Table of Contents

Create Transfer Order from a Purchase Document

Overview

Stock bought overseas is normally received into an "on the water" location. This is an ordinary location, not an in-transit location. The stock then has to be transferred on to a real warehouse. The Create Transfer Order action copies the item lines of a purchase document to a new transfer order. The user only has to choose the final destination.

Key Components

  • Create Transfer Order action, available on:
    • Purchase Order
    • Posted Purchase Receipt
    • Posted Purchase Invoice
  • Create Transfer Order dialog (page CreateTOFromPurchDoc_LAL_LINC), used to choose the locations and shipment date.
  • Codeunit PurchDocToTransfer_LAL_LINC, which builds the transfer order.

Prerequisites

  • A Transfer Order Nos. number series is set up in Inventory Setup.
  • The purchase document has a Location Code. If the header has none, the location on the first copied line is used.
  • The user has the PS_LAL_LINC permission set, which includes the codeunit and the dialog.
  • A destination location exists. If an in-transit location is needed, set up a Transfer Route for the two locations (see the dialog section below).

Creating the Transfer Order

1. Start the action

  1. Open a purchase order, posted purchase receipt or posted purchase invoice.
  2. Choose Create Transfer Order in the Process category.

2. Line selection

Only lines that can be transferred are copied. A line is copied when it is:

  • of type Item,
  • for an item of type Inventory that is not Blocked, and
  • for a Quantity other than zero.

The variant, descriptions, quantity and unit of measure are carried over. Any other line that has a number is skipped. After the transfer order is created, a message lists the skipped lines. If no line can be copied, the action stops with an error.

3. The Create Transfer Order dialog

Field Description
Transfer-from Code Defaults to the location on the purchase document.
Transfer-to Code The final location the items are transferred to. Required.
In-Transit Code Filled in automatically when a transfer route exists for the two locations. Leave it blank to create a direct transfer.
Shipment Date Defaults to the work date.

Choosing Cancel creates nothing and does not use a number series entry.

4. Result

On OK the transfer order is created and opened. It has the following:

  • External Document No. set to the number of the source purchase document.
  • All non-container Logistics fields copied from the source document: Freighter, Trip, loading, estimated and actual departure and arrival dates, loading and arrival points, external container number, bill of lading number, freight agent code and gated-out date.
  • The Container No. linked when the source document has one.
  • Any Record Extension values copied from the source document.

Validation and Troubleshooting

Message Cause
There are no inventory item lines on … that can be copied to a transfer order. The document has no non-blocked inventory item lines with a quantity.
A transfer-from location cannot be determined… Neither the header nor the lines have a location code.
Transfer order … was already created from … A transfer order with the same External Document No. exists. Confirm to create another.
Transfer Order Nos. must have a value Set up the number series in Inventory Setup.