Prepare Transfer
Explanation
Perform this activity to review the data on the rental
transfer
in preparation for releasing it. This activity includes defining
receiving project information on the rental transfer in case it should be
transferred to a different project and this has not already been done as part of
creating the rental transfer.
Prerequisites
A rental transfer has to exist and be in the Created
status.
System Effects
The rental transfer will be ready to be released.
Window
Rental Transfer
Related Window Descriptions
Rental
Transfer
Rental Transfers
Rental
Transfer Lines
Procedure
- Open the
Rental Transfer
window.
- Query for the rental transfer that should be
prepared.
- Optionally, enter information
on the General tab about collection date
and time, and the date and time on which the rental should be ended, if this
has not been already entered.
- Optionally, enter information
on the General tab for a receiving
project in case the items should be transferred rather than returned, if
this has not been already entered.
- On the Transfer Lines tab, adjust
any transfer quantities as required.
- Save.