To Enter a Transfer Order (TR)

  1. Open the Sales Orders (SO301000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Order Type box in the Summary area, select TR.
  4. In the Destination Warehouse box, select the warehouse to be replenished.
  5. In the Date box, change the date of the transfer if you need a date other than the current business date.
  6. If this transfer order is associated with a particular project, in the Project box, change the X non-project code (which appears by default) to the particular project.
  7. In the Description box, enter a brief description for this transfer.
  8. On the Details tab, perform the following steps to add one item or multiple items to the transfer order:
    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with a list of active inventory items. You can use the selection criteria at the top of the dialog box to narrow the list of items.
    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data in the columns to the right.
    3. Click Add & Close to add the items and close the dialog box.
  9. On the form toolbar, click Save.