---
title: "Set up document flow - Transfer order"
slug: "set-up-document-flow-transfer-order-setup"
updated: 2026-07-30T04:40:02Z
published: 2026-07-30T04:40:02Z
canonical: "docs.staedean.com/set-up-document-flow-transfer-order-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up document flow - Transfer order

Set up a document flow to define how to import a transfer order into the **EDI transfer order** staging journal from, for example, a 3PL warehouse or an external warehouse management system (WMS).

On the document flow, you can set a custom message to import a the Transfer order. For example: 'XML transfer order to EDI transfer order' (940). When the import is completed, the applicable validations are done automatically.

You can choose to exchange this EDI message using a web service. In this case, instead of a message, use an inbound web service action with the applicable custom message as request message.

## Steps

1. Click **EDI party setup**.
2. Click the **Document flow** tab.
3. Click **New**.
4. For a transfer order confirmation document flow, use a ‘blank’ origin. In the **Origin** field, do not enter a value.
5. In the **Account code** field, select **Warehouse**.

> [!NOTE]
> **Note** You can also select **EDI group** to link the document flow to an EDI group. As a result, the document flow is applied to all EDI parties with the EDI group assigned.
6. In the **Account selection** field, enter or select a value.
7. In the **Document flow** field, select **Transfer shipment**.
8. In the **Direction** field, select **Inbound**.
9. You can use a number sequence to define the **EDI history record ID**.

In the **Number sequence** field, enter or select a value.
10. You can use a document flow in a testing phase. If you do so, you can indicate this for informational purposes.

Select the **Test** check box.
11. Define the desired message or inbound web service action.

In the **Message** field or in the **Web service action** field, enter or select the custom message built for the transfer order.
12. By default, a document flow is active. You can deactivate a document flow. So, it isn't used.

Clear the **Active** check box.
13. Close the page.

> [!NOTE]
> **Notes**
> 
> - To be able to receive an EDI message based on this document flow, the **GLN code** must be set for the current company (legal entity).
> - Make sure the appropriate journal validations are set up.

## Related

- [Receive transfer order](/receive-transfer-order.md)
- [Search for document flow: Warehouse](/search-for-document-flow-warehouse.md)
- [XML transfer order to EDI transfer order (940)](/xml-transfer-order-to-edi-transfer-order-940.md)