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. 

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 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 Pack to create a new Pack ID for the shipment. 

Open

Select from the Ship Via for the shipment. Currently the default is Standard. 

If available, enter the Tracking Number.

Click Save.

Open

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.

The Pack ID will automatically generate.

Click New>New Line.

On the Lines>Details tab, select or enter the Transfer Order Number for the shipment. 

To select the Transfer Order Number, Click Transfer Order Number, then click on Search in the pop-up screen.

Click on the Order to be processed.  

Click OK.

The Transfer Order Number will automatically populate.

Next Click Line and Search in the pop-up screen.

The line(s) will automatically appear in the Search Results.

Click OK.

Enter the numeric shipment Quantity.

Confirm the Warehouse is accurate or change if necessary.

Click Bin.

Click Search in the pop-up screen.

Under Search Results, click on the Bin that inventory should be pulled from.

Click OK.

This will prompt the Total Net Weight to automatically calculate.

Click Save.

On the Summary tab, select the Shipped check box to complete the shipment. 

NOTE: At this point, the material has been pulled, packed and pick-up has been scheduled.