How to Transfer Volume between Customers

Pre-requisite:

• Create Volumes: Adjustment Volume or Collect Volume

Steps:

1. From the menu screen, go to Patronage > Volume Details. Volume screen will show.
2. Select a volume record to transfer from the Volume Details grid.
3. Click Transfer from the toolbar. Transfer Instrument screen will show
4. Enter details to required fields:
   
   1. Transfer Type – Transfer Volume between Customers
   2. Transfer Date – defaulted to date today
   3. Transfer No – created on Save
   4. Description
   5. Grid Details:
      1. Transferor – source customer of the volume to be transferred
      2. Fiscal Year – fiscal year of the source volume
      3. Category – patronage category of the source volume
      4. Qty Available – Volume quantity available for transfer
      5. Transferee – target customer of the volume to be transferred
      6. Transfer % – quantity to transfer in percentage
      7. Qty Transferred – Qty Available x Transfer %
5. Click Save. Check Volume Details screen to check volume changes.

Important Note:

• Deleting the Transfer Instrument record will reverse the changes between customer volumes.