Closing Transfer Orders

On transfer orders, you are able to close line items manually when you do not intend to transfer open items on the order.

For example, you enter a transfer order for ten widgets and have already transferred five of them. The warehouse manager informs you that the remaining five cannot be located to be transferred. If you close the line manually instead of changing the quantity, you retain a record of how many you originally planned to transfer.

Note:

A line on a transfer order can be closed only if the in-transit quantity is zero.

Transfer order lines can be closed in two ways:

To close individual lines on an order:
To close all lines on an order at one time:

To close individual lines on an order:

Go to Transactions > Inventory > Enter Transfer Orders > List.
Click Edit next to the order.
On the Items subtab, each item line shows a box in the Closed column. Check the Closed box to close that line without transferring the item.
Click Save.

To close all lines on an order at one time:

Go to Transactions > Inventory > Enter Transfer Orders > List.
Click View next to the order.
Click Close Order.

This button shows only if the in-transit quantity is zero for all lines.

The order now shows the quantities that have been closed and has a transaction status of Closed.

After a line on a transfer order is closed, you cannot do the following:

change the item receipt quantity
create a new item receipt that links to the transfer order
delete an existing item receipt that links to the transfer order

To close individual lines on an order:

To close all lines on an order at one time:

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