Overview
If an asset transfer was operationally completed and assigned to the wrong job number, you cannot simply change the destination field on the existing ticket. Because a processed ticket locks its location criteria, you must perform a standard two-step reversal process to maintain accurate transfer history, clean billing, and proper audit records.
Step-by-Step Instructions
Click Inventory Movement on the left-hand navigation sidebar to expand the menu.
Click Transfer Tickets.
Click + Create Transfer to start your first new ticket.
Configure the transfer fields to send the items out of the incorrect job location and back into your main warehouse.
Click Process Transfer to clear the items from the incorrect job and end all associated financial billing charges for that project.
Click + Create Transfer to start your second new ticket.
Configure the transfer fields to send those same items directly from your main warehouse out to the correct job location.
Click Process Transfer to ensure the correct job receives the tools and initiates the accurate financial billing stream.