Creating a Transfer Order Automatically
To create a transfer order automatically:
Select the Auto Transfer Assets option in the Rental Constants Revisions form.
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.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.
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).
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.