Transfer assets using transfer orders

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • Transfer assets from one location to the other by moving the assets through the transfer order process. Transfer order lines specify the exact items that comprise a transfer order.

    Avant de commencer

    Role required: inventory_user

    The inventory_user, asset, or procurement_user role can only access the Transfer Order [alm_transfer_order] reports. You must activate the Procurement (com.snc.procurement) plugin for the inventory_user, asset, and procurement_user roles.

    Pourquoi et quand exécuter cette tâche

    You create a transfer order and move it from its initial Draft status to the final Received status. A transfer order can contain one or more transfer order lines. Under a single transfer order, all transfer order lines have the same From location and To location. Each line contains an asset to transfer and the quantity to transfer. The item to transfer is identified by asset name and model name. A transfer order line can involve one quantity of a non-consumable asset or multiple quantities of a consumable asset. A bundled model can be transferred.

    Procédure

    1. Complete the following steps to create a transfer order.
      1. Navigate to All > Inventory > Transfer Orders > Create Transfer Order.
      2. In the From Stockroom list, select a stockroom from which you want to ship the items.
      3. In the To Stockroom list, select a stockroom where you want to ship the items.
        Remarque :
        If you select the same stockroom in both the From Stockroom and To Stockroom fields, the transfer order automatically moves from Draft to Received when a transfer order line is added.
      4. Select a date and time for the delivery from the Delivery by date date picker.
      5. Select Submit.
      Transfer order record is created.
    2. Complete the following steps to create a transfer order line under the transfer order.
      1. Navigate to All > Inventory > Transfer Orders and open the transfer order.
      2. Next to Transfer Order Lines, select New.
      3. On the Create transfer order line form, fill in the fields.
        For a description of the field values, see Transfer order line fields.
      4. If the model is a consumable, specify a quantity in Quantity Requested.
      5. Select Submit.
        After creating transfer order lines, the transfer order and all the transfer order lines are in the draft stage. While a transfer order or a transfer order line is in the draft stage, it can be deleted.
        Remarque :
        When an asset is part of a transfer order set to Draft, the asset record updates to show the asset as reserved. You can't request or transfer the asset while it’s reserved.
        A transfer order line is created along with a transfer order line task.
    3. Open the transfer order line task and select Close Task.
      The transfer order line task is completed and a new transfer order line task is opened.

    Que faire ensuite

    Keep closing each task until you reach the last stage (Received). After you close the task for the Received stage, the transfer order line is completed and closed. All transfer order lines and the transfer order are marked Delivered.