Navigating the form

Printer setup

Select the destination for your report.

Dimensions display

Select the inventory dimensions to appear in the report.

Edit lines

Select this check box to edit transfer order lines according to the option selected in the Updatefield. Only lines with a positive ship quantity are shown.

For example, you can change the shipment quantity or delete the line. You can also perform reservation and picking for the line via the Inventorysubmenu in the Transfer orders form, unless you select the Explode linescheck box.

You can edit the transfer order lines before they are updated, but to change inventory dimensions for the lines, you must select the Explode linescheck box.

If you clear the Edit linescheck box, the transfer order line is shipped only according to the option selected in the Updatefield.

The cleared check box is useful in combination with the Available quantityoption. For example, if you select the check box, the available quantity for transfer is frozen at the time it is specified, even if the available quantity changes in the period before the shipment. If you clear the check box, the available quantity is determined at the time the shipment is executed.

Explode lines

Select this check box to explode transfer order lines according to the inventory transactions. This check box is available only if you select the Edit linescheck box.

If you select the Explode linescheck box, you can edit the inventory dimensions location, batch, and serial number for the order transfer line.

For example, if you make a reservation on the serial numbers ABC-1, ABC-2, and ABC-3, the exploded line will contain the reserved dimensions. You can then replace ABC-2 by selecting a new serial number in the Serial numberlist in the Transfer orders form.

Note
The new serial number will not be applied until the shipment is updated. When you select the Explode linescheck box, you cannot edit the inventory dimensions if the items in the lines have already been picked.

Autoreceive

You can select this check box if the same employee both ships and receives the transfer order and the item will not be in transit (therefore the transfer time is zero).

Note
Both the shipment and receipt are performed on the same day, and this day is also the posting date.

Print transfer shipment

Select this check box to print out shipping papers for the transfer order lines. You can also specify print options and the inventory dimensions to be printed in the report.

Update

View the quantity that you can ship according to the option specified in the Updatefield in the Ship transfer order form. This quantity can be changed, but you cannot enter a negative transfer quantity or exceed the quantity in the Ship remainfield in the Transfer orders form.

The following update options are available:

• Ship now- The shipped quantity is equal to the value in the Ship nowfield on the individual transfer lines in the Transfer orders form. This option requires a value in the Ship nowfield.

• All- The ship quantity is equal to the remaining ship quantity for each line (the transfer quantity minus the shipped quantity).

• Reserved quantity- The ship quantity is equal to the physical reserved inventory quantity.

• Available quantity- The ship quantity is equal to the remaining ship quantity, if the quantity is physically available in the originating warehouse. If this is not the case, the ship quantity is reduced to the available physical quantity.

Tracking ID

The ID used to track a transfer order.

Employee

This field is automatically populated with the employee number of the default setup, or with the current user if a relation has been created.