Split of transfer order registration and receiving by using a warehouse app

Those of you who have worked with advanced warehouse functionality already know that when you receive a transfer order on a warehouse app the system posts transfer receipt immediately after you process a line on the mobile device. This behavior differs from the purchase receive where we register the stock before product receipt posting.

Guess what? We can now split registration and receiving for the transfer order and have similar process to the PO receipt. This feature was introduced in 8.0 release. If you go to the warehouse management parameters you could see new parameter there named “Transfer order receiving process” that has 2 options: “Split the registration and receiving” and “Combine the registration and receiving”.

Let’s check how it works. I am using standard demo data and I’ve set parameter mentioned above to “Split the registration and receiving”.

Then I have created a transfer order between two warehouses that are using advanced warehouse management processes. I have shipped (posted transfer order shipment) inventory from the “From warehouse”. At that stage the status of the transfer order is Shipped.

After that, by using License plate receiving and put away menu item (setup is below), I will receive the stock to the “To warehouse”.

To do this, I will log in to the mobile device and start LP receiving process:

Enter License plate number (target LP number that was shipped from the “From warehouse”), confirm Items and quantity by clicking OK.

Since we are using License plate receiving and put away menu item we also need to complete put away work on the mobile device as a part of this flow. Complete pick and put steps by clicking OK.

Done. Now we are ready to check what had happened in the system.

The Transfer receipt work was completed on mobile device and as expected, it is in “Closed” status.

The transfer order itself still has status “Shipped”. Furthermore, if we check inventory transactions for the transfer order line that was received with the warehouse app, we could see following information:

Transfer order shipment:

• Warehouse 24, Sold – TO shipment from the “From warehouse”
• Warehouse 27, Purchased – TO receipt to “In transit” warehouse

Transfer order receive:

• Warehouse 27, Picked – TO issue from “In transit” warehouse
• Warehouse 61, Registered – TO registration to the “To warehouse”

Now, to complete this transfer order we should post transfer order receive. This can be done from the transfer order form:

Set Update to “Registered” to pick up only registered lines:

Note: you can also setup TO receiving posting as a batch job that runs periodically and updates all registered transfer lines.

As a result, we have a transfer order in received status:

One more important thing to know and pay attention to: this feature supports only License plate receiving process, i.e. it does not work with Transfer order receiving or Load item receiving mobile device flows, at least for now.