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.