Open Forum

Expand all | Collapse all

Trasfer order docuemnt

  • 1.  Trasfer order docuemnt

    SILVER CONTRIBUTOR
    Posted Aug 21, 2019 05:00 PM
    We are running Nav 2017.  We create transfer orders to move lot tracked items between 2 different physical locations.  We have employees asking if there is a report (similar to a BOL) that will show the items and lot tracking for the shipment to send with the truck.  I cannot find anything out of the box that would include the lot tracking.  Just curious if there is some report out there that I am missing.

    ------------------------------
    Stephanie Cornwell
    ERP Support & Dev
    Farmers Union Industries, LLC
    Redwood Falls MN
    ------------------------------
    Conference-BCNAVUG_200x200


  • 2.  RE: Trasfer order docuemnt

    TOP CONTRIBUTOR
    Posted Aug 21, 2019 05:41 PM
    Depending on your location setups, you could print the Transfer Order, Transfer Shipment (Post and Print), Whse Shipment, or pick.  Other than the Whse Pick, the other documents won't show lot tracking without some tweaking by your developer or partner,

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019

    Come hear me speak:
    GET50 - All About NAV/BC Security
    Friday, October 18, 2019
    9:45 AM - 10:45 AM
    ------------------------------

    Conference-BCNAVUG_200x200


  • 3.  RE: Trasfer order docuemnt

    TOP CONTRIBUTOR
    Posted Aug 22, 2019 08:48 AM
    Well, this is a gap in NAV. We had to have our developer create custom versions of most of our documents due to lot control. This included our packing list and Bill of Lading. Fortunately, it was build with enough flexibility that both can be used for any shipment (Sales Orders, Purchase Returns, Subcontractor Shipments and of course Transfer Orders).

    ------------------------------
    Gregory Alford
    Director of Technical Resources
    Tri Star Metals LLC
    Carol Stream IL
    ------------------------------

    Conference-BCNAVUG_200x200


  • 4.  RE: Trasfer order docuemnt

    SILVER CONTRIBUTOR
    Posted Aug 22, 2019 09:06 AM
    Thanks.  I was thinking that might be the route we need to take.

    ------------------------------
    Stephanie Cornwell
    ERP Support & Dev
    Farmers Union Industries, LLC
    Redwood Falls MN
    ------------------------------

    Conference-BCNAVUG_200x200


  • 5.  RE: Trasfer order docuemnt

    SILVER CONTRIBUTOR
    Posted Aug 22, 2019 11:27 AM
    Same here. We extensively use lot tracking  and had to use custom docs for this...it's a bummer!

    ------------------------------
    Ruth Entwistle
    Customs Broker/Vendor Relations
    Heron Point Seafood
    Newmarket NH
    ------------------------------

    Conference-BCNAVUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role