Transfer Orders
Business Value
When you need to create a large number of transfer orders or create transfer orders with many lines, it will help if you could import this from Excel.
Feature Details
The Import action is available on the Transfer Orders list. The import can group related lines into documents and supports item tracking.
Settings
Replace Document No.
This setting allows you to specify if the imported document number should be replaced from the number series.
| Setting Value | Purpose |
|---|---|
| Yes | The imported document number gets replaced using the number series specified in the setup. |
| No (Default) | The imported document number gets used for the imported documents. |
If you do not have a document number in your list, then Excellent Importer will assign one. Excellent Importer uses the combination of the following fields to group the lines into a document:
- Transfer-from Code
- Transfer-to Code
- In-Transit Code
- External Document No.
Release Documents
This setting allows you to release the transfer orders immediately after importing the data.
| Setting Value | Purpose |
|---|---|
| Yes | Specifies that the assembly documents get released after they get imported. |
| No | Specifies that the orders only get imported. |
Item Tracking (Lot, Serial and Package Number)
This import supports lot, serial and package number tracking for items that require item tracking functionality.
Lot No. Information
If you have a Premium subscription plan for Excellent Importer you can also import lot number information. The app creates lot number information only when your imported file contains values mapped to the lot information fields.
Example
Excel Mapping Template
Excel File
Imported Transfer Orders
Transfer Order
