Receiving a Transfer Order

There are three ways to receive a transfer order.

Manually Receive

1. Open the Transfer Order Receive form.
2. Select a transfer order.
3. In Filter-in-Place mode, use the remaining header fields to filter the transfer order line items that will display in the grid.
4. After you exit Filter-in-Place, select, in the grid, all line items that you want to receive.
5. Edit the quantity received as needed.
6. Ensure that the From Location, Freight, Duty, Brokerage, and Local Freight fields are correct.
7. To add additional lines, click Add Lines to open the Add Transfer Ship Line modal form.
8. Enter the specifications for the new line, then click Add to return to the Transfer Order Receive form.
9. Click Receive to receive the selected transfer order line items.

Use the Transfer Order Receiving List

1. Open the Transfer Order Receiving List Report form.
2. Enter the appropriate data in the required fields:
   • Receive for Transfer - Enter the number of the transfer to be processed.
   • Post as of Date - Enter a date or accept the default current system date.
3. Select the Post Material Receipt field. When this field is selected, the system picks the inventory and post the journal transactions. However, serial and lot-tracked items are not posted.
4. Select the Print button to execute.

Use the Transfer Combined Ship/Receive

This procedure creates the journal entries for both the shipped and received inventory. See the Combined Transfer Order Ship/Receive form for more information.

NOTE: To record inventory that is either lost or damaged in transit, use the Transfer Order Loss utility.

Related Topics

Transfer Orders Overview

Transfer Orders Steps

About Multi-Site Transfer Order Receiving

Transfer Orders Steps