Approving Transfers

Search Bar:  WTIA

Menu:           Transfer > Inquiry > Approve Transfer

Bookmark:   WTIA – Approve Transfers

1. From Warehouse: Enter your branch number
2. Click <Search>
3. Click on the <arrow> next to the transfer to be worked.
4. All lines on the transfer will display

 To approve a line or multiple lines

• Check the box next to the line(s)
• Choose Actions – Set Requested Approval to <Yes>

To deny a line or multiple lines

• Check the box next to the line(s)
• Choose Actions – Set Requested Approval to <No>

To change the quantity that is approved

• Click on the arrow next to the Line #
• Change the Approval Type to <Yes>
• Change the Quantity Shipped to the quantity you want to approve
• Click <Save>

Note!! Note!!

Clicking on the line it will show the available and surplus of inventory for that part.

To Approve or deny Transfer or multiples for all lines (after review of lines)

• Check the box next to the Transfer(s) you wish to approve
• Choose Actions – Set Requested Approval to Yes or No

Note!! Note!!

If the transfer is denied completely (no items were approved), the transfer must also be cancelled.