Open ServiceM8


  • Open the job on which you want to request a part for
  • Create a new form by selecting the NEW FORM button


  • Select the TRANSFER ORDER form


  • Enter in the first part required


  • Enter in the quantity required


  • If more parts are required, select YES
    • follow above process until all parts you require have been added
  • Once complete select NO


Open Epicor


  • Search for FGA ORDERS DASHBOARD
  • Select desired result
  • Go to the OPEN TRANSFER ORDERS tab


  • Filter by the TO WAREHOUSE which is where you are expecting the parts to be sent


  • Press the REFRESH button
  • All open transfer will be displayed
    • Transfers can be generated by three ways
      • The TRANSFER ORDER form is completed
      • The minimum quantity for a part in your location has been reached
      •  The CHANGE OVER form is completed


  • Right click on the TRANSFER ORDER number and go to OPEN WITH>TRANSFER ORDER ENTRY 
  • The TRANSFER ORDER ENTRY screen will appear
  • Ensure the items are coming from a valid location such as DHL SYD AL


  • Go to ACTIONS>TRANSFER ORDER FULFILMENT WORKBENCH or press F5
  • The TRANSFER ORDER FULFILMENT WORKBENCH will open
  • Select the lines you want to release
  • Go to ACTIONS>ALLOCATE RELEASE
  • Select the RELEASE FOR PICKING button and press OK

  • Items will be shipped from picking location
  • WAit for the items to arrive
  • Once arrived, go to the SEARCH field of Epicor and enter FGA TO RECEIPTS
  • The TO RECEIPTS dashboard will open
  • Enter in the TO SITE. This is the site that you are expecting the items


  • Press the REFRESH button
    • Alternatively you can enter the transfer order number
  • All transfer will be shown


  • Press the RECEIPT button and SAVE


  • All items are now receipted
  • The technician will now return to site and fit the parts
  • Once the job is marked complete in ServiceM8 and APPROVED in the INVOICE tab of ServiceM8, the parts will be consumed and removed from your stock location