Working with Transfer Orders
Create, ship, and receive transfer orders between locations.
Use Bevica Transfer Orders to move stock between locations. This article goes through the process of creating and completing a basic transfer order.
Before you start
Working knowledge of Items and Locations
Training outcomes
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Create a transfer order
Transfer Orders are created from the Transfer Order List. Populate the following fields:
Transfer-from Code
The location code the stock will be transferred from.
Transfer-to Code
The location code the stock will be transferred to.
In-transit Code
The in-transit location.
Posting Date
The posting date used on the posted entries.
Duty Status (transfer-to)
The duty status the stock will be transferred into. You cannot create a transfer order to move stock from duty paid to duty free, you can only move it from duty free to duty paid. If you need to move stock from duty paid to duty free you can do this using a reclassification journal. See Adjusting Inventory.
Add transfer order lines
You can populate the transfer order lines in a number of ways:
Populate the item number on the lines manually
Select Prepare, Get Receipt Lines
Select Manage, Select Items in the Lines section
Once the lines have been created, enter the quantity to transfer and the relevant unit of measure.
Reservations on transfer orders
You are able to manually reserve stock if you would like to transfer a particular item entry, otherwise the stock will be taken on a FIFO basis. For further information on how to do this, see the 'Bevica reservations - manual entry' section of Bevica Reservations.
Additional charges on transfer orders
You are able to add Additional Charges to a transfer order prior to shipping and receiving it. These can be added manually by selecting Additional Charges in the ribbon of the Transfer Orders page. See Document Additional Charges.
Release the transfer order
When you have finished entering the transfer order you release the order by selecting the Release option on the order ribbon. Many fields on the transfer order cannot be amended whilst the order is at Released status.
Reopen and amend a released transfer order
Any transfer order can be amended multiple times prior to shipping and receiving its lines. To amend a Released transfer order you open the order by selecting Reopen on the ribbon in the Release section. This sets the Status field to Open.
Ship a transfer order
Transfer orders can be Shipped to move stock from the Transfer-from location to the In-transit location. You are able to change the Qty to Ship on the lines if you would like to partially ship the transfer order.
Receive a transfer order
Transfer orders can be Received to move stock from the In-transit location to the Transfer-to location. You are able to change the Qty to Receive on the lines if you would like to partially receive the transfer order. Once a transfer has been fully shipped and received the transfer order document will be deleted.
Posted transfer shipments and transfer receipts
When a transfer order is shipped it creates a Posted Transfer Shipment. When a transfer order is received it creates a Posted Transfer Receipt. From both of these document pages, select Find Entries on the ribbon to see what other records Bevica has created. Most commonly: Item Ledger Entries' and G/L Entries.
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