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	The product manager of a stock or non-stock item. In this box, you can select any user from the workgroups to which you are added on the Company Tree (EP204061) form. If you are not added to any workgroup, you can select only yourself. If this box is empty, the system shows all available lines.
Me	A check box that indicates (if selected) that the table contains only lines with stock or non-stock items in whose settings you are selected in the Product Manager box on the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
Product Workgroup	The product workgroup of a stock or non-stock item. In this box, you can select any workgroup to which you are added on the Company Tree (EP204061) form. If the box is empty, the table contains lines with stock or non-stock items that have one of the following settings on the Stock Items (IN202500) or Non-Stock Items (IN202000) form: In the Product Workgroup box in the Summary area, the specified workgroup is one of your workgroups on the Company Tree (EP204061) form. The Product Workgroup box is empty. If you are not added to any workgroup, the table contains only lines with stock or non-stock items that do not have an assigned workgroup.
My	A check box that indicates (if selected) that the table contains only lines in which stock or non-stock items have the same workgroup in the Product Workgroup box on the Stock Items (IN202500) or Non-Stock Items (IN202000) form as one of your workgroups on the Company Tree (EP204061) form.
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.