Agency Transfer Order

There are several ways you can create Transfer Orders:

You can use the Agency Order Allocate page to mass-create or update Transfer Orders
- Mass Agency Order Creation Page
You can also enter Transfer Orders manually
- https://help.goldfinchcloudsolutions.com/goldfinch/create-a-transfer-order

You cannot have duplicate Transfer Orders with the same Transfer-to Warehous and Shipment Date.

After creating the Transfer Orders:

*Not Recommended

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, Non-Sellable is checked if Main Available < 0.
- On Transfer Orders, Items with Non-Sellable = true will not display as the search result.
After creating a Transfer Order, click Print Packing List to pick inventory.
Still being tested: When saving Transfer Order, display a warning if Quantity is more than Main Available on any of the Transfer Lines.
During picking, write the actual Picked Qty. on the PDF.
Update Transfer Order with the actual Picked Qty.
- Actual Picked Qty. cannot be greater than Quantity.
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.

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:
- Project Object Used to Manage Funds

MetCouncil