Buckets:
| title: Warehouse Transfers | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/inventory-control/warehouse-transfers/ | |
| # Warehouse Transfers | Sage Intacct Developer | |
| * Get Warehouse Transfer Object Definition | |
| * Get Warehouse Transfer Item Object Definition | |
| * Query and List Warehouse Transfers | |
| * Query and List Warehouse Transfers (Legacy) | |
| * Get Warehouse Transfer | |
| * Create Warehouse Transfer | |
| * Update Warehouse Transfer | |
| * Delete Warehouse Transfer | |
| --- | |
| Warehouse transfers let you move inventory from one warehouse to another, either as an immediate transfer or allowing for time in transit. | |
| --- | |
| ## Get Warehouse Transfer Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the warehouse transfer object: | |
| ```xml | |
| <lookup> | |
| <object>ICTRANSFERITEM</object> | |
| </lookup> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICTRANSFER` | | |
| --- | |
| ## Get Warehouse Transfer Item Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the warehouse transfer item object: | |
| ```xml | |
| <lookup> | |
| <object>ICTRANSFERITEM</object> | |
| </lookup> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICTRANSFERITEM` | | |
| --- | |
| ## Query and List Warehouse Transfers | |
| #### `query` | |
| > List the record number and description for each warehouse transfer: | |
| ```xml | |
| <query> | |
| <object>ICTRANSFER</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>DESCRIPTION</field> | |
| </select> | |
| </query> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICTRANSFER` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ## Query and List Warehouse Transfers (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>ICTRANSFER</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICTRANSFER` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ## Get Warehouse Transfer | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>ICTRANSFER</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICTRANSFER` | | |
| | keys | Required | string | Comma-separated list of warehouse `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## Create Warehouse Transfer | |
| History | |
| | Release | Changes | | |
| | --- | --- | | |
| | 2021 Release 3 | Added TRANSFERTYPE, OUTDATE, INDATE, ACTION | | |
| #### `create` | |
| > Immediate transfer of 200 widgets from warehouse WH101 to warehouse WH102: | |
| ```xml | |
| <create> | |
| <ICTRANSFER> | |
| <TRANSACTIONDATE>07/26/2021</TRANSACTIONDATE> | |
| <TRANSFERTYPE>Immediate</TRANSFERTYPE> | |
| <DESCRIPTION>Moving widgets to Warehouse WH102</DESCRIPTION> | |
| <ICTRANSFERITEMS> | |
| <ICTRANSFERITEM> | |
| <IN_OUT>O</IN_OUT> | |
| <ITEMID>x2</ITEMID> | |
| <WAREHOUSEID>WH101</WAREHOUSEID> | |
| <QUANTITY>200</QUANTITY> | |
| <UNIT>Each</UNIT> | |
| <LOCATIONID>100</LOCATIONID> | |
| </ICTRANSFERITEM> | |
| <ICTRANSFERITEM> | |
| <IN_OUT>I</IN_OUT> | |
| <ITEMID>x2</ITEMID> | |
| <WAREHOUSEID>WH102</WAREHOUSEID> | |
| <QUANTITY>200</QUANTITY> | |
| <UNIT>Each</UNIT> | |
| <LOCATIONID>100</LOCATIONID> | |
| </ICTRANSFERITEM> | |
| </ICTRANSFERITEMS> | |
| </ICTRANSFER> | |
| </create> | |
| ``` | |
| > In transit transfer of 200 widgets between warehouses with different base currencies using a custom exchange rate: | |
| ```xml | |
| <create> | |
| <ICTRANSFER> | |
| <TRANSACTIONDATE>07/26/2021</TRANSACTIONDATE> | |
| <TRANSFERTYPE>In transit</TRANSFERTYPE> | |
| <ACTION>Draft</ACTION> | |
| <OUTDATE>07/26/2021</OUTDATE> | |
| <INDATE>07/29/2021</INDATE> | |
| <DESCRIPTION>Moving widgets to Warehouse WH102</DESCRIPTION> | |
| <EXCH_RATE_DATE>07/16/2021</EXCH_RATE_DATE> | |
| <EXCHANGE_RATE>1.9</EXCHANGE_RATE> | |
| <ICTRANSFERITEMS> | |
| <ICTRANSFERITEM> | |
| <IN_OUT>O</IN_OUT> | |
| <ITEMID>x2</ITEMID> | |
| <WAREHOUSEID>WH101</WAREHOUSEID> | |
| <QUANTITY>200</QUANTITY> | |
| <UNIT>Each</UNIT> | |
| <LOCATIONID>100</LOCATIONID> | |
| </ICTRANSFERITEM> | |
| <ICTRANSFERITEM> | |
| <IN_OUT>I</IN_OUT> | |
| <ITEMID>x2</ITEMID> | |
| <WAREHOUSEID>WH102</WAREHOUSEID> | |
| <QUANTITY>200</QUANTITY> | |
| <UNIT>Each</UNIT> | |
| <LOCATIONID>100</LOCATIONID> | |
| </ICTRANSFERITEM> | |
| </ICTRANSFERITEMS> | |
| </ICTRANSFER> | |
| </create> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | ICTRANSFER | Required | object | Use `ICTRANSFER` | | |
| `ICTRANSFER` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | TRANSACTIONDATE | Required | string | Date of `Immediate` transfers, creation date of `In transit` transfers. | | |
| | REFERENCENO | Optional | String | Reference number for the transfer | | |
| | DESCRIPTION | Optional | string | Description | | |
| | TRANSFERTYPE | Optional | string | Specify whether this is an `Immediate` or `In transit` transfer. (Default: `Immediate`) | | |
| | ACTION | Optional | string | Sets the `TRANSFERSTATE` of the transfer. If `TRANSFERTYPE` = `Immediate` • valid values are `Draft` or `Post` • default value is `Post`. If `TRANSFERTYPE` = `In transit` • valid values are `Draft`, `Transfer out` or `Transfer in` • If current `TRANSFERSTATE` = `Draft`, default value is `Transfer in`. • If current `TRANSFERSTATE` = `In transit`, default value is `Transfer out`. Note: You cannot change the `TRANSFERSTATE` of a `Posted` transfer, and you cannot set an `In transit` transfer back to `Draft`. | | |
| | OUTDATE | Optional | string | Estimated date that the shipment will leave the originating warehouse. Required when `TRANSFERTYPE` = `In transit`. Cannot be earlier than `TRANSACTIONDATE`. | | |
| | INDATE | Optional | string | Estimated date that the shipment arrives at the receiving warehouse. Required when `TRANSFERTYPE` = `In transit`. Cannot be earlier than `OUTDATE`. | | |
| | EXCH\_RATE\_TYPE\_ID | Optional | string | Exchange rate type. Do not use if `EXCHANGE_RATE` is set. (Default: `Intacct Daily Rate`) | | |
| | EXCH\_RATE\_DATE | Optional | string | Exchange rate date in format `mm/dd/yyyy` (Default: `TRANSACTIONDATE`) | | |
| | EXCHANGE\_RATE | Optional | currency | Exchange rate with precision up to 10 decimals. Do not use if `EXCH_RATE_TYPE_ID` is set. | | |
| | ICTRANSFERITEMS | Required | `ICTRANSFERITEM[2...n]` | Warehouse transfer lines. Must be one or more matched pairs (with one outgoing and one incoming (`ICTRANSFERITEM`). | | |
| `ICTRANSFERITEM` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | IN\_OUT | Required | string | Specifies whether this side of the pair represents the warehouse sending the inventory (outgoing) or the warehouse receiving the inventory (incoming). Use `O` for outgoing and `I` for incoming. | | |
| | ITEMID | Required | string | Item ID for the inventory to transfer | | |
| | WAREHOUSEID | Required | string | Warehouse ID | | |
| | MEMO | Optional | string | Memo | | |
| | QUANTITY | Required | number | Quantity | | |
| | UNIT | Required | string | Unit of measure on which to base quantity | | |
| | LOCATIONID | Optional | string | Location ID | | |
| | DEPARTMENTID | Optional | string | Department ID | | |
| | PROJECTID | Optional | string | Project ID | | |
| | CUSTOMERID | Optional | string | Customer ID | | |
| | VENDDORID | Optional | string | Vendor ID | | |
| | EMPLOYEEID | Optional | string | Employee ID | | |
| | CLASSID | Optional | string | Class ID | | |
| --- | |
| ## Update Warehouse Transfer | |
| History | |
| | Release | Changes | | |
| | --- | --- | | |
| | 2021 Release 3 | Added TRANSFERTYPE, OUTDATE, INDATE, ACTION | | |
| > Update the transfer to move fewer (only 50) widgets, change the description, and show the item as transferred out of the originating warehouse: | |
| #### `update` | |
| ```xml | |
| <update> | |
| <ICTRANSFER> | |
| <RECORDNO>3</RECORDNO> | |
| <DESCRIPTION>Reducing the number of widgets to transfer</DESCRIPTION> | |
| <ACTION>Transfer out</ACTION> | |
| <ICTRANSFERITEMS> | |
| <ICTRANSFERITEM> | |
| <IN_OUT>O</IN_OUT> | |
| <ITEMID>x2</ITEMID> | |
| <WAREHOUSEID>WH102</WAREHOUSEID> | |
| <QUANTITY>50</QUANTITY> | |
| <UNIT>Each</UNIT> | |
| <LOCATIONID>100</LOCATIONID> | |
| </ICTRANSFERITEM> | |
| <ICTRANSFERITEM> | |
| <IN_OUT>I</IN_OUT> | |
| <ITEMID>x2</ITEMID> | |
| <WAREHOUSEID>WH101</WAREHOUSEID> | |
| <QUANTITY>50</QUANTITY> | |
| <UNIT>Each</UNIT> | |
| <LOCATIONID>100</LOCATIONID> | |
| </ICTRANSFERITEM> | |
| </ICTRANSFERITEMS> | |
| </ICTRANSFER> | |
| </update> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | ICTRANSFER | Required | object | Use `ICTRANSFER` | | |
| `ICTRANSFER` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Required | integer | Record number of the warehouse transfer | | |
| | ACTION | Optional | string | Sets the `TRANSFERSTATE` of the transfer. If `TRANSFERTYPE` = `Immediate` • valid values are `Draft` or `Post` • default value is `Post`. If `TRANSFERTYPE` = `In transit` • valid values are `Draft`, `Transfer out` or `Transfer in` • If current `TRANSFERSTATE` = `Draft`, default value is `Transfer in`. • If current `TRANSFERSTATE` = `In transit`, default value is `Transfer out`. Note: You cannot change the `TRANSFERSTATE` of a `Posted` transfer, and you cannot set an `In transit` transfer back to `Draft`. | | |
| | TRANSACTIONDATE | Optional | string | Date of the transfer | | |
| | OUTDATE | Optional | string | Date that the shipment left the originating warehouse. Can be estimated when creating `Draft` transfers and then updated when `TRANSFERSTATE` is changed to `Posted`. Required when `TRANSFERTYPE` = `In transit`. Cannot be earlier than `TRANSACTIONDATE`. | | |
| | INDATE | Optional | string | Date that the shipment arrived at the receiving warehouse. Can be estimated when creating `Draft` transfers and then updated when `TRANSFERSTATE` is changed to `Posted`. Required when `TRANSFERTYPE` = `In transit`. Cannot be earlier than `OUTDATE`. | | |
| | REFERENCENO | Optional | String | Reference number for the transfer | | |
| | DESCRIPTION | Optional | string | Description | | |
| | EXCH\_RATE\_TYPE\_ID | Optional | string | Exchange rate type. Do not use if `EXCHANGE_RATE` is set. (Default: `Intacct Daily Rate`) | | |
| | EXCH\_RATE\_DATE | Optional | string | Exchange rate date in format `mm/dd/yyyy` (Default: `TRANSACTIONDATE`) | | |
| | EXCHANGE\_RATE | Optional | currency | Exchange rate with precision up to 10 decimals. Do not use if `EXCH_RATE_TYPE_ID` is set. | | |
| | ICTRANSFERITEMS | Optional | `ICTRANSFERITEM[2...n]` | Warehouse transfer lines. Must be one or more matched pairs (with one outgoing and one incoming (`ICTRANSFERITEM`). | | |
| `ICTRANSFERITEM` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | IN\_OUT | Required | integer | Specifies whether this side of the pair represents the warehouse sending the inventory (outgoing) or the warehouse receiving the inventory (incoming). Use `O` for outgoing and `I` for incoming. | | |
| | ITEMID | Required | string | Item ID for the inventory to transfer | | |
| | WAREHOUSEID | Required | string | Warehouse ID | | |
| | MEMO | Optional | string | Memo | | |
| | QUANTITY | Required | number | Quantity | | |
| | UNIT | Required | string | Unit of measure on which to base quantity | | |
| | LOCATIONID | Optional | string | Location ID | | |
| | DEPARTMENTID | Optional | string | Department ID | | |
| | PROJECTID | Optional | string | Project ID | | |
| | CUSTOMERID | Optional | string | Customer ID | | |
| | VENDDORID | Optional | string | Vendor ID | | |
| | EMPLOYEEID | Optional | string | Employee ID | | |
| | CLASSID | Optional | string | Class ID | | |
| --- | |
| ## Delete Warehouse Transfer | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>ICTRANSFER</object> | |
| <keys>1</keys> | |
| </delete> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICTRANSFER` | | |
| | keys | Required | string | Comma-separated list of warehouse transfer `RECORDNO` to delete | | |
| --- | |
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