Perform bulk updates for transfer order lines

Update tasks for multiple transfer order lines at one go to streamline the transfer order process.

Before you begin

Transfer order lines enable the transfer of multiple assets on a transfer order. When you create a transfer order line, a transfer order line task is automatically created. Transfer order line tasks are created to move transfer order lines from one stage to the other. Each transfer order line can have multiple tasks such as Requested, Shipment Preparation, In Transit. For information on the stages of a transfer order line task, see Summary of transfer order line tasks.

Role required: inventory_user

Procedure

1. Navigate to All > Inventory > Transfer Order.
2. Select Bulk Update next to the Transfer Order Lines related list.
   The system property sn_itam_tol_bulk_update_max_count determines the maximum count of transfer order lines that would be processed during a single bulk update operation.
   The Bulk Update - Transfer Order Line dialog box appears.
3. In the Select a stage field, select the stage that you want to move this task to.
   All transfer order lines, along with the asset display names that are in the selected stage appear in the Available box.
4. In the Assigned to field, select the person you want to assign this task to.
   The Assigned to field defaults to the logged-in user.
5. Select the transfer order lines in the Available box and move them to the Selected box.
   When you select the transfer order lines, you can view the model and asset display names for hardware and consumable assets. For consumable assets, you can view additional details such as quantity requested and quantity received.
6. Select Update.
   All the selected transfer order line tasks and associated subtasks for the selected stage are closed and the next task in the process is created. For example, all the transfer order line tasks in the Requested stage are closed and the next task in the process Shipment Preparation, is created.
7. Return to the Bulk Update - Transfer Order Line dialog box to continue this process until you close all the tasks required for completing the transfer order line.