Setting up the Inter-Division Transfer functionality

The Inter-Division Transfer feature allows you to transfer billings and costs between Business Units and Work Types. For more information on how this is achieved, click here. 

Below are steps to show you how to set up the Inter-Division Transfer.  

Step-by-step guide

1. Navigate to Settings and click on Features.
   
   
   
   
   
2. The Features screen is opened. Click the checkbox on the Inter-Division Transfers line and Save changes made to the screen.
   
   
   
   
3. Navigate to Company Configuration to expand it and click on Company Details.
   
   
   
   
4. The Company Details screen appears. Click the Chase Setup tab and scroll down and locate the Inter-Division Transfers section.
   
   

5. In the Default Transfer Client and Default Transfer Supplier, select the Client or Supplier that will be used for all Inter-Division Transfers.
   
   

   For more details on the transfer client, click here. 
6. Select the Default Transfer Client Product that will be used for all client-related Inter-Division Transfers.
   
   
7. Save changes made to the screen.
   
   
   
   Ensure that the user who will be using this functionality has the rights to edit Business Units on Client documents or Supplier documents.
   
   
8. To achieve this click on Lookup Codes in the Settings screen. 
   
   
   
   
9. On the Lookup Codes screen, click the Category field and select Production Rights.
   
   
10. Search for edit Business Unit and ensure the correct user rights have been selected.