Use a transfer order to move necessary parts between company stockrooms or to a location
where an agent can recieve them.
The transfer order defines delivery dates, the stockrooms involved in the transfer, and the
general status of the order. A transfer order contains one or more transfer order lines which
allow the transfer of multiple parts or assets on one transfer order. A transfer order line
describes the part, the quantity required, and the status of the part in the transfer process.
The system creates a transfer order automatically when you create a transfer order line. You
can add additional transfer order lines to a transfer order as long as the transfer order is in
the Draft stage. When any of the transfer order lines advance to the next
stage, the transfer order stage also advances, and can no longer accept additional transfer order
- Parent Topic
- Part requirements
After all work order tasks are qualified and the parent work order state automatically
changes to Qualified, you can request more information from the qualifier, if
necessary, and source any parts required for the tasks.
- Child Topics
- Consumable and non-consumable models
The transfer process is slightly different for consumables than it is for
- Create a transfer order
Create a transfer order that moves the necessary parts or assets to the correct
stockroom or agent location.
- Merge transfer orders
After you submit a new transfer order, the system 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 orders.
Products > Service Management > Field Service Management; Versions > Helsinki