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.