Processing Transfer Orders (Receiving Officer)

Entering a Transfer Order

1. Open the Sales Orders (SO301000) form.

   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.

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 that needs replenishment.

5. In the Date box, change the date of the transfer if you need a date other than the current business date.

6. If a particular project associates with this transfer order, change the default X non-project code in the Project box to the specific 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.

Creating Transfer Orders for Multiple Sales Orders

1. Open the Create Transfer Orders (SO509000) form.

2. Select the date in the Creation Date box on which to prepare the transfer order or orders.

3. In the table, select the unlabelled 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.

Creating a Transfer Receipt for Transfer Order

1. Open the Purchase Receipts (PO302000) form.

   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.

2. On the form toolbar, click Add New Record.

3. In the Type box, select Transfer Receipt.

4. In the Warehouse box, select the destination warehouse.

5. In the Date box, review the date, and change it, if needed.

6. On the table toolbar of the Details tab, click Add Transfer.

7. In the Add Transfer Order dialog box, select the check boxes next to the lines for which someone received the items.

8. Click Add & Close to close the dialog box.

9. If needed, on the Details tab, correct the quantity of the lines for which the items are partially received.

10. On the form toolbar, click Save.