Create Transfer Orders

Form ID: (SO509000)

Note: This form is available only if the Multiple Warehouses features is enabled on the Enable/Disable Features (CS100000) form.

You use this form to create transfer orders, which replenish the stock at the destination warehouse by transferring the required quantities of items from the source warehouse. You can create transfer orders for replenishment requests generated by using the Prepare Replenishment (IN508000) form. Also, you create transfer orders for sales orders with allocations if for order fulfillment it is required to move stock from one warehouse to another. For details, see Replenishing Inventory Through Transfers.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Processes the transfer and replenishment requests (plan types) you have selected in the table and generates transfer orders for them.
Process All Processes all the transfer and replenishment requests listed in the table and generates transfer orders for them.
Inventory Summary Navigates to the Inventory Summary (IN401000) form, where you can view the availability data of the inventory item.

Selection Area

In this area, you can select the creation date and filter the requests by item class, warehouse, inventory item, product manager, or product workgroup.

Element Description
Creation Date The date to be used for creating transfer orders.
Product Manager A box and the Me check box, which you use as follows to select the product manager to whom the items are assigned for maintenance:
  • Select the Me check box to view the items assigned to you. The box will contain your user name.
  • Clear the Me check box and select another product manager to view the items assigned to the manager.
  • Leave the elements blank to view items assigned to all product managers of the selected product workgroup or all groups.
Product Workgroup A box and the My check box, which you use as follows to select the product workgroup the items are assigned to for maintenance:
  • Select the My check box to view the items assigned to your product workgroup or to the selected product manager in the group.
  • Clear the My check box and select another product workgroup in the box to display the items assigned to the workgroup or to a particular product manager in the selected group.
  • Leave the box blank and clear the check box to view the items assigned to all product workgroups.
Item Class The item class of the stock items to be transferred. Leave the box blank to include requests for items of multiple classes.
Inventory ID The stock item to be transferred. Leave the box blank to display requests for multiple items.
Weight The total weight of the item quantities to be transferred.
Volume The total volume of the item quantities to be transferred.
From Warehouse The warehouse from which the items are to be transferred.
To Warehouse The warehouse to which the items are to be transferred.
Customer

The customer specified on the sales orders for which the transfers are requested; the box is blank for transfers initiated for replenishment.

The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Order Type The type of the sales order for which the transfer is requested; the box is blank for transfers initiated for replenishment.
Order Nbr. The reference number of the sales order for which the transfer is requested; the box is blank for transfers initiated for replenishment.

Table

This table holds the replenishment requests that match the selection criteria you've specified. You can process all listed items or only those you select.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Included An unlabeled check box that you select to include this transfer and replenishment request for processing if you click Process.
Plan Type The type of functional built-in plan (an internal request based on allocation or a replenishment request) that shows the quantity of the item for which transfer is required.
Inventory ID The inventory ID of the stock item for which the transfer request or replenishment request was generated.
Description The description provided for the stock item.
Subitem

The subitem used with the inventory ID to designate the item for which the replenishment request was generated.

This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
From Warehouse The warehouse to supply items for the transfer.
To Warehouse The destination warehouse for the transfer.
UOM The unit of measure (UOM) used for the stock item being transferred.
Quantity The quantity of the item (under the specified inventory ID and subitem) requested for the transfer.
Requested on The date when the request was generated.
Customer ID The identifier of the customer that requested the item on the sales order (if applicable).
Customer Name The name of the customer that requested the item or items on the sales order (if applicable).
Order Nbr. The reference number of the sales order for which this transfer has been initiated (if applicable).
Weight The total weight of the item quantity to be transferred.
Volume The total volume of the item quantity to be transferred.