Process a transfer order

Users fulfill transfer orders by creating shipments in the source warehouse that are received later at the destination warehouse.

If you need to process one transfer order or a few transfer orders, you can do this by using the Sales orders (SO301000) window.
You can also process multiple transfer orders by using the Process orders (SO501000)window.
If you need to process a multi-line transfer order that involves multiple warehouses (and hence generates multiple shipments), you should also use the Process orders (SO501000) window.
  1. Go to the Sales orders (SO301000) window.
  2. Select TR as the order type.
  3. Select the reference number of the transfer that you want to process.
  4. In the Actions menu (in the toolbar), select Create shipment.
  5. In the Specify shipment parameters dialog box, which appears, change the date of the shipment and the source warehouse if needed.
    Click OK to close the dialog box.
  6. In the Shipments (SO302000) window, which opens, review the shipment information and the packages if automatic packaging is configured in your system.
  7. Make sure the Hold check box is cleared.
  8. Click .
  1. Go to the Sales orders (SO301000) window.
  2. Select TR as the order type.
  3. Select the needed transfer order by its reference number.
  4. In the Shipments tab, click the reference number, which is a link to the shipment.
  5. In the toolbar of the Shipments (SO302000) window, which opens, click Actions - Print pick list.
    Prepare the items for packaging and shipping according to the pick list.
  6. Open the Packages tab, and review the shipment information and the packages if automatic packaging is configured in your system, or specify the packages manually.
  7. Make sure the Hold check box is cleared.
  8. Click Save in the toolbar.
  9. Click Actions - Confirm shipment on the toolbar.
    Once the operation is successfully completed, the status of the shipment is changed to Confirmed.
  10. Click Actions - Update inventory in the toolbar.
    A new inventory two-step transfer is generated and released if the Automatically release inventory documents check box is selected in the Inventory preferences (IN101000) window.
  1. Go to the Purchase receipts (PO302000)window.
  2. Click in the toolbar.
  3. Select Transfer receipt as the receipt type.
  4. Select the destination warehouse in the Warehouse field.
  5. In the toolbar of the Document details tab, click Add transfer.
    In the Add transfer order dialog box, which opens, select the source warehouse in the From warehouse field.
  6. Select the check box next to the transfer order for which the items were received.
  7. Click Add and close in the dialog box.
  8. Review the added lines in the Document details tab, and correct the quantity for the lines for which the items are partially received.
  9. Make sure the Hold check box is cleared.
  10. Click .

Related concepts

About links between sales orders and purchase orders

About landed costs for transfers

About processing transfer orders

Related tasks

Process multiple transfer orders

Create a transfer order

Related windows

Create transfer orders (SO509000)

Sales orders (SO301000)

Sales order preferences (SO101000)

Process orders (SO501000)