Issue on Transfer Note

Issue on Transfer Note screen is used to capture the details of items to be issued towards a material transfer note. This screen also helps to define dispatch details of the issuing material.

Later, any authorized user having the necessary privileges can modify the items shipping quantity, approve or reserve the issue details.

You can also view the existing materials that are issued through this screen.

To generate issue note:

  1. On the Inventory & Logistics module, click Transfer-Issue.

  2. If you are entering a new issue note, select the New check box against the Issue # box. By default, the checkbox appears as selected.

  3. Select the Inventory Location, which issues the material.

  4. To view all the existing transfer note details, click the Search Lookup against the Transfer Note # box. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Transfer Note Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  5. In the Issue Date box, type the date of issue. By default, it displays the current date/time.

  6. Select any of the available shipping service from Shipped By drop-down.

  7. Enter Consignment Number, Delivery Note Number and Shipped Date.

  8. If required, select sub-location form the drop-down to issue the item to the respective inventory sublocation.

  9. In the Inventory Items table, click the Edit symbol to enter the quantities of item to issue under Shipped Quantity column.

  10. Click the Serial Numbers button to capture serial numbers of the serialized items in Capture Serial Numbers pop up window.

  11. Click the Save button to save the request details and generate an issue number against the transfer note. System saves the issue details with status “PENDING”

  12. To approve the issue details, enter the Issue Number. Else, click the Search Lookup against the Issue Number field. The details appear in Lookup Search pop up window. Select the required Issue Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  13. Select the Approve check box to approve the issue. The user name appears in the Approved By field and the date appears in the Approval Date field automatically.

  14. Click the Save button to approve the material transfer note. The transfer note status becomes CONFIRMED after approval.

  15. Click the Print button to print the issue transaction.

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