Close transfer order line tasks in Enterprise Asset Workspace

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • Close transfer order line tasks to move transfer order lines from one stage to the other.

    Avant de commencer

    Role required: admin

    Pourquoi et quand exécuter cette tâche

    When you create a transfer order line, based on the model category specified in the asset, a transfer order line task is automatically created. Default template tasks are available with the Enterprise Asset Management application. The template tasks are based on model categories. Default template tasks cannot be deleted or modified.

    When you create a transfer order line and select an asset, that asset corresponds to a model category. If a template task exists for that model category then that template task is added to the transfer order line as a transfer order line task.

    Closing a transfer order line task completes the task and creates the next task in the process. For example, once you close the Requested task, the state for this task appears as Closed Complete and a new task is opened for the next stage, Shipment Preparation. This process continues till you close all the tasks required for completing the transfer order line. As you close a task and as a task moves from one stage to the next, the asset gets automatically updated too. For example, when the transfer order line moves from Requested to Shipment Preparation, the asset's status also moves from available to reserved.

    Procédure

    1. Navigate to a transfer order line record in the Enterprise Asset Workspace.
    2. Select the Transfer Order Line Tasks tab.
      The following are the transfer order line tasks:
      • Requested:
      • Shipment Preparation
      • In Transit
      • Received
      • Delivered
    3. Open the Requested task.
    4. Select Close Task to close this task.
      As you close the Requested task, the Shipment Preparation task which is the next task in the process is created.
    5. Continue to open the next task in the process, till you close the Delivered task.
      Once you close the Delivered task, the transfer order line is completed.