Changing Ownership

You can change the ownership of an inventory position using the Transfer Request tab:

  1. Click the Transfer Requests tab.
  2. Click New or New Transfer Requests.
  3. Select Change Ownership Request and click Continue.
  4. Select a reason code that reflects the reason of the change of ownership.
  5. Complete the fields in the Ownership Information. See Transfer Request Fields.
  6. Click Save.
  7. In the Find Item section enter some search criteria to locate the items.
  8. Click Search.
  9. Select the checkbox of the line that you want to change the ownership of.
  10. Enter the quantity of items to change the ownership of.
  11. Click Add to Transfer Request.
    Note: Note Notepad icon
    If you need to make a change to the items that you have allocated to this transfer request, you can do so at this point. To do so, select the checkbox of the allocated lines, click Reverse Allocate and Delete Lines then repeat the last four steps to allocate the lines you want.
  12. Click Submit for Approval.
  13. Click Transfer.
  14. Click Yes.