How to Create Transfer Orders
There are several ways you can create Transfer Orders:
You can use the Agency Order Allocate page to mass-create or update Transfer Orders
You can also enter Transfer Orders manually
You cannot have duplicate Transfer Orders with the same Transfer-to Warehous and Shipment Date.
After creating the Transfer Orders:
Choose Alternate Shipping and Shipping Contact
Click Send Document to email Packing List to Shipping Contact
How to Process Transfer Orders - Standard Workflow
*Not Recommended
Create a Transfer Order
Allocate
Create a Whse Shipment
Create and Post a Pick
Update the Transfer Order
Update Allocations
Update the Whse Shipment
Create and Post another Pick
Post the Whse Shipment
How to Process Transfer Orders - Simplified Workflow
Bypass Allocation, Update Shipment, and Create Pick steps
Configure one Pick bin for the Main warehouse. Use the Shelf field on the Item page to identify the actual bins.
On the Item List,
After a Transfer Order is created, click Print Packing List to pick inventory.
During picking, write the Actual Picked Qty. on the PDF.
Update Transfer Order with the Actual Picked Qty.
The Pick Status on the Transfer Order is updated to Partially Picked, Fully Picked, or None Picked.
Add Items or update quantities on Transfer Orders as needed.
Print Packing List again to pick inventory.
Quantity, Picked Qty., and Not Picked Qty. are printed on the document
Create Shipments
Only if the Pick Status is Fully Picked.
Batch Post Shipments.
How to Manage Funds
Populate Project to Transfer Line
How to Manage Funds - to be deleted
Use Project to manage funds
Total Order Cost is a roll-up summary of each transfer line’s inventory cost
This cost could be updated on the Whse. Shipment because of the FIFO costing method
The Project field is filtered by Transfer-to Account field
The Project Task is updated automatically when Transfer Orders are created or updated.
On the Project object: