Create a transfer order in Enterprise Asset Workspace

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • Create a transfer order in Enterprise Asset Management to transfer assets from one location to the other.

    Avant de commencer

    Role required: sn_eam.enterprise_admin or sn_eam.enterptrise_asset_manager

    Procédure

    1. Navigate to Enterprise Asset Workspace > Inventory > Transfer orders.
    2. Select New.
      The Create New Transfer Order page opens.
    3. On the form, fill in the details.
      Field Description
      Number Number of the transfer order.
      Stage Current stage of the transfer order.
      From stockroom The stockroom from which the asset is to be shipped.
      To stockroom The stockroom where the asset is to be shipped.
      From location The location of the stockroom from where the asset is to be shipped.
      To location The location of the stockroom where the asset is to be shipped.
      Requested date The date the transfer order is created.
      Delivery by date
      Drop Off
    4. Select Save.
      The transfer order is created and displays the Transfer Order Lines tab. You can now create transfer order lines to specify the items that the transfer order comprises of.