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For distribution companies it would really make a lot of sense to have the option of direct creation of a transfer order form the sales line. One can create a production order from the sales line, which is exactly right for make to order manufacturing business. The important thing there is that this prod order is guaranteed marked against the sales line. we need exactly the same thing for Transfer orders. When I would open the "create transfer order" screen from sales line, the TO warehouse would be filled in with the warehouse on sales line and I get to choose the FROM warehouse, which I have deciced upon after consulting the ON HAND screen. This would fit perfectly the distribution companies that we have encountered. It would also fit as a perfect enhancement in the "Delivery alternatives" where we can see the on hand in other warehouses and the sales person could decide to use inventory in other location, get it here and ship to the customer. An option in Delivery alternatives "Create transfer order" would be great. In some cases the sales user would modify the warehouse on the sales line and a transfer is not needed, we are going to ship from that other location. But both scnarios exist.

Category: Inventory
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Per Lykke Lynnerup

PM, Microsoft 


The idea has been supported in monthly update 10.0.7 under feature management: Create transfer order from sales line.

Regards,
Richard LUAN 
PM, Microsoft