Prepare Transfer

Explanation

Perform this activity to review the data on the rental transfer in preparation for releasing it. This activity includes defining receiving project information on the rental transfer in case it should be transferred to a different project and this has not already been done as part of creating the rental transfer.

Prerequisites

A rental transfer has to exist and be in the Created status.

System Effects

The rental transfer will be ready to be released.

Window

Rental Transfer

Related Window Descriptions

Rental Transfer
Rental Transfers
Rental Transfer Lines

Procedure

1. Open the Rental Transfer window.
2. Query for the rental transfer that should be prepared.
3. Optionally, enter information on the General tab about collection date and time, and the date and time on which the rental should be ended, if this has not been already entered.
4. Optionally, enter information on the General tab for a receiving project in case the items should be transferred rather than returned, if this has not been already entered.
5. On the Transfer Lines tab, adjust any transfer quantities as required.
6. Save.