Approve Transfer

Explanation

This activity is performed to review the approved quantity on the lines and to edit these values as required.

The activity is typically performed by a project administrator for the receiving project (if one has been defined) to denote the quantities of each line that they are willing to receive.

For each transfer line, a receiving rental number should be set to map which demand line the transfer line will be received to. When doing this, the supply option on the receiving demand line has to match the supply option on the originating demand line. For the case where assets have been rented in from an external supplier (i.e., supply option Purchase), each receiving demand line can only be supplied by one rental transfer to ensure that cost follow-up based on the created purchase order line is correct.

By setting the rental transfer to the Approved status, this indicates that it is ready to ship to the receiving party.

Prerequisites

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

System Effects

The rental transfer will be set to the Approved status. The values for approved quantity will be copied to the Confirmed Qty field as default values.

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 approved.
3. Review that the receiving project info on the General tab is set correctly.
4. Click the Transfer Lines tab and update the Approved Qty field if required.
5. If a receiving project has been defined on the rental transfer, then select a receiving rental number for each line on the Transfer Lines tab.
6. Save.
7. Right-click and click Approve.