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Create and manage enterprise asset inventory › Managing enterprise asset inventory and contracts › Enterprise Asset Management › Asset Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a transfer order in Enterprise Asset Workspace

Create a transfer order in Enterprise Asset Management to transfer assets from one location to the other.

Before you begin

Role required: sn_eam.enterprise_admin or sn_eam.enterptrise_asset_manager

Procedure

  1. Navigate to Enterprise Asset Workspace > Inventory > Transfer orders.

  2. Select New.

    The Create New Transfer Order page opens.

  3. On the form, fill in the details.

    FieldDescription
    NumberNumber of the transfer order.
    StageCurrent stage of the transfer order.
    From stockroomThe stockroom from which the asset is to be shipped.
    To stockroomThe stockroom where the asset is to be shipped.
    From locationThe location of the stockroom from where the asset is to be shipped.
    To locationThe location of the stockroom where the asset is to be shipped.
    Requested dateThe date the transfer order is created.
    Delivery by date 
    Drop Off 

  4. Select Save.

    The transfer order is created and displays the Transfer Order Lines tab. You can now create transfer order lines to specify the items that the transfer order comprises of.

  5. Create transfer order lines in Enterprise Asset Workspace
    Create transfer order lines in Enterprise Asset Management to specify the items that comprise a transfer order.

  6. Close transfer order line tasks in Enterprise Asset Workspace
    Close transfer order line tasks to move transfer order lines from one stage to the other.

Parent Topic:Create and manage enterprise asset inventory