--- alias: user-guide-create-transfer-order-transfer-requirement tags: - material logistics description: "Create a transfer order linked to transfer requirements, managing locations and delivery details" --- # Create Transfer Order for Transfer Requirements :lock: 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**. 1. Specify the Priority of the **Transfer Order**. By default, the priority of the task is set in the *TransferOrderPriority* smart table. 1. 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. 1. Optionally, specify the Owner of the **Transfer Order**. 1. Select **Next** to define the **Transfer Requirement** Items to include. ![create_to_for_tr_step_one] ### Step 2 - Transfer Requirement Items 1. On the left side panel, select the **Transfer Requirement** Items to include in the **Transfer Order**. 1. Select **Next** to define the **Transfer Order** Items. !!! info If a substitute **Product** is defined in the **BOM**, the information will be displayed for each of the Transfer Requirement Items. ![create_to_for_tr_step_two] ### 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. 1. If the Type is *Material*, choose the **Material**. !!! note Primary Quantity information will be displayed automatically. 1. If the Type is *Product Quantity*, choose *Primary Quantity* and *Units*. 1. Select the **Create** button to complete the creation of the **Transfer Order**. ![create_to_for_tr_step_three] [create_to_for_tr_step_one]: images/create_to_for_tr_step_one.png [create_to_for_tr_step_two]: images/create_to_for_tr_step_two.png [create_to_for_tr_step_three]: images/create_to_for_tr_step_three.png