> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/transferring_ownership_of_a_paid_reserve.md).

# Transferring Ownership of a Paid Reserve

Transfer ownership of a Paid Reserve between customers.

{% hint style="info" %}
Bevica Fine Wine is a separate extension. Please contact your system administrator or your TVision contact if you would like further information or would like to install Bevica Fine Wine.
{% endhint %}

An existing Paid Reserve record can be easily transferred to a new Customer if necessary. This might be to correct an error or where one customer is gifting the stock to another.

{% hint style="warning" %}
**Prerequisites**

Knowledge of how to manage paid reserves.
{% endhint %}

## How to transfer ownership of a Paid Reserve record

Paid Reserves are transferred using the Paid Reserve Journal, selecting an existing record and setting a new **Customer No.**

In the ![Search (Tell me) icon](https://2932934759-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfUgpGDVvyqBWVvwVIy9a%2Fuploads%2Fgit-blob-d08791d5454211f4ad6c103dcb698478e14f0cc7%2FPhwGnRAOG9Mu1XPwdk42YY8HK0yb3F_Oiw.png?alt=media) area, search for **Paid Reserve Journal**.

1. Open the page and select the Journal Batch you want to use.
2. Once the batch number is selected, populate the **Source No.** filter field with the customer whose Paid Reserve(s) you want to transfer.
3. Select the Line ribbon option **Get Paid Reserves To**, then **Transfer Ownership**.
4. On the **Paid Reserve Selection** page that appears, find or search the appropriate Paid Reserve record(s) and enter the **Quantity** from this record you want to transfer. You cannot transfer Booked quantities from a paid reserve. If this is the case, you first need to remove those quantities from the document they are on, i.e., Broking list, Withdrawal Sales order.
5. Click OK to copy the Line(s) back onto the Paid Reserve Journal.

The newly created lines have the Source No. (i.e., customer no.) blanked out waiting for this to be populated with the new customer no. The following fields are copied to the Paid Reserve Jnl. line and will be set against the new Paid Reserve unless modified manually.

* Rotation No.
* Provenance
* Condition
* Internal information

{% hint style="info" %}
The following fields cannot be changed on the journal line: \*\*Item No, Quantity, Unit of Measure, Location, Variant.\*\*
{% endhint %}

When ready, Post the journal lines.

## New Paid Reserve Records

The newly transferred records have a new Paid Reserve No. and reference their originating Paid Reserve in the **Orig. Paid Reserve No.** field.

Paid Reserve Entries are created with the Entry Types of **Cancel Sale Into Reserve** and **Stock Into Paid Reserve**. These can be seen by navigating to either the existing or new Paid Reserve record cards.

{% hint style="info" %}
No new financial postings are created as part of transferring ownership, i.e., credits or invoice.
{% endhint %}


---

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