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Create an Inventory Transfer Order

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This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, refer to the Inventory Management (Conventional Method) manuals.

Overview​

This section explains how to create a transfer order as a schedule for transferring inventory to another facility or location in Inventory Management (New Method).

Creating a transfer order does not move inventory quantities.

Purpose​

Use transfer order creation to manage scheduled inventory transfers between facilities and locations by linking source stock with a destination.

By creating the schedule as a transfer order in advance, you can review the SKU, source, destination, and quantity as one set of details before proceeding to transfer shipment and transfer receipt. Since each line has its own quantity and destination, you can create the transfer order while organizing the inventory to be transferred.

Feature Description​

What is a Transfer Order?​

A transfer order is used to create a schedule for an inventory transfer.

Creating a transfer order does not move inventory quantities. After creating a transfer order, you can check the transfer order number and transfer order lines on the details page for the created transfer order.

Composition of a Transfer Order​

A transfer order consists of the destination, estimated arrival, and transfer order lines.

Transfer order lines are created by selecting the stock targeted for transfer from the current stock of the source. A transfer order line includes the SKU, source facility and location, inventory disposition, inventory segment, owner, lot, on hand, allocatable quantity, destination, and quantity.

The default value of the quantity for an added transfer order line is 1. The quantity can be changed for each line.

Conditions under Which a Transfer Order Can Be Created​

You can create a transfer order when all of the following conditions are met:

  • There is 1 or more transfer order lines
  • The quantity for each line is entered
  • The destination for each line is entered
  • The quantity for each line does not exceed the allocatable quantity

Scope Handled in Creating a Transfer Order​

Transfer order creation covers creating a schedule for an inventory transfer.

The procedures for creating transfer shipments and transfer receipts, and how shipments and receipts update inventory, are out of scope for transfer order creation.

Instructions​

Navigating to the New Transfer Order Screen​

  1. Click the Inventory menu.
  2. Click the Inventory operations tab.
  3. Click Transfers.
  4. Click Transfer orders.
  5. Click New Transfer Order.
    The New transfer order page opens.

How to Fill in the Form​

Entering the Destination and Estimated Arrival​

In the Destination section, set the destination and estimated arrival.

  1. Search for the destination facility from Search facilities.
  2. Select the target facility.
  3. Search for the destination location from Search locations.
  4. Select the target location.
  5. Specify the estimated arrival date in Estimated arrival as necessary.

You can search for and select a Location after selecting a Facility.

Selecting the Source Current Stock​

In the Select source stock section, select the stock to add to the transfer order lines.

You cannot select the stock to transfer until you select the destination facility and location.

  1. Search for the source current stock using the filters for Product, SKU, and Inventory conditions.
  2. Select the checkboxes for the stock to transfer.
    The selected stock is added to Transfer order lines.

Checking and Entering Transfer Order Lines​

  1. In Transfer order lines, review the details of the added lines.
  2. Change Quantity for each line as necessary. Quantity is 1 immediately after the line is added.

Creating a Transfer Order​

  1. In Transfer order lines, review the quantity and destination.

  2. Click Create transfer order.

    If the process is successful, a transfer order is created based on the selected lines, and the details page for the created transfer order opens.

Important Notes​

Inventory Quantities Do Not Move When a Transfer Order Is Created​

A transfer order is used to create a schedule for an inventory transfer. Creating a transfer order does not move inventory quantities.

The procedures for creating transfer shipments and transfer receipts, and how shipments and receipts update inventory, are out of scope for transfer order creation.

Enter Quantities Within the Allocatable Quantity​

Enter quantities for transfer order lines within the allocatable quantity.

If any line has a quantity that exceeds the allocatable quantity, the transfer order cannot be created.