Transfer Order
The transfer that travels. The order says what goes from which site and warehouse to which. It is then picked, shipped with a Transfer Shipment into the source warehouse's in-transit warehouse, and received with a Transfer Receipt at the destination.
What it is for
Goods on a truck belong to neither branch. The in-transit warehouse holds them in between, so both branches' stock is right while the truck is on the road.
The order itself moves no stock. When the journal has automatic transfer shipment ticked, saving the order also creates and posts the shipment into the in-transit warehouse straight away.
The one rule people get wrong: once a picking list or a shipment exists, the order's sites and warehouses are locked, lines that were processed cannot be removed or cut below what was processed, and the order cannot be deleted. With automatic shipment, the order cannot be saved again while its shipment stands: reverse the shipment first.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Transfer Order | The number | Given on Create |
| Transfer Order Date | The date | How far back is allowed is set on the journal |
| Transaction Journal | The journal | Decides automatic shipment and whether a batch is required |
| From Site, From Warehouse | The source | Only warehouses of type S that have an in-transit warehouse are offered |
| Intransit Warehouse | Where goods wait | Filled from the source warehouse. Cannot be the To Warehouse |
| To Site, To Warehouse | The destination | Cannot be the same as the source |
| Ship Date, Receipt Date | Planned dates | Recorded |
| Delivery Mode, Delivery Term | How it travels | Recorded |
| Override FIFO Date Control, Reserve Item Automatically | Recorded | Nothing reads them today |
| Carrier, Driver, Licence, Vehicle, Seal, Tracking Number, Remarks for Carrier | The transport | Printed |
| Notes | Free text |
Lines
| Field | What it means | What to put |
|---|---|---|
| Item No, Item Variant, Name | The item | Required |
| Unit, Quantity | How much | More than zero |
| Batch/Serial Number | The batch to send | Required when the journal asks for it |
| Line Text | Free text |
What it is connected to
- Picking List - picks the order.
- Transfer Shipment and Transfer Receipt - the two stock movements.
- Warehouse - the in-transit warehouse.
- Lists and reports - Transfer Order Summary and Transfer Order Ledger.
If something looks wrong
- "You cannot select sames site and warehouse"
- "In Transit Warehouse and To Warehouse cannot be same"
- "Line ID: ... - Item is mandatory" / "Line ID: ... - Quantity Cannot be zero or negative" / "Line ID: ... - Batch Number is mandatory"
- "Back date not allowed"
- "You cannot change From Site, Picking list is already created" (and To Site, From and To Warehouse)
- "Line ID : ... - Item (...) cannot be removed. It's already processed." / "... cannot be less than Quantity: ... already processed."
- "Transfer Shipment is already created against this Transfer Order please first reverse Transfer Shipment to apply any changes to Transfer Order"
- "Cannot Delete Transfer Order, Picking List is already created" / "... Transfer Shipment is already created"
- The From Warehouse list is empty. No warehouse of type S on that site names an in-transit warehouse.