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Page Revision: 01/12/2012 01:55 PM

Table of Contents [Hide/Show] Quick Transfers    Navigation to the screen    Create a new transfer order       Print Purchase Order       Print and Create New       Print Preview

Quick Transfers¶

 

Quick Transfers are used to preform a transfer that automatically processes the Work Order, shipment and closes the Transfer. This kind of transfer requires only one person to complete it and should only be done with the consent of the other location.

Navigation to the screen¶

Quick Transfers can be accessed from CDN .Net

 

Select Quick Transfer from the PO Type dropdown.

Create a new transfer order¶

 

1. Select the location that is sending the materials from the Transfer From dropdown.

2. Type all of the desired items and quantities into the Item Grid. This step is similar to all of the POS screens.

3. Select the Save Purchase Order button.

4. From the Action menu select Release Transfer.

5. Select the Yes button on the Release Transfer message.

The sending location will have a Work Order and Shipment generated. The receiving stopre will have a PO Receipt generated and the Quick Transfer will be closed. 

Print Purchase Order¶

 

Once the Quick Transfer has a sending location and at least one item on it, it can be printed.

Select the Print Purchase Order button.  

Print and Create New¶

 

This print option will display a new purchase order after the printing has completed.  

Print Preview¶

 

Print Preview allows the user to see the printed document without actually printing it.