not used when manually resolving or updating selected document pairs.
Prompt (default): If set to "Prompt", the user will select a method at runtime.
Correct Sending: Resolution method which assumes the sender made an error. This is corrected by way of reversal and generation of replacement documents
Correct Receiving: Resolution method which assumes the sender made an error. This is corrected by way of reversal and generation of replacement documents
Adjust Sending: Resolution method which assumes there were no user errors. The document record is corrected by way of reversal and generation of replacement documents. Required quantity adjustment memos are generated for the sending location
Adjust Receiving: Resolution method which assumes there were no user errors. This is corrected by way of reversal and generation of replacement documents. Required quantity adjustment memos are generated for the receiving location.

Verify Transfers Upon Voucher Update

If selected, when the voucher is updated, the matching transfer slip and the voucher are automatically verified. If not selected, transfer slips and matching vouchers must be verified in the Transfer Verification area.
Any differences between documents at the source and target stores is handled by the Default Resolution Method preference.

Require Comment on Transfer Slips If selected, a Comment must be selected before a user can update a slip.
Note: To select a Comment on a slip, you must first define Comments in Node Preferences > Transfers > Comments.
Require Transfer Slips reference Transfer Order

If selected, a TO Number must be entered on transfer slips.
If not selected, the TO No field can be empty

Fee Types Fee Types for transfers must be set at the Subsidiary level. If you are at the global level, first double-click the desired Subsidiary, then the Fee Type UI will be editable.


Transfer Fees
To add/edit fee types for transfer documents:
Select a Subsidiary.
In the Transfer Fees area, click the Edit button for the Fee Type you want to edit.
Type the desired text (limit six characters).
Select the Active checkbox. Only active Fee Types will be available for selection on slips.    
Save the changes.  

Transfers > General Preferences

Node Preferences > Transfers > General