Infor SyteLine

SyteLine Transfer Order Management and Configuration

Transfer orders in SyteLine manage inventory movement between warehouses and sites. Whether you are moving stock between buildings on the same campus or shipping between geographically separate facilities, transfer orders provide controlled inventory movement with in-transit visibility. This guide covers the configuration of transfer parameters, in-transit warehouses, and the complete transfer order lifecycle.

Transfer Order Configuration

Transfer orders are configured through the Inter-Site Parameters form and managed via the Transfer Orders form (SLTransfers IDO). Each transfer order specifies a source site/warehouse and destination site/warehouse. The xfer_order table stores the transfer header while xfer_line holds line-level item, quantity, and status details. In-transit warehouse configuration enables tracking of goods between shipment and receipt.

  • Configure in-transit warehouses on the Warehouses form with type set to In-Transit for goods-in-motion tracking
  • Define default transfer routes in Inter-Site Parameters linking source-destination site pairs
  • Set transfer_type to distinguish between inter-warehouse (same site) and inter-site transfers
  • Enable transfer order approval workflows in Inter-Site Parameters for high-value material movements
  • Configure default shipping methods and lead times per transfer route for planning accuracy

Transfer Order Processing Lifecycle

The transfer lifecycle follows Create, Ship, In-Transit, and Receive stages. The source warehouse ships items using the Transfer Shipment form, which decrements source on-hand and increments the in-transit warehouse. The destination warehouse receives using the Transfer Receipt form, decrementing in-transit and incrementing destination on-hand. Each step creates matltran records for full audit traceability.

  • Create transfer orders on the Transfer Orders form specifying items, quantities, and requested delivery dates
  • Ship transfers from the Transfer Shipment form, which moves inventory from source to in-transit warehouse
  • Track goods in motion via the In-Transit Inventory inquiry showing items between ship and receipt
  • Receive transfers on the Transfer Receipt form at the destination, completing the inventory movement
  • Partial shipments and receipts are supported with line-level quantity tracking on xfer_line records

Transfer Pricing and Financial Impact

Inter-site transfers have financial implications when sites operate as separate cost centers or legal entities. SyteLine supports transfer pricing methods including standard cost, actual cost, and transfer markup. The GL posting for transfers debits the destination inventory account and credits the source, with any transfer price variance flowing to a designated variance account configured in the posting rules.

  • Configure transfer pricing method per item or globally in Inter-Site Parameters (standard, actual, or markup)
  • Inter-company transfers between separate legal entities generate intercompany AR/AP transactions automatically
  • GL posting rules for transfers must define source credit, destination debit, and variance accounts
  • Transfer cost variances appear on the Transfer Variance Report for finance team review
  • MRP considers in-transit quantities as planned supply at the destination site for planning purposes

Optimize your multi-site inventory flow in SyteLine—schedule a transfer order configuration review.