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 Transferring Business Partner Items

Prerequisites

The items that you want to transfer must be open.

You have to define transfer reasons, specifications, and proposal values in the Implementation Guide for Contract Accounts Receivable and Payable under Start of the navigation path Business Transactions Next navigation step Transfers End of the navigation path .

Procedure

  1. Choose Start of the navigation path Account Next navigation step Transfer Items End of the navigation path .

  2. Under Selections enter the business partner and the contract account or the contract for which you want to make the transfer.

    Alternatively you can enter the document number or the reference document number of the document that you want to transfer post directly.

  3. Under Transfer Target, enter the business partner and the contract account or contract to which you want to make the transfer.

  4. Under Transfer Specifications check the posting specifications. Make any corrections, if necessary, and enter the transfer reason.

  5. Choose Select Items in the application toolbar.

  6. On the processing screen that follows, activate the items you want to transfer.

  7. Save your entry.

Result

The transfer document is created, and you return to the initial screen. The number of the transfer document is displayed in the status line.