Overview
If an asset transfer has already been operationally processed, the items have physically moved to their destination and the fields automatically lock. However, if financial charges have not yet been finalized (posted) by your accounting team within Job Cost and Billing, you can temporarily unlock the ticket to adjust your allocation data.
Once charges are officially posted, these fields lock permanently to protect accounting audit trails.
Step-by-Step Instructions
Click Inventory Movement on the left-hand navigation sidebar to expand the menu.
Click Transfer Tickets.
Review or filter the log grid to locate your desired transfer ticket.
Confirm that the Status column for the selected row displays Processed.
Select the box next to the transfer you want to view.
Open the Actions menu and select Open.
Click Edit Transfer in the top options bar.
Click the blue Close button on the warning Note pop-up modal to acknowledge the billing stream notification.
Click inside the Cost Center field to update its value at the ticket or line-item level.
Click inside the Cost Code field to update its value at the ticket or line-item level.
If applicable, click inside the Return Date field to modify the date.
Click Process Transfer in the top options bar to apply your changes.