ANY Process Demo: Transfer Shipment

Overall process flow

The Transfer Shipment process supports the transfer of stock into a transit location using a transfer order.

Overall Process Flow

Steps

Make sure you have already set up the prerequisites for this process.

  1. Select the Transfer Shipment menu button.

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  2. The next page appears. Enter your transfer order number, or use F6=Lookup to view the available orders.

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  3. Enter a posting date or confirm the default one.

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  4. Scan an item or use F6=Lookup to select one from the order. Select item 70010 and press F4=OK.

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  5. In the next page, enter a quantity to ship (for example, five) and press F4=OK.

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  6. Press F4=OK. The transfer order line is updated with a quantity to ship of five.

    Notes To see the result in BC, go to Warehouse > Orders & Contacts > Transfer Orders and open your transfer order. Item 70010 has Qty. to Ship set to five.

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  7. The process returns to the scanning item page. Scan item 80216-T or use F6=Lookup to select it.

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  8. The next page requires a lot number, because item 80216-T is lot tracked. Enter a lot number or use F6=Lookup to select one.

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  9. In the next page, enter a quantity to ship of 15 (maximum quantity available in LOT LOT5554202) and press F4=OK.

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  10. The process returns to the scanning item page. Scan item 80102-T or use F6=Lookup to select it. In the lookup page you can already see the handled quantity from the previous steps.

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  11. The next page requires a serial number, because item 80102-T is serial tracked. Enter a serial number or use F6=Lookup to select one.

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  12. The process returns to the scanning item page. Handle the remaining quantity and press F7=Post to schedule the transfer shipment to be posted via the job queue.

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  13. Confirm the order details and press F4=OK.

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  14. The process returns to the initial page for scanning a transfer order.

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    Notes To see the result in BC, go to your transfer order and under Related > Documents select the Shipments action.

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    You can see tracking details for item 80216-T and 80102-T by selecting a line and opening the tracking details for shipment.

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