Customizing Transfer Orders
You can use customization to tailor your use of transfer orders.
Linked Forms
You can specify which forms are used when processing transfer orders. For example, if you have created a custom pickling ticket, you can specify that transfer orders use that custom picking ticket by default when the order is being fulfilled.
To specify linked forms for transfer orders:
-
Go to Transactions > Inventory > Enter Transfer Orders.
-
In the Customize list, click Customize Form.
-
Enter a name for the new custom form.
-
Click the Linked Forms subtab.
A list of the transactions that you can specify forms for are shown.
-
Next to each form, select the appropriate form to be used by default in the Custom Form field.
For example, select a custom picking ticket form you prefer to use in the Custom Form field next to Picking Ticket. Then, when transfer orders are being picked, that is the from used by default.
-
Click Save.
Body Fields, Column Fields, and Item Options
To create new body fields, column fields, or item options:
-
Go to Customization > Lists, Records, & Fields.
-
Select one of the following:
-
Transaction Body Fields
-
Transaction Column Fields
-
Transaction Item Options
-
-
Click New.
-
On the Applies To subtab of the new record, check the Transfer Order box.
-
Click Save.
After you save the record, the new field or option shows on your transfer order forms.
Related Topics
- Multi-Location Inventory
- Transferring Inventory
- Inventory Transfer Orders
- Transfer Order Preferences
- Entering a Transfer Order
- Approving Transfer Orders
- Fulfilling Transfer Orders
- Pick, Pack, and Ship with Transfer Orders
- Intercompany Inventory Transfers - Non-Arm's Length
- Closing Transfer Orders
- Inventory Replenishment and Withdrawal