7 Creating Transfer Orders

This chapter discusses these topics:

• Section 7.1, "Understanding Transfer Orders of Inventory Items for Rent"

• Section 7.2, "Creating a Transfer Order Automatically"

• Section 7.3, "Creating a Transfer Order Manually"

7.1 Understanding Transfer Orders of Inventory Items for Rent

When there is quantity shortage of a rental item in your inventory, you can create a transfer order to move the inventory item from another business unit within the company.

You can set the rental contract system to automatically create the transfer order by enabling the Auto Transfer Assets option in the Rental Constants program (P54R01). If this option is not enabled, you can create the transfer order manually through the Create Transfer row menu in the Contract Detail Revisions form. The transfer order will create a sales order (default order type is ST) and a corresponding purchase order (default order type OT). The inventory item transfer happens through the standard JD Edwards EnterpriseOne transfer order process.

For more information, see "Entering Transfer Orders" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide

The system updates the Rental Contract Related Orders table (F54R20) with the transfer order line.

If you generate related orders when the item is unavailable in the inventory for rent, the system looks at the Activate Availability Checking processing option of the Sales Order Entry program (P4210) to determine whether to backorder.

For more information, see "Setting Processing Options for Sales Order Entry (P4210)" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide

Note: When the Auto Transfer Assets option is not selected, and the business unit in the header and detail are different, the item is shipped from the inventory of the detail business unit.

7.1.1 Prerequisite

Before you create a transfer order, set up the version of the P4210 program in the Transfer Order (P4210) processing option for the Rental Contract Entry program (P54R10).

7.1.2 Forms Used to Create Transfer Orders

Form Name	Form ID	Navigation	Usage
Work With Rental Constants	W54R01A	System Setup (G54R40), Rental Constants	Review available constants records.
Rental Constants Revisions	W54R01B	On the Work With Rental Constants form, select the constants record for your business unit and click Select.	For automatic transfer of items, select the Auto Transfer Assets option. For manual transfer of items, do not select the Auto Transfer Assets option.
Work With Rental Contracts	W54R10A	Daily Processing (G54R10), Rental Contract Entry	Review available rental contracts.
Rental Contract Header Revisions	W54R10B	On the Work With Rental Contracts form, click Add.	Enter rental contract header information.
Rental Contract Detail Revisions	W54R10C	On the Rental Contract Header Revisions form, click OK twice.	Enter rental contract detail information. Change the default business unit in the detail line to create a transfer order.

7.2 Creating a Transfer Order Automatically

To create a transfer order automatically:

1. Select the Auto Transfer Assets option in the Rental Constants Revisions form.

2. You can create a transfer order when you create a new contract, or when you revise an existing contract. When you create a new contract, after you enter the item number in the Item Number field and move to another field, the system populates the detail Business Unit field with the header business unit. Change this value to the business unit from where you want to transfer the item. This business unit must have available quantity of the rental item.

   
   

   Note: When you set up the system to automatically create transfer order, the transfer order is created automatically when you update the detail business unit. The system does not notify that the transfer order is created. To ensure that the item is transferred successfully, you must follow the standard transfer order process to ship confirm the sales order, and receive the purchase order for the inventory to be updated.

   
   

3. Click the OK button on the Rental Contract Detail Revisions form. The system creates the transfer order, and:

   • Updates the Inventory Commitment field with a value of 300 (Transfer Order Exists)

   • Populates the Transfer Status Description field with the value Transferred from the 54R/TS UDC table

   • Adds the rental contract transfer order line to the Rental Contract Related Orders table (F54R20), and also updates the Rental Contract Detail table (F54R11)

   If you select the OK button on the Generate Related Orders window, the system also generates the related orders applicable for the rental contract detail line.

4. Navigate to the Rental Contract Related Orders program (P54R20). Along with the other related orders applicable for the contract, the system also displays the transfer order line with the version of the P4210 that you specified in the processing option of the Rental Contract Entry program (P54R10).

5. To review the transfer order, select the transfer order line and select View Related Order from the Row menu.

   When you inquire on this rental contract in the Rental Contract Detail Revisions form, note that the detail information is in bold for which the asset transfer has been processed.

Note: The Lot Search & Select program (P54R04) reflects the correct item availability for the business unit after the item has been transferred.

7.3 Creating a Transfer Order Manually

To create a transfer order manually:

Note: For a reservation contract, you must use this manual method to transfer inventory items.

1. Verify that the Auto Transfer Assets option is not selected in the Rental Constants Revisions form.

2. You can create a transfer order when you create a new contract, or when you revise an existing contract. In the detail line Business Unit field, enter the business unit from where you want to transfer the item. The required quantity of the item must be available in this business unit.

3. Select the detail line for which you want to process the transfer, and select Create Transfer from the Row menu. The Create Transfer option is not available on the Row menu if the Auto Transfer Assets option is selected in the Rental Constants form.

4. The system creates the transfer order, and:

   • Updates the Inventory Commitment field with a value of 300 (Transfer Order Exists)

   • Populates the Transfer Status Description field with the value Transferred from the 54R/TS UDC table

   • Adds the rental contract transfer order line to the Rental Contract Related Orders table (F54R20) and also updates the Rental Contract Detail table (F54R11)

5. Click the OK button on the Rental Contract Detail Revisions form. If you select the OK button on the Generate Related Orders window, the system generates the related orders.

6. Navigate to the Work With Rental Contract Related Orders program (P54R20). Along with the other related orders applicable for the contract (if you have generated the related orders), the system also displays the transfer order line with the version of the P4210 that you specified in the processing option of P54R10.

7. To review the transfer order, select the transfer order line and select View Related Order from the Row menu.

   When you inquire on this rental contract in the Rental Contract Detail Revisions form, note that the detail information is in bold font for which the asset transfer has been processed.