Integrate Supply Chain Management transfer orders with Intelligent Order Management

This article describes how to integrate transfer orders in Microsoft Dynamics 365 Supply Chain Management with Dynamics 365 Intelligent Order Management.

Warehouse workers create transfer orders to transfer products from one warehouse or location to another. Here are some typical reasons why workers create transfer orders:

• Product transfers from manufacturing to a distribution facility
• Stock replenishment at a store from a distribution center
• Ad-hoc transfers to a warehouse from another warehouse to meet a spike in demand
• Transfers between warehouses for service purposes, such as packaging and customization requirements

To extend support and provide visibility into enterprise transactions, Intelligent Order Management introduces a Transfer Order entity. This entity includes the following features:

• Dual-write support for transfer orders is available, so that transfer order data flows seamlessly from Dataverse into Intelligent Order Management and is visible in real or near-real time.
• You can create transfer orders in Intelligent Order Management. Dual-write support processes them in Supply Chain Management.
• The user interface (UI) fields for the Transfer Orders entity support sales order fulfillment scenarios.
• You can access transaction status and visibility of transfer orders from Supply Chain Management directly in Intelligent Order Management.
• The Transfer Order products view is available on a tab of the sales order product page and provides visibility into the transfers from individual transfer order transactions.

Dual-write support for transfer orders

Before you activate dual-write support for transfer orders, make sure you meet the following prerequisites:

• Install or update the following dual-write packages to ensure that you have the latest versions:

  • Dual-write core solution package
  • Dual-write Application Core package
  • Dual-write Finance package
  • Dual-write Human Resources package

• If dual-write for sales orders is already installed in your environment, make sure it's up to date.

• If an older version of Intelligent Order Management is running in your instance and dual-write is already installed, make sure you import the user experience (UX) solution package for purchase orders and transfer orders.

General guidelines for installing the add-on UX package for new users

• If you're installing Intelligent Order Management first, install the dual-write solution before you import the UX package solution.
• If you're installing the dual-write solution first, the installation imports the UX package solution. You can then install Intelligent Order Management.

Initial synchronization of prerequisite tables

After you meet all the preceding prerequisites, sync the reference data between Supply Chain Management and Dataverse before you create new transfer orders and work with existing transfer orders. Use the initial write functionality to detect the table relationships and find the tables that you must enable for a given map.

In the dual-write synchronization settings, you see the prerequisite tables for both the Transfer Order Headers table map and the Transfer Order Products table map.

Sync the following tables for the Transfer Order Header table map:

• Sites
• Worker
• Modes of delivery
• Terms of delivery
• Warehouses

Sync the following tables for the Transfer Order Products table map:

• Worker
• Modes of delivery
• Terms of delivery
• Styles
• Colors
• Configurations
• Sizes
• Currencies
• Units
• CDS released distinct products
• Sites
• Warehouses

For more information about dual-write mapping references, see Dual-write mapping reference.

Create a transfer order

To create a transfer order, follow these steps:

1. In the left navigation pane, under Orders, select Transfer orders.

2. Select New.

3. Set the following mandatory fields:

   1. In the Name field, specify a transfer order ID. (It should match the ID that is used in Supply Chain Management.)
   2. Set the Company field.
   3. In the From warehouse field, specify the warehouse to transfer from. In the To warehouse field, specify the warehouse to transfer to.
   4. Optional: In the Ship date field, specify when the transfer is shipped, if you know the date. In the Receive date field, specify when the transfer is received. You can leave both these optional fields blank.

4. To create a transfer order product, select New Transfer Order product, and then enter values in the Product, Line number, and Transfer quantity fields. If you see that other fields are locked, the values come from Supply Chain Management as part of dual-write synchronization.

5. If you set the Ship date and Receive date fields on the header, the values are entered by default on the lines. However, you can override them.

6. Select Save. After Transfer Order Products is saved, it's synced to Supply Chain Management for further processing.

Process transfer order and status updates

As transfer orders are processed in Supply Chain Management, dual-write reflects status updates in Dataverse, and they become visible in Intelligent Order Management. When you ship a transfer order, the status is Shipped on the header and lines. The Shipped Quantity value appears on the Transfer Order product page. When you receive the transfer order in Supply Chain Management, the status is Received on the header. After the item is received, the Line Status value is set to None.

View transfer order products on the sales order product page

A view of transfer orders is available via a tab on the sales order product page. The Transfer Orders tab shows the list of transfers for the order product, including values for the Shipping Warehouse and To Warehouse fields. This tab provides visibility into incoming inventory for the warehouse that is assigned to the sales order product.