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Transfer Order#

🔒 TransferOrder.Show

A Transfer Order can be created from one more Transfer Requirements or Pick Lists, but it can be created Ad-hoc at any time to move Material from one location to another. A Transfer Order can also be used to send quantities without individual Materials (Packaging Units). This is to cover the case where an ERP will send quantities but not the individual packaging units. In this case, the individual packaging units must be created after the Transfer Order is delivered and before it's marked as closed.

A Transfer Order, during its life cycle, follows the state model as illustrated in the next picture.

graph TD
    Start ==>|Create| A1[Open]
    A1 ==>|Begin| A2[In Progress]
    A2 ==>|Deliver| A3[Delivered]
    A3 ==>|Confirm| A4[Closed]
    A1 ---> A5[Canceled]
    A1 --> A3
    A1 --> A4

classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_state color:#000, fill:#d7e4bd, stroke:#000, stroke-width:1px, font-size:100%, font-weight:300;
class Start mermaid_start
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_state

The lifecycle is further described in the table below:

State Description
Open The Transfer Order has been created and it's ready to be executed.
In Progress The Transfer Order is being executed (Material is In Transport).
Delivered The Material in the Transport Order has been delivered.
Closed Any Material that didn't have a unique Id has been created in the system. This is to account for the case where an external system (ERP) will send the quantities in bulk but not the individual Material Ids.
Canceled The Transfer Order has been canceled

Table: Transfer Order lifecycle

Tying Everything Together#

graph LR
    L1[Transfer Requirement] --- L2[Transfer Requirement Item]
    L3[Pick List] --- L4[Pick List Item]
    Main[Transfer Order] === L5[Transfer Order Item]
    A1[Source Location] --- Main --- A2[Destination Location]
    L4 --- A3[Material] -.- L5 --- A4[Product]
    L4 -.- L5
    L2 -.- L5

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;
class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10 mermaid_businessdata
class L1,L2,L3,L4,L5,L6 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/transfer-order"
click A1,A2 "../../business-data/area"
click A3 "../../business-data/material"
click A4 "../../business-data/product"
click L1 "../../business-data/transfer-requirement"
click L3 "../../business-data/pick-list"

Available Pages#

Dive into the pages below to explore more about Transfer Order:

Main Page#

Generic Operations#

Specific Operations#