Transfer Inventory Between Business Units to Fulfill Sales Orders

Transfer inventory between business units when there isn't enough inventory to fulfill a sales order for one of them.

Assume your company has two business units. You create sales order 75864 in the Los Angeles Operations business unit, then add an order line for the AS54888 Desktop Computer item with a Quantity of 100.

There isn't enough quantity in inventory to fulfill the item in Los Angeles, but the Denver Manufacturing business unit does have enough quantity. You can set up some rules that allow you to use Denver's inventory to fulfill Los Angeles' sales order.

Try it.

1. Use the Purchasing work area to create and approve a purchase request that Los Angeles can use to fulfill the quantity of 100.

2. Use the Manage Supply Execution Document Creation Rules task to set up a rule that uses the purchase order to create supply for Los Angeles. For details, see .Set Up Rules That Create Supply

3. Use the Manage Supply Order Enrichment Rules task to transform the transfer order into a sales order. For details, see Guidelines for Setting Up Rules That Create Supply Orders.

At run time, Denver reviews and approves the purchase order, Order Management uses the purchase order as input when it automatically creates a sales order for Denver, Denver ships the item, Order Management closes the transfer order, and Los Angeles receives the purchase order.