{"id":1225,"date":"2017-01-28T10:29:11","date_gmt":"2017-01-28T10:29:11","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=1225"},"modified":"2025-06-12T06:31:39","modified_gmt":"2025-06-12T06:31:39","slug":"transfer-order-flow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2017\/01\/28\/transfer-order-flow\/","title":{"rendered":"Transfer Order Flow in Sage 500"},"content":{"rendered":"<p style=\"text-align: justify;\">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.<\/p>\n<p style=\"text-align: justify;\"><em><strong>New Stuff:<\/strong><\/em>\u00a0<a href=\"http:\/\/www.greytrix.com\/blogs\/sagemas\/2017\/01\/28\/sales-order-so-flow-in-sage-500-erp\/\" target=\"_blank\" rel=\"noopener\">Sales Order (SO) Flow in Sage 500 ERP<\/a><\/p>\n<p style=\"text-align: justify;\">In Sage 500 ERP, flow for Transfer Order is shown below,<\/p>\n<ul style=\"text-align: justify;\">\n<li>Enter and approve the transfer request<\/li>\n<li>Shipping the items from the shipping warehouse to the transit warehouse<\/li>\n<li>Receiving the items, which moves them from the transit warehouse to the receiving warehouse<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">And to be eligible for transfer, an item must be defined in both the shipping and receiving warehouses.<\/p>\n<p style=\"text-align: justify;\">Let see an example for Transfer Order.<\/p>\n<p style=\"text-align: justify;\">Instance: To move an item &#8217;10\/100 Adapter&#8217; from warehouse Rialto \u2192 Vernon.<\/p>\n<ul style=\"text-align: justify;\">\n<li>Navigate to Inventory Management \u2192 Activities \u2192 Transfers \u2192 Enter Transfer Order<\/li>\n<li>Enter the Receiving warehouse details, shipping warehouse details, item &amp; quantity to be shipped and other required details like transit, request date.<\/li>\n<li>Save<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img1-2-1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-1226 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img1-2-1.jpg\" alt=\"Enter Transfer Item\" width=\"634\" height=\"465\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">To approve the transfer order,<\/p>\n<ul style=\"text-align: justify;\">\n<li>Goto Inventory Management \u2192 Activities \u2192 Transfers \u2192 Approve Transfer Orders;<\/li>\n<li>Select the transfer order to be approved \u2192 Proceed.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img2-2-1.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-1227 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img2-2-1.jpg\" alt=\"Approve transfer order\" width=\"751\" height=\"493\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Hereafter the flow partially goes same as in Sales Order, Picklist needs to be created for transfer order; Hence to create Pick List<\/p>\n<ul style=\"text-align: justify;\">\n<li>Sales Order \u2192 Activities \u2192 Picking \u2192 Create Picklist<\/li>\n<li>Confirm<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img3-2-1-768x307.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-1228 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img3-2-1.jpg\" alt=\"Create Pick list\" width=\"776\" height=\"310\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">After that Generate shipment for pick list for Transfer Order.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img4-2-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1229 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img4-2-1.jpg\" alt=\"Generate Shipment\" width=\"552\" height=\"273\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once the shipment is generated, commit &amp; post the Transfer shipment.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img5-2-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1230 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2017\/01\/img5-2-1.jpg\" alt=\"Post SO Transaction\" width=\"647\" height=\"302\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">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.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\nGreytrix is a one-stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique solutions of\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100 integration with Sage CRM<\/a>,\u00a0and <a href=\"http:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Salesforce.com\u00a0<\/a> along with Sage 100 Migration from <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/sage-50-us-sage-100-migration\">Sage 50 US<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/quickbooks-sage-100-migration\">QuickBooks<\/a>, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-100-erp\">Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n<p>For more details on Sage 100 Services, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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:\u00a0Sales Order (SO) Flow in Sage 500 ERP In Sage 500 ERP, flow for Transfer Order is\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2017\/01\/28\/transfer-order-flow\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[184],"tags":[487],"class_list":["post-1225","post","type-post","status-publish","format-standard","hentry","category-sage-mas-500-erp","tag-transfer-order-flow"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Transfer Order Flow in Sage MAS 500 Explained<\/title>\n<meta name=\"description\" content=\"Understand the transfer order flow process in Sage MAS 500 to efficiently handle inventory transfers between locations and streamline your warehouse operations.\" 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