Close transfer order line task

  • Release version: Australia
  • Updated April 19, 2026
  • 1 minute to read

    • Progress a transfer order line through diffident stages by closing the transfer order line task.

    Before you begin

    Role required: inventory_user

    Procedure

    1. Navigate to All > Inventory > Transfer Orders and open the transfer order.
    2. In the Transfer Order Lines related list, open the transfer order line.
    3. In the Transfer Order Line Tasks related list, open the current open task.
      The task name reflects the current stage, for example, Ready for fulfillment.
    4. Review the task details and select Close Task.

    Result

    • The current task closes with a status of Closed Complete.
    • The next task in the sequence opens automatically.
    • he asset status on the asset record updates to reflect the new stage.

    What to do next

    Keep closing each task until you reach the last stage Received. After you close the task for the Received stage, the transfer order line is completed and closed. All transfer order lines and the transfer order are marked Delivered.