Transfer the ownership of items

Article • 7/30/2025 • 6 min read

You can move inventory between the following service provisioning types:

You can filter items by their service provisioning type and transfer ownership by shipping items to third-party customers and receiving items from third-party vendors. For third-party items, the system ensures that the selected lots comply with configured requirements. This streamlines inventory management and improves the efficiency of inventory movements.

This feature is available only when the Aptean Inventory Overview extension is installed.

To transfer the ownership of items, follow these steps:

  1. Navigate to the Inventory Overview page.

  2. On the General FastTab, in the Service Provisioning Filter field, select a value to filter items based on their service provisioning type. The available options are: Blank, Own, and Third-Party.

    If you set this field value to blank, you can apply other filters as required, and the system displays both own and third-party items. For more information about additional filters, see Manage the Inventory Overview page.

  3. On the action bar, select Refresh Overview to apply the filters.

    The system filters and displays a list of items.

  4. Select the required item lines.

    • You cannot select a mix of own and third-party items.
    • For third-party items, ensure that the same lot attribute value is set up for the mandatory lot (defined in the Lot Attribute field on the Service Provisioning Setup page). For more information, see Set up service provisioning.

  5. On the action bar, select Transfer Ownership.

    The Transfer Ownership page opens.

  6. On the Sales FastTab, enter the required information in the following fields:

    FieldDescription
    Customer No.Select the customer to whom you want to sell the items. The system only displays customers with the Service Provisioning Type field value set to Third-Party on the associated Customer Card page.
    Customer NameSpecifies the name of the selected customer.
    Posting DateSelect the posting date to record the sales.
    The system displays the current work date by default.
    Service Provisioning TypeSpecifies the service provisioning type (Own or Third-Party) of the selected items. This value is derived from the service provisioning type filter applied on the Inventory Overview page.

  7. On the sales lines, enter the required information in the following fields:

    FieldDescription
    Entry No.Specifies the entry number of the sales line.
    Item No.Specifies the number of the item.
    Item DescriptionSpecifies the description of the item.
    Variant CodeSpecifies the variant code associated with the item.
    Lot No.Specifies the lot number associated with the item.
    Location CodeSpecifies the location where the item is located.
    Bin CodeSpecifies the bin where the item is located.
    QuantityEnter the quantity of the item you want to sell in the item unit of measure.
    License Plate No.Specifies the license plate number associated with the item.
    Unit of MeasureSpecifies the unit of measure associated with the item.
    Unit Price Excl. VATEnter the price per unit of the item. This field value is editable only when the item is an own item. This field value is set to blank when the item is a third-party item and cannot be edited.

  8. On the Purchase FastTab, enter the required information in the following fields:

    FieldDescription
    Vendor No.Select the vendor from whom you want to purchase the items. The system only displays vendors with the Service Provisioning Type field value set to Third-Party on the associated Vendor Card page.
    Vendor NameSpecifies the name of the selected vendor.
    Posting DateSelect the posting date to record the purchase.
    The system displays the current work date by default.
    Service Provisioning TypeSelect the service provisioning type of the items you want to purchase. The available options are: Own and Third-Party.

  9. Add purchase lines for items (own or third-party, based on the selection made in the Service Provisioning Type field), enter the required information in the following fields:

    FieldDescription
    Item No.Select the number of the item.
    Item DescriptionSpecifies the description of the item.
    Variant CodeSpecifies the variant code associated with the item.
    Lot No.Specifies the lot number associated with the item.
    Location CodeSpecifies the location where the item is located.
    Bin CodeSpecifies the bin where the item is located.
    QuantityEnter the quantity of the item you want to purchase in the item unit of measure.
    License Plate No.Specifies the license plate number associated with the item.
    Unit of MeasureSpecifies the unit of measure associated with the item.
    Unit Cost Excl. VATEnter the cost per unit of the item. This field value is editable only when the item is an own item. This field value is set to blank when the item is a third-party item and cannot be edited.
    Reference Sales Entry No.Specifies the referenced sales entry number that links the item line to the related sales order.

  10. You can create sales and purchase orders for the items using the following actions:

    ActionDescription
    CreateCreate sales and purchase orders for the item lines.
    Create & ReleaseCreate and release sales and purchase orders for the item lines. If the location is a warehouse location, a warehouse shipment and receipt are created.
    Post & ReleaseCreate, release, and post a sales order with a direct location, and create and release a purchase order for the item lines. If the location is a warehouse location, a warehouse receipt is also created.
    PostCreate, release, and post the sales and purchase order for item lines with a direct location.

    The system creates the necessary documents and updates the following fields in the sales lines:

    FieldDescription
    Sales Order No.Specifies the number of the sales order created for the item.
    Warehouse Shipment No.Specifies the number of the warehouse shipment order created for the item.
    Posted Sales Shipment No.Specifies the number of the posted sales shipment created for the item.
    Posted Sales Invoice No.Specifies the number of the posted sales invoice created for the item.

    The system updates the following fields in the purchase lines:

    FieldDescription
    Purchase Order No.Specifies the number of the purchase order created for the item.
    Warehouse Receipt No.Specifies the number of the warehouse receipt created for the item.
    Posted Purchase Receipt No.Specifies the number of the posted purchase receipt created for the item.
    Posted Purchase Invoice No.Specifies the number of the posted purchase invoice created for the item.

    The transfer of ownership of items is complete.

  • When the Aptean Advanced Pricing extension is installed, the system automatically selects the Frozen checkbox for the lines on the sales and purchase orders created from the Transfer Ownership page if you have manually entered a value in the Unit Price Excl. VAT and Unit Cost Excl. VAT fields on the Sales and Purchase FastTabs, respectively.
  • The system updates license plate details on the sales and purchase orders created from the Transfer Ownership page using either the Aptean License Plating extension or Aptean Beverage Advanced Warehouse Management extension, Drink-IT edition, depending on the configuration on the Feature Control page. For more information, see Overview of Feature Control.