Summary of transfer order line tasks
As assets move through the transfer process, the stage of a transfer order is updated based on the individual transfer order lines tasks.
| Transfer order line stages | Description |
|---|---|
| Draft | When a transfer order line is created for the asset. On the asset form, the State field value remains In stock, and the Substate field value is updated to Pending transfer. |
| Requested | This task is created first for the transfer order line. On the asset form, the State field value remains In stock, and the Substate field value remains Pending transfer. |
| Shipment Preparation | After the Requested task is closed, this task is created. This task deals with preparing the transfer order line for shipment. Specify the values for the shipment tracking fields such as Shipping carrier, Vendor, Tracking number, and Ship date. On the asset form, the State field value remains In stock, and the Substate field value remains Pending transfer. |
| In Transit | After the Shipment Preparation task is closed, this task is created. On the asset form, the State field value changes to In transit, and the Substate field value is updated to Reserved. |
| Received | After the In Transit task is closed, this task is created. On the asset form, the State field value changes to In stock, and the Substate field value is updated to Available. The Stockroom field value is updated as the asset is received in the destination stockroom. |
| Delivered | After the Received task is closed, this task is created. After you close the Delivered task, the transfer order line is completed. On the asset form, the State field value remains In stock and the Substate field value is updated to Reserved. |