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Question

Transfer Orders Not Completing

  • February 12, 2024
  • 10 replies
  • 166 views
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We have transfer orders that are being consumed by another production order.  Each line is marked complete, but the transfer orders are not being moved into Completed status.

Can we simply cancel the Transfer Order after it’s done?

 

10 replies

Debbie Baldwin
Community Manager
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@jstacey874 - need a little more detail - is it possible to provide screenshots? or more detail? 

 

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  • Author
  • Freshman I
  • February 12, 2024

Here’s a couple screenshot.  These lines each have a production order, which finished product is then used in production order from a sales order.

 

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Debbie Baldwin
Community Manager
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@jstacey874 - are you using MRP? I’m not sure of your question. Are you saying that you have a Sales Order that is linked to a Production order but you also have a Transfer order created for the items on the Sales Order too? (and you don’t need the Transfer order)? 

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  • Author
  • Freshman I
  • February 12, 2024

the transfer order is not linked to the sales order.  the transfer order contains a line for each material used to create a sort of subassembly for the product on the sales order.  We are not using MRP currently.

This process is for just one customer and that customer will be phased out shortly.  

We just want to get the old transfer orders closed or at least not open.

 

 

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Debbie Baldwin
Community Manager
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@jstacey874 - I’ll move this over to the Distribution team to confirm but I think it’s ok to close the transfer order if all lines are ocomplete. 

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  • Author
  • Freshman I
  • February 13, 2024

Debbie - would love to close these transfer orders.  However, that option is greyed out.  It seems as the only option is to cancel them.

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Dana Moffat
Community Manager
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  • Community Manager
  • February 13, 2024

@jstacey874, can i send you some meeting date/times to walk through this together?

Dana

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  • Author
  • Freshman I
  • February 13, 2024

yes, please

 

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Dana Moffat
Community Manager
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  • Community Manager
  • February 13, 2024

@jstacey874 i emailed you some proposed meeting date/times for us to get together via Teams soon.

Dana

 

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • March 28, 2024

Hi @jstacey874 were you able to find a solution? Thank you!

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