Transfer order line asset tracking

Understand how asset states and stock information update automatically as a transfer order line progresses through each stage. Consumables and non-consumables are tracked differently.

When an asset is included in a transfer order line, the following takes place:

• A substate field on the asset form changes to reflect the transfer order line states
• The Active TO option on the asset form is automatically selected to show that the asset is part of a transfer order and cannot be added to multiple transfer orders
• The asset is removed from the pool of available assets and changed to a state of In Stock Pending Transfer

• Transfer order line asset tracking of non-consumables
  When transfer order line stages change for non-consumables, it affects asset substates.
• Transfer order line asset tracking consumables
  When a consumable is added to a transfer order line, the stock for the consumable is split into two records and the transfer order links to the newly created stock line.

Related concepts

• Transfer order flow
• Transfer order tasks
• Customize transfer order line tasks

Related tasks

• Delete a transfer order
• Delete a transfer order line
• Return items received in a transfer order