---
alias: user-guide-prepare-material-transfer
description: "Prepare a material transfer by assigning materials, verifying conditions, and initiating the process"
---

# Prepare Material Transfer

:lock: MaterialTransfer.**Prepare**

## Overview

This operation is used to prepare a **Material Transfer** by assigning one or more **Materials** to the **Material Transfer**.

## Setup

In order for the **Prepare Material Transfer** operation to be fully functional, one customization must be deployed in Critical Manufacturing's installation:

* To resolve the Materials from the *Source Facility* from where the inventory is taken for *TransferInventory* and *ConsumeInventory* modes.

## Preconditions

* The **Material Transfer's** universal state is *Active* and its system state is *Approved* or *Ready*.
* All *Materials* assigned to this **Material Transfer**:
    * 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** *FromArea* is defined, it must be in the same *Area* as the **Material Transfer*.
    * If the **Material Transfer** *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* set to 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 **Material** *Transfer.Material.Quantity* must be > 0 and <= (*Material Transfer.Material PrimaryQuantity* + *Material Transfer.Material SubMaterialsPrimaryQuantity*) and can only be decimal if the *Material Transfer.Product* property *Material TransferDecimalQuantityAllowed* is true.

## Sequence of Steps

### Step 1: Details

1. Provide one or more **Materials** and respective quantities to fulfill the **Material Transfer**. Use the :material-plus: sign button or the delete button from the grid's toolbar to add and remove **Materials**. Note that the system will suggest, by default, the required quantity to fulfill the requested quantity, if the quantity is available in the specified **Material**.
2. Optionally, select a location for the **Material Transfer** (from the Lookup Table *MaterialLocation*).
3. Optionally, enter a comment.
4. Press **Prepare** to complete the transaction.

![prepare_material_transfer][prepare_material_transfer]

[prepare_material_transfer]: images/prepare_material_transfer.png