Auto Create Transfer for Work Order


You can auto generate a transfer order for component items when you create a work order to build a BOM item.  The system looks at the BOM, then looks at the item availabilities and determines what items are short and creates a transfer for those items.

  1. Create the work order
  2. Release the work order
  3. Go to Manufacturing>Work Orders
  4. Search for the work order
  5. Click on the work order
  6. Click on "Create Transfer Order"
  7. If needed, a transfer order will be generated

Here's some additional info:

For a component to be included on the transfer order:

  • The component's BOM location has to match the work order (or be blank)
  • The work orders location has to be short of that component
  • The item's primary location has to be different than the work order's location