If another user has the same Stock Transfer open in the edit, access to the Stock Transfer control document will be denied due to the record being locked. If a lock remains on a document due to a lost Internet connection, contact support@spherewms.com for assistance.
To modify an unposted Stock Transfer:
1.Access "Stock Transfer Edit" from the "Stock Transfers Menu." At the "Transfer No." field, type or search for the unposted Stock Transfer Reference#.
The Stock Transfer's information is displayed in the same sequence as the Stock Transfer Entry process: header, then line item entry.
2. At the "Data OK?" question, the following options are available:
Press Enter to proceed to the next screen.
In edit mode, typing "N" Enter at the "Data OK?" field does not delete any Transfer information. To void a Stock Transfer, see "Void/Delete Transfer" below.
At the "Data OK?" field, the user may edit Form question data (where permitted). To re-access, a Form question's data for editing, type its number into the "Data OK?" field and press Enter. The system will place the cursor in the designated field. Edit the data and press Enter. The system returns to the "Data OK?" field. Repeat as needed to make changes.
Instead of entering a Form's question number at the "Data OK?" field, a user may mouse-click a field in the Form to change it (where permitted). The system will place the cursor in the clicked field. Edit the data and press Enter. The system returns to the "Data OK?" field. Repeat as needed.
3. After the header screen is displayed and edited as needed, the user accesses the Stock Transfer's line item entry screen where changes may be made (see Modifying Line Items for more information on Modifying Line Items in document entry).