Creating Transfer Orders from Sales Orders

When you need to transfer material from another branch in order to fill a customer's order, you can create a transfer order directly from the Body screen of the sales order.

To create a transfer order from a sales order:

1. Create or open a sales order and display the order's Body screen.

2. Use the Mode hot key, and select the Copy to Transfer option to display the Copy to Transfer screen.

3. In the Enter Rcv Br field, enter the branch that will be receiving this transfer order. This will be a branch other than the branch where the order is being written.

Note: If needed, you can change the pricing branch in the Enter Prc Br field. However, this field is not editable until you enter a value in the Enter Rcv Br field.

4. In the Gens to Copy field, select which generations of the order you want to copy to a transfer order: Current, All, or Open.

Note: If you select All or Open, you may be prompted to confirm this choice.

5. Select the Begin hot key to create a transfer order from the order.

6. When prompted, select one of the following COGS copy options:

• Recost All Items

• Keep Manual Overrides

• Keep All Costs/Overrides

7. When Transfer Order Entry displays, continue entering the transfer order as usual.

See Also:

Direct-Shipping Specific Line Items