Following are the control maintenance records and authorization keys used for Transfer Confirmation, along with additional set up requirements for users who may need access to specific branches. For more information, click here.
Set the following control maintenance records:
Assign the following authorization keys:
Note: The system lets you control which users have the authority to confirm transfers. Users without the authority can only use Transfer Confirmation in view-only mode.
To confirm transfers, a user must have access to each of the branches involved in the transfer. Verify that the Home Branch and Home Territory fields, as well as any inventory inquiry territory and appropriate branch access is set up.
To enable access to branches, ensure that the needed branches are listed in the User Accessible Branches screen.
To add a branch, move the cursor to a blank line in the Branch ID column and press F10. Choose from the list that displays and click OK.
To delete a branch, move the cursor to the branch to be deleted and press Alt-Delete.