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Transfer orders for Asset Management

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Transfer orders for Asset Management

Transfer orders move assets between company stockrooms.

The Asset Management application enables asset managers to create transfer orders for moving assets between company stockrooms.

Consumable assets and non-consumable assets can be transferred as follows:

  • If an asset is consumable, it can be transferred and the quantity can be greater than one. Consumable parts are tracked by the system qualitatively.
  • If an asset is non-consumable, it must be transferred as a single entity with a quantity of one. Non-consumable parts correspond to assets defined in the system.

Transfer order lines

Transfer Order Lines is a new module under Inventory with Template Tasks and Template Subtasks as the sub modules. Transfer order lines allow the transfer of multiple assets on one transfer order. Actions such as shipment preparation can take place at the transfer order line level. Pre-allocated assets can be included in a transfer order line, but can only be transferred in their full quantity. A business rule prevents the same asset from being transferred on two different transfer orders at the same time.
Note: The Transfer Order and the Transfer Order Line workflows have moved from the Procurement plugin to the Asset Management plugin. The Transfer Order Line workflow runs only if no other workflows are matched or running on a specific record.

Transfer order line tasks

When you create a transfer order line, based on the model category specified in the asset, a transfer order line task is automatically created. Transfer order line tasks are created to move transfer order lines from one stage to the other. Transfer order line tasks also help you to track service levels and the time frame needed to complete a transfer order.

Default template tasks are available with the Asset Management application. The template tasks are based on model categories. Default template tasks cannot be deleted or modified. If required, you can also create your own customized template tasks. For more information, see Create a customized template task. When you create a transfer order line and select an asset, that asset corresponds to a model category. If a customized template task exists for that model category then that template task is added to the transfer order line as a transfer order line task. If no customized template task match is found for the asset you selected, then the default template task is added as a transfer order line task.

Closing a transfer order line task completes the task and creates the next task in the process. For example, once you close the Ready for fulfillment task, the state for this task appears as Closed Complete and a new task is opened for the next stage, Ready for Shipment. This process continues till you close all the tasks required for completing the transfer order line. As you close a task and as a task moves from one stage to the next, the asset gets automatically updated too. For example, when the transfer order line moves from Ready to Fulfillment to Prepare for Shipment, the asset's status also moves from available to reserved.
Note: If you skip a transfer order line task and select Closed Skipped, the asset is not updated automatically. Once the asset is received or delivered, you can make the update manually.
Note: If you are upgrading from any previous release to the New York release, and you have an open transfer order line that is still being processed, all the transfer order line tasks associated with that transfer order line are simultaneously created and displayed in the transfer order line form layout. Based on the stage of the transfer order line, the tasks that still need to be processed will be open; all the other tasks that have already been completed will be closed. Based on the order, if you close a later transfer order line task, all the previous tasks, which are currently open, automatically will be Closed Skipped.

Transfer order line subtasks

To further add granularity and efficiency to the process, you can also create subtasks for each transfer order line task. Each transfer order line task can have multiple subtasks. For example, before preparing for shipment, for a computer, you may want to create subtasks for imaging the computer or adding additional software. If subtasks have been defined for a particular transfer order line task, then the subtasks are automatically added to the transfer order line task. Once all the subtasks are closed, the transfer order line task is automatically closed. For more information, see Create a template subtask.

Transfer assets using transfer orders

Transfer assets from one location to the other by moving the assets through the transfer order process. You create a transfer order and move it from its initial Draft status to the final Received status.

Before you begin

Role required: inventory_user.

Procedure

  1. Navigate to Inventory > Transfer Orders > Create Transfer Order.
  2. Select values from the From Stockroom and To Stockroom lists.
    Note: If you select the same stockroom for both fields, the transfer order automatically moves from Draft to Received as soon as a transfer order line is added.
  3. Select a date and time from the Delivery by date date picker.
  4. Click Submit.
  5. Open the transfer order.
  6. Next to Transfer Order Lines, click New.
  7. Select a model for the transfer order line.
  8. If the model is a consumable, specify a quantity in Quantity Requested.
  9. Click Submit. If necessary, add more transfer order lines.
    After creating transfer order lines, the transfer order and all of the transfer order lines are in the draft stage. While a transfer order or a transfer order line is in the draft stage, it can be deleted.
    Note: When an asset is part of a transfer order set to Draft, the asset record updates to show the asset as reserved. No one else can request or transfer the asset while it is reserved.
    When you create a transfer order line, based on the model category specified in the asset, a transfer order line task is automatically created. The transfer order line task helps you to progress through the various stages of the transfer order line. Each transfer order line task represents a particular stage in the transfer process. As you close a task, a new task is created and the transfer process moves to the next stage.
  10. Open the transfer order line task and click Close Task.
    The transfer order line task is completed and a new transfer order line task is opened.
  11. Keep closing each task till you reach the last stage (Received). Once you close the task for the Received stage, the transfer order line is completed and closed.
    All transfer order lines and the transfer order are marked Delivered.

Summary of transfer order line tasks

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

Table 1. Transfer order line tasks
Transfer order line stages Description
Draft When a transfer order line is created.
Requested This is the first task created for the transfer order line.
Shipment Preparation Once the Requested task is closed, this task is created. This tasks deals with preparing the transfer order line for shipment. Three new fields are added to the Shipment Preparation task: Vendor, Ship date, and Tracking Number.
In Transit Once the Shipment Preparation task is closed, this task is created.
Received Once the In Transit task is closed, this task is created.
Delivered Once the Received task is closed, this task is created. Once you close the Delivered task, the transfer order line is completed.

Delete a transfer order

You can delete a transfer order only if the transfer order is still in the draft stage.

Before you begin

Role required: inventory_user

Procedure

  1. Navigate to Inventory Management > Transfer Orders > Transfer Orders
  2. Select the check box beside a transfer order.
  3. From the Actions on selected rows menu at the bottom of the list, click Delete.

    Alternatively, you can cancel a transfer order or a transfer order line while it is in Requested or Shipment Preparation stage.

Delete a transfer order line

You can delete a transfer order line only if it's still in the draft stage.

Before you begin

Role required: inventory_user.

Procedure

  1. Open a transfer order.
  2. Select the check box beside a transfer order line.
  3. From the Actions on selected rows menu at the bottom of the list, click Delete.

    Alternatively, you can cancel a transfer order or a transfer order line while it is in Requested or Shipment Preparation stage.

Return items received in a transfer order

When you receive a transfer order and if there is a problem with all or some of the items, you can return the transfer order.

Before you begin

Role required: inventory_user.

About this task

Items in a transfer order must be received before they can be returned.

Procedure

  1. Navigate to Inventory Management > Transfer Orders.
  2. Select a transfer order that is in the Received stage.
  3. Click the transfer order line Number of the item to return.
  4. Click Return.
  5. Enter a quantity to return.
  6. Enter a reason for the return.
  7. Select the Defective check box to return items that are broken.

    Defective items are returned to the stockroom from which they were delivered, but are not added to available stock. Instead, they are tracked in the separate category named "Defective" so they cannot be requested or transferred again.

  8. Click OK.
  9. Click Update.

    A new transfer order line is automatically created.

    A new corresponding parent transfer order is also automatically created with the new transfer order line on it.

  10. If you are returning a consumable, navigate to the transfer order line record and click the model name to open the model record.
    The model record shows which stockrooms contain the model. The one defective model is listed.
    Note: The defective model is still at the stockroom to which it was delivered. The defective model needs to be transferred back to the stockroom where it originated.
  11. Move the new transfer order through the regular transfer order process.
    Items are automatically returned to the stockroom from which they were delivered. A transfer order line item that has been returned cannot be delivered at a later time.

    If you return another defective model from the same, original order, the two defective returns are merged into one line item.

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