Creating internal transfer using Mass Internal Transfer

  1. Select the record and modify the required field values on the Mass Internal Transfer screen.
  2. Click Mass Update.
  3. Select the records you require to transfer.
  4. Select Actions and click Create Transfer. The Internal Transfer screen is displayed.
    Note: The selected records from the Mass Internal Transfer screen are transferred to the Internal Transfer screen.
  5. Specify the additional information in the Notes field, if required.
  6. Specify the reference number in the Reference Number field, if required.
  7. Click Save.
  8. Select Actions and click Finalize to approve the transfer.