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Transfer Order

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2 min readUpdated

User Guide › Warehouse › List

Transfer Order

Overview

Use the Transfer Order list to review warehouse transfer order records and identify their destination warehouse, responsible person, order date, quantity, unit, and current transfer status. Warehouse users use this list when monitoring transfer activity, including records marked Transferred and records marked Awaiting issueing.

Before you start

Ensure that you have access to the Warehouse workspace.

Steps

  1. Select Warehouse from the main navigation to access warehouse-related work areas.

  2. Review the transfer order records in the list. Use the available columns to identify the record you need:

    • Sheet no. identifies the transfer order record.
    • To warehouse identifies the destination warehouse.
    • P.M Responsible identifies the responsible person.
    • Order date shows the order date.
    • Qty and Unit show the transferred quantity and its unit of measure.
    • Transfer re shows the transfer status.
  3. Enter a known transfer order detail, such as a sheet number or destination warehouse, in the Search box to locate the relevant record.

  4. Check the value in Transfer re before taking any related warehouse action. Records marked Transferred are distinguished from records marked Awaiting issueing in the list.

Tips & cautions

Tip: Use Sheet no. together with To warehouse when several transfer orders have similar dates or quantities.

Note: Review Qty and Unit together to ensure that you are reading the quantity in the correct unit of measure.

Warning: A record marked Awaiting issueing is displayed separately from a record marked Transferred. Check the transfer status before treating the transfer as completed.

Troubleshooting

  • A transfer order cannot be located → The list may contain multiple records with similar values → Enter a known value in the Search box, then review Sheet no. and To warehouse.
  • The destination warehouse is unclear → The transfer order row has not been identified by its destination → Review the To warehouse column.
  • The completion status is unclear → The transfer order has a different value in Transfer re → Check whether the record is marked Transferred or Awaiting issueing.

Result

You have located and reviewed a transfer order record and its displayed transfer status.

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Transfer Order — Pams V2