Transfer Request Statuses and Actions

You can perform the following actions from a transfer request's record page: Transfer, Cancel, Revise, and Print. The actions you can use depend on the transfer request's status. For a transfer, it also depends on whether a shipment is required.

Transfer Request Statuses

A transfer request has two status fields. The Status field tracks approval and completion. The Shipment Status field tracks the progress of the shipment.

The Status field has the following values:

  • New
  • Submitted for Approval
  • Approved
  • Revised
  • Cancelled
  • Complete
  • Dis-Approved

The Shipment Status field has the following values:

  • Open
  • Processing
  • Allocated
  • Partially Allocated
  • Pending Pulling All Items
  • Pulled All Items Pending Shipment
  • Shipped
  • Complete
  • Cancelled

The following diagram shows which action moves a transfer request between statuses.

Diagram showing which action moves a transfer request between statuses.

Transfer Request Actions

The Transfer Request Actions table details which action to use for each task.

Transfer Request Actions
Task Action Description
Change an approved transfer request. Revise Takes the transfer request back out of warehouse processing so that you can change it. The allocated inventory stays reserved.
Release the inventory and abandon an approved transfer request. Revise, then Cancel You cannot cancel an approved transfer request directly. Revise it first to set its status to "Revised", then cancel it.
Complete a transfer request. Transfer Commits the transfer request. If a shipment is required, the transfer completes later, using the pull and ship process.
Produce the transfer request document. Print Produces the document. The transfer request is not changed.

How Each Action Works

The sections that follow describe each action in detail. For each action, they explain what it does, the statuses that it requires, and its effect on the inventory that is allocated to the transfer request.

Transfer

The Transfer action commits the transfer request. It is the only action that opens a confirmation window before it runs. For more information, see Initiating a Transfer.

To use this action, the status of the transfer request must be "Approved". Its shipment status must be "Allocated" or "Partially Allocated".

What the Transfer action does depends on the Shipment Required checkbox. The Shipment Required Field Behavior table details what happens when this checkbox is selected or deselected.

Shipment Required Field Behavior
Shipment Required Selected Shipment Required Deselected

The action hands the transfer request over to the warehouse. It does the following:

  • Creates the action queue entries to pull the items and to transfer them to the destination warehouse.
  • Creates the shipper.
  • Sets the shipment status to "Pending Pulling All Items".

The status stays "Approved". The transfer request is deliberately still open at this point. The transfer completes later, when the items are pulled and shipped. For more information, see Picking the Items on a Transfer Request and Shipping the Items on a Transfer Request.

The action moves the stock immediately. It does the following:

  • Sets the status and the shipment status to "Complete".
  • Sets the transfer request lines to "Transferred".
  • Moves the allocated quantity into the Quantity Transferred field.

You must specify a destination location before you use this action. This requirement applies only when the Shipment Required checkbox is deselected.
Note:

You must enter a Source Ownership if you enter a Destination Ownership. If you want to add or remove ownership of items at an inventory position, you cannot do so at the same time as transferring the item from one warehouse to another. You must first add or remove ownership by carrying out an inventory adjustment or by creating a Change Ownership request. For more information, see Creating an Inventory Adjustment and Changing Ownership.

Cancel

The Cancel action cancels the transfer request and releases the inventory that was allocated to it.

To use this action, the status of the transfer request must be "New" or "Revised". You cannot cancel an approved transfer request directly, you must revise it first.

This action does the following:

  • Resets the allocated quantity on each transfer request line to zero.
  • Removes the link between the inventory and the transfer request line.
  • Deletes the related picklist and its picklist details.
  • Sets the status and the shipment status to "Cancelled".

The released inventory becomes available again, and other transfer requests can select it.

Note:

The status "Cancelled" is a final status. To transfer the items after you cancel a transfer request, create a new transfer request.

Revise

The Revise action takes an approved transfer request back out of warehouse processing so that you can change it.

To use this action, the status of the transfer request must be "Approved". Its shipment status must not be "Shipped" or "Complete".

This action does the following:

  • Reverses the action queue entries that are not complete.
  • Removes the shippers that are not complete.
  • Resets the picklists that are in process.
  • Reverse allocates the serial numbers.
  • Sets the status to "Revised" and the shipment status to "Allocated".
  • Increases the Revision field by one.

This action does not release the allocated inventory. The stock stays reserved for the transfer request. To release the stock as well, cancel the transfer request after you revise it.

While the status is "Revised", you can change the items on the transfer request and submit it for approval again.

Print

The Print action produces the transfer request document. It does not change the transfer request or its status.

Action Restrictions

Each action checks the transfer request before it runs. If the transfer request is not in a suitable status, the action stops and an error is displayed.

The Action Restrictions table details what stops each action from running.

Action Restrictions
Action Restrictions
Transfer
  • The status is not "Approved".
  • The shipment status is not "Allocated" or "Partially Allocated".
  • The Shipment Required checkbox is deselected and no destination location is specified.
  • The allocated items have no picklist.
Cancel The status is not "New" or "Revised".
Revise
  • The status is not "Approved".
  • The shipment status is "Shipped" or "Complete".
Print This action has no status requirements.