Submit
Transfer, depending on the district level’s preference settings,
the transfer may be waiting for the destination site to approve the transfer
and the transfer’s status would be Pending
Approval. Once you Submit
Transfer, depending on the district level’s preference settings,
the transfer may be waiting for the destination site to approve the transfer
and the transfer’s status would be Pending
Approval.
After the destination site approves the transfer or if an approval is not required, the next step is to prepare the shipment for transit and send it to the destination site.
BEST PRACTICE: Print the Transfer Ticket for the site to site transfer and include it with the physical shipment of items.
Click on Initiate Transfer under Tools Quick Links.
Locate the desired transfer using the Existing Transfer grid filters.
Click Select on the respective transfer’s row.
Click
on 
Print Ticket.
Using the PDF reader’s controls, print out the Transfer Ticket.
Click
on 
Ship Transfer. This
changes the transfer status to In
Transit.
If approval of a site to site transfer is required, due to district level preference settings, the destination site’s administrator(s) must approve or deny the transfer items.
If denied, the transfer returns to the New status.
If approved, the transfer is changed to the Submitted status.
Transfer Notes communicating specific details about a transfer can be added when initiating a transfer. They can be edited in various stages of the transfer: while the transfer is in the status of New, Pending Approval or Submitted (for Site to Site Transfers or Site to Warehouse Transfers); and while the transfer is in the status of New, Pending Approval, Submitted, Delayed or Scheduled (for Warehouse to Site Transfers).
Transfer Notes will display user name of note creator, time and date created. ONLY the note creator can edit or delete a note they have posted.