Transfer Orders In Navision

Transfers
If your warehouse has more than one location, you can transfer items between locations.
To transfer items from one location to another, you must create a transfer order.
Before you can create an order you must set up an in-transit location and a transfer route.

Transfer order
The transfer order is an order very similar to a sales order or a purchase order. The transfer order can be created from the transfer-from or the transfer-to location. The transfer order contains information about the transfer-from and the transfer-to location, and the dates connected to the shipping and receiving of the order. On the transfer order, you must also assign the in-transit code that applies while the items are in transit.

In-Transit Code
An in-transit code is a temporary location created for transferring items only. When the order is shipped from the transfer-from location, the program assigns the items an in-transit code. When the order is received at the transfer-to location, the program moves the items from the in-transit code to the transfer-to location.

Transfer Routes
You can set up transfer routes between locations. This enables you to assign a default in-transit code, shipping agent and shipping agent service code. When you have done this, the program can use the information to calculate the receipt date.

Creating Transfer Orders

If you want to make a transfer between two locations, you create a transfer order.
To Create Transfer Orders:
  1. Open the Transfer Order window.
  2. Press F3 to create a blank order.
  3. Fill in the No. field.
  4. Fill in the Transfer-from Code field. The program automatically fills in the name and address fields on the Transfer-from tab.
  5. Fill in the Transfer-to Code field. The program automatically fills in the name and address fields on the Transfer-to tab.
  6. Fill in the In-Transit Code, Shipping Agent Code and Shipping Agent Service Code fields.

If you have filled in the In-Transit Code, Shipping Agent Code and Shipping Agent Service fields in the Trans. Route Spec. window when you set up the transfer route between these locations, the program automatically fills in the corresponding fields on the transfer order.
If you have not filled in the fields in the Trans. Route Spec. window, you must manually fill in the corresponding fields on the transfer order.
When the Shipping Agent Service field is filled in, the program calculates the receipt date at the transfer-to location by adding the shipping time of the shipping agent service to the shipment date on the Transfer-from tab.
Note
The name and address fields are filled in automatically on the Transfer-from tab and on the Transfer-to tab.

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