How to: Pick a Transfer Out

  1. Click the icon, enter Retail Picking List, and select the relevant link.
  2. Click the New action to create a new Picking document, or open an existing one. The Retail Picking page opens.
  3. In the Picking field, select the Transfer Out document type.
  4. In the Reference No. field, enter the Transfer Order number or use the Look up. The Look up lists all Transfer Orders that are Released and where Store-from equals the user's Store.
  5. You can enter items in three different ways.
    1. Click the Confirm action, and then enter quantity picked in the Quantity field on each line in the Picking/Receiving LinesFastTab.
    2. Scan item barcodes, or enter Item numbers and Quantity picked.
    3. Send picking information from a Mobile Inventory app.
  6. When you have entered all items and quantities, click the Confirm action. If Quantities are equal to the Transfer Order Line Quantities, the Status field is updated to OK. If not, Status is set to Error. You can then verify the lines manually before posting.

    When Quantity of an Item is less than Order Line Quantity, the line gets Status Not Enough. In that case you are partly picking. When the line is posted, the picking Quantity is entered but the Transfer Order Line Quantity is not changed, unless you select the Closed posting option.

    When the Quantity of an Item is more than Order Line Quantity, the line gets Status Too many, and the Posting Action field is set to Adjust Order. This increases the Quantity for the Item on the Transfer Order Line.

  7. Click the Post action to post the Transfer Order. If you have Too Many items picked, the Quantity on the Transfer Order Line is incremented, but if the items are fewer or equal, the Quantity is not changed (partly picking). Transfer Shipment is posted.