Summary of transfer order stages

As assets move through the transfer process, the stage of a transfer order is always based on the stages of the individual transfer order lines.

Table 1. Transfer order stages
Transfer order stage Action
Draft After all information has been added to the form, click Ready for Fulfillment.
Requested If all assets in the transfer order are ready, click Prepare for shipment. The stage of the transfer order and all transfer order lines is automatically changed to Shipment Preparation. (Transfer order lines can also be set to Shipment Preparation individually.)
Shipment Preparation All transfer order lines have to reach shipment preparation before the Ship button is available on the transfer order.
Partially Shipped After at least one transfer order line is changed to Shipped, the transfer order is marked Partially Shipped.
Fully Shipped After all transfer order lines are changed to Shipped, the transfer order is marked Fully Shipped.
Received After all transfer order lines are changed to Received, the transfer order is marked Received.
Delivered Only used with Work Management. After an item is delivered to a work agent, the transfer order is marked Delivered.