Types of transfer and editing

Basically there are 2 types of transfer:

A. Full Document Transfer.

B. Partial Item Transfer.

Full Document Transfer: this is to select documents (that are still outstanding) to be transferred from.

Partial Item Transfer: this is to select items (that are still outstanding) to be transferred from, you may check the item rows and key in the quantity to be transfer transferred.

Editing Documents that were transferred using Full Document Transfer ... E.g. SO transferred to DO.

1. By default, all documents that have been transferred to other documents are not allowed to Edit...
Should you need to edit the transferred document, you should cancel/delete the document which it was transferred to.... and transfer again (to a new document) after the edition.
E.g. SO transferred to DO....to edit SO, you need to first cancel/delete the DO.... then only you can edit the SO... after that create a new DO by transfer from the modified SO.
 

2. If cancel/delete the DO is not you choice of option, you may opt for manually modifying the both bills. The same example can be illustrated as below:
First of all, to allow edit the SO that was transferred, set Can Edit Documents/Items that were transferred. (refer to the topic of I can't edit SO that has been transferred to DO? )
(Please be reminded that changes made in SO will not update the DO automatically).
Then, in order to modify the DO, uncheck the check-boxes of related column in Tools > Options > Invoicing > Customize Invoicing, click Edit Column Lock...  (also refer to the topic of I can't change the price of invoice that was transferred from DO?)

Editing Documents that were transferred using Partial item Transfer ... E.g. SO transferred to DO.

1. By default, all documents that were transferred from other documents using Partial Item Transfer are allowed to Edit on the Quantity column (other  columns such as Unit Price will be locked) ... and the edited quantity will be updated to the outstanding status of the documents it was transferred from (as shown in Outstanding report).
For example: SO has 10 units of Item001, 7 units transferred to DO, thus 3 units are outstanding in SO. If modify the quantity in DO to 6 units, it will be updated to SO Outstanding report, the Quantity transferred will be changed to 6, and outstanding will be changed to 4 and vice versa. There is also an option to allow Over Transfer... (refer to Tools > Options > Invoicing > Customize Invoicing ... Over Transfer of Quantity in Partial Transfer.
In order to edit columns other than Quantity, uncheck the check-boxes of related column in Tools > Options > Invoicing > Customize Invoicing, click Edit Column Lock...  (also refer to  the topic of I can't change the price of invoice that was transferred from DO?)

2. As for document that was transferred to other document (e,g, SO in this case), you may opt for manual modification: set Can Edit Documents/Items that were transferred. (refer to the topic of I can't edit SO that has been transferred to DO? )
(Please be reminded that changes made in SO will not update the DO automatically).

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