Shipping a Transfer Order

There are three ways to ship a transfer order.

Manually Ship

1. Open the Transfer Order Ship form.
2. Select a transfer order to ship.
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 mode, select, in the grid, all line items that you want to ship.
5. Edit the quantity shipped as needed.
6. Ensure that the From Location field is 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 Ship form.
9. Click Ship to ship the selected transfer order line items.

Use the Transfer Order Ship Pick List

1. Open the Transfer Order Ship Pick List form.
2. Enter the appropriate data in these fields:
   • Starting and Ending Transfer Numbers - Enter the starting and ending transfer numbers of records to be processed.
   • Post Material Issues - Select this field to to pick the inventory and post the journal transactions. However, serial and lot-tracked items are not posted.
   • Post as of Date - Enter the date or accept the default of the current system date.
   • Reprint Pick List Items - Select All Text to reprint all items that have a previous pick list date. Select None to not reprint all items that have a previous pick list date.
3. Click Print to execute.

Use the Combined Transfer Order Ship/Receive

This procedure will create the journal entries for both the shipped and received inventory.

1. Open the Combined Transfer Order Ship/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 mode, select, in the grid, all line items that you want to ship or receive.
5. Edit the quantity shipped or received as needed.
6. Ensure that the From Location and To Location 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 Combined Transfer Order Ship/Receive form.
9. Click Ship/Receive to ship or receive the selected transfer order line items.

Related Topics

Transfer Orders Steps