Use List Views to Manage Transfer Orders

Overview

You can manage transfer orders one by one, or you can use list views to manage multiple transfer orders together. You can clone an existing view to create new views to accommodate your custom processes.

Out-of-Box List Views

• Open (Document Status = Open or Shipment Created, and Closed = false)

  • You can continue to update items or quantities to these transfer orders.

  • Select any transfer orders that you do not want to update, and check the Closed field.

• Pending Allocation (Document Status = Open or Shipment Created, and Allocation Status is not Full)

  • Select Transfer Orders, then click the Mass Allocate button to allocate.

  • Read Transfer Orders Allocation for more allocation options.

• Create Shipments (Document Status = Open, and Allocation Qty. <> 0)

  • Select Transfer Orders, then click Mass Create Shipments to create Whse Shipments.

• Shipment Created (Document Status = Shipment Created)

  • Navigate to the Whse Shipment to pick, pack and ship the order.

• Update Shipments (Whse Shipment is created and Allocated Qty. <> Whse Shipment Total Qty.)

  • Select Transfer Orders, then click Mass Update Shipments to update Whse Shipments.

• Pending Receipts (O/S Received Qty <> 0)

  • Select Transfer Orders, then click Mass Create Receipts to create Whse. Receipts.

• Receipt Created (Document Status = Receipt Created)

  • Navigate to the Whse Receipt to receive the inventory.