--- alias: user-guide-transfer-order-index tags: - material logistics description: "This documentation outlines the creation and management of transfer orders for material movement" --- # Transfer Order :lock: 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. ## Transfer Order Lifecycle A **Transfer Order**, during its life cycle, follows the state model as illustrated in the next picture. ```mermaid 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; classDef mermaid_initial_state fill:#d7e4bd,stroke:#92d050,stroke-width:3px,color:#000; classDef mermaid_final_state fill:#a7e2f2,stroke:#65CDE8,stroke-width:3px,color:#000; class Start mermaid_start class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_initial_state class A4,A5 mermaid_final_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 ```mermaid 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" ``` {{ generate_index() }}