Creating Transfer Orders manually or from the Planning Worksheet

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Sune Lohse, Chief Strategy Officer

How to create transfer orders manually or from the planning worksheet in Business Central?

I can create transfer orders either manually or from my planning worksheets.

This is what happens in the video

If I want to create them from my planning worksheet I need to set up planning parameters for that.

First, let’s take this scenario.

I made a sales order.

We’ll find it here.

It is for a customer, and I want to sell a quantity of City Bikes on location Simple2, and I don’t have any inventory on location Simple2.

One way of getting the inventory there, because it’s all on Simple1, is to create a manual Transfer Order.

I can do it manually here.

I will show you quickly.

Go into the Transfer Order, select location codes that I want to transfer from and to.

If I had not defined a transfer routing for this combination, I would get an error now.

Enter item number and quantity.

I can now post my transfer order, shipping and then receiving, and that will move my item from one location to the other.

If I don’t want to use a transfer order, I could just use an inventory journal, or item reclassification journal to move it, but in this case I can get a document, and I can print the picking documents for my warehouse.

I will delete this one and show you how it works with the planning.

For planning I need to setup stock keeping units, because from a normal item cart I cannot set up a transfer as a replenishment method, but in the SKU there is a planning per location per item per variant.

On this item, I have made a SKU on location Simple2, meaning – how would I like to replenish my location Simple2, and I can also see that my quantity on Sales Order is 10, and I can define a replenishment system as being Transfer, whereas on the item card, I can only select the other 3, I need to enter from which location to default fill-up this location, so normally, if I’m transferring from Simple1 to Simple2, this is the correct setup, and I need to set up correct planning parameters, that we show in other videos.

Now I will go to the planning worksheet, I can calculate my plan, and in this scenario, I filter on both item number and location – not to get too many lines.

So I’m planning on the Simple2 location, and because we need this item, it suggests a new order, and the quantities is 15, and it’s a transfer order, so I can check-mark it, and carry out action-message, and it will create a transfer order if I have selected to make transfer orders, and I can also combine many lines.

I can combine the same combination of locations on the same transfer order.

The line is now deleted, and the transfer order is created.