Stock Transfers: Roll Back

Introduction

The process of undoing a stock transfer depends on the state currently in:

• Stock transfers in Received state can be rolled back by the receiving site to Dispatched state.
• Stock transfers in Dispatched state can be rolled back by the dispatching site to Preparation state.

Rolling Back A Received Stock Transfer

Stock transfers in Received state can be rolled back by the receiving site to Dispatched state to make changes if required. 

You can only roll back a Received stock transfer if:

• You have rights to do so. (Click Here if you do not have rights to roll back but believe you should.)
• You are logged into the receiving site.
• The stock transfer is in an open period at both sites, if periods are used.

To roll back a Received stock transfer: 

• Head to Inventory Management > Transfers > Transfers.
• Locate the required stock transfer and select [EDIT].

Within the stock transfer:

• Select [UNDO RECEIVE].
• Confirm the roll back.

The stock transfer is now back in Dispatched state.

Note that some changes are not allowed whilst in Dispatched state, so you may need to arrange for the stock transfer to be rolled back to Preparation state as covered below. 

Rolling Back A Dispatched Stock Transfer

Stock transfers in Dispatched state can be rolled back by the dispatching site to Preparation state to make changes if required. 

You can only roll back a Dispatched stock transfer if:

• You have rights to do so. (Click Here if you do not have rights to roll back but believe you should.)
• You are logged into the dispatching site.
• The stock transfer is in an open period at both sites, if periods are used.

To roll back a Dispatched stock transfer: 

• Head to Inventory Management > Transfers > Transfers.
• Locate the required stock transfer and select [EDIT].

Within the stock transfer:

• Select [UNDO DISPATCH].
• Confirm the roll back.

The stock transfer is now back in Preparation state.