Transfer Out - One Shot

Note: 

The Transfer Out - One shot is used when you would like to transfer an item from one yard/branch to another. This item will now be a part of the inventory/depreciation for that new yard/branch. The "One Shot" is the same as transferring out permanently, except that a manual "Transfer In" is not needed, so you will need to notify the yard manager for where the item is going that the transfer is complete.

STEP 1: Click Asset Ops

STEP 2: Click Transfers Out

STEP 3: Click New Document

STEP 4: Choose Transfer Out - 1 Shot (P) for Transaction

STEP 5: Choose Branch it is going to

STEP 6: Click OK

STEP 7: Enter your Document # (Required)

STEP 8: Choose the date of the official transfer

STEP 9: Choose the Planned Ship Date

STEP 10: Choose the Due in Date

STEP 11: Enter the driver that is going to deliver it

STEP 12: Enter the PO# if you are having it delivered by an external source

STEP 13: Click Lines Tab

STEP 14: Click Add (Bottom left)

STEP 15: Enter/Choose the item being transferred

STEP 16: Enter the Quantity

STEP 17: Enter any specific details

STEP 18: Click Close

Note: If you have more than one item, you can continue to click the new button until all items are listed

STEP 19: Click the radio box under "Pick" column to match the serial #/Ecode

STEP 20: Click Close

STEP 21: Click Save and Close

STEP 22: Click Yes

STEP 23: Decide how you want to notify the item recepient