# Force Transfer Receive - (User Guide)

link: [https://dashboard.mcjimleather.com/modules/ftr](https://dashboard.mcjimleather.com/modules/dma)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/6mhimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/6mhimage.png)

##### (Scan to be directed to the user guide documentation.)

##### **<span style="color: windowtext;">Overview</span>**

<span style="color: windowtext;">Force Transfer Receive lets the Audit Team create the Transfer Receive (TR) for delivered Transfer Deliveries (TDs) when the store's promo and Area Supervisor have not created it themselves. It is the final step in the notice process: once the escalating notices have gone unanswered, Audit can step in and post the TR directly.</span>

<span style="color: windowtext;">The module works as a short guided flow — you filter for the TDs you need, review and select them, set a document date, and create the TRs. A confirmation then lists the TR number generated for each TD.</span>

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##### **<span style="font-size: 12.5pt; color: windowtext;">What you can do here</span>**

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>Find delivered TDs for any store, within a date range, that still need a TR.</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>Review the TDs grouped by month, and expand any TD to see its items.</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>Select one, several, or a whole month's TDs at once.</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>Set the document date (the delivery / received date) for the TR.</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;"><span style="color: rgb(0, 0, 0);">F</span>orce-create the TRs and see the TR number generated for each TD.</span>

##### **<span style="color: windowtext;">Who Can Use This Module</span>**

<span style="color: windowtext;">This module is intended for the Audit Team. Audit users can select any area and any store — there is no restriction to a particular area — since force-creating a TR is an audit action that may be needed for any store.</span>

<span style="color: windowtext;">Access is granted by the MIS Department once the appropriate authorization is in place, after which Force Transfer Receive appears in the user's list of modules.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/Txdimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/Txdimage.png)

##### **<span style="color: windowtext;">Key Terms</span>**

<span style="color: windowtext;">These abbreviations appear throughout the module.</span>

<span style="color: windowtext;"> </span>

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-term-stands-for-mean" style="width: 891px; margin-left: 5pt; border-collapse: collapse; border: medium none currentcolor;" width="662"><thead><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes;"><td style="width: 171.328px; border: 1pt solid rgb(214, 218, 225); background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="133">**<span style="font-size: 10.0pt; line-height: 110%; color: white; mso-themecolor: background1;">Term</span>**

</td><td style="width: 218px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="180">**<span style="font-size: 10.0pt; line-height: 110%; color: white; mso-themecolor: background1;">Stands For</span>**

</td><td style="width: 386.531px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="349">**<span style="font-size: 10.0pt; line-height: 110%; color: white; mso-themecolor: background1;">Meaning</span>**

</td></tr></thead><tbody><tr style="mso-yfti-irow: 1;"><td style="width: 171.328px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="133"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">TD</span>

</td><td style="width: 218px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="180"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Transfer Delivery</span>

</td><td style="width: 386.531px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="349"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The delivery document for the goods sent to the store.</span>

</td></tr><tr style="mso-yfti-irow: 2;"><td style="width: 171.328px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="133"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">TR</span>

</td><td style="width: 218px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="180"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Transfer Receive</span>

</td><td style="width: 386.531px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="349"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">What you create here once goods are received. A TR number is generated for each TD.</span>

</td></tr><tr style="mso-yfti-irow: 3; mso-yfti-lastrow: yes;"><td style="width: 171.328px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="133"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Document date</span>

</td><td style="width: 218px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="180"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">—</span>

</td><td style="width: 386.531px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="349"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The delivery / received date applied to the TR being created.</span>

</td></tr></tbody></table>

<span style="color: windowtext;"><span style="font-size: 10.5pt; font-family: 'Calibri','sans-serif'; mso-fareast-font-family: Calibri; color: windowtext; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">  
</span></span>

<span style="color: windowtext;"> </span>

##### **<span style="color: windowtext;">How the Module Works</span>**

<span style="color: windowtext;">Force Transfer Receive is a three-step flow. You move forward through the steps, and can go back to change your filters at any time before creating the TR.</span>

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-step-what-happens-1." style="width: 985px; margin-left: 5pt; border-collapse: collapse; border: medium none currentcolor;" width="662"><thead><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes;"><td style="width: 253.828px; border: 1pt solid rgb(214, 218, 225); background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="173">**<span style="font-size: 10.0pt; line-height: 110%; color: white; mso-themecolor: background1;">Step</span>**

</td><td style="width: 569.031px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="489">**<span style="font-size: 10.0pt; line-height: 110%; color: white; mso-themecolor: background1;">What happens</span>**

</td></tr></thead><tbody><tr style="mso-yfti-irow: 1;"><td style="width: 253.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="173">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">1. Filter</span>**

</td><td style="width: 569.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="489"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Choose a date range, area, and store to find the TDs available for TR creation.</span>

</td></tr><tr style="mso-yfti-irow: 2;"><td style="width: 253.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="173">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">2. Review &amp; select</span>**

</td><td style="width: 569.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="489"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">See the TDs grouped by month, expand any TD to check its items, and tick the ones to process.</span>

</td></tr><tr style="mso-yfti-irow: 3; mso-yfti-lastrow: yes;"><td style="width: 253.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="173">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">3. Set date &amp; create</span>**

</td><td style="width: 569.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="489"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Set the document date, then create the TRs. A confirmation lists the TR generated for each TD.</span>

</td></tr></tbody></table>

#  

##### **<span style="color: windowtext;">Step 1 — Find the TDs</span>**

<span style="color: rgb(0, 0, 0);">The first screen is where you tell the module which TDs to look for. Fill in all four fields:</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>**From date / To date —** the date range to search within.</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>**Area —** pick the area from the dropdown.</span>

<span style="color: rgb(0, 0, 0);"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span>**Store —** pick the store. This dropdown is enabled once you have chosen an area, and lists the stores in that area.</span>

<span style="color: rgb(0, 0, 0);">When a date range, area, and store are all set, the Find TD(s) button becomes active. Click it to load the matching TDs.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/hrFimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/hrFimage.png)

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-choose-the-area-firs" style="width: 957px; margin-left: 8pt; border-collapse: collapse; border: medium none currentcolor;" width="672"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes;"><td style="width: 813px; border-width: 1pt 1pt 1pt 3pt; border-style: solid; border-color: rgb(238, 242, 255) rgb(238, 242, 255) rgb(238, 242, 255) rgb(29, 78, 216); background: rgb(238, 242, 255); padding: 6.5pt 7.5pt 6.5pt 8.5pt;" valign="top" width="672">**<span style="color: windowtext;">Choose the area first</span>**

<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">The Store dropdown stays disabled until an area is selected — it then shows only the stores in that area. If you change the area, the store selection resets.</span>

</td></tr></tbody></table>

##### **<span style="color: windowtext;">Step 2 — Review and Select TDs</span>**

<span style="color: windowtext;">The review screen shows the TDs found for that store and date range. The store and date range appear at the top, and the TDs are grouped by month.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/sNdimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/sNdimage.png)

<span style="color: windowtext;">If nothing matches, a message says no TD was found for that store and date range.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/N6uimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/N6uimage.png)

##### **<span style="font-size: 12.5pt; color: windowtext;">Month groups</span>**

<span style="color: windowtext;">Each month has a heading with a checkbox and a count of how many TDs it contains. Use the month checkbox to select or deselect every TD in that month at once; it shows a partial (indeterminate) state when only some of the month's TDs are selected.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/h5kimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/h5kimage.png)

##### **<span style="font-size: 12.5pt; color: windowtext;">TD rows and items</span>**

<span style="color: windowtext;">Each TD row shows its number, date, item count, and total quantity, with a checkbox to include it. Click the arrow on the right to expand the row and see the items in that TD — item code, description, color, size, unit of measure (UM), and quantity.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/PATimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/PATimage.png)

##### **<span style="font-size: 12.5pt; color: windowtext;">Continuing</span>**

<span style="color: windowtext;">The footer shows how many TDs you have selected. When at least one is selected, click Continue to TR to move on. Use Go back to filters if you need to change the store or date range — this returns you to Step 1.</span>

<span style="color: windowtext;"> </span>

##### **<span style="font-size: 16.0pt; color: windowtext;">Step 3 — Set the Date and Create the TR</span>**

<span style="color: windowtext;">After clicking Continue to TR, a dialog opens where you set the document date for the TRs you are about to create.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Check the document date. It defaults to today; change it to the correct delivery / received date if needed.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Review the count of TDs shown in the dialog.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Click Create TR to post the TRs, or Cancel to go back without creating them.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/F2kimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/F2kimage.png)

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-document-date-the-do" style="width: 965px; margin-left: 8pt; border-collapse: collapse; border: medium none currentcolor;" width="672"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes;"><td style="width: 817.5px; border-width: 1pt 1pt 1pt 3pt; border-style: solid; border-color: rgb(238, 242, 255) rgb(238, 242, 255) rgb(238, 242, 255) rgb(29, 78, 216); background: rgb(238, 242, 255); padding: 6.5pt 7.5pt 6.5pt 8.5pt;" valign="top" width="672">**<span style="color: windowtext;">Document date</span>**

<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">The document date is the delivery / received date that will be recorded on the TR. It defaults to today's date, so change it if the goods were received on a different day before you create the TR.</span>

</td></tr></tbody></table>

##### **<span style="font-size: 12.5pt; color: windowtext;">Confirmation</span>**

<span style="color: windowtext;">When the TRs are created, a success screen confirms how many TDs were processed and the document date used, and lists each TD together with the TR number generated for it. Click Create Another TR to start a new one from the filter screen.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/scaled-1680-/Ff9image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-08/Ff9image.png)

##### **<span style="color: windowtext;">Quick Reference</span>**

**<span style="font-size: 12.5pt; color: windowtext;">Typical flow</span>**

**<span style="color: windowtext;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Set a From date, To date, area, and store, then click Find TD(s).</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Review the TDs grouped by month; expand any TD to check its items.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Tick the TDs to process — individually or a whole month at once.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Click Continue to TR.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Set the document date and click Create TR.</span>

**<span style="color: windowtext;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Review the generated TR numbers on the confirmation screen.</span>

<span style="color: windowtext;"> </span>

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-at-a-glance-audit-on" style="width: 1023px; margin-left: 8pt; border-collapse: collapse; border: medium none currentcolor;" width="672"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes;"><td style="width: 846px; border-width: 1pt 1pt 1pt 3pt; border-style: solid; border-color: rgb(238, 242, 255) rgb(238, 242, 255) rgb(238, 242, 255) rgb(29, 78, 216); background: rgb(238, 242, 255); padding: 6.5pt 7.5pt 6.5pt 8.5pt;" valign="top" width="672">**<span style="color: windowtext;">At a glance</span>**

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Audit only — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">used to force-create a TR when the promo and Area Supervisor have not.</span>

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Any store — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">choose the area first, then any store within it.</span>

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Select by month — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">tick one TD, several, or a whole month at once.</span>

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Document date — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">the delivery / received date; defaults to today.</span>

</td></tr></tbody></table>