Create a transfer order from a request

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：5分

    • You can create a transfer order directly from a request to source hardware items and consumables from stockrooms.

    始める前に

    Role required: procurement_admin or procurement_user
    重要:
    If the Field Service Management application is also activated on your ServiceNow instance, then a workflow in this application processes the transfer orders. For more information, see Move an asset through the transfer process.

    手順

    1. View procurement requests.
      UIAction
      Core UI Navigate to All > Procurement > Requests > Requests.
      Hardware Asset Workspace
      1. Navigate to All > Hardware Asset Workspace > Asset operations.
      2. In the Procurement list, select Requests.
    2. Select a request that has been approved but not sourced.
      Check the Request State and Sourced columns.
    3. In the Catalog Tasks related list, select a sourcing task.
    4. Select Source Request.
      The Source Request or Sourcing page appears with a list of all the requested items.
    5. Create a transfer order.
      UIAction
      Core UI Select Add Transfer Order.
      Hardware Asset Workspace Select Transfer.
    6. オプション: On the Sourcing page of the Hardware Asset Workspace, select the Source through distribution channel check box to source the assets from the inbound distribution channels that support the destination stockrooms.
      注:
      The Source through distribution channel check box that enables you to source through a distribution channel for Transfer orders appears only in the Hardware Asset Workspace. Your preference of selecting or clearing this check box is saved and is shown when you open the Sourcing page again.

      You can associate the location of the requester as a service location with multiple stockrooms for better location coverage. Also, these stockrooms can be associated with multiple inbound stockrooms or distribution channels for optimized transfer of assets between the stockrooms. Distribution channels enable you to source the assets from the stockrooms that you prefer for sourcing based on the rank that you provide to the stockrooms.

      For more information, see Associate a stockroom with service locations and Link stockrooms into a distribution channel.

    7. In the Source stockroom list, select a stockroom from which the hardware item should be sourced.
      注:
      In the Hardware Asset Workspace, the Source stockroom list shows only the inbound distribution channels of the stockrooms that support the location of the requester under the following conditions:
      1. When you’ve selected the Source through distribution channel option.
      2. When the inbound distribution channels are added to the stockrooms that support the location of the requester.
    8. In the Transfer Quantity field, specify the quantity you want to transfer.
      The In stock column, displays the total stock available with the selected source stockroom.
    9. In the Destination stockroom list, select the destination to which the requested item or items should be delivered.
      注:
      In the Hardware Asset Workspace, the Destination stockroom list shows only the stockroom that supports the location of the requester under the following conditions:
      1. When you’ve selected the Source through distribution channel option.
      2. When the location of the requester is added as a service location of one or more stockrooms.
    10. Select Submit.
      A transfer order is created to move the item or items from the Source stockroom location to the Destination stockroom location. When you view the request, the Sourced check box is selected.