Materials User Guide (with Financials)

If you need to move materials to a new storage location, you can create a materials transfer. If the status of materials changes during the transfer, 'Quantity Available' inventory counts are updated accordingly.

• Required User Permissions

• You can have multiple line items with different locations in a single transfer.

• After you submit a transfer and the status is 'Final', you can only edit the following fields:

  • Attach files

  • Custom Fields

  • Notes

  • Post Transfer Condition

• 'Quantity Available' counts are updated when the transfer is submitted and the status is 'Final'.

• Post-Transfer Item Condition

  • Quantities of 'Acceptable' materials are included in the 'Quantity Available' in your inventory.

  • Quantities of 'Damaged' and 'Unacceptable' Materials are excluded from the 'Quantity Available' in your inventory.

1. Navigate to the project's Materials tool.

2. Click the Inventory tab.

3. Mark the checkbox next to the materials you want to transfer.

4. Click Add to New Document and select Transfer.

5. Enter the general transfer information.

   Show/Hide Fields

   • Transfer Name. The name of the transfer.

   • Notes. Notes about the transfer.

   • Attachments. Upload any attachments related to the transfer.

     • Click Attach File.

     • Select the file and click Open to attach it.

     
     

6. Enter the transfer for each line item.

   Show/Hide Fields

   1. Select the From Location where you are transferring the materials from.

   2. Select the Pre-Transfer Condition.

      • Acceptable

      • Damaged

      • Unacceptable

   3. Enter the Quantity of items to transfer.

   4. Select the To Location where you are transferring the materials to.

   5. Select the Post-Transfer Condition.

      • Acceptable

      • Damaged

      • Unacceptable

   6. Enter any Notes.

7. Save or submit the transfer.

   1. Click Save as Draft to save the adjustment as a draft.

   2. Click Submit to submit the adjustment for approval.