The Transfer action lets you check in a checked-out file part or box, and immediately check it out to another user.
Start the application.
On the toolbar, select Transfer.
Update the following fields:
NOTE: The Vendor field may be displayed. For more information about this, refer to Setting or changing the warehouse vendor for boxes.Transfer to: Scan or select
and then select the new user to whom the file part or box should be transferred.Location: Scan or select
and then select the new current location of this file part or box.Item: Scan the barcode ID or enter the fully qualified ID (for example, 01.001.MEM) for the box or file part that's being transferred.
Press the Tab key or select Process. The action and results are displayed in the History pane. The circulation status of the top-level items contained in the file part or box is updated, and is displayed in the Item Contents list.
NOTE: If a request has been placed on an item while it is transferred to another user, it's possible to do either of the following:
Continue and transfer the item to the intended user.
Transfer the item to the requesting user from the list of Pending Requests.
For immediate transfer to the requesting user, select the file part and then select Transfer.
In the Transfer dialog, update the following fields:
NOTE: The Vendor field may be displayed. For more information about this, refer to Setting or changing the warehouse vendor for boxes.Transfer to: Select
and then select the user to whom this file part or box should be transferred.Delivery location: Select
and then select the location where this file part or box is being delivered (current location). This field is automatically filled if a default delivery location is defined for the user.Item: The file part ID or box ID is automatically listed in this field.
Select Process. The action and results are displayed in the dialog.
As soon as the transfer command is processed, the request is completed, and the circulation status of the file part or box is also updated.Select Close.
To print a report of the results of this action, refer to Printing History.