Copy Transfer Orders

Use this utility to copy all or part of an existing transfer order. If you routinely have similar or recurring transfer orders, this activity can be both labor- and time-saving.

An easy copying method can also be helpful when you receive requests for "Send me what you did last time." Using the Copy Transfer Order utility, you can reference a previous transfer order, copy it, and send it again without sorting through stacks of old transfers.

Note:  Purging Completed transfer orders means that they are not available for copying.

If you copy lines to an existing transfer order, the lines are added on to the end of the transfer order.

If you leave the To Transfer field blank, the system creates a new transfer order.

If you copy a transfer order that has landed costs, the landed costs are only copied when creating a new transfer order. These Landed Cost fields are copied:

  • Estimated Amount
  • Vendor
  • Allocation Method
  • Allocation Type
  • Allocation %