The Main tab provides general information on an a Transfer Order document.

Generally, Transfer Order records the request for moving inventory items from one base unit to another.

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

The "Transfer Order (create)" form. The Main tab

You can view the status of the Transfer Order to the right. 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.

In the Source Warehouse field, you can select a warehouse or department from which the items will be transferred. It is selected from the Base Units drop-down list. If, for the source, or destination, or both warehouses, the Separate Inventory and Financial Documents option is selected on the Warehouses > Master Data > Warehouses form, you can specify particular locations. 

The Bin Location field is available if the Enable Bin Locations option is selected on the Administration > Settings > Purchasing and Warehouses form and if the Use Bin Locations option is selected for the source  warehouse. Select the bin location (cell) which stores the items (to be transferred) in the source warehouse.

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The Bin Location field is available for the destination warehouse if the Use Bin Locations option is selected for this warehouse. Select the bin location which would store the transferred items in the destination warehouse. If you need to transfer items to multiple bin locations (cells), you can move the Bin Location field to the Inventory tab where it will appear as a table column. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).You can view the status of the 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.

In the Entity field, select the legal entity of your company which is responsible for this 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 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).  If you need to copy the details from the basis to this Transfer Order, click the Fill by Orderbasis () button to the right of the field.  If, after you edited the document, you want to cancel the edits, click the Fill inby basis button – the details from the basis document will be copied to the transfer order Transfer Order.

The Customer Order field is populated automatically if the Transfer Order was created based on a Customer Order. If the Transfer Order should include 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 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 Removed) 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.

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to save and post the document without closing it or Post and close to save, post, and close the document.

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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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The Document Settings dialog box

For other button descriptions, see Document Toolbar.

The Related Links

The following links are available on the top of the form:

• Transfer Order Statuses: The link opens the Transfer Order Statuses form. On the form, you can view the history of status changes and change the current status of the order. For details, refer to Transfer Order Statuses.