Procedures

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Transfer Branch to Branch for “A” Type Master

Transfer Branch to Branch for an Asset record for “A” Type Inventory Master, including From / To a Technician

Transfer A Type Masters to Branches:

From Workflow > Warehouse OR From Inventory > Transfer Inventory form

1. Click on Transfer Inventory bucket. Transfer Inventory form will open
2. Select Branch to transfer from
3. Select Branch to transfer to
4. Scan the asset serial number into the Scan Item field
5. In the Scanned Inventory grid, on the item line, change the value in the Trans. Qty column to 1
6. Click the Transfer button
7. Transfers will appear on the Trans tab of Master record

From the Asset form

1. Click on the Extended Menu of the Asset form
2. Select Transfer Branch to Branch option. A Transfer Inventory window will open
3. Select the From Branch and the To Branch
4. Click the Save button