In Business Central, Item Reclassification Journal & Transfer Order are used to transfer the item from one location to another. However, for Transfer Order, it can be used to better keep track of the item shipment & receipt since an In-Transit Code is included and user can seperate the Transfer Shipment & Receipts.
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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To create Transfer Order
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Step 1 – Go to transfer Order List
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Enter Transfer Order in “Tell Me” search box, then select “Transfer Orders” link
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Step 2 – Create Transfer Order
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Select New in Transfer Orders Action bar
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Step 3 – Enter Transfer Order Information
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1. Enter transfer from Location Code
2. Enter transfer to Location Code
3. 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. 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)
6. Enter Item No.
7. Enter Quantity
8. Change Shipment Date if ship date is not today (assume work date is today)
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Step 4 – Post Transfer Order
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1. Select Posting, Post action to post the transfer order.
2. 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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