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 tab 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 tab.

2. From the Edit Order > Copy Order to menu, select Transfer to display the Copy to Transfer window.

3. In the Enter Ship Branch field, enter the branch that will be shipping this transfer order.

4. In the Enter Receive Branch 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.

5. 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.

6. Click OK to create a transfer order from the order.

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

• Recost All Items

• Keep Manual Overrides

• Keep All Costs/Overrides

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

See Also:

Direct-Shipping Specific Line Items

Following Up on Bid Reminders