Visma Net
About processing transfer orders
You can create transfer orders manually to account for goods that are moved from one
warehouse to another.
Also, you can generate transfer orders for sales orders when you
reserve (allocate) the stock for sales orders in other warehouses.
In the process of
replenishment, transfer orders are created to move goods from the source warehouse to the
warehouse where they are needed for sale.
You can create a transfer order (an order of the TR type) by entering all the
required information in the Sales orders (SO301000) window.
If needed,
you can reserve stock in the source warehouse for each line item on the transfer order by
selecting the line and clicking the Allocations button in the table
toolbar, and then creating additional allocation schedules.
Also, you can create multiple transfer orders by using the Create transfer orders (SO509000) window.
In this window, the system displays the transfer
requests (also referred to as plan types) that have been automatically generated by
the system in the following cases:
- For each sales order (of the SO or SA type) for which the stock has been allocated in other warehouses.
- For replenishment by transfer if the items are to be purchased and delivered to a source warehouse.
In the Create transfer orders (SO509000) window, you can select the transfer
requests (plan types) by source and destination warehouses, item class, and product
work group.
After reviewing the resulting list, you can generate transfer orders for each
line in the list, or you can select the orders to be generated by selecting the check boxes
to the left of the plan types.
You can view the generated orders in the Sales orders (SO301000) window.
A transfer order is fulfilled by one shipment or by multiple shipments.
You can create a
shipment for a transfer order from the Sales orders (SO301000) window, by clicking Actions - Create shipment.
If you need to create shipments for multiple transfer orders, you can run
the Create shipment process by using the Process orders (SO501000)window.
The shipments will be grouped by source and destination warehouses and
by stock items.
The item quantities on the shipment are deducted from the
Available and Available for shipping
quantities and added to the SO allocated quantity; you can see these
quantities in the
Inventory allocation details (IN402000) window, as well as in other
windows.
You can print a pick list for each shipment by clicking Actions - Print pick list in the Shipments (SO302000) window.
Alternatively, you
can print pick lists for multiple shipments by applying the Print pick lists action
for the selected shipments in the Process shipments (SO503000) window.
You can confirm each shipment by using the Shipments (SO302000) window.
Upon
shipment confirmation, the quantities of items on the shipment are added to the
SO shipped quantity.
To promptly update the item quantities in the
destination warehouse, you can click Actions - Update inventory on the toolbar, and the item quantity is deducted from SO
shipped and added to In transit. (These quantities are
displayed on a variety of inventory inquiries and reports.)
You use the Purchase receipts (PO302000)window to create a transfer receipt
(that is, a receipt of the Transfer receipt type) to record the receipt of the
transferred items at the destination warehouse. You create a transfer receipt by adding the
lines from one transfer order or multiple transfer orders.
A transfer receipt may include
only some of the lines from a transfer order; you can also change the quantity in a
particular line if the items specified in this line were received partially.
On release of the transfer receipt, the item quantity is deducted from the In
transit quantity and added to Quantity available and
Quantity on hand.
(These quantities are displayed on a variety of
Inventory inquiries and reports.)
Thus, the quantity of the item that has been transferred
from the source warehouse to the destination warehouse becomes available for sale.
If your company's warehouses are located in different regions and your company uses
external transportation services to transfer stock items between warehouses, then the
transportation expenses must be added to the item costs as landed costs.
For information on
landed costs, see: About landed costs for transfers.
Related concepts
About landed costs for transfers
Related tasks
Process multiple transfer orders
Related windows
Create transfer orders (SO509000)
Prepare replenishment (IN508000)