Use Transfer Order Shipment Entry to enter the shipment of an inter-Site transfer. If your Site record is set up for direct shipping, you can also use the Direct Shipment functionality to ship parts to another Site without using an existing transfer order.
You MUST be in the correct Site.Log in under the Xmc site that is SHIPPING the material.
Currently, there isn’t an alert in Epicor setup to indicate a new Transfer transfer is available. Typically, an email will be sent to the shipping xMC to alert a Transfer request has been made.
Follow the path: Xmc>Material Management >Shipping/Receiving>General Operations>Transfer Order Shipment Entry
Click the New>New New>New Pack to create a new Pack ID for the shipment.
Select a from the Ship Via for the shipment. Currently the default is Standard.
If available, enter the Tracking Number.
Click Save.
NOTE: The weight is not required, as it will automatically populate in the next screen. In addition, currently we are not using the Code and Classifications.
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The Pack ID will automatically generate.
Click New >New New>New Line.
On the Lines Lines>Details tab, select or enter the Transfer Order Number for the shipment.
To Select select the Transfer Order Number, Click Transfer Order Number, then click on Search in the pop-up screen.
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Click on the Order to be processed.
Click on Click OK.
The Transfer Order No. Number will automatically populate.
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The line(s) will automatically appear in the Search Results.
Click on OK.
Enter the numeric shipment Quantity.
Confirm the Warehouse is accurate or change if necessary.
Click on Bin.
Click on Click Search in the pop-up screen.
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