Adding a transfer request to a requisition

If you want to move parts between two different stock areas, you can create a transfer request line item.

  1. Begin to create a requisition, or load an existing requisition in the InfoViewer and select the Line Items tab.
  2. Click Add above the Line Items grid.
  3. Specify this information:
    Request Type
    Select Transfer Request.
    Item Type
    Select Cataloged Part.

    A cataloged part is a part that is already stocked by your agency and assigned to one or more stock areas. Cataloged Part is the only option that you can select when creating a transfer transaction because you can only transfer parts that are in your inventory.

    Part #
    Specify the identification code for the part.

    If there is an existing part description for the part in your agency's part catalog, Infor Public Sector will automatically enter it into the Description field. Otherwise, you must type a description of the requested part.

    Quantity
    Specify the number of parts to be transferred.
    Need Date
    Specify the date by which the parts are required.
    Supplier Stock Area
    Specify the identification code for the stock area supplying the requested parts.
  4. Specify any other information required for the line item.
    If you didn't specify a delivery contact when you started creating the requisition or if a different person is receiving this particular part, specify the contact information in the Contact fields. You can also specify an estimated price for the part in the Estimated Unit Price field.
  5. Click Save.
    Infor Public Sector updates the requisition with the new line item. The line item will have a status of In Progress.