Create a transfer order from a request

You can create a transfer order directly from a request to source hardware items and consumables from stockrooms.

Before you begin

Role required: procurement_admin or procurement_user

Procedure

  1. Navigate to Procurement > Requests > Requests.
  2. Click the request Number of a request that has been approved but not sourced.
    Check the Request State and Sourced columns.
  3. In the Catalog Tasks related list, click a Number.
  4. Click Source Request.
    The Source Request screen is displayed with a list of all the requested items.
  5. Click Add Transfer Order in the requested hardware item section.
  6. In the Source Stockroom list, select a stockroom from which the hardware item should be sourced.
  7. The In Stock column, displays the total stock available with the selected source stockroom.
  8. In the Transfer Quantity field, specify the quantity you want transfer.
  9. In the Destination Stockroom list, select the destination to which the requested item or items should be delivered.
  10. Click Submit.
    A transfer order is created to move the item or items from the Source Stockroom location to the Destination Stockroom location. When you view the request, the Sourced check box is selected.