Transfer Order

Internal ID: transferorder

Supports Custom Fields

Fields

Internal ID Type nlapiSubmitField Label Required Help
althandlingcost currency false Handling Cost false This field shows handling costs associated with this order.
altshippingcost currency false Shipping Cost false This field displays shipping costs associated with this transfer order.
class select false Class false Select a class to associate with this transaction. To create a new class, select New. For details on existing classes, go to Setup > Company > Classes.
createddate datetime false false
createdfrom select false Created From false
currency select false Currency false
currencyname text false Currency false
currencysymbol text false Currency Symbol false
customform select false Custom Form true Select the default standard form or your custom form for transfer orders.
department select false Department false Select a department to associate with this transaction. To create a new department, select New. For details on existing departments, go to Setup > Company > Departments.
employee select false Employee false Select an employee to associate with this transfer order. Select New to add a new employee. Go to Lists > Employees > Employees for details about existing employees.
entitynexus select false Nexus false
exchangerate currency2 false Exchange Rate true
externalid text false ExternalId false
firmed checkbox false Firmed false When the Firmed box is checked, the line items are no longer eligible for reallocation to another order. The items must remain committed to the firmed order. Firmed transfer orders are not available to be rescheduled or cancelled.
fob text false FOB false
handlingcost currency false Handling Cost false The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Accounting > Shipping Items and select the shipping method with the handling cost you want to change.
incoterm select false Incoterm true For transfer orders and intercompany transfer orders, use the following default international commercial terms (incoterms) to define when the transfer of ownership occurs for items being transferred between locations: * Ex Work (EXW) – inventory ownership is transferred at the shipping point * Delivered at Place (DAP) – inventory ownership is transferred at the destination point Be aware that the incoterm you select impacts accounting and inventory information. When creating a transfer order, you can only select EXW or DAP.
isbasecurrency checkbox false Base Currency false
lastmodifieddate datetime false false
linkedtrackingnumbers text false Tracking # false
location select false From Location false In the From Location field, select the originating location for the transfer. Items are taken out of this location and the inventory count for the item is decreased at the location when the order is fulfilled. You are not required to enter a source location to enter a transfer order, but you must choose a source location to approve and fulfill the transfer order. To create a new location, select New. For details on existing locations, go to Setup > Company > Locations.
memo text true Memo false Enter a memo to identify this transfer order. When you use the Search Transactions feature, you can search for specific words and phrases in the Memo field.
nexus select false Nexus false
orderstatus select false Status true Select Pending Approval to route this order through the approval process before it is fulfilled. Select Pending Fulfillment to skip the approval process.
ordertype select Order Type false Select the order type by which to classify the order. Order types are used to associate attributes to orders to drive internal processes. They are referenced in pick strategies and pick reports.
returntrackingnumbers text false Return Tracking # false
shipaddress address false Ship To false The Ship To Address of the transfer order defaults to the address of the destination location. To enter a different address: * Select another address in the Ship To Select field. * Select New in the Ship To Select field to enter a new billing address.
shipaddresslist select false Ship To Select false Select the appropriate shipping address for this transaction. Select New to enter a new shipping address.
shipcomplete checkbox false Ship Complete false Check this box if you want to ship this order when there are enough items available to fully fulfill the orders. When fulfilling orders in bulk, you can filter the list to include those orders marked Ship Complete that can be completely fulfilled by selecting Respect Ship Complete in the Filter By field.
shipdate date false Ship Date false The date defaults to show the current date. You can type or pick another shipping date for this order.
shipisresidential text false Shipping address is residential false
shipmethod select false Shipping Method false Select a shipping method for this order. If you automatically charge for shipping, the shipping amount is entered in the shipping costs field. To automatically charge for shipping, go to Setup > Accounting > Shipping and check the Charge for Shipping box. Click Submit. You must also set up the charge details of your shipping items. To add or edit shipping items, go to Lists > Accounting > Shipping Items.
shipoverride text false false
shippingaddress summary false false
shippingcost currency false Shipping Cost false The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists > Accounting > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates and a package is over 150lbs, the package is charged as multiple packages equal to or less than 150lbs.
shippingcostoverridden text false Shipping Cost Overridden false
source text false Source false
status text false Status false
statusRef text false false
subsidiary select false Subsidiary true Select the subsidiary where the items will be taken from. The selection you make in this field determines which locations are available to be selected in the From Location field. For example, if you select Subsidiary B here, you can choose a source location from a list of locations limited to only those associated with Subsidiary B.
subtotal currency false Subtotal false As you add items, the total shows in this field.
total currency false Total false This field shows the total amount associated with this order, including shipping and handling costs.
trackingnumbers text false Additional Tracking # false This field displays the tracking number provided by the carrier for the shipment.
trandate date false Date true The current date autofills for this transfer order. You can select or enter a different date.
tranid text false Order # false Enter the number of this transfer order. If you use autogenerated numbering, the next order number in the sequence shows here. You can enter another number if you choose.
transferlocation select false To Location true In the Destination Location field, select the receiving location for the transfer. The inventory count and asset value for the item is increased at this location when the items are received. You are required to enter a destination location to enter or approve a transfer order. The Ship To Address of the transfer order defaults to the address of the destination location. To create a new location, select New. For details on existing locations, go to Setup > Company > Locations.
useitemcostastransfercost checkbox false Use Item Cost As Transfer Cost false Check this box to use the transfer price as a declared shipping value for reference only. For example, for insurance or international shipping. * The transfer price is not a charge for the destination location. * The transfer price does not affect inventory costing on transactions. * The transfer price defaults to show the value in the Transfer Price field of item records. * Partial fulfillment and receipt of transfer orders is allowed, but you cannot receive more than you have fulfilled on any date. For example, if you have fulfilled 10 widgets out of 20 on a transfer order, you cannot receive 12 widgets on that order. Clear this box to use the transfer price shown on the transfer order as the item cost on the item receipt. Important: If no transfer price is entered on the transfer order, no cost is recorded on the item receipt. * Any difference between the actual cost and the transfer price posts to a Gain/Loss account when the item is shipped. * The transfer price and the Gain/Loss account are defined on each item record. * The transfer price defaults to show the value in the Transfer Price field of item records. If you use approval routing, this setting can be changed on a transfer order as long as the transfer order is not yet approved. Once the transfer order is approved, this setting cannot be changed.

Sublists

accountingbookdetail - Accounting Books

Internal ID Type Label Required Help
accountingbook select Secondary Book false
exchangerate currency2 Exchange Rate true

item - Items

Internal ID Type Label Required Help
amount currency Amount false
billvariancestatus text false
catchupperiod select false
commitinventory select Commit false
daysbeforeexpiration text false
deferrevrec checkbox false
description textarea Description false
excludefrompredictiverisk checkbox Exclude From Predictive Risk false
expectedreceiptdate date Expected Receipt Date false
expectedshipdate date Expected Ship Date false
id text false
inventorydetail summary Inventory Detail false
isclosed checkbox Closed false
isvsoebundle text false
item select Item true
itemsubtype text false
itemtype text false
line text false
linenumber integer false
matrixtype text false
options namevaluelist Options false
orderallocationstrategy select Allocation Strategy false
printitems text false
quantity float Quantity false
quantityavailable float false
quantitybackordered float Back Ordered false
quantitycommitted float Committed false
quantityfulfilled float Fulfilled false
quantityreceived float Received false
rate currency2 Transfer Price false
requesteddate date Supply Required By Date false
units select Units false

Tabs

Name Label
address Address
custom Custom
history History
items Items
shipping Shipping
workflow Workflow

Search Data

Transaction