To create Transfer Order
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1 – Go to transfer Order List
Enter Transfer Order in
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Search box, then select “Transfer Orders” link
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2 – Create Transfer Order
Select New in Transfer Orders Action bar
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3 – Enter Transfer Order Information
(1
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) Enter transfer from Location Code (e.g. MAIN)
(2
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) Enter transfer to Location
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Code (e.g. SP-TW)
(3)
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Select “Direct Transfer” (if the goods transfer no need to via In-Transit Location i.e. Post transfer ship and transfer receipt when post the transfer order)
(4
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) Enter Posting Date if Transfer from Receipt Date is not today (assume work date is today)
5. Enter Dimension if any (e.g. Project Code)
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(5) Enter Item No.
7. Enter Quantity
8. Change Shipment Date if ship date is not today (assume work date is today)
(6) Enter the transfer quantity
4 – Enter the Item Tracking information
(1) Select Line => (2) Item Tracking Lines => Shipment to enter the lot information for the item it transfers from the location.
5 - Post the transfer order
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Step 4 – Post Transfer Order
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Select Posting, Post action to post the transfer order.
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After transfer order posted, system will delete the transfer order. User can find the transaction history in Posted Transfer Shipment and Posted Transfer Receipt.
On-screen Inventory Checking
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NOTE:
- if direct transfer is selected, both Transfer Shipment and Transfer Receipt to be posted when click post
- if not direct transfer, when transfer to location is received the goods, user need to post the transfer receipt then.