Transfer Order Flow in Sage 500

By | January 28, 2017

Basically, the transfer order comes under Inventory section where inventory transfer is used to ship items from one warehouse to another. They are used only when multi-warehousing is active and more than one warehouse is being managed.

New Stuff: Sales Order (SO) Flow in Sage 500 ERP

In Sage 500 ERP, flow for Transfer Order is shown below,

  • Enter and approve the transfer request
  • Shipping the items from the shipping warehouse to the transit warehouse
  • Receiving the items, which moves them from the transit warehouse to the receiving warehouse

And to be eligible for transfer, an item must be defined in both the shipping and receiving warehouses.

Let see an example for Transfer Order.

Instance: To move an item ’10/100 Adapter’ from warehouse Rialto → Vernon.

  • Navigate to Inventory Management → Activities → Transfers → Enter Transfer Order
  • Enter the Receiving warehouse details, shipping warehouse details, item & quantity to be shipped and other required details like transit, request date.
  • Save

Enter Transfer Item

To approve the transfer order,

  • Goto Inventory Management → Activities → Transfers → Approve Transfer Orders;
  • Select the transfer order to be approved → Proceed.

Approve transfer order

Hereafter the flow partially goes same as in Sales Order, Picklist needs to be created for transfer order; Hence to create Pick List

  • Sales Order → Activities → Picking → Create Picklist
  • Confirm

Create Pick list

After that Generate shipment for pick list for Transfer Order.

Generate Shipment

Once the shipment is generated, commit & post the Transfer shipment.

Post SO Transaction

Here is how the flow work for Transfer order in Sage 500 ERP, just transfer shipment is posted, it is moved to the specified transit warehouse.

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