Transfer Purchase Transactions

Explanation

This activity is used to transfer non-inventory purchase transactions and refinement transactions that fulfill the transfer conditions, and have not been previously transferred, to IFS Financials.

The Default feature enables you to use the default settings. Default settings are derived from the Task Registration window in IFS Admin, which is set by the administrator. 

Note: The amount on the non-inventory purchase transaction is rounded to the number of decimals set up for the currency code of the accounting currency. If the amount is rounded to zero, no postings will be created for the non-inventory purchase transaction and hence no vouchers lines will be created for those transactions.

Prerequisites

There are no specific prerequisites.

System Effects

• Non-inventory purchase transactions and refinement transactions that have not been previously transferred and fulfill the transfer conditions specified will be transferred to IFS Financials, resulting in vouchers being created in the general ledger. 
• If you have scheduled the task as a background job, the task will be automatically performed based on the specified selection criteria.

Window

Transfer Purchase Transactions

Related Window Descriptions

Transfer Purchase Transactions

Procedure

You can either transfer purchase transactions directly (procedure A), or schedule the task as a background job (procedure B).

A. To transfer purchase transactions directly:

1. Open the Transfer Purchase Transactions dialog box. 
2. Enter a new date or use the existing date in the To Date field.
3. Enter a value in the Site field. Do this by entering a value or click List to select a value from the List of Values. 
4. Click OK.

Note: Click Default if you want to use the default settings.  

B. To schedule the transfer purchase transactions task as a background job:

1. Click Schedule to open the New Database Task Schedule window. Set the scheduling parameters as desired and save. Scheduled tasks can be seen in Scheduled Database Tasks window.