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The required fields on this tab are: Source Warehouse, Destination Warehouse, Bin Location (if available), Required Date, and Entity.

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You can view the status of the transfer order Transfer Order. To change the status manually, click the Change Status link to the right of Status. For details, refer to Transfer Order Statuses.
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.The Customer Order field is populated automatically if the transfer order was created based on a customer order. If the transfer order includes items from multiple customer orders, you can move the Customer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

In the Entity field, select the legal entity of your company which is responsible for this transfer order Transfer Order. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.

The Basis field is populated automatically, if this transfer order Transfer Order was generated on the basis of a document of one of the following types: Customer Order, Invoice Received, Goods Receipt Note, Inventory Transfer, Production Order, or Requisition. If needed, you can manually select the basis document from the list of documents of these types (for this, click Show all from the drop-down list). Once the basis document is selected, the data is copied to this order. If, after you edited the document, you want to cancel the edits, click the Fill in button – the details from the basis document will be copied to the transfer order.

The Customer Order field is populated automatically if the Transfer Order was created based on a customer order. If the Transfer Order includes items from multiple Customer Orders, you can move the Customer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

The Requisition field is available if the Enable Requisitions option is selected on the Administration > Settings > Purchasing and Warehouses form.  The field is filled in automatically if the Transfer Order is linked to a Requisition. You can link the Transfer Order to a Requisition manually; for this, click the arrow button in the field, then click Show all. The list of Requisitions appears. If you need to copy the details from the document to this Transfer Order, click the Fill by Order (Image Added) button to the right of the field. To link the document to multiple Requisitions, click the Settings button and move the field as column to the Inventory tab.

In the Comment text box, you can enter any additional information about this document.

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Use the Generate button to create a document based on this transfer order Transfer Order.

Use the Settings button to change the position in document of the following objects: Bin Location (Cell), Customer Order, or Requisition.

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