Updated: February 4, 2026 11:01am

Node Preferences - Transfers - General

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:

ASN or Voucher.
If set to ASN then the receiving store gets an ASN that they can generate a voucher against AND the documents will end up in transfer verification so that they can be reconciled.
If set to Voucher, the Transfer Verification module is bypassed completely and both the sending and receiving stores have the appropriate vouchers and inventory is updated without further action. Nothing will need to be reconciled in Transfer Verification (and nothing will be displayed). Note: This is the same way that transfer verification worked in legacy versions of Retail Pro.
Default Resolution Method:

The Default Resolution Method defined in preferences is consumed when the user is in Transfer Verification and selects the RESOLVE ALL option. Prism will use the Default Resolution Method and apply the Resolution Rules.
The default resolution method is 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.
Notes:

  • This preference requires that the user updating the vouchers be assigned to both the sending and receiving stores.
  • Pairs will auto verify upon voucher update if the slip is present in that installation's data.
  • In the case where the slip is not replicated to the destination store/install, the pairs must be verified at an installation with both documents (i.e. POA)
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
Consolidate Like Items on Transfer Documents If enabled, will consolidate line items with the same UPC when added to a transfer order or transfer slip. If the preference is disabled, item quantities will not be consolidated. This means that items with the same UPC will be listed multiple times if scanned multiple times on the original document. Default = Enabled
Enable Multi Subsidiary Transfers (Added in Prism 2.4)
At each subsidiary that will participate, you must enable multi subsidiary transfers in Admin Console > Node Preferences > Transfers > General. 
When the "Enable Multi Subsidiary Transfers" preference is enabled, the following changes occur:
  • Transfer Orders: Select a TO Type when creating a new TO: [Single Subsidiary or Multi Subsidiary]. If you select multi subsidiary, then the Transfer Order item list includes a Subsidiary dropdown for selecting the target subsidiary for the transfer.
  • Transfer Slips: Transfer slips include a Transfer Type dropdown [Store-to-Store or Intercompany]. If you select Intercompany as the Transfer Type, elements for displaying/selecting the From Subsidiary and To Subsidiary are included on the form.
Upon Multi Subsidiary Transfer Slip update generate: When you update a transfer slip for a multi subsidiary transfer, by default Prism will generate an ASN. The "Upon Multi Subsidiary Transfer Slip update generate" preference controls this behavior. The available choices are ASN (default) or voucher. When the updated slip arrives at the root authority (RA), a document of the selected type (ASN or voucher) will be generated and replicated downstream. 
Note: In the Store Assignments area of Tech Toolkit, you can define the specific downstream locations to which the ASNs or vouchers generated at the RA will be sent.
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

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