Inventory and Order Management: Receive Transfer Mode of the Receive and Put Away Form

When items are transferred between warehouses, warehouse personnel may work with the following documents:

• A transfer order, which is an order with the Transfer Order automation behavior created on the Sales Orders (SO301000) form
• A transfer shipment—that is, a shipment of the Transfer type created on the Shipments (SO302000) form
• A transfer receipt—a purchase receipt of the Transfer Receipt type created on the Purchase Receipts (PO302000) form

In previous versions of MYOB Acumatica, a warehouse worker could not create a transfer receipt when they were receiving and putting away items by using the mobile app. Instead, the warehouse manager had to create the transfer receipt in the system and provide it to the worker. Also, for the worker to put away the items, the manager had to create a separate inventory transfer. These restrictions in operations resulted in extra work, increased the risk of document errors, and caused processing delays.

Starting in MYOB Acumatica 2025.1, a warehouse worker can transfer items from the source warehouse to the destination warehouse by using the mobile app. They can create a transfer receipt based on a delivery document, such as a transfer shipment or transfer order. Multiple warehouse workers can now receive one transfer shipment if it includes different items. After a receiver releases the transfer receipt, they can put away the received items.

The following sections describe the changes related to this functionality in MYOB Acumatica 2025.1.

Changes to the Purchase Orders Preferences Form

On the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form, the Display the Receive Transfer Tab check box (shown below) has been added. If this check box is selected, users can process transfer receipts by using the Receive and Put Away screen of the mobile app or the Receive and Put Away (PO302020) form.

Changes to the User Profile Form

On the User Profile (SM203010) form, the Receive Transfer option (shown below) has been added to the Receive and Put Away box on the General Info tab. If a user selects this option, the default mode on the Receive and Put Away (PO302020) form for this user will be Receive Transfer. The system will apply this change the next time the user signs in.

Changes to the Receive and Put Away Form

On the Receive and Put Away (PO302020) form, the Receive Transfer tab has been added (see the following screenshot). This tab lists the lines of a purchase receipt with the Transfer Receipt type.

The tab is shown if the Display the Receive Transfer Tab check box is selected on the Purchase Orders Preferences (PO101000) form and a user has switched to Receive Transfer mode by scanning any of the following:

• The @potransfer command
• The transfer receipt number (if the transfer receipt has already been created)

On the Receive and Put Away form, in Receive Transfer mode, a user can create a transfer receipt by scanning the number of a transfer shipment or transfer order. By default, the system creates the new transfer receipt with the On Hold status. The Receive Transfer tab has no lines from the newly created transfer receipt. Each line is added automatically by the system after a user has scanned the barcode of the item to be received.

Also, the system now automatically switches between Receive, Return, and Receive Transfer modes on the Receive and Put Away form based on the type of the scanned purchase receipt. For example, if Receive mode is in use and a user is scanning the number of a transfer receipt, the system automatically recognizes the type of the document and switches the mode to Receive Transfer so the user can process the transfer receipt.

Changes to the Purchase Receipts Form

On the Purchase Receipts (PO302000) form, the Put Away tab now appears for a receipt of the Transfer Receipt type. It lists single-step inventory transfers created in Put Away mode on the Receive and Put Away (PO302020) form for this purchase receipt (see the following screenshot).

Changes to the Shipments Form

On the Shipments (SO302000) form, the Receipts tab has been added (see the following screenshot). The tab appears only for shipments of the Transfer type and lists all purchase receipts of the Transfer Receipt type created for the shipment. On this tab, a user can click links to the related transfer receipts and check which items in these receipts have been received at the destination warehouse.

Changes to the Shipment Confirmation Report

In the Shipment Confirmation (SO642000) report, the barcode of the corresponding shipment number has been added (see the following screenshot). By scanning the shipment barcode, a warehouse worker can start processing the corresponding transfer receipt on the Receive and Put Away (PO302020) form.

Processing of a Transfer Receipt on the Receive and Put Away Form

Starting in MYOB Acumatica 2025.1, warehouse workers can receive multiple transfer receipts for one transfer shipment simultaneously and put away items from these transfer receipts.

Suppose that goods (computers and monitors) should be transferred from a source warehouse to a destination warehouse. A user creates a transfer order on the Sales Orders (SO301000) form and processes the related transfer shipment on the Shipments (SO302000) form. The system generates and releases the inventory transfer that issues the items from the source warehouse to the destination warehouse. The transfer shipment has the Completed status on the Shipments form. Now the goods can be received at the destination warehouse.

Further suppose that the shipment confirmation report has 10 computers and 10 monitors to be transferred to the destination warehouse. One warehouse worker is responsible for receiving the computers at the warehouse location for computers, and another warehouse worker is responsible for receiving the monitors at the warehouse location for monitors. The warehouse personnel can transfer items from the source warehouse to the destination warehouse by performing the following steps:

1. Warehouse worker 1 scans the shipment barcode in the Shipment Confirmation (SO642000) report. The system switches to Receive Transfer mode, creates the transfer receipt, and displays the Receive Transfer tab with no lines on the Receive and Put Away (PO302020) form.
2. Warehouse worker 1 performs the following operations to process the transfer receipt:
   1. Scans the barcode of the location for computers at the destination warehouse
   2. Scans the barcode of each computer that has been received
   3. Releases the transfer receipt

   When the transfer receipt has been released, warehouse worker 1 can put away the items.

3. Warehouse worker 2 scans the barcode in the Shipment Confirmation report. The system switches to Receive Transfer mode, creates the transfer receipt, and displays the Receive Transfer tab with no lines on the Receive and Put Away form.
4. Warehouse worker 2 performs the following operations to process the transfer receipt:
   1. Scans the barcode of the location for monitors at the destination warehouse
   2. Scans the barcode of each monitor that has been received
   3. Releases the transfer receipt

   When the transfer receipt has been released, warehouse worker 2 can put away the items.

Duplicate Identifiers in Document Processing

In Receive Transfer mode on the Receive and Put Away (PO302020) form, a user can scan the identifiers (that is, reference numbers) of such documents as transfer shipments, transfer receipts, or transfer orders. Although documents of a particular type (such as transfer receipts) have unique identifiers, documents of different types (such as a transfer receipt and a transfer order) can share the same identifier. When an identifier is scanned, the system searches in the following order until it finds a document with the identifier:

1. Transfer receipts on the Purchase Receipts (PO302000) form
2. Transfer shipments on the Shipments (SO302000) form
3. Transfer orders on the Sales Orders (SO301000) form

Suppose that the system has two documents with identical identifiers: a transfer receipt and a transfer shipment. If a user enters an identifier matching a released transfer receipt on the Receive and Put Away form, the system displays an error message indicating that the transfer receipt has already been released. This prevents further processing of the shipment with the same identifier.

Mobile App

In the MYOB Acumatica mobile app, on the Receive and Put Away screen, the Receive Transfer button has been added under the Change Mode category (see the following screenshot). The button is available if the Display the Receive Transfer Tab check box is selected on the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form.

On the More menu of the Receive and Put Away screen, the Release Receipt command has been added (see the following screenshot). The command is shown in Receive mode if the transfer receipt’s items have already been received by a warehouse worker.

On the Receive and Put Away screen, if a user taps Review and then taps the item, the system displays the information about the received item, including the transfer order number and the transfer shipment number (see the following screenshot).

Limitations

In MYOB Acumatica 2025.1, multiple users cannot simultaneously process unreleased transfer receipts with partial item quantities on the Receive and Put Away (PO302020) form. However, if a user has created and released a transfer receipt with a partial item quantity, the remaining quantity can be received in another transfer receipt.

Additional Information

For more information about Receive Transfer mode, see Receiving and Putting Away Operations: Transfer Receipt Processing.