Create transfer orders (SO509000)

This window is only available if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

For more information: Enable/disable functionalities (CS100000).

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This window is only available if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window. You use this window to create transfer orders, which replenish the stock at the destination warehouse by transferring the required quantities of items from the source warehouse. You can create transfer orders for replenishment requests generated by using the Prepare replenishment (IN508000) window.

Also, you create transfer orders for sales orders with allocations if for order fulfillment it is required to move stock from one warehouse to another. For details, see: About automated replenishment.

The window toolbar

ButtonDescription
ProcessProcesses the selected transfer and replenishment requests (plan types) or those for which you have selected the Included check box, and generates transfer orders for them.
Process allProcesses all the listed transfer and replenishment requests and generates transfer orders for them.
Inventory summaryClick this to view details about the items in the stock.

The top part

In this area, you can select the creation date and filter the requests by item class, warehouse, stock item, product manager, or product work group.

ElementDescription
Creation dateThe date to be used for creating transfer orders.
Product manager

A field and the Me check box, which you use as follows to select the product manager to whom the items are assigned for maintenance:

  • Select the Me check box to view the items assigned to you. The field will contain your username.
  • Clear the Me check box and select another product manager to view the items assigned to the manager.
  • Leave the elements blank to view items assigned to all product managers of the selected product work group or all groups.
Work group

A field and the My check box, which you use as follows to select the product work group the items are assigned to for maintenance:

  • Select the My check box to view the items assigned to your product work group or to the selected product manager in the group.
  • Clear the My check box and select another product work group in the field to display the items assigned to the work group or to a particular product manager in the selected group.
  • Leave the field blank and clear the check box to view the items assigned to all product work groups.
Item class IDThe item class of the stock items to be transferred. Leave the field blank to include requests for items of multiple classes.
Item IDThe stock item to be transferred. Leave the field blank to display requests for multiple items.
WeightThe total weight of the item quantities to be transferred.
VolumeThe total volume of the item quantities to be transferred.
From warehouseThe warehouse from which the items are to be transferred.
To warehouseThe warehouse to which the items are to be transferred.
CustomerThe customer specified on the sales orders for which the transfers are requested; the field is blank for transfers initiated for replenishment.
Order typeThe type of the sales order for which the transfer is requested; the field is blank for transfers initiated for replenishment.
Order no.The reference number of the sales order for which the transfer is requested; the field is blank for transfers initiated for replenishment.

The table

This table holds the replenishment requests that match the selection criteria you have specified. You can process all listed items or only those you select.

ColumnDescription
Plan typeThe type of functional built-in plan (an internal request based on allocation or a replenishment request) that shows the quantity of the item for which transfer is required.
Item IDThe item ID of the stock item for which the transfer request or replenishment request was generated.
Item descriptionThe description provided for the stock item.
From warehouseThe warehouse to supply items for the transfer.
To warehouseThe destination warehouse for the transfer.
UoMThe unit of measure (UoM) used for the stock item being transferred.
QuantityThe quantity of the item requested for the transfer.
Requested onThe date when the request was generated.
CustomerThe ID of the customer that requested the item on the sales order (if applicable).
Customer nameThe name of the customer that requested the item or items on the sales order (if applicable).
Order no.The reference number of the sales order for which this transfer has been initiated (if applicable).
WeightThe total weight of the item quantity to be transferred.
VolumeThe total volume of the item quantity to be transferred.

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Last modified February 19, 2026