Create Internal Transfer From Shipment

Overview

The Create Internal Transfer From Shipment step creates internal transfer purchase orders from order shipments for line items without inventory reservations. This enables warehouse-to-warehouse transfers for fulfillment.

Identifier

Configuration Properties

Behavior

What It Does

1. Optionally filters shipments by shipping method name
2. For each shipment, identifies line items that:
   • Have quantity > 0
   • Are not cancelled
   • Are not already reserved
   • Don't have an existing PO reservation
3. Gets the store and its available warehouses
4. Creates a purchase order for internal transfer:
   • Sets supplier warehouse from shipment
   • Sets destination warehouse from store's available warehouses
5. Marks line items as reserved with PO reference
6. Links the PO to the sales order
7. Returns count of transfers created

Prerequisites

• Store must have available warehouses configured
• Line items must not already be reserved

Side Effects

• Internal transfer purchase orders created
• Line items marked as reserved with PO IDs
• External ID LinkedToPurchaseOrderId added to order

Business Cases

When to Use

• Warehouse transfers: Move inventory between warehouses for fulfillment
• Store replenishment: Transfer stock from DC to store for pickup
• Split fulfillment: Create transfers for items not available locally

Example Scenarios

Scenario 1: Internal Transfer Created Store order needs inventory from distribution center. Internal transfer PO created.

Scenario 2: Filtered by Shipping Method ShippingMethodName=StoreTransfer. Only shipments with that method create transfers.

Scenario 3: No Available Warehouse Store has no available warehouses configured. Warning returned.

Scenario 4: All Items Reserved All line items already reserved. No transfers created.

Error Handling

Related Steps

• Create Purchase Order From Order - Create supplier POs
• Create PO Delivery From Shipment - Create deliveries from shipments