Finalize Transfer

Explanation

Perform this optional activity to finalize the rental transfer. Finalizing the transfer refers to going through any remaining status changes using default values and without manual intervention.

Prerequisites

A rental transfer has to exist in any other status than Canceled or Closed.

System Effects

Any remaining status steps will be performed and the rental transfer set to the Closed status. Also refer to these separate steps for further information about system effects, especially the Execute Transfer activity.

Note that when finalizing a transfer, the user will not be given an option to update the Approved or Received quantity fields, and these will instead be set to their respective default values.

Window

Rental Transfer

Related Window Descriptions

Rental Transfer
Rental Transfers
Rental Transfer Lines

Procedure

  1. Open the Rental Transfer window.
  2. Query for the rental transfer that should be finalized.
  3. Right-click and click Finalize Transfer.