Create transfer order line

  • Release version: Australia
  • Updated April 6, 2026
  • 1 minute to read

    • Add a transfer order a line to a transfer order for each asset or consumable model you want to move.

    Before you begin

    Role required: inventory_user

    The inventory_user, asset, or procurement_user role can only access the Transfer Order [alm_transfer_order] reports. You must activate the Procurement (com.snc.procurement) plugin for the inventory_user, asset, and procurement_user roles.

    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 asset name and model name. A transfer order line can involve one quantity of a non-consumable asset or multiple quantities of a consumable asset. A bundled model can be transferred.

    Procedure

    1. Navigate to All > Inventory > Transfer Orders and open the transfer order.
    2. Next to Transfer Order Lines, select New.
    3. On the Create transfer order line form, fill in the fields.
      For a description of the field values, see Transfer order line fields.
    4. If the model is a consumable, specify a quantity in Quantity Requested.
    5. Select Submit.
      After creating transfer order lines, the transfer order and all the transfer order lines are in the draft stage. While a transfer order or a transfer order line is in the draft stage, it can be deleted.
      Note:
      When an asset is part of a transfer order set to Draft, the asset record updates to show the asset as reserved. You can't request or transfer the asset while it’s reserved.

    Result

    A transfer order line is created along with a transfer order line task.

    What to do next

    Close the transfer order line task to complete the task.