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