Transfer
The Transfer module of Venue Inventory is where item transfers for venues originate. This module pulls and shares data with other Xenial Cloud services such as Data Management and Xenial Cloud Portal.
Transfer Permissions
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The Transfer module has the following permissions:
Permission | Description |
|---|---|
View | View transfer |
Add | Create a new transfer |
Edit | Edit an existing transfer |
Void | Void a completed transfer |
For information on Roles and assigning Permissions, see Roles and Define Role Permissions..
Transfer Types
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Transfer types are as follows:
Transfer Type | Description |
|---|---|
Pre-Event | Transfer originates prior to the event When an event starts, all open pre-event transfers are canceled |
During Event | Transfer originates during the event |
Outside of Event | Transfer originates outside of a scheduled event |
Transfer List
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From the Transfer List:
View a list of all existing transfers;
Search and sort transfers;
Arrange columns by dragging and dropping the column.
Select a transfer directly to edit.
The Transfer List displays:
List Header | Description |
|---|---|
Transfer Date | Date of transfer |
Transfer ID | Assigned ID |
From (Name) | Site name of the sending location |
From (ID) | Site ID of the sending location |
To (Name) | Site name of the receiving location |
To (ID) | Site ID of the receiving location |
Type of transfer | |
Event | The event name |
Status of the transfer |
Transfer Statuses
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Transfer statuses are as follows:
Status | Description | Actions |
|---|---|---|
Open | Saved transfer request, not yet submitted |
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Pending | Submitted transfer request, items not yet received |
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Completed | Submitted transfer transfer request, received items |
|
Canceled | Canceled transfer request |
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Void | Voided transfer request |
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Create New Transfer
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To create a new transfer:
Navigate to Venues Inventory.
From the menu on the left, select → .
From the upper-right of the Transfer List, select New Transfer.
From the Transfer Type menu, select the transfer type.
For additional information, see Transfer Types.
From the lower-right of the Transfer Type menu, select Continue.
Alternatively, select Cancel.
If applicable, from the Event dropdown, select the event.
The Event dropdown does not appear for all transfer types.
Use the From dropdown to select the site sending the transfer.
From the To dropdown, select the site receiving the transfer.
To the right of the Transfer Date field, select the calendar to choose the transfer date.
Alternatively, select the transfer date field to manually type the date.
This field is locked for the transfer type of During Event Transfer.
In the Item List area, the items assigned to both sites—sending and receiving—appear. To the left of the item(s), select the arrow to expand the menu.
In the Quantity field, type the requested quantity— the Unit Cost and Total Cost fields automatically calculate.
Repeat Paso 11 for each transfer item.
In the Totals area, view the quantity and the total cost for each general ledger account used.
From the upper-right of the page, use the Save dropdown to select Save and Submit.
Alternatively, select Save to leave the transfer open for edits until ready to submit, or Discard to completely discard the transfer request and return to the Transfer List.
Cancel Transfer
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The system only allows the cancellation of transfers with the status of Open.
To cancel a transfer:
Navigate to Venues Inventory.
From the menu on the left, select → .
From the Transfer List, to the right of the transfer order, select the vertical ellipsis.
From the context menu, select Cancel.
From the lower-right of the confirmation, select Yes.
Alternatively, select cancel to exit the confirmation.
Void Transfer
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To void a transfer:
Navigate to Venues Inventory.
From the menu on the left, select → .
From the Transfer List, locate the specific transfer order row.
On the left of the transfer order row, select the checkbox.
From the Actions dropdown, select Void.
From the lower-right of the confirmation, select Yes.
Alternatively, select cancel to exit the confirmation.