Create Transfer Order for Transfer Requirements#

TransferOrder.CreateOrderForTransferRequirements

Overview#

This operation is used to create a new Transfer Order for items belonging to one or more Transfer Requirements.

Preconditions#

• Skip Picking must be true.
• All Transfer Requirements are in state Approved, Released or Picked.
• The Source Location and Destination Location must be the same for all Transfer Orders.
• If the Source Location and Destination Location have different Facilities, the Destination Location must not be a Remote Facility.
• All Transfer Requirements Automatic Delivery and Automatic Confirmation must be the same.

Sequence of Steps#

Step 1#

From a Transfer Requirement page or from a list of Transfer Requirements, press the Create Transfer Order button and specify in the wizard:

1. Specify a Name for the Transfer Order.

   Note

   Source Location and Destination Location will be displayed automatically depending on the Transfer Requirements.

2. Specify the Priority of the Transfer Order. By default, the priority of the task is set in the TransferOrderPriority smart table.

3. 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.
4. Optionally, specify the Owner of the Transfer Order.
5. Select Next to define the Transfer Requirement Items to include.

Step 2 - Transfer Requirement Items#

1. On the left side panel, select the Transfer Requirement Items to include in the Transfer Order.
2. Select Next to define the Transfer Order Items.

Step 3 - Transfer Order Items#

1. 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

   Primary Quantity information will be displayed automatically.

3. If the Type is Product Quantity, choose Primary Quantity and Units.

4. Select the Create button to complete the creation of the Transfer Order.