Creating a Global Inventory Relationship Record
To use the Intercompany Cross-Subsidiary Fulfillment feature to fulfill or receive inventory, create Global Inventory Relationship (GIR) records. These define which places inventory can be sourced from to fulfill orders and where orders can be received.
Note that, when using the Intercompany Cross-Subsidiary Fulfillment feature, a subsidiary can still ship to their own customers from any of their own locations without setting up a GIR.
Global Inventory Relationship records define the relationship between subsidiaries and their associated locations.
To create a Global Inventory Relationship Record:
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Go to Setup > Company > Enable Features.
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Complete information in the sections described below.
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Click Save.
Primary Information
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Select an Originating Subsidiary. This is the subsidiary to be associated with the originating sales order or return materials authorization (RMA).
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Select an Inventory Subsidiary. This is the subsidiary whose locations can fulfill a sales order or receive an RMA from customers in the Originating Subsidiary.
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Check the Inactive box to prevent this GIR record from displaying in lists on records and transactions.
A Global Inventory Relationship record cannot be inactivated in these cases:
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After the record is used on a sales order that enables the preference to Allow Cross-Subsidiary Fulfillment
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After the record is used on a customer return authorization that enables the preference to Allow Cross-Subsidiary Customer Returns
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On each subtab below, define the locations to associate with this GIR for processing fulfillments and customer returns. The locations you select on these subtabs determine the locations you can fulfill from or receive to on transactions set to Allow Cross-Subsidiary Fulfillment or Returns. The list of fulfillment locations can be different than the list of locations for returns.
Fulfillment
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Click the Fulfillment subtab.
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In the Location list, select one or more locations to define where you want to allow fulfillment from. Then, when a subsidiary is selected a transaction, orders entered and set to Allow Cross-Subsidiary Fulfillment can be fulfilled only from the locations defined on this GIR record.
Only these locations are available for selection in the Inventory Location list on the sales order line.
Note:After you save the Global Inventory Relationship record, you can change which locations are listed here. Changes will affect only future sales orders you enter.
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Check the All Fulfillment Locations box to add all locations associated with the selected Inventory Subsidiary.
Because this box is checked by default, all locations are included by default.
When this box is checked, this GIR record is linked to the Inventory Subsidiary record and the location list automatically syncs to stay updated. As locations are added or deleted from the subsidiary record, those locations are also added to or removed from this location list. For example, if this GIR is associated with Subsidiary A and you add three new locations to the Subsidiary A record, this GIR record updates to be associated with the three new locations.
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Click Add Multiple Locations to add individual locations that are associated with the selected Inventory Subsidiary one at a time.
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Click Remove All Locations to clear the list of associated locations.
Customer Return
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Click the Customer Return subtab.
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In the Location list, select one or more locations to define where you want to allow receipt of returns. Then, when a subsidiary is selected a transaction, returns entered and set to Allow Cross-Subsidiary Fulfillment can be received only in the locations defined on this GIR record.
Only these locations are available for selection in the Inventory Location list on the return.
Note:After you save the Global Inventory Relationship record, you can change which locations are listed here. Changes will affect only future sales orders you enter.
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Check the All Customer Return Locations box to add all locations associated with the selected Inventory Subsidiary.
Because this box is checked by default, all locations are included by default.
When this box is checked, this GIR record is linked to the Inventory Subsidiary record and the location list automatically syncs to stay updated. As locations are added or deleted from the subsidiary record, those locations are also added to or removed from this location list. For example, if this GIR is associated with Subsidiary A and you add three new locations to the Subsidiary A record, this GIR record updates to be associated with the three new locations.
Deleting a Global Inventory Relationship Record
A Global Inventory Relationship record cannot be deleted in these cases:
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After the record is used on a sales order that enables the preference to Allow Cross-Subsidiary Fulfillment
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After the record is used on a customer return authorization that enables the preference to Allow Cross-Subsidiary Customer Returns