All transfer transactions require a transfer reason be specified. Transfer reasons are defined and managed via the Inventory Transfer Reasons form.
To open this form, from the IDI Desktop Client menu bar select Applications > POS Back Office > Setup > Inventory Transfer Reasons.
This form lists the existing transfer reasons, lets you create new reasons, and lets you edit or delete existing reasons. For each reason, the following information is provided:
Reason ID | System-generated ID. |
|---|---|
Description | Text displayed in the Transfer Reason drop-down menu when you create or edit a transfer. |
Requested, Unsolicited, | For each reason, these columns indicate whether or not the reason applies to the corresponding transfer type. |
To define a new reason, right-click anywhere in the grid and select New.
The New/Edit Inventory Transfer Reason form lets you enter the transfer reason text, and specify whether or not this reason applies to each of the transfer types:
Enter the transfer reason text in the Description field. This text is displayed in the Transfer Reason drop-down menu when you select a reason while creating (or editing) a transfer.
For each transfer type, use the check box to specify whether or not this reason will be available in the Transfer Reason drop-down menu when creating or editing a transfer of that type.
Checked = reason is available
Unchecked = reason is not available