---
title: Create a transfer order
description: Create a transfer order that moves the necessary parts or assets to the correct stockroom or agent location.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/create-transfer-order.html
release: australia
product: Work Order Management
classification: work-order-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Manage transfer orders, Manage inventory in FSM, Manage work order tasks, Prepare work orders, Use, Field Service Management]
---

# Create a transfer order

Create a transfer order that moves the necessary parts or assets to the correct stockroom or agent location.

## Before you begin

Role required: wm\_agent, wm\_qualifier, wm\_dispatcher, wm\_admin, or [qualifier combination role](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/r_UserRoleInstallWFieldSrvMgmnt.md)

## Procedure

1.  Navigate to **All** > **Field Service** > **Work Order** > **All Work Orders**.

2.  Open a work order.

3.  Open a work order task.

4.  In the **Part Requirements** related list, click a **Number**.

5.  Click **Source Part**.

    The system completes the **Model** field automatically with information from the part requirement. You can select a different model, but it must be a [substitute](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-service-management/t_AddingSubModelsToHrdwModel.md) for the requested model. If you click the reference lookup icon \(\[Omitted image "SearchIcon.png"\] Alt text: Lookup icon.\) beside the **Model** field, only the selected model and any substitute models that are in stock are listed.

6.  Select a **From Stockroom**.

    -   Only stockrooms that have the model specified are included in the list. If no stockrooms are listed, the part is considered out of stock.
    -   The **From Stockroom** field is auto-populated with a default stockroom location, only if the part is available in the agent's personal stockroom or assignment group stockroom. You can specify a different stockroom location, if needed.
7.  Select a **To stockroom**.

    -   The **To stockroom** field is auto-populated with a default stockroom location. You can specify a different stockroom location, if needed.
    -   To deliver the items to an agent directly and skip the **Received** stage, select a personal stockroom as the destination. If no agent is assigned to the work order task, the transfer order line waits in the **Received** stage until an agent has been assigned.
    -   To use a part without transferring it, select the same non-personal stockroom for both the source and destination stockroom. This action moves the transfer order directly to the **Received** stage and sets the asset state and substate to **In stock - Pending transfer**.
    **Note:** An error occurs if the same personal stockroom is selected for both the source and destination stockroom. In this case, the transfer order line automatically moves to the **Delivered** stage even if no agent is assigned to the work order task.

8.  Specify the **Quantity requested**.

    If the first stockroom you select does not contain sufficient quantity, then repeat steps 2-5 until the entire quantity required is ordered. As you order from stockrooms, the number in the **Reserved quantity** field is updated automatically. When the numbers in the **Reserved quantity** and **Requested quantity** fields on the Part Requirement form match, the system selects the **Sourced** check box. After one transfer order line is requested from the part requirement, you cannot change the part requirement.

9.  Select a **Delivery method**.

    Qualifiers, dispatchers, agents and users with combined roles can specify a delivery method for parts while a transfer order is in the **Draft** stage. The possible delivery options are:

    -   **Standard**
    -   **Overnight**
    -   **Courier**
    -   **Agent Pickup**
10. Click **Submit**.