This is a part of the Item Transfers feature in the Inventory app. To read about Item Transfer Workflows in the R365 Red App, learn more about Item Transfer Workflows in the R365 Red App.
The workflow of a Transfer coincides with its status, enabling both the sending and receiving locations to know what stage of the process a Transfer is in at any point in time. The status of a Transfer will be listed next to its form on the Transfers tab of the Transfers page. The possible Transfer statuses include:
In Progress – Transfer has been created and saved by the sending location
Pending – Transfer has been sent to the receiving location for review
Rejected – Receiving location identified issues with the Transfer and the Transfer has been returned to the sending location to correct and re-send
Completed – Transfer has been reviewed and accepted. Waiting final approval.
Approved – Transfer has been accepted and approved by the receiving location. The workflow is concluded.
Canceled – Sending location canceled the Transfer. The workflow is concluded.
Step 1: The Sending Location Creates the Transfer Form → In Progress Status
The sending location has created and saved the Item Transfer form. Only users who have access to the sending location can save this form. The form will remain in the default status of In Progress until the form is sent to the receiving location.
Step 2: The Sending Location Sends the Transfer Form → Pending Status
Any user who has access to the sending location can send the form to the receiving location. Once sent, the form status will change to Pending until the form is either accepted or rejected by the receiving location.
Step 3: The Receiving Location Reviews the Form → Either Completed or Rejected Status
Users with one of the following permissions and who have access to the receiving location will be able to review the Transfer form:
Food → Item Transfers → Complete Item Transfers
Food → Item Transfers → Reject Item Transfers
The Transfer form can then be accepted or rejected:
Accepted / Completed - When the form is accepted, it is marked with a Completed status and confirms that the Transfer is entered correctly and ready for a final approval.
Users with approval abilities can skip the completion step and directly approve a transfer form.
Rejected - When the form is rejected, it is marked with a Rejected status and sends the order back to the sending location. Comments are required to reject the order so that the sending location can make the necessary changes
All users with access to the form at the sending location can make the necessary changes and then re-submit the form to the receiving location by clicking Re-Send at the top of the form. Learn more about rejected forms.
Step 4: The Receiving Location Approves or Rejects the Form → Approved or Rejected Status
Users with the following permission and who have access to the receiving location should review and approve the Transfer form if the information entered is correct:
Food → Item Transfers → Approve Item Transfers
If an error exists on the form, click Unlock to then reject the form so that the necessary changes can be made by the sending location. Learn more about rejected forms.
Unapproving an Approved Transfer Form
Users with the following permission and who have access to both the sending and receiving locations have the option to unapprove an approved Transfer form if it is later determined to be entered incorrectly and needs to be updated:
Food → Item Transfers → Unapprove Item Transfers
Once unapproved, the transfer form can be marked as Rejected and sent back to the sending location so that the necessary changes can be made. Learn more about rejected forms.
