Setup Considerations for Configured Item Transfer Orders

To successfully process transfer orders for a parent configured item, you must set up the items appropriately and verify the branch/plant setting.

Create a version of the Sales Order Entry program (P4210) for transfer order entry and set the processing options appropriately. Set the processing options for the version of Purchase Orders (P4310) that will be used with sales order entry to generate the transfer orders.

Note: The Cost or Base Price Markup processing option on the Process tab is supported for configured items.

To create transfer orders for a component of the parent configured item, use the stock line type, usually S, on the order for the parent configured item. This action drives transfers for the components of the configured item.

For any components of the configured item that generate a transfer order, you set the Trans Type field to 2 in the Assembly Inclusion Rules program (P3293). Also, verify that the component branch is set up for the components. You define the desired branch/plant in the Component Branch field.

When setting the processing options for the Configured Item Revisions program (P3210), identify a version of Sales Order Entry (P4210) to use to create orders for the components that require transfer orders.