Create a Fuel Expense Transfers to indicate an inventory item was used for internal purposes and to adjust the item On Hand Quantity.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Oil & Energy module > Movements > Fuel Expense Transfers. |
For Location enter the Site ID or select F12 to search.
Reference is a required field. Enter a reference for the Transfer, up to 14 alpha-numeric characters.
Use the Add icon to select the Item by entering the Item ID or select F12 to search.
When the Item is selected, the Units of the Item populates automatically.
Enter the Quantity of the Item used.
Select a Reason Code, a required field, for all Fuel Expense Transfers by entering the Reason Code ID or selecting F12 to search.
The Reason Codes available are:
- Fuel Expense Transfer - Non-Vehicle Use
- Fuel Expense Transfer - Forklift/Other
- Fuel Expense Transfer - Truck
Fuel Expense Transfer - Forklift/Other
When using Fuel Expense Transfer - Forklift/Other, enter an optional GL Expense account in the Account field. A Comment of up to 15 alpha-numeric characters is required. These transfers will accrue Fuel Excise and Sales Tax but no Fuel Tax Exemptions apply.
Fuel Expense Transfers - Truck
Select Fuel Expense Transfer- Truck Reason Code to require selection of a Vehicle. Fuel Excise taxes will accrue but Sales Tax will not. Any Fuel Tax Exemption will not apply to a Fuel Expense Transfer.
View Fuel Expense Transfers for the Vehicle by navigating to Merchant Ag FIN > Vehicle Tracking > Access Vehicles and selecting the Cost Codes tab on the selected Vehicle.