Transfer Order & Transfer Journal in D365 F&O

Both names looks similar, However there are slight difference in both forms.

The primary difference between a transfer order and a transfer journal lies in the level of detail and functionality. A transfer order provides more comprehensive tracking capabilities and allows you to print shipment labels and delivery notes. Whereas Transfer Journal allows you to transfer items between inventory locations, batches, Product variants without affecting the costs associated with the transaction. In the other hand, Transfer orders are mainly using if your organization has multiple warehouse or store, and you want to move inventory between those stores.

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So, lets get started with Transfer Order.

Transfer orders are mostly using where Items are received in central warehouse and need to distribute the items into their retails branches or different warehouses to move their inventory without any financial impact.

Go to Inventory management module >> Inbound Orders >> Transfer Order >>Press New

Then Add the Warehouse details which you would like to transfer the stocks.

Then go to Dimension tab under the line details. Add the required information like Batch and location etc.

Then from the action pane go to ship Tab and there you have the features like Release to warehouse or generating the packing list. So as per your company SOP you can select the functions.

Here I am going to use ship the transfer order feature. SO Press on ship transfer order.

From the update field you can select all if we intend to transfer all of our lines. Or there are other options like reserved qty, available or picked qty etc. then press ok button.

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Then go to receive tab in action pane and press on receive button

Here you can see the items which already shipped from the 1001 warehouse and you can match if you have the shipment document or details. Then Press Ok.

You have successfully received the transfer order. you can see the status of the transfer order is received and also notification at the top operation completed.

That's all for now. If you have any questions or notice any mistakes, please don't hesitate to notify me. I'd be happy to rectify them. Additionally, I would appreciate your support for the article.