Transfer Orders Overview

The combination of transfer orders and transfer order lines is used to control more formal movements of larger volumes of materials and items. A transfer order is typically used for moving items or materials between distribution centers, or for component and sub-assembly movement between plants that require a more formal multi-stage transaction. It does not require approval process or a requisition function.

Transfer orders are characterized by:

  • A transfer header and line items.
  • Picking process.
  • Separate entry of shipping and receiving transactions with provisions for recording loss, damage, rejects.

Transfer orders support the following:

  • Visibility of in-transit inventory across the system including transfer order number, item, quantity in-transit, quantity to be shipped, date, shipment mode, freight cost, and value of shipment.
  • Financial transactions
  • Landed cost. All Landed Cost receipts must be vouchered before a transfer order can be closed.
  • Cross-reference functionality.
  • Picking List functionality.
  • Packing Slip functionality.
  • Bill of Lading functionality.
  • Pro Forma Invoice functionality.
  • Various costing and pricing methods.
  • Automatic updating of inventory fields for planned transfer orders.
  • The ability to enter a transfer order without knowing the location or lot number. The location is not required until time of receipt. Likewise, if the receiving site enters the transfer order, it is not required to enter the from location of the items or materials being transferred.
  • Maintenance of the transfer order header data from the shipping site when it creates the transfer order.
  • Partial shipping and receiving.
  • Ability to track quantity differences, such as: loss, shrink, damage, rejects, and advance shipment. These will be tracked by Reason Codes.
  • Data Collection for shipping and receiving transactions.

Transfer orders do not support:

  • Change Order functionality
  • Configured Items
  • Discounts
  • Blanket Orders functionality
  • Progressive Billing
  • EDI functionality

You can set up the system to replicate planned transfer order demand orders to your remote supply sites (for MRP or APS Planning). See Setting Up Planned Transfer Order Replication for more information.

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