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To create a new Transfer transaction in NorthScope, first expand the Inventory module. Then, click Transactions. This will open the Transactions list view. From the Transactions list view, click the New toolbar icon. This opens a drop-down menu, which displays all active inventory transaction classes for the user to select the transaction class for the transaction. Select any of the transfer transaction classes to open a blank Transfer type record view.  

Completing the header fields

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• Owner: This is the owner of the lot from which the item is being transferred. Therefore, this field is only editable when the corresponding item is lot tracked. 
• Production Batch: This is the production batch from which the item is being transferred. Therefore, enter the production batch where you would like inventory to decrease. This field is only editable when the corresponding item is lot tracked. 
• Warehouse Lot: This is the warehouse lot from which the item is being transferred. Therefore, enter the warehouse lot where you would like inventory to decrease. This field is only editable when the From Site is warehouse lot tracked. 
• Item: Description: This is the item being transferred. If the item selected is managed by units only, the Weight and Weight UOM fields will be disabled. If the item selected is managed by weight only, the Units and Units UOM fields will be disabled. 
• To Owner: This is the owner of the lot to which the item is being transferred. Therefore, this field is only editable when the corresponding item is lot tracked. The field is blank when new line items are entered, but defaults to the 'Owner', if the field is left blank when the transaction is saved.
• To Warehouse Lot: This is the warehouse lot to which the item is being transferred. Therefore, enter the warehouse lot where you would like inventory to increase. Note: The To Warehouse Lot field can be updated via the Mass Update tool to update filtered/selected line items within a transfer transaction.
• Units: This is the number of units of the item being transferred. This field is only editable if the corresponding item is managed by units and weight or units only. 
• Units UOM: This is the unit of measure of the units being transferred. This field is only editable if the corresponding item is managed by units and weight or units only. This field will default to the item's default inventory unit UOM once the item is selected. If the UOM selected differs from either of the lots involved in the transfer, the units will be converted based on the UOM conversion on the UOM schedule. 
• Net Weight: This is the total weight of the item being transferred. This field is only editable if the corresponding item is managed by units and weight or weight only. 
• Weight UOM: This is the unit of measure of the weight being transferred. This field is only editable if the corresponding item is managed by units and weight or weight only. This field will default to the item's default inventory weight UOM once the item is selected. If the UOM selected differs from either of the lots involved in the transfer, the weight will be converted based on the UOM conversion on the UOM schedule. 

Note: The Units and Weight values must both be positive and cannot be zero. 

Note: The Production Batch and the Warehouse Lot information doesn't need to be manually entered, if Allocate Item feature is used. The Warehouse Lot field is only required when the site is Warehouse Lot tracked.

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• Auto-Create New Lots: This field identifies if new lots can be created on the transaction or not. The value defaults from the transaction class properties, but the value is editable.   
• Negative Available Balances: This field identifies if the transaction can change the lot balances to negative or not. The value defaults from the transaction class properties, but the value is editable.  
• GL Date: This field defaults to the transaction date, but can be edited. The GL Date must be the same as the transaction date or a later date and the date must reside within an open fiscal period.
• Created by: This field displays the name of the user who created the transaction. This field is for informational use only and cannot be edited.
• Created Date: This field displays the date when the transaction was created. This field is for informational use only and cannot be edited.
• Last User: This field displays the name of the user who updated the transaction the most recently. This field is for informational use only and cannot be edited.
• Last Updated: This field displays the date when the transaction was updated the most recently. The field is for informational use only and cannot be edited.

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