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Generate a transfer document for an internal inventory transfer

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This article explains how to create transfer documents for goods movement inside a company in Microsoft Dynamics 365 Finance.

The following procedures show how inventory accountants can create transfer documents for goods movement inside a company. The procedures are only available for legal entities with a primary address in Lithuania. The procedures use the demo data company DEMF with a primary address in Lithuania.

Before you can complete the procedures, you must complete the procedures in Set up transfer documents for goods movement inside a company.

Create a transfer order

To create a transfer order, follow these steps:

  1. In Dynamics 365 Finance, go to Inventory management > Inbound orders > Transfer order.
  2. Select New.
  3. In the From warehouse field, enter or select a value.
  4. In the To warehouse field, enter or select a value.
  5. Select Add.
  6. In the list, select the row.
  7. In the Item number field, enter or select a value.

Enter transportation details for the transfer order

To enter transportation details for the transfer order, follow these steps:

  1. Select Save.
  2. On the action pane, select Ship.
  3. Select Transportation details.
  4. In the Print transportation details field, select Yes.
  5. In the Goods issued by field, enter or select a value.
  6. In the Package field, enter a value.
  7. In the Risk level of the load field, enter a value.
  8. In the Carrier field, enter or select a value.
  9. In the Model field, enter or select a value.
  10. In the Registration number field, enter a value.
  11. In the Trailer registration number field, enter a value.
  12. In the Driver field, enter or select a value.
  13. In the Driver name field, enter a value.
  14. Select Save.
  15. Close the page.

View the packing slip for the unposted transfer order

To view the packing slip for the unposted transfer order, follow these steps:

  1. Select Packing slip.
  2. Select OK.
  3. Close the page.

View the packing slip for the posted transfer order

To view the packing slip for the posted transfer order, use the following steps:

  1. On the Action Pane, select Transfer order.
  2. On the action pane, select Ship.
  3. Select Ship transfer order.
  4. Select the General tab.
  5. In the Update field, select an option.
  6. Select the Overview tab.
  7. In the Packing slip field, enter a value.
  8. Select OK.
  9. On the action pane, select Ship.
  10. Select Packing slip.
  11. Select OK.
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