Transfer Purchase Transactions
Explanation
This activity is used to transfer non-inventory purchase transactions and refinement transactions
that fulfill the transfer conditions, and have not been previously
transferred, to IFS Financials.
The Default feature enables you to use the default
settings. Default settings are derived from the Task Registration
window in IFS Admin, which is set by the administrator.
Prerequisites
There are no specific prerequisites.
System Effects
- Non-inventory purchase transactions and refinement transactions
that have not been previously transferred and fulfill the transfer conditions
specified will be transferred to IFS Financials, resulting in vouchers being
created in the general ledger.
- If you have scheduled the task as a background job, the
task will be automatically performed based on the specified selection criteria.
Window
Transfer
Purchase Transactions
Related Window Descriptions
Transfer Purchase Transactions
Procedure
You can either transfer purchase transactions directly
(procedure A), or schedule the task as a background job (procedure B).
A. To transfer purchase transactions directly:
- Open the
Transfer Purchase Transactions
dialog box.
- Enter a new date or use the existing date in the To Date
field.
- Enter a value in the Site field. Do this by entering a value or click List to select a value from the
List of Values.
- Click OK.
Note: Click Default if you want to use
the default settings.
B. To schedule the transfer purchase transactions task as a
background job:
- Click
Schedule to open the New Database Task Schedule window.
Set the scheduling parameters as desired and save. Scheduled tasks can be
seen in Scheduled Database Tasks window.