After you submit a new transfer order, ServiceNow examines all existing transfer
orders attached to the current work order task to determine if the new transfer order can be
merged with any of the existing ones.
The system uses these criteria to merge transfer orders:
- Created from the Work Management application. (Configure the transfer order record to add
the Type field.)
- In the Draft stage.
- Same From Stockroom.
- Same Destination Stockroom.
If an existing transfer order matches these criteria, the new transfer order line is placed
under the existing transfer order. If no existing transfer order matches these criteria, a new
transfer order is created and the transfer order line is added. It is good practice to view the
transfer order and ensure that all information is correct. For example, check that the
Delivery by date on the transfer order is appropriate for the
Required by date on the part requirement. Transfer orders created in the
Work Management application are not merged or combined with transfer orders created from any
other application, such as Procurement.
When all the transfer order lines under a part requirement are delivered to the assigned
agent's personal stockroom, the part requirement is marked Delivered. When
both the consumable and non-consumable assets are delivered, the system changes their
State to In stock and their
Substate to Reserved (in Asset Management).