TRAX MANUALS > Requisition > Requisition Module > Requisition, Update Menu > Requisition Management > Requisition Management Buttons > Requisition Analyzer by Location Button, via Requisition Management > Transfer Order Button, via Requisition Analyzer by Location

The Transfer Order button allows the user to transfer a parts or parts from one location to another in response to a requisition.

In order to create a transfer order from a location which has the available parts required by the requisition, simply click on both, the location with the parts and the requisition, and then press the Transfer Order button.

The standard Save Prompt is displayed, as seen below:

Select Cancel to abort the transaction, or

Select OK to proceed. The following pop-up window is displayed.

Enter the Priority Level and the Delivery Date in this window. Select the Save button to complete the transaction.

The Transfer Order window as well as the Packing and Shipping requirements appear. Select 'Yes' if the part requires Packing and Shipping or 'No' if it does not.

In this example, the user is going to select 'Yes'.

The line item for the Transfer Order is created. Save the transaction. The Save prompt appears.

The Transfer Order print appears. Exit the print.

The requisition disappears from the queue because a transfer order has been issued for the requisition placing its status as ‘Ordered.'

A Transfer Order can also be completed by adding a new TO to an existing Transfer Order.

Select the Transfer Order you would like create a new TO from. Follow the above steps. A new line item will be created against the below highlighted TO.