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.