--- alias: user-guide-send-material-transfer description: "This operation initiates the sending of a material transfer with specific prerequisites and steps" --- # Send Material Transfer :lock: MaterialTransfer.**Send** ## Overview This operation is used to send a **Material Transfer**. The **Material Transfer** may have been previously prepared or it can be prepared in this operation. ## Setup In order for the **Send Material Transfer** to be fully functional, one customization must be deployed in Critical Manufacturing's installation: * To resolve the **Materials** from the *Source Facility* from where *Inventory* is taken for modes *TransferInventory* and *ConsumeInventory*. ## Preconditions * The **Material Transfer's** universal state is *Active* and its system state is *Approved* or *Ready*. * The **Material Transfer's** *TransferMode* must be *TransferInventory* or *TransferMaterial*. * For all **Materials** assigned to this *TransferMaterial*: * Must be *Active*. * Must be *Topmost*. * Must not be *On Hold*. * Must be *Queued* or *Processed*. * Must be in the same **Facility** as the **Material Transfer's** *FromFacility*. * If the **Material Transfer's** *FromArea* is defined, it must be in the same **Area** as the **Material Transfer**. * If the **Material Transfer's** *FromStep* is defined, it must be in the same Step as the **Material Transfer**. * If the **Material** *Transfer.FromStep* is defined, the *FromStep* must have the property *IsMaterial* *TransferStep* must be true. * All **Materials** must be in the same **Step** (and hence the same **Area**). * The *Material Product* must match the *Material Transfer Product*. * The **Material** must not be associated with any other **Material Transfer**. * All *MaterialTransfer.Material.Quantity* must be > 0 and must be <= (*Material Transfer.Material PrimaryQuantity* + *Material Transfer.Material SubMaterialsPrimaryQuantity*) and can only be decimal if *Material Transfer.Product* property Material *TransferDecimalQuantityAllowed* is true. ## Sequence of Steps ### Step 1: Details 1. Select a **Material Transfer** and press the **Send** button to initialize the wizard. 2. In case that the **Material Transfer** has not yet been prepared, it is necessary to provide one or more **Materials** and respective quantities to fulfill the **Material Transfer**. Use the :material-plus: and :material-trash-can: buttons in the grid's toolbar to add and remove **Materials**. 3. Optionally, enter a comment. 4. Once the **Send** button is clicked, the **Employee** receiving the **Material** must sign-in by providing a username and password. 5. Click **Send** to complete the transaction. !!! note If token-based authentication is enabled, the user can authenticate himself by reading his token. !!! info This operation requires a user signature. Use the **Special Send Material Transfer** transaction to bypass the user signature. !!! info This transaction is available for multiple Material Transfers together from the Warehouse Management page under Planning and Logistics. ![send_material_transfer][send_material_transfer] [send_material_transfer]: images/send_material_transfer.png