Create Internal Material Transfer Requisitions with Dual UOM-Controlled Items

Add dual UOM-controlled items to create internal transfer-based requisitions in the Redwood Self Service Procurement application. Before this update, you could only create requisitions to purchase dual UOM-controlled items from suppliers.

You can shop for items to request internal transfers, or you can use the Enter Requisition Line page to create the requisitions. You can view the primary and secondary units of measure configured for the item. You can make select either unit and provide a quantity to proceed. For internal transfers, the application will use the unit of issue specified in the item configuration to create the requisition line.

You can see in the screenshot that the unit of issue displays a price for a Box of 10. If no unit of issue is specified, the requisition line will be created using the primary unit of measure.

View and Select Item in Primary or Secondary UOM

View and Select Item in Primary or Secondary UOM

Edit Line Details of an Internal Transfer Line for Dual UOM-Controlled Item

Edit Line Details of an Internal Transfer Line for Dual UOM-Controlled Item

After the transfer is initiated, you can drill down into the transfer order to review the fulfillment details including shipment and receipt information. 

Transfer Initiated on the Internal Transfer

Transfer Initiated on the Internal Transfer

View Shipment and Receipt Details

View Shipment and Receipt Details

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the Create Internal Material Transfer Requisitions with Dual UOM-Controlled Items feature, then you must opt in to one or both of these features:

  • Enable the Redwood Version as the Default Self Service Procurement Application: Makes the Purchase Requisitions (New) work area available to all your users, and hides the Purchase Requisitions work area from all your users.
  • Procure Goods and Services Using the Redwood Self Service Procurement Application: Keeps the Purchase Requisitions work area available to all your users, and makes the Purchase Requisitions (New) work area available to the users who are assigned this privilege: Manage Requisition with the Redwood Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV).

Additionally, you must opt in to use the Purchase Items That Are Priced in Their Secondary UOM feature under Purchasing.

If you’ve already opted in, then you don’t have to opt in again.

Tips And Considerations

  • You can request items using either the primary quantity or the secondary quantity.
  • In the Redwood Self Service Procurement application, there is a consistent approach for internal transfers of Dual UOM-Controlled items.  Internal transfers will now always convert based on the conversion factor, with no deviations allowed. This approach applies regardless of whether you have enabled the Purchase Items That Are Priced in Their Secondary UOM feature or not.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

  • Manage Requisition with the Redwood Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV) to access the Redwood Self Service Procurement application.

NOTE: This privilege isn’t required if you have opted in to the Enable the Redwood Version as the Default Self Service Procurement Application feature to access the Redwood Self Service Procurement application.

This privilege was available prior to this update.