Voiding Planned Transfers

1. When you first enter into the Planned Transfer option, a Select An Open Planned Transfer window appears and displays the following options:

• EXIT – Select EXIT to leave this option.
• NEW – Select NEW to create a new planned transfer.
• FIND – Select FIND to find a previously entered Open Planned Transfer by the Planned Transfer reference number.
• PRINT – Select PRINT to print a completed planned transfer.
• STANDARD - Select STANDARD to create a Planned Transfer from a Standard Transfers Template. The STANDARD option will only appear if Standard Transfers have been create in the system. See Standard Transfers for more information.
• A list all open planned transfers with the following information:
  • The Planned Transfer Expected Date.
  • The Planned Transfer Reference Number.
  • The Planned Transfer header note if one was entered.
  • The first "From" item code on the transfer.
  • ... More to indicate the transfer has more than one "From" item
  • Next Lot - Next Lot will appear if one of the "From" lots has not been assigned to a specific lot by using the Next Lot option

• CLOSED - Select Closed to view a list of Closed Planned Transfers closed on the current system date. Closed Planned Transfer cannot be changed.
  • A Select A Closed Planned Transfer window will appear with the following options:
  • The completed date and time of the Planned Transfer.
  • The Planned Transfer reference number.
  • The Planned Transfer header note.

To Void an Open Planned Transfer

1. Select Find and enter the Planned Transfer number, or Select from the list of open planned transfers

See Adding A Planned Transfer for additional information.

2. The planned transfer details and command options will display: Add, Change, Delete, Cost, Header, Info, Text(Z), Finish(X), Void, and Exit. The Next Page/Prior Page command options will also appear if there is more than one page of planned transfers lines.

Select Void to void the planned transfer.

3. The following message will display: "Do you really want to void this Planned Transfer ? No/Yes."

• Select no to abort voiding this planned transfer and will return to the entry page command options.
• Select yes to proceed with voiding the planned transfer.

To Void a Completed Planned Transfer

1.Select Find and enter the Planned Transfer number, or Select from the list of Closed Planned Transfers.

2. The planned transfer details and command options will display: Exit, Cost Print and Void. The Next Page/Prior Page command options will also appear if there is more than one page of planned transfers lines.

Select VOID

3. The following message will display: "Do you really want to void this COMPLETED plan? No/Yes."

• Select no to abort voiding this planned transfer and will return to the command options.
• Select yes to proceed with voiding this planned transfer.

Note: A completed planned transfer may only be voided if the "To" item lots have not been changed and any associated vouchers or journal entries created have not been changed.

For more information on the Planned Transfer option see Planned Transfers.

Security Required : Inventory - Planned Transfer