Creating Transfer Orders
You use transfer orders in e-automate as an internal ordering mechanism. Transfer orders are similar to purchase orders in that you use them to order inventory items from a vendor. You use the transfer order for ordering items for a specific destination warehouse and bin. You can also identify shipping information on a transfer order should you decide to ship items on a transfer order to a customer or to one of your warehouses.
Transfer orders can be dynamically created in the Inventory Logistics Console or manually created using the Inventory Transfer Orders list window. You can also generate warehouse picking lists from created transfer orders to allow personnel to retrieve inventory items identified on the transfer orders. Ultimately, a transfer order will result in a transfer. Transfer orders can feed the inventory transfer transaction with the necessary information to complete the transfer. Transfer orders must be completed by performing a transfer. This can be automated using the Inventory Logistics Console or the Inventory Management Task.
Getting to the TransactionGetting to the Transaction
From the Inventory menu, select Transfers > Transfer Orders to open the Inventory Transfer Orders window.
Click [New] to open the New Transfer Order window.
Basic InformationBasic Information
Complete the following fields as appropriate:
Requested by: Employee requesting the inventory.
Description: Brief description of the request.
Source warehouse: Warehouse in which the items identified are to be pulled.
Destination warehouse: Warehouse in which the items are going.
Requires
shipping: When checked, e-automate displays the Shipping
tab.
Note: You use the Shipping tab
to identify the customer or the warehouse in which you want to ship
the items.
Number: The system automatically enters the next sequential number for this transfer order, but you can change it if necessary.
Date: Date the order is being made.
Due by: When checked, you can enter the date by which the order is to be transferred.
Request: You can base a transfer order on an existing inventory request. Use the lookup icon in the Request field to select a request. The transfer order populates with the information defined on the inventory request.
Indicate the item and quantity for the order by doing the following:
In the Item field, use the lookup to select the item.
In the Quantity field, enter the quantity of the item.
In the Warehouse field, use the lookup to select the destination warehouse of the item.
In the Bin field, use the lookup to select the destination bin for the item.
Click [QuickAdd] to add the item, quantity, warehouse, and bin information to the list of items being entered on the order.
Repeat steps a through e for each item requested.
To edit the Quantity, Destination Warehouse, or Destination Bin do the following:
Select the row
in which you want to edit.
Note: E-automate populates the
Item, Quantity, Destination Warehouse, and Destination Bin fields
with the selected row.
Change the necessary values.
Click [Update].
To add shipping information do the following:
Click the Shipping tab to bring it forward.
Note: The Shipping
tab is only displayed when you have checked the This transfer order
requires shipping checkbox.
In the Ship
to field, select either Warehouse
or Customer.
Note: E-automate changes the
field to either Warehouse or Customer.
In the Warehouse/Customer field, select the appropriate shipping location.
To edit the selected warehouse or customer address, click the Edit Ship To Address (pencil) icon.
To add remarks, click the Remarks tab and enter your remarks.
Completing the TransactionCompleting the Transaction
Click [OK] to save the transfer order.
Non-supported ReleaseNon-supported Release
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