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Change Transfer Order Status

Overview​

This feature allows you to manage the movement status of inventory specified in a Transfer Order by changing the status of the Transfer Order.

Purpose​

By changing the status of a Transfer Order, you can clearly distinguish between completed and incomplete inventory movements, allowing you to control the progress of each document.

It is also used to centrally manage information such as the source and destination of inventory movements, ensuring consistency between physical stock and the system's inventory status.

Feature Description​

Transfer Order Status​

There are two statuses for a Transfer Order:

StatusDescription
OpenA state where the inventory movement is incomplete. The quantity has been deducted from the source inventory but has not yet been reflected in the destination label and location.
CompletedA state where the inventory movement specified in the Transfer Order is complete.

Inventory Behavior by Status Change​

From Open to Completed:

When a document in the Open status is changed to the Completed status, the inventory movement specified in the Transfer Order is finished.

The inventory is reflected in the destination label and location.

From Completed to Open:

When a document in the Completed status is reverted to the Open status, the quantity is deducted from the destination inventory, returning it to the state before completion.

The inventory does not return to the source label but returns to the state immediately after being reserved from the source inventory.

Instructions​

Set a Transfer Order to "Completed"​

  1. Click the Inventories menu.
    You will be taken to the "Inventory Management" page.

  2. Click the Transfer Order tab.

  3. Click Mark as Completed for the desired Transfer Order.
    The "Mark as Completed" modal opens.

  4. Click Mark as Completed.

    The inventory movement specified in the Transfer Order is finished, and the status changes to Completed.

Revert a Transfer Order to "Open"​

  1. Click the Inventories menu.
    You will be taken to the "Inventory Management" page.

  2. Click the Transfer Order tab.

  3. Click Revert Status to Open for the desired Transfer Order.
    The "Revert Transfer Order" modal opens.

  4. Click Revert.

    The quantity is deducted from the destination inventory, returning it to the state before completion.
    The status changes to Open.

Important Notes​

Failure of Reverting Status to Open​

The Revert Status to Open operation will fail if there is insufficient inventory at the destination label and location.

If it fails, there is a high possibility that the inventory has already been moved, so please check the situation from the Inventory Events, etc.