Post Transfers

Use the Post Transfers function to post transfers. Posting transfers updates General Ledger Accounts, if applicable.

Transfer: Decrease from Source, Increase in Destination

Item Cost
Account Entry
Source Inventory Credit
Destination Inventory Debit
Transfer Cost
Account Entry
Source Transfer Cost Credit
Destination Inventory Debit

The inventory accounts and the transfer cost accounts both come from the account codes for the item in the source and destination locations.

Posting Transfers

If you have a multiuser system, make sure that no one else is using the Inventory system.

  1. Print the Transfers Journal.
  2. Select the Do the following then check the box check box.
  3. Select the batches to post. The batch codes are listed only if you have the use transaction batching option selected in the Business Rules function.
  4. Enter comments for the post, if applicable, in the Comments field. These comments are saved in the Post Run field in general ledger and can be seen on the GL Journal pick screen.
  5. Click a command button to  
    6. Click To
    OK Begin posting the transfers.
    Activity Display the Activity Log to view posting activity.
    Reset Set all fields to their default values.