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Info

This functionality is new as of version 4.1.

Excerpt
nameAdd Transfer Request Items from Picklist Items

Picklists provide the ability to quickly add Products and Services to an Inventory Transfer Request.

Tip

In order to have access to add Picklist Items to a Transfer Request:

One of the following must apply:

...

To Add Inventory Transfer Request Items from a Picklist:

  1. Navigate to the ‘Inventory Transfer Request’ screen by starting a new, or modifying an existing ‘New’, Transfer Request from the ‘Inventory Transfer Request Search’ screen.

    'Inventory Transfer Request' screen - 'Picklist' button
  2. Click the ‘Picklist’ button.

  3. The ‘Add Picklist’ dialog will open.

    'Inventory Transfer Request' screen - 'Picklist' dialogImage Modified
  4. Select the ‘Picklist’.

  5. Enter the ‘Order Qty’ needed.

  6. Click the ‘Post’ button .The ‘Add Picklist’ dialog will close, returning to the to add the Transfer Request Items and close the dialog.

  7. Click the ‘Cancel’ button to close the dialog without saving.

  8. The ‘Inventory Transfer Request’ screen will have the new items from the Picklist.

    'Inventory Transfer Request' screenImage RemovedThe Inventory Transfer Request Items have been added from the Picklist'Inventory Transfer Request' screen - Items from PicklistImage Added
  9. If any item was duplicated, a message will appear at the bottom of the screen and the Requested Quantity field will be highlighted in red.

Info

The list of Products and Services available on a Picklist is restricted to the Products and Services that already exist in the Destination Area’s inventoryInventory Area.