How Transfer Order Change Management Is Calculated

Settings That Affect Transfer Order Change Management

Parameters that affect transfer order change management include who's performing the change and the transfer order destination type. Combinations include:

Preparer for expense destination transfers
Preparer for inventory destination transfers
User with access to source organization for expense destination transfers
User with access to source or destination organization for inventory destination transfers
Users with access to source or destination organization for inventory and expense destination transfers

An additional parameter that affects transfer order change management is whether the transfer order goes directly to Oracle Shipping without passing through Oracle Fusion Cloud Order Management, or if the transfer order passes through Oracle Order Management.

Update Rules for Transfer Orders

Updates to transfer order can be received through a service or from the Manage Transfer Order pages. Updates are applied immediately, may cause repricing, and are communicated to downstream applications in the transfer order process.

These general rules that apply to updating transfer orders:

You can update shipping attributes, such as the shipping method and shipping priorities, for lines that directly interface to Shipping up until the shipped quantity is recorded against the line.

These lines go directly to Shipping without passing through Oracle Order Management.
You can update the requested delivery date for lines that are directly interfaced to Shipping until the shipped quantity is recorded against the line.

These lines go directly to Shipping without passing through Oracle Order Management.
You can update the Note to Receiver and Note to Supplier field from the Manage Transfer Order pages until the shipped quantity has been recorded against the line.
The tables in the following sections note that the quantity can be decreased with the phrase "Allowed, system permitting." Here are the rules for all transfer orders regardless of the transfer order source:
- You can decrease the quantity without any limitations if the line hasn't had any shipping activity.
- If the order is going through Oracle Order Management, then the only quantity decrease that you can perform after a partial shipment, is to update the quantity to that of the shipped quantity.
  
  You can't make any other changes to the quantity after the transfer order has been shipped. You can cancel the remaining quantity by setting the quantity to the previously shipped quantity.
- If the order isn't going through Oracle Order Management, then you can decrease the quantity after a partial shipment, as long as the quantity doesn't go below the previously shipped quantity.

Changes Made by the Preparer for Expense Destination Transfers

Here are the rules for changes made by the preparer for expense destination transfers. These rules apply to transfer orders linked to requisitions only. This table includes the type of change and whether or not the change is allowed.

Type of Change	Allowed
Quantity increase	Not allowed
Quantity decrease	Allowed, system permitting
Destination Subinventory (doesn't apply for expense destination)	Not available
Charge Account	Not allowed
Distribution Quantity, Amount, and Percentage	Decrease allowed, system permitting (Increase not allowed and decrease can't be reduced lower than delivered quantity.)
Adding a distribution	Not allowed
Deleting a distribution	Not allowed. Distribution quantity can be set to 0
Update of source organization (only for lines directly interfaced to Shipping)	Not allowed

Changes Made by the Preparer for Inventory Destination Transfers

Here are the rules for changes made by the preparer for inventory destination transfers. These rules apply to transfer orders linked to requisitions only. This table includes the type of change and whether or not the change is allowed.

Type of Change	Allowed
Quantity increase	Allowed, until shipped quantity is recorded
Quantity decrease	Allowed, system permitting
Destination Subinventory	Allowed, until shipped quantity is recorded
Charge Account	Not allowed
Distribution Quantity, Amount, and Percentage	(The preparer doesn't make changes here. Since there is a single distribution on inventory destination transfers, the application does this automatically when change is allowed at the line level.)
Adding a distribution	Not allowed
Deleting a distribution	Not allowed
Update of source organization (only for lines directly interfaced to Shipping)	Allowed, until shipped quantity is recorded

Changes Made by the User with Access to the Source Organization for Expense Destination Transfers

Here are the rules for changes made by a user who has access to the source organization for expense destination transfers. These rules apply to transfer orders linked to requisitions, as well as to transfer orders coming in from the spreadsheet upload and supply order web service. This table includes the type of change and whether or not the change is allowed.

Type of Change	Allowed
Quantity increase	Not allowed
Quantity decrease	Allowed, system permitting
Destination Subinventory	Not available
Charge Account	Not allowed
Distribution Quantity, Amount, and Percentage	Decrease allowed, system permitting (Increase not allowed and decrease can't be reduced lower than delivered quantity.)
Adding a distribution	Not allowed
Deleting a distribution	Not allowed
Update of source organization (only for lines directly interfaced to Shipping)	Not Allowed for requisition-based expense destination transfers. Allowed until shipped quantity is recorded for expense destination transfers not sourced from requisitions.

Changes Made by the User with Access to the Source or Destination Organization for Inventory Destination Transfers

Here are the rules for changes made by a user who has access to the source or destination organization for inventory destination transfers. These rules apply to transfer orders linked to requisitions, as well as to transfer orders coming in from the spreadsheet upload and supply order web service. This table includes the type of change and whether or not the change is allowed.

Type of Change	Allowed
Quantity increase	(Destination) Allowed, until shipped quantity is recorded
Quantity decrease	(Both) Allowed, system permitting
Destination Subinventory	(Destination) Allowed, until shipped quantity is recorded
Charge Account	Not allowed
Distribution Quantity, Amount, and Percentage	Decrease allowed, system permitting for requisition-sourced transfer orders (Increase not allowed and decrease can't be reduced lower than delivered quantity.) Not available for transfer orders not sourced from requisitions.
Adding a distribution	Not allowed
Deleting a distribution	Not allowed
Update of source organization (only for lines directly interfaced to Shipping)	(Destination) Allowed, until shipped quantity is recorded

Note: "Destination" in the previous table means that the user with access to the destination organization can make changes, but the user with access to the source organization can't. "Both" means that the user with access to the destination organization or the source organization can make changes.

Changes Made by the User with Access to the Source or Destination Organization for Inventory and Expense Destination Transfers

Here are the rules for changes made by a user who has access to the source or destination organization for inventory and expense destination transfers. These rules apply to transfer orders from sources other than requisitions, spreadsheet upload, and the supply order web service. These rules apply to transfer orders from sources other than requisitions, spreadsheet upload, and the Supply Order web service. The sources this rule applies to include back-to-back, planning, inventory min-max planning, and the Manage Item Quantities page. This table includes the type of change and whether or not the change is allowed.

Type of Change	Allowed
Quantity increase	Allowed, until shipped quantity is recorded
Quantity decrease	Allowed, system permitting
Destination Subinventory	Allowed on inventory destination transfers until shipped quantity is recorded. Not applicable for expense destination transfers.
Charge Account	Not allowed
Distribution Quantity, Amount, and Percentage	Decrease allowed, system permitting (Increase not allowed and decrease can't be reduced lower than delivered quantity.)
Adding a distribution	Not available
Deleting a distribution	Not available
Update of source organization (only for lines directly interfaced to Shipping)	Allowed, until shipped quantity is recorded