To Create Transfer Orders for Multiple Sales Orders

If you need to record the movement of goods from one warehouse to another, you create a transfer order of the predefined TR type. You can create transfer orders for multiple sales orders simultaneously on the Create Transfer Orders (SO509000) form.

To Create Transfer Orders for Multiple Orders

  1. Open the Create Transfer Orders (SO509000) form.
  2. In the Creation Date box, select the date on which the transfer order or orders should be prepared.
  3. In the table, select the unlabeled check boxes in the needed line or lines with the SO Allocated plan type.
  4. Click Process on the form toolbar, or click Process All to process all lines shown in the table.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

To narrow the range of documents shown in the table, you can do any of the following:

  • In the From Warehouse and To Warehouse boxes, specify the source and destination warehouses, respectively.
  • In the Customer box, specify a particular customer whose orders you want to process.
  • In the Item Class ID, specify a particular item class.
  • In the Inventory ID box, specify a particular inventory item to see the transfer requests for this item.
  • Specify and apply a filter to select documents by specific criteria. You can create a reusable filter for the form that, once created, gives you the ability to display particular documents each time you bring up this form. For more information, see Filters.