About processing transfer orders

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 Skapa överföringsordrar (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 Skapa överföringsordrar (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.

The processing of transfer orders involves performing the following actions and generating the following documents.

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 Behandla ordrar (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 Behandla utleveranser (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.