Back

Using Transfer Orders makes it possible to use standard Warehouse functionality

Introduction to Rental Management
Video 4/6
Play
Close
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Rental Management" which is available at Microsoft AppSource. Click to visit AppSource. Rental Management

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

The whole idea of changing the sales order line to a transfer order line with the relation is that the sales order line can be invoiced again and again with a resource so you don’t handle inventory from the sales order line.

This is what happens in the video

But on the transfer order, you can use standard functionality.

So in this scenario, we have one transfer order, moving the item from location basic to the customer within whatever period and it has an expected shipment date.

So we can use this as a standard document, and if we have warehouse location, we can create the inventory of picks, warehouse shipments, etc.

And handle this like all other items so the inventory people don’t have to distinguish whether they’re using normal items or sending rental items.

It’s the same handlings exactly.

And if you look at this one, if we apply the graphical profile, which is a free app for displaying inventory, you can see this transfer order as part of an inventory profile on when this item is on my location basic.

Meaning this is the inventory profile for rental item here on location basic.

Whereas if I open the other transfer order, the outbound transfer order, which is moved from location allocated to location basic, and I looked at the inventory profile here, I can see the inventory profile on everything which is out of the house.

So in here, you can also see the transfer order coming in meaning I’m going to ship this to the whatever customer on the allocated location, and somewhere there’s an other transfer order bringing this back.

So thereby, it’s possible to use the standard warehouse functionality or inventory functionality for the handlings.

752836979-6AcIrb4T2nE-ENG22090204