Create transfer order lines in Enterprise Asset Workspace

Create transfer order lines in Enterprise Asset Management to specify the items that comprise a transfer order.

Avant de commencer

Role required: sn_eam.enterprise_admin or sn_eam.enterptrise_asset_manager

Pourquoi et quand exécuter cette tâche

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 the asset name and the model name. A transfer order line can involve one quantity of a non-consumable asset or multiple quantities of a consumable asset.

Procédure

1. Navigate to the transfer order in the Enterprise Asset Workspace.
2. In the transfer order, select the Transfer Order Lines tab
   The Transfer Order Lines page appears.
3. Select New.
4. On the form, fill in the details

   Field	Description
   Number	Internal unique number identifying the transfer order line.
   Transfer Order	The transfer order to which the transfer order line belongs.
   Model	Model of the items requested by the transfer order line. For example, a printer. If the Asset field is filled out first, the Model field is automatically filled in with the model corresponding to the asset.
   Quantity requested	Number of items requested by the transfer order line. For example, 3 computers are requested to be transferred.
   Quantity received	Number of items already received. For example, 3 keyboards are transferred, 2 are received.
   Stage	Current stage of the transfer order. Transfer order lines can only be created when a transfer order is in Draft stage.
   Request line	Requested item to associate with the transfer order line.
   Asset	Asset requested by the transfer order line. For example, a specific printer. The asset can filter on stockrooms.
   Quantity remaining	Number of items yet to be received. For example, 3 keyboards had been requested, 2 are received, 1 is remaining.
   Quantity returned	Number of items that already needed to be returned.

5. Select Save.
   The Transfer Order Line is created and displays the Transfer Order Line Tasks tab. Transfer order line tasks are created to move transfer order lines from one stage to the other.