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

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".

4, Click "Post". Click "Ship" and then click "OK"


5 For Lot Item Case, after posting Shipment, users DO NOT need to assign the Lot for Receipt since system will auto-assign according to the Lot Shipped.


6, User can track the shipment and receipt records by searching (Needs the action from handheld to post)

"Posted Transfer Receipts"

"Posted Transfer Shipments"


*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.