Material Transfer Note

Material Transfer Note screen is used as a request for transferring material within the inventory locations. Any authorized user can enter the material transfer request on behalf of the inventory location.

Later, any authorized user having the necessary privileges can select the inventory location source from which the items should be transferred. He can modify the item details, quantity, approve or reject the Requisition Note.

You can also view the existing material transfer notes through this screen.

To generate new material transfer note:

1. On the Inventory & Logistics module, click Transfer Note.

2. If you are entering a new request, the New check box against the Requisition Number field appears as selected, by default.

3. In the Transfer To drop-down, select the destination inventory location to transfer the material.

4. Select Transfer Note Date on which the material should be transferred. The Transfer Note Date shows the current date, by default. Enter Notes, if any.

5. In Inventory Items table, click Add link to add a row where you can enter the item details. Select the available items from the drop-down. Enter the Required Quantity. Repeat the process to request for multiple items.

6. Click the Save button to save the request details and generate a transfer note number against the request.

7. To approve or cancel the request, enter the Transfer Note Number. The request details appear in the screen with the status PENDING. Select the Approve or Cancel check box to approve or cancel the request respectively. The user name appears in the Approved/Canceled By field and the date appears in the Approved/Canceled On field automatically.

8. Select the source inventory location from which the materials are to be transferred from the Source From drop-down.

9. In Required Items table, click the Eraser symbol against an item. The item details appear in edit mode. Enter Approved Quantity and click Update link.

10. Click the Save button to approve the material transfer note. The transfer status becomes CONFIRMED after approval.

11. To view any existing Transfer Note details, enter the Transfer Note Number in the given field. To view all the existing transfer note details, click the Search Lookup against the Transfer Note Number field. The details appear in Lookup Search pop up window. Select the Transfer Note Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

Note:

• Modification of an existing Transfer Note is allowed only if it is not Approved and in PENDING status.

• Approve check box appears if the user does not have the privilege Auto Approve Material Transfer Note.

• You can transfer PPC items to operational entities. The PPC items available for transfer are displayed in Item drop-down.