Transfer Slip Preferences
In this area of preferences, you can define the following preferences related to transfers:
|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.
|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.
|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.
|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.
|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.|
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