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

Validate your learning using:

• Return Orders and Transfer Orders Training Outcomes

Create a transfer order

Transfer Orders are created from the Transfer Order List. Populate the following fields:

Field Name	Note
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.

If you used Get Receipt Lines, the line/s will be reserved against the receipt line/s you selected when the transfer order is released. Do not manually reserve these lines.

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.

As part of releasing the transfer order, Bevica will check for decimal quantities on item lines. An error will be displayed if a decimal quantity has been used on an item line for a unit of measure which is not ticked as Disable Item Qty. Decimal Check.

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.