Partially Transfer Items Using The Inventory Control Transfer Function

How to partially transfer items using the Inventory Control (I/C) Transfer function. Partial transfer occurs when the requested quantity is more than the quantity available in inventory.
Solution

The following are the steps to do partial transfer of items:

1. From the I/C Transaction folder, click Transfers.
2. Click the New icon to create a new document.
3. For Document Type select Transfer.
4. In the detail grid, enter values in the Item Number, From Location, To Location, Requested Qty and Transfer Quantity fields.
To simulate partial transfer, enter a transfer quantity that is less than the requested qty.
For example:
o Enter 10 for Requested Quantity.
o Enter 7 for Transfer Quantity.
o This results to an outstanding quantity of 3.
5.Click Post to post and generate the document number.
6.Select "No" to the question "Do you want to delete this transfer after posting?"

At this point the user can no longer open the document and transfer the outstanding quantities. Instead, to complete the transfer, user can create a new document and use the incomplete transfer as reference transfer number.

Perform the following steps to complete the transfer:

1. Click on the New icon to create a new document.
2. For Document Type select Transfer.
3. For Transfer Number enter the transfer number of the incomplete document. Based on the example, the 'Outstanding Qty' should have 3 and 'Transfer Quantity' should also have 3.
4. Click Post to complete the transfer of the outstanding quantities.