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Follow below steps to create a Transfer Order.
Operating Procedures |
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1, In Business Central, 1) Search and click "Transfer Order" 2) Click "New" to create a new Transfer Order |  | |
2, Enter the details: (1) Location code (From) (2) Location code (To) (3) In-Transit Code *This code is used for recording when the shipment of Transfer Inventory has been done but not received by another location. (4) Enter the Line information: Item No & Quantity (5) Quantity to be shipped (6) Shipment Date (7) Receipt Date |  | |
3, *For Lot Item, please remember to assign the Lot Item in line Click "Release". |
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4, Click "Post". Click "Ship" and then click "OK" |
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5 After posting Shipment, users DO NOT need to assign the Lot for Receipt since system will auto-assign according to the Lot Shipped. |
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6, User can track the shipment and receipt records by searching (Needs the action from handheld to post) "Posted Transfer Receipts" "Posted Transfer Shipments" |
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*If users want to skip the In-Transit Location and perform the Shipment & Receipt at the same time, choose "Direct Transfer". System will post Shipment + Receipt at the same time. |
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