| Column Name | Required | Default Value | Note | |
|---|---|---|---|---|
| Transfer Transaction | TransactionDate | X | Date must be for a period open to inventory. | |
| DeliverOnDate | ||||
| FromSiteID | X | Must be a valid active site. | ||
| ToSiteID | X | Must be a valid active site. | ||
| ViaSiteID | Must be a valid in transit site. | |||
| Carrier | Must be a valid active carrier. | |||
| Reference | ||||
| BOL | ||||
| AutoCreateNewLots | Not Allowed | |||
| NegativeAvailableBalances | Not Allowed | |||
| HeaderNote | ||||
| ItemID | X | Must be a valid item ID. | ||
| LineItemUnits | X | Required if item managed by 'Units Only' or 'Units & Weight'. | ||
| UnitsUOMID | Item's Inventory UOM. | Must contain a valid Units UOM from the Item's UOM schedule. | ||
| LineItemWeight | X | Required if item managed by 'Weight Only' or 'Units & Weight'. | ||
| WeightUOMID | Item's Inventory UOM. | Must contain a valid Weight UOM from the Item's UOM schedule. | ||
| LineItemGrossWeight | 0.00 | |||
| ProductionBatch | X | Required when new production batch is imported. Must be blank for non lot tracked items. | ||
| WarehouseLotID | Must be blank for non warehouse lot tracked sites. | |||
| ToWarehouseLotID | Must be blank for non warehouse lot tracked sites. | |||
| LineItemNote | ||||
| LotOwner | Lot Owner Preference | |||
| ToLotOwner | Lot Owner Preference | |||
| Production Batch | ProductionSite | X | Required when new production batch is imported. | |
| ProductionDate | X | Required when new production batch is imported. | ||
| ProductionLine | If entered, the value must be a valid production line value. Must be blank for non lot tracked items. | |||
| ProductionShift | If entered, the value must be a valid production shift value. Must be blank for non lot tracked items. | |||
| CountryOfOrigin | If entered, the value must be an active country. Must be blank for non lot tracked items. | |||
| ExpirationDate | If entered, the value must be a valid date. Must be blank for non lot tracked items. | |||
| BatchComment | ||||
| OutsidePurchase | ||||
| VendorPurchasedFrom | Must be blank for non lot tracked items. | |||
| BatchClass | No | If entered, the value must be Yes or No. Must be blank for non lot tracked items. | ||
| QualityTestClass | Must be blank for non lot tracked items. | |||
| QualityTestID | ||||
| Traded | No | If entered, the value must be Yes or No. Must be blank for non lot tracked items. | ||
| Project | If entered, the value must be a valid open project. Must be blank for non lot tracked items. | |||
| Export Details | ShipmentPortOfLoading | |||
| ShipmentLoadingDate | ||||
| ShipmentUnits | ||||
| ShipmentWeight | ||||
| ShipmentContainer | ||||
| ShipmentSeal | ||||
| ShipmentTare | ||||
| ShipmentDunnage |
Note: User defined transfer transaction and production batch attributes are also displayed in the template.