AR/AP Transaction Transfer operation transfer transactions performed for an AR/AP to another AR/AP record. So that if multiple AR/AP records are opened for an AR/AP for any reason, it is provided to track transactions performed by these records under a single AR/AP record.
In order to do so, AR/AP Transaction Transfer option is used in Finance > Operations menu.
Then relevant records are selected by accessing Accounts Receivable and Payable browser from
AR/AP Code, AR/AP Title, AR/AP Code To Transfer and AR/AP Title To Transfer fields.
Code and Title of the relevant AR/AP record, which is selected in Accounts Receivable and Payable browser, accessed from the AR/AP Code and AR/AP Title fields are transferred to these fields respectively.
Similarly, Code and Title of the relevant AR/AP record, which is selected in Accounts Receivable and Payable browser, accessed from the AR/AP Code To Transfer and AR/AP Title To Transfer fields are also transferred to these fields respectively.
After specifying related AR/AP records to transfer, click Apply. AR/AP information regarding all transactions performed for the AR/AP selected in AR/AP field will be replaced with the AR/AP To Transfer.