Directed Transfer Order
The Directed Transfer infrastructure supports multiple transaction types for moving inventory between sites and bins. Transfer orders can be entered through the PanatrackerGP portal or populated from external sources.
Transfer Types
Straight Site Transfer
Creates a single site transfer from the source site location to a destination site.
Via Site Transfer
Adds a via site level and results in a two-step transfer process:
- The order pick creates a GP Transfer transaction from the source site to the via site
- The pick automatically creates an Inbound Transfer transaction in PanatrackerGP tables
- When the destination site receives the transfer, the receipt is recorded using the Receive Transfer transaction
- A second GP Transfer transaction is created from the via site to the destination site
Important: The first transfer must be posted before the second transfer. If not posted, the second transfer submit may fail because items won't be available at the via site.Bin Move
When the from (source site) and to (destination) site are the same, and no via site is entered, the order pick results in a bin-to-bin move transaction. This is commonly used in manufacturing environments to move component inventory from stock areas to manufacturing floor areas.
Database Tables
Header Table: dbo.PanatrackerGP7_DirectedTransOrder
| Field | Description |
| TransOrderCode | [PK] Directed Transfer Order Number |
| SourceLocCode | Site for items to be sourced (picked) from (TRANSFER FROM Site). Must be a valid Site in GP. |
| ViaLocCode | Via or in-transit site option. When set, the order pick creates a transfer TO the ViaLocCode as the TO Site. A PanatrackerGP Inbound Transfer transaction is automatically created to support the transfer receipt and second transfer transaction. Must be a valid Site in GP. |
| DestinationLocCode | Requesting Site and final destination site for the transfer. When the SourceLocCode is the same Site AND there is not a ViaLocCode entered for the transaction, the transaction for the pick will be a Bin-to-Bin move. |
| ShipMethodCode | Text field for entering a shipping method. This is informational data only. |
| FulfilledDate | Updated from the order pick action. |
| DueDate | Requested date from the order entry. This date is informational only. |
| FlexField1 | User definable field as information only. |
| FlexField2 | User definable field as information only. |
| FlexField3 | User definable field as information only. |
| FlexField4 | User definable field as information only. |
| FlexField5 | User definable field as information only. |
| OrderGroupCode | Group logic for order picking. |
| Notes | Notes entered and available to view from the order entry/edit screen. |
| UserName | User that created the order. |
| ApprovedBy | User that approved the order. Populated when order approval function is enabled and updated by the approval action. |
| OrderStatus | 0=New, 1=Released, 2=In Progress, 3=Partial Pick, 4=Closed |
| DEX_ROW_ID | To match GP table infrastructure. Unique ID for the record. |
Order Lines Table: dbo.PanatrackerGP7_DirectedTransOrderUnit
| Field | Description |
| TransOrderCode | [PK] Directed Transfer Order Number (matches the header) |
| LineItemSeq | Order Line Sequence. Each line must have a unique sequence number. |
| ItemCode | GP Item Number. Must match to an existing GP Item Number. |
| ItemDesc | Corresponding GP Item Description. |
| ToBin | DestinationLocCode Bin to be replenished. |
| QtyOrder | The quantity to transfer for the order. |
| QtyFulfilled | The quantity picked and transferred. This field is updated as part of the order pick for the transfer. |
| QtyCancel | Quantity canceled. Updated on edit of the order grid on the PanatrackerGP portal. |
| UnitOfMeasure | Unit of Measure for the item. Note: The UOM must match a UOM associated with the item number in GP setup. |
| QtyBaseUnitOfMeasure | If the Unit of Measure is not the Base UOM for the item, option to include the quantity in the base UOM for UOM calculations. |
| DEX_ROW_ID | To match GP table infrastructure. Unique ID for each row. |
Transfer Request
The Transfer Request transaction creates a Transfer Order from the mobile application. It may also be referred to as a restock request.
Transfer Request Entry Methods
- User Entry — Allows the user to enter the items and quantities they are requesting for transfer.
- Count Against Max Site Quantity — Complete a count against the max quantity setup for the site. The user enters a count and the transfer request is calculated as: (GP Site Max Quantity) - (User Item Count Quantity) = Transfer Quantity.
- Count Against Max Bin Quantity — Requires priority bins to be defined in GP for items with max levels set for each bin. Logic is the same as site quantity: (GP Bin Max Quantity) - (User Item Count for the selected Bin) = Transfer Quantity.
- KanBan Entry — Requires a priority bin setup for the item in GP with max level. There is no count for this option. The bin is selected, and the Max Quantity defined for that bin is requested for the restock.
Related Articles
Transfer Order Pick
This transaction picks against a Directed Transfer Order. The pick creates either a Site Transfer (when VIA or TO site differs from the FROM site) or a bin move (when the From and TO site are the same with no via site). Filter and Select Transfer ...Receive Transfer
When a Transfer Order setup includes a VIA site, an Inbound Transfer Order is created with the Transfer Pick Submit. The destination (final TO) site then receives the transfer to create a Dynamics GP Site Transfer to move inventory from the VIA site ...Order Fulfillment Settings
Configure Order Fulfillment functions for picking sales orders in GP that use a separate fulfillment process. Orders can be allocated prior to order fulfillment, or allocation can be completed as part of the pick step. Order Fulfillment functionality ...Site Transfer Configuration
Configure how PanatrackerGP handles inventory transfers between sites. Site transfers can be created using several transactions, and on submit, GP Transfer Transactions are created. Site transfers can be created using the following transactions: Site ...Order Fulfill Transaction
The Order Fulfill transaction enables picking of GP sales orders with support for order, invoice, or fulfillment order/invoice document types. The transaction uses directed or ad-hoc pick workflows with optional zone filtering, lot/serial tracking, ...