Dynamics 365 Business Central: Supply Chain Management - Post direct transfer orders from warehouse-enabled locations

<h2>Business Value</h2> <p>Direct transfers move inventory between locations without using an in-transit location. You can use this simpler transfer method when the source location requires outbound warehouse handling, while preserving the picking and shipment controls configured for that location.</p> <h2>Details</h2> <p>Previously, one setting on the <strong>Inventory Setup</strong> page controlled how Business Central posted all direct transfers. You can now choose a posting method for each transfer route, so different routes can post separate transfer shipment and receipt documents together or create one posted direct transfer document.</p> <p>Set <strong>Default Direct Transfer Posting</strong> on the <strong>Inventory Setup</strong> page to define the company-wide default. On the <strong>Transfer Routes</strong> page, set <strong>Direct Transfer Posting</strong> for routes that need a different method. The transfer order uses the route setting when one is specified and otherwise uses the Inventory Setup default. You can change <strong>Direct Transfer Posting</strong> on an open <strong>Transfer Order</strong> when needed.</p> <p>The posting methods work as follows:</p> <ul> <li><strong>Shipment and Receipt</strong> posts a transfer shipment and transfer receipt together. <strong>Qty. to Ship</strong> must equal <strong>Qty. to Receive</strong>. When you post from a warehouse shipment, partial posting is supported.</li> <li><strong>Direct Transfer</strong> posts one <strong>Posted Direct Transfer</strong> document. Business Central posts the full transfer-line quantity without creating separate transfer shipment and receipt documents.</li> </ul> <p>Direct transfers support the following outbound warehouse scenarios:</p> <table> <thead> <tr> <th>Transfer-from location setup</th> <th>How you complete the transfer</th> </tr> </thead> <tbody> <tr> <td>No warehouse requirements</td> <td>Post from the <strong>Transfer Order</strong>.</td> </tr> <tr> <td><strong>Require Pick</strong> without <strong>Require Shipment</strong></td> <td>Create and post an <strong>Inventory Pick</strong>.</td> </tr> <tr> <td><strong>Require Shipment</strong> without <strong>Require Pick</strong></td> <td>Create and post a <strong>Warehouse Shipment</strong>.</td> </tr> <tr> <td><strong>Require Pick</strong> and <strong>Require Shipment</strong></td> <td>Register the <strong>Warehouse Pick</strong>, and then post the <strong>Warehouse Shipment</strong>.</td> </tr> <tr> <td><strong>Bin Mandatory</strong></td> <td>Enter valid source and destination bins, and post from the document required by the other warehouse settings.</td> </tr> <tr> <td><strong>Directed Put-away and Pick</strong> at the source</td> <td>Register the warehouse pick and post the warehouse shipment by using the advanced warehouse process.</td> </tr> </tbody> </table> <p>With <strong>Shipment and Receipt</strong>, the destination can't require warehouse receipt or put-away. A destination that uses bins requires a valid <strong>Transfer-To Bin Code</strong>.</p>