Create a transfer order

If you need to record the movement of goods from one warehouse to another, create a transfer order (a sales order of the predefined TR type).

1. Go to the Sales orders (SO301000) window.
2. Select TR as the order type.
3. In the Destination warehouse field, select the warehouse to be replenished.
4. Change the date of the transfer if you don't want to use the current date.
5. If this transfer is associated with a particular project, in the Project field (where the non-project code appears by default), select the project.
6. Enter a brief description for this transfer.
7. On the Document details tab, for each item you want to add to the transfer order, perform the following steps:
   1. Click in the table toolbar. The Inventory lookup dialog box appears with a list of active stock items.
   2. Optional: In the Inventory lookup dialog box, to find the item by a string in its item ID or description, type this string in the Inventory field.
   3. Optional: To further narrow the resulting list to a particular sub item of the item (if sub items are used in your system), select it in the Sub item field.
   4. Optional: To further narrow the resulting list to an item located in a particular warehouse, select the warehouse in the Warehouse field.
   5. In the resulting list, select the line with the item you want to add, and in the Quantity column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column).
      Notice the item availability data in the columns to the right.
   6. Click Add and close at the bottom of the dialog box.
   7. Click .
8. If you need to reserve the quantities of specific items in the source warehouse specifically for this transfer, perform the following steps for each item for which you want to reserve the stock:
   1. On the Document details tab, select the order line for the item.
   2. Click the Allocations button on the toolbar.
   3. In the Allocations dialog box that is opened, select the check box in the Allocated column for the line.
      Click OK to save the changes and close the dialog box.
   4. Click Save.
9. If the Lot or serial tracking functionality is enabled in your system, and you want to specify particular lot or serial numbers for the items listed on the order, execute the following steps on the Document details tab:
   1. Select a line with the item requiring lot or serial numbers, click Allocations in the toolbar. The Allocations dialog box opens.
   2. In the Lot/serial no. column, select one of lot or serial numbers available in the allocation warehouse.
      Notice as the line quantity changes to 1 if the item has serial numbers or to the lot quantity if the item has lot numbers, and as a new line for the remaining quantity is added.
      In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero.
   3. Click OK to save the allocations and close the dialog box.
10. Clear the Hold check box.
11. Click .