Slide 1

Slide notes: In this tutorial we look at the Stock Transfer method called 'By Approval'. This method is similar to the 'immediate' method, except that there is an approval step. This tutorial should be viewed AFTER viewing the one for 'immediate' Stock Transfers.

 

 

 

Slide 2

Slide notes: Capturing of the Stock Transfer is the same as for Immediate Stock Transfers, and multiple transfers can be captured for the same Batch.

 

 

 

Slide 3

Slide notes: However, when we choose POST, the Transfer goes into an Approval queue, and does not update the Stock system yet.

 

 

 

Slide 4

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Slide 5

Slide notes: Subsequent to the capturing of Stock Transfers, and prior to Approval, they can now be listed to see or evaluate the Stock Transfers before they are Approved or even Rejected.

 

 

 

Slide 6

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Slide 7

Slide notes: This example is for a single Stock Transfer that we captured a moment ago.

 

 

 

Slide 8

Slide notes: The option to REJECT may be applied for a single Stock Transfer transaction at a time, or for an entire Batch.

 

 

 

Slide 9

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Slide 10

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Slide 11

Slide notes: When a Stock Transfer or a Batch of Stock Transfers are rejected, then they are deleted and will never reach the update step in the Stock system.

 

 

 

Slide 12

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Slide 13

Slide notes: On the other hand, Approval is always by Batch, and the moment a Batch is approved it is immediately posted and updates the Stock system.

 

 

 

Slide 14

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Slide 15

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Slide 16

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Slide 17

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Slide 18

Slide notes: So the real difference between the 'Immediate' and the 'By Approval' methods is just that an Approval step is used for the latter.