Displays the number of the inventory transfer document. The system assigns the numbers automatically and consecutively. You cannot change this number.

You define the series and numbers for inventory transfers when you configure the system.

Specify the posting date. The default value for this field is the current date on which the inventory transfer is created. If required, change the date.

Specify the document date. The default value for this field is the current date on which the inventory transfer is created. If required, change the date.

Specify the warehouse from which the items are withdrawn.

By default, the field displays the warehouse you specified in the Default Warehouse field on the General Settings: Inventory Tab.

The warehouse you specify in this field is taken as the default to the From Warehouse field in the document rows.

Specify the receiving warehouse for the transferred items.

By default, the field displays the warehouse you specified in the Default Warehouse field on the General Settings: Inventory Tab.

The warehouse you specify in this field is taken as default to the To Warehouse field in the document rows.

Specify the warehouse from which the item is withdrawn.

By default, the field displays the warehouse you specified in the From Warehouse field in the document header.

Displays how many items are allocated from bin locations.

You must allocate the same quantity of an item from bin locations as the quantity you specified in the document row; otherwise, the field is marked in red and you cannot add the document.

To manually allocate items from bin locations, click (Link Arrow) to open one of the following windows:

Once the document is added, clicking the link arrow in this field opens Inventory Posting List.

Specify the receiving warehouse for the transferred item.

By default, the field displays the warehouse you specified in the To Warehouse field in the document header.

Displays how many items are allocated to bin locations. You must allocate the same quantity of an item to bin locations as the quantity you specified in the document row; otherwise, the field is marked in red and you cannot add the document.

To manually allocate items to bin locations, click (Link Arrow) to open one of the following windows:

Once the document is added, choosing the link arrow in this field opens Inventory Posting List.

Enter the quantity of the item to be transferred.

The system automatically copies the price of the item from the price list, based on the price list selected in the lower part of this window.

You can change the price manually here.

Displays the tax code included in inventory transfer documents in the VAT and EU reports.

The system calculates the total amount for the row and for the document from the specified price and the quantity of goods received.

Enter your own text to describe the inventory transfer.

Enter your own text to describe the inventory transfer. This text is copied to the journal entry when the goods receipt is posted in Accounting.

SAP Business One displays Last Purchase Price price list here (or, if a customer consignment is being handled, the price list valid for the customer). When the item is entered, its price becomes the system default, on the basis of the selected price list. You can change the item prices manually.

Select the sales employee responsible for the inventory transfer.

Define whether the quantity displayed in the Items per Unit field is a single item unit as follows:

When a UoM code is specified, SAP Business One takes the corresponding UoM name from the UoM setup.

You can edit this field only when the UoM group of an item is Manual.

If required, specify a distribution rule for the row.

The number of items defined for the selected unit of measure.

Specify the receiving warehouse for the inventory transfer document.

By default, the field displays the warehouse you specified in the Default Warehouse field on theGeneral Settings: Inventory Tab.

The warehouse you specify in this field is taken as default to the To Warehouse fields in the general area and document rows.

Specify the bin location in the warehouse for receiving transferred items. The bin location you specify in this field is taken as default to the inventory transfer document rows for receiving items.

Select the method by which items are picked from bin locations for transfer.

The method you specify here is taken as the default method for allocating items from bin locations in the inventory document rows.

For more information, see the Automatic Allocation field in Bin Location Allocation - Issue Window.

Select whether you want to allocate an item from and to bin locations by the item's inventory UoM or the UoM you specified in the document row.

The selection here will apply to all items in the inventory transfer document.

Enter the discount to be calculated for the items at inventory transfer. You can overwrite the entry in each row in the line information.

Assign inventory transfer to a project defined in the system. You can overwrite the entry in each row in the line information.

The folio number assigned to the document while it was printed, or afterward, by using the Folio Number Assignment function. You cannot change the displayed data. For a document that has not yet been printed, this field is empty.

Select this checkbox in the case of interstate inventory transfer. By default this checkbox is not selected.

Once an inventory transfer is flagged as VAT, you will find the Transaction Category field and the Form No. field in the inventory transfer document.

Specify the Form No. for the transaction.

Specify the category from the dropdown list.

Specify whether the item row is excisable by selecting or deselecting the checkbox in the Excisable column. Excise invoices include only item rows where the Excisable checkbox selected. If you do not want to post OEI or IEI as goods that are being transferred from one warehouse to another within the same location, make sure that the Excisable checkbox is deselected.

Specify a sequence from the dropdown list. The system generates the sequence automatically.

Goods transferred from one warehouse to another are at Normal Transactional Value (NTV). This price is recorded in the Info Price field of the inventory transfer document line.

The price in OEI and IEI is defaulted from this Info Price field of the inventory transfer and is used for excise duty calculation.

Specify whether this invoice is with or without payment of duty.