Create Transfer Order#

TransferOrder.Create

TransferOrder.CreateTemplate

TransferOrder.CreateFromTemplate

Overview#

This operation is used to create a new Transfer Order. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Sequence of Steps#

Step 1#

1. Specify a Name for the Transfer Order.
2. Select the Source Location.
3. Select the Destination Location.
4. Specify the Priority of the Transfer Order. By default, the priority of the task is set in the TransferOrderPriority smart table.
5. Define the delivery due date. The due date is the latest point in time when the Transfer Order must be completed. Pick a date from the calendar and a time by clicking on the clock icon.

6. Optionally, specify additional context data for the Transfer Order in the Advanced Options section by selecting:

   • For Resource
   • For Resource Location
   • For Material
   • For Step
   • For MAO
   • For Production Order
   • For Maintenance Activity Order
   • Automatic Delivery
   • Automatic Confirmation (only possible if Automatic Delivery is enabled)
   • Owner

7. Select Next to define the Transfer Order Items.

Step 2 - Transfer Order Items#

1. On the left side panel, add as many items as desired (press in the top right of the grid to add, and to remove). For each item, the Type can be Material or Product Quantity and the Type selection will impact the subsequent property selection.

2. If the Type is Material, choose the Material.

   Note

   Product and Quantity information will be displayed automatically

3. If the Type is Product Quantity, choose:

   • Product
   • Bin Code (when the selected Product requires one)
   • Primary Quantity
   • Primary Units
   • Secondary Quantity
   • Secondary Units
   • Storage Resource

4. Optionally, specify additional information for the Transfer Order in the Advanced Options section by selecting:

   • Supplier
   • Purchase Order Number
   • Manufacturer (Business Partner)
   • Manufacturer Part Number
   • Manufacturer Lot Number
   • Manufacturer Date Code
   • Expiration Date
   • RoHS compliance
   • Moisture Sensitivity Level
   • Floor Life
   • Floor Life Units

5. Select Create to complete the creation of the Transfer Order.