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Create an Inventory Transfer Shipment

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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 ship stock from a specific storage location based on a transfer order in Inventory Management (New Method).

This page covers creating and confirming a transfer shipment.

Purpose​

Use transfer shipment creation to manage shipment details based on a transfer order by linking them with the SKU, source, destination, and quantity.

By creating draft lines based on the unshipped portion of the transfer order, you can confirm the shipment after reviewing the details before confirmation. Checking and adjusting the quantity for each line helps keep the transfer order and transfer shipment information aligned and standardizes the inventory transfer workflow.

Feature Description​

What is a Transfer Shipment?​

A transfer shipment is an operation to ship stock from a specific storage location based on a transfer order.

You create and confirm a transfer shipment based on a transfer order.

For the steps to create a transfer order, see the Create an Inventory Transfer Order manual.

Transfer Shipment Draft Lines​

Transfer shipment draft lines are lines created based on transfer order lines.

Transfer shipment draft lines include Line, SKU, Lot, Quantity, Source, and Destination. The unshipped quantity of each transfer order line is used as the default Quantity for the transfer shipment draft line.

The only field you enter directly when creating a transfer shipment is Quantity for each line.

Conditions under Which a Transfer Shipment Can Be Created​

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

  • There is 1 or more lines
  • The quantity for all lines is an integer of 1 or more

Confirmation After Creation​

Creating a transfer shipment creates an unconfirmed transfer shipment.

Confirm an unconfirmed transfer shipment after reviewing the details before confirmation.

Instructions​

Navigating to the Create Transfer Shipment Screen​

  1. Click the Inventory menu.
  2. Click the Inventory operations tab.
  3. Click Transfers.
  4. Click Transfer orders.
  5. Click the target transfer order number.
    The Transfer order detail page opens.
  6. Click Create transfer shipment.
    The New transfer shipment page opens.

Checking and Entering Transfer Shipment Draft Lines​

  1. In Transfer shipment draft lines, review the stock to transfer, Quantity, Source, and Destination.
  2. Change the Quantity for each line as necessary. Enter the quantity as an integer of 1 or more.

Creating a Transfer Shipment​

  1. After reviewing your entries, click Create transfer shipment.

    If the process is successful, an unconfirmed transfer shipment is created, and the details page for the created transfer shipment opens.

Confirming a Transfer Shipment​

  1. On the transfer shipment details page, check that the target transfer shipment has the PRE-CONFIRM status.

  2. Click Confirm shipment.
    The confirmation screen opens.

  3. In the Preview, review the details before confirmation.

  4. Click Confirm transfer shipment.

    If the process is successful, the transfer shipment is confirmed.

Important Notes​

Transfer Shipments Are Created from Transfer Order Details​

Transfer shipments are created from the target transfer order details.

This operation does not create a new transfer shipment by directly specifying a transfer order.

Check the Conditions for Lines and Quantities​

If there are no lines, or if any line has a quantity that is not a positive integer, a transfer shipment cannot be created.

Review the transfer shipment draft lines and quantities before creating a transfer shipment.

Check the Preview Before Confirmation​

Confirm a transfer shipment after reviewing the Preview.