Create a transfer order for a work order or work order task that moves the necessary
parts or assets to the correct stockroom or agent location.
Open a work order.
Open a work order task.
In the Part Requirements related list, click a
Click Source Part.
A new Transfer Order Line form appears. The system
completes the Model field automatically with
information from the part requirement. You can select a different model, but
it must be a substitute for the requested model. If you click the reference
lookup icon () beside the Model field, only the selected
model and any substitute models that are in stock are listed.
Select a From stockroom.
Only stockrooms that have the model specified are included in the list. If no
stockrooms are listed, the part is considered out of stock.
Select a To stockroom.
- To deliver the items to an agent directly and skip the
Received stage, select a personal
stockroom as the destination. If no agent is assigned to the work
order task, the transfer order line waits in the
Received stage until an agent has been
- To use a part without transferring it, select the same non-personal
stockroom for both the source and destination stockroom. This action
moves the transfer order directly to the
Received stage and sets the asset state
and substate to In stock - Pending
Note: An error occurs if the same personal stockroom is selected
for both the source and destination stockroom. In this case, the
transfer order line automatically moves to the
Delivered stage even if no agent is assigned
to the work order task.
Specify the Quantity requested.
If the first stockroom you select does not contain sufficient quantity, then
repeat steps 2-5 until the entire quantity required is ordered. As you order
from stockrooms, the number in the Reserved quantity
field is updated automatically. When the numbers in the Reserved
quantity and Requested quantity
fields on the Part Requirement form match, the system selects the
Sourced check box. After one transfer order line
is requested from the part requirement, you cannot change the part
Select a Delivery method.
Qualifiers, dispatchers, agents and users with combined roles can specify a
delivery method for parts while a transfer order is in the
stage. The possible delivery options
- Agent Pickup