Transfer Order

Transfer Order Basic Fields

• Alternate Shipping - Select the Alternate Shipping if the ship-to address is different from the Transfer-to Warehouse Address. Alternating Shipping is set up on the Transfer-to Account.
• Closed - If it is checked, you can no longer update items or quantities, but can still allocate, ship, or receive against this transfer order.
• Created From Receipt - The Whse. Receipt that this transfer order was created from.
• Currency - Not being used.
• Description - Additional information about the Transfer Order can be entered here.
• Document Status - Automatically populated by GoldFinch with one of the following: Open, Shipment Created, Back Order, All Shipped, Receipt Created, All Received, or Partially Received.
• GL Ledger - GL Ledger for the transaction. Default is blank.
• No. of Lines - Count of all associated Transfer Lines.
• Order Date - The date the Transfer Order is placed.
• Project - Look up to the Project object, and filter by Transfer-to Account if it is not blank.

Transfer Order Allocation Fields

• Allocated Qty. - Sum of the Allocated Qty. field on all Transfer Lines.
• Allocation Priority - If the Allocation Method is Priority & Shipment Date on Company Setup, the Mass Allocation transfer order routine will allocate inventory based on this field and Shipment Date on the transfer orders.
• Allocation Status - Automatically calculated by GoldFinch based on Qty. Not Allocated and O/S Ship Qty. Possible values: None, Full, or Partial.
• Do Not Allocate
• Qty. Not Allocated - Sum of the Qty. Not Allocated field on all Transfer Lines.

Transfer Order Dates

• Actual Receipt Date - Optional. If it is not blank, it will be used to populate the Actual Receipt Date on the transfer order's Warehouse Receipt.

• Expected Receipt Date - The expected date of receipt.

• Shipment Date - The date the Transfer Order is shipped.

Transfer Order EDI Fields

• 943 EDI Generated - Indicates whether the corresponding EDI 943 document has been generated.
• 943 EDI Generated Date - The date that the corresponding 943 EDI document was generated.
• Ready to Send 943 - Indicates whether or not the Transfer Order has met all of the criteria necessary to send out a corresponding EDI 943 document.

Transfer Order Shipping & Warehouses

• In-Transit Warehouse - The Warehouse used to indicate that the order is in transit.
• Shipping Agent - The name of the courier used for the shipment.
• Shipping City/Country/Postal Code/State/Street - Default from Transfer-to Warehouse, or Transfer-to Account if it is not blank, or Alternate Shipping if it is not blank.
• Shipping Contact - Default from Transfer-to Account’s Shipping Contact, or Alternate Shipping’s Shipping Contact.
• Transfer-From Warehouse - The Warehouse that the received Item is being transferred from.
• Transfer-to Account - Default from the Account of the Transfer-to Warehouse.
• Transfer-to Warehouse - The Warehouse that the received Item is being transferred to.

Transfer Order Totals & Status

• O/S Receive Qty. - Sum of the O/S Receive Qty. field on all Transfer Lines.
• O/S Ship Qty. - Sum of the O/S Ship Qty. field on all Transfer Lines.
• Order Quantity - Sum of the Quantity field on all Transfer Lines.
• Received Qty - Sum of the Received Qty. field on all Transfer Lines.
• Ready to Update Shipment - Checked automatically if Whse. Shipment is created and Allocated Qty. <> Whse Shipment Total Qty.
• Shipped Qty - Sum of the Shipped Qty. field on all Transfer Lines.
• Total Order Cost - Sum of the Line Cost on all Transfer Lines.
• Total Weight
• Whse Shipment - Populated automatically when the Whse Shipment for the Transfer Order is created.
• Whse Shipment Total Cost - Sum of the Line Cost on all Whse Shipment Lines.
• Whse Shipment Total Qty. - Sum of the Quantity on all Whse Shipment Lines.

Article Transfer-Order  ·  Last updated February 02, 2026 · GoldFinch ERP Help Center