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Create a transfer order in Enterprise Asset Workspace › 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 transfer order lines in Enterprise Asset Workspace

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

Before you begin

Role required: sn_eam.enterprise_admin or sn_eam.enterptrise_asset_manager

About this task

A transfer order can contain one or more transfer order lines. Under a single transfer order, all transfer order lines have the same From location and To location. Each line contains an asset to transfer and the quantity to transfer. The item to transfer is identified by the asset name and the model name. A transfer order line can involve one quantity of a non-consumable asset or multiple quantities of a consumable asset.

Procedure

  1. Navigate to the transfer order in the Enterprise Asset Workspace.

  2. In the transfer order, select the Transfer Order Lines tab

    The Transfer Order Lines page appears.

  3. Select New.

  4. On the form, fill in the details

    FieldDescription
    NumberInternal unique number identifying the transfer order line.
    Transfer OrderThe transfer order to which the transfer order line belongs.
    ModelModel of the items requested by the transfer order line. For example, a printer. If the Asset field is filled out first, the Model field is automatically filled in with the model corresponding to the asset.
    Quantity requestedNumber of items requested by the transfer order line. For example, 3 computers are requested to be transferred.
    Quantity receivedNumber of items already received. For example, 3 keyboards are transferred, 2 are received.
    StageCurrent stage of the transfer order. Transfer order lines can only be created when a transfer order is in Draft stage.
    Request lineRequested item to associate with the transfer order line.
    AssetAsset requested by the transfer order line. For example, a specific printer. The asset can filter on stockrooms.
    Quantity remainingNumber of items yet to be received. For example, 3 keyboards had been requested, 2 are received, 1 is remaining.
    Quantity returnedNumber of items that already needed to be returned.

  5. Select Save.

    The Transfer Order Line is created and displays the Transfer Order Line Tasks tab. Transfer order line tasks are created to move transfer order lines from one stage to the other.

Parent Topic:Create a transfer order in Enterprise Asset Workspace