Visma.net ERP

Create transfer orders (SO509000)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

This window is only available if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.
You use this window to create transfer orders, which replenish the stock at the destination warehouse by transferring the required quantities of items from the source warehouse.
You can create transfer orders for replenishment requests generated by using the Prepare replenishment (IN508000) window.

Also, you create transfer orders for sales orders with allocations if for order fulfillment it is required to move stock from one warehouse to another.
For details, see: About automated replenishment.

The window toolbar

Button	Description
Process	Processes the selected transfer and replenishment requests (plan types) or those for which you have selected the Included check box, and generates transfer orders for them.
Process all	Processes all the listed transfer and replenishment requests and generates transfer orders for them.
Inventory summary	Click this to view details about the items in the stock.

The top part

In this area, you can select the creation date and filter the requests by item class, warehouse, stock item, product manager, or product work group.

Element	Description
Creation date	The date to be used for creating transfer orders.
Product manager	A field and the Me check box, which you use as follows to select the product manager to whom the items are assigned for maintenance: Select the Me check box to view the items assigned to you. The field will contain your username. Clear the Me check box and select another product manager to view the items assigned to the manager. Leave the elements blank to view items assigned to all product managers of the selected product work group or all groups.
Work group	A field and the My check box, which you use as follows to select the product work group the items are assigned to for maintenance: Select the My check box to view the items assigned to your product work group or to the selected product manager in the group. Clear the My check box and select another product work group in the field to display the items assigned to the work group or to a particular product manager in the selected group. Leave the field blank and clear the check box to view the items assigned to all product work groups.
Item class ID	The item class of the stock items to be transferred. Leave the field blank to include requests for items of multiple classes.
Item ID	The stock item to be transferred. Leave the field blank to display requests for multiple items.
Weight	The total weight of the item quantities to be transferred.
Volume	The total volume of the item quantities to be transferred.
From warehouse	The warehouse from which the items are to be transferred.
To warehouse	The warehouse to which the items are to be transferred.
Customer	The customer specified on the sales orders for which the transfers are requested; the field is blank for transfers initiated for replenishment.
Order type	The type of the sales order for which the transfer is requested; the field is blank for transfers initiated for replenishment.
Order no.	The reference number of the sales order for which the transfer is requested; the field is blank for transfers initiated for replenishment.

The table

This table holds the replenishment requests that match the selection criteria you have specified.

You can process all listed items or only those you select.

Column	Description
Plan type	The type of functional built-in plan (an internal request based on allocation or a replenishment request) that shows the quantity of the item for which transfer is required.
Item ID	The item ID of the stock item for which the transfer request or replenishment request was generated.
Item description	The description provided for the stock item.
From warehouse	The warehouse to supply items for the transfer.
To warehouse	The destination warehouse for the transfer.
UoM	The unit of measure (UoM) used for the stock item being transferred.
Quantity	The quantity of the item requested for the transfer.
Requested on	The date when the request was generated.
Customer	The ID of the customer that requested the item on the sales order (if applicable).
Customer name	The name of the customer that requested the item or items on the sales order (if applicable).
Order no.	The reference number of the sales order for which this transfer has been initiated (if applicable).
Weight	The total weight of the item quantity to be transferred.
Volume	The total volume of the item quantity to be transferred.

Related concepts

About processing transfer orders

About automated replenishment

About cash sales processing options

Order types (SO201000)

About links between sales orders and purchase orders

About landed costs for transfers

Related tasks

Create a sales order

Create a sales order with allocations

Create a sales order with reserved allocations

Create a transfer order

Process a transfer order

Process multiple transfer orders

Related windows

Sales orders (SO301000)

Prepare replenishment (IN508000)