Create an Internal Material Transfer Requisition (Sophisticated User)

This example shows a scenario where an experienced user is requesting an item that's stocked in inventory at a warehouse within their same organization. For example, the user is in an engineering department that orders parts out of internal inventory on regular basis.

This user can override many of the fields on a requisition line and has authority to source the material from warehouses outside the current organization when necessary to secure parts needed for prototypes.

This example has these process steps:

1. Enter requisition line

2. View and edit transfer order

3. Ship transfer order

4. Receive items

5. Review delivered requisition and transfer order

This example assumes that all setup steps are complete.

Enter Requisition Line

The first step in this example is to create the internal material transfer requisition line. Let's enter the requisition details on the Enter Requisition Line page that is accessed from the Purchase Requisitions work area..

Since our user has the ability to source products from multiple warehouses, we can use the Select Supply Request page to review the availability of inventory at different warehouses prior to selecting one as the source of the internal material transfer.

1. From the Purchase Requisitions work area, select More Tasks > Enter Requisition Line.

2. Enter an item, or search for and select an item.

3. Note these field values:

   • Quantity: Defaults to 1

   • Price

   • Source organization

   • Source subinventory

   • Deliver-to location

   • Destination type

   • Billing distributions

4. Change the Source Organization:

   • Click the Source Organization link. The Select Supply Request page opens showing a list of valid source organizations ranked in order. The available quantity for the item at each organization displays.

   • Select a source line.

   • Click OK to accept the change of the source organization. This returns you to the Enter Requisition Line page.

5. Review the new details on the Enter Requisition Line page. Note these fields:

   Field	Description
   Source Organization	The value for the source organization is now your newly selected organization.
   Price	Price has changed to the cost of the item in the new source organization.

6. Click the Add to Cart button.

7. Click on the Shopping Cart icon to view what is now in your shopping cart. This opens the Shopping Cart popup window.

8. Click the Submit button in the Shopping Cart popup window.

9. The application assigns a requisition, and the requisition status is Awaiting Approval.

View and Edit Transfer Order

Once you've created the requisition and it's been approved, the application automatically creates the associated transfer order. You can view the details of the approved requisition and associated transfer order. You can also edit the transfer order if you want to make changes to the quantities or requested delivery date.

Note:

In order to change the transfer order, you must have the Manage Transfer Order privilege.

1. From the Purchase Requisitions work area, select a link for your recent requisition ID. This brings up the requisition details.

2. Review the requisition details:

   Field or Action	Description
   Order (field)	The Order field on the requisition detail line is a link that takes you to the transfer order. You can view the transfer order details and status by clicking this link at any time.
   Edit Order (action)	Select Edit Order from the Actions menu to drill down into the transfer order in an edit mode.
   Cancel (action)	Use the Cancel action from the Actions menu to cancel the transfer order line. Note: If part of the order has been shipped, then this action can be used to cancel the remaining quantity on the transfer order.

3. Select Edit Order from the Actions menu to access the Edit Transfer Order page where you can edit the transfer order.

   If there are multiple lines on the requisition, all lines show when drilling down to the transfer order.

   Field	Description
   Status (header)	Header status can be open, closed, or canceled.
   Line Status	Line status can be open, closed, or canceled.
   Fulfillment Status	The fulfillment status shows that the transfer order is Awaiting Fulfillment.
   Quantity fields	The quantity fields show real-time statuses for the requested quantity, shipped quantity, received quantity, and delivered quantity. You can change the values in the quantity fields. Note: You can only decrease the quantity, it can't be increased.
   Requested Delivery Date	You can change the values in the Requested Delivery Date field.

   If you make any changes, click the Submit button to accept the changes. Otherwise, click Cancel to exit the page and return to the requisition.

Ship Transfer Order

Next, the transfer order is picked and shipped in Shipping. For this example, a pick wave is created using the autopick and autoship features.

Note:

In an actual production environment, you have the choice to pick and ship as individual steps, pick and then automatically ship, automatically pick and manually ship, or to automatically pick and ship as is being done in this example.

When the order is shipped, the transfer order is updated as being shipped and the application generates a transfer order inventory transaction to record the fact that the item has been issued out of the source inventory.

If a receipt is not required, then this transaction is used by Costing to record both the issue and the expensed delivery at the destination organization. If a receipt is required, then an inbound shipment is created in Receiving allowing the item to be received and delivered by user-entered responses at the user location with either the Self-Service Receiving pages or the Warehouse Receiving pages.

In our example, the interorganization parameters between organizations have the Receipt Required option selected. So, the next step in this example is to use the Self-Service Receiving pages to receive and deliver the item.

Use the Warehouse Manager sign-on for this step.

1. From the Inventory Management work area, select Shipments from the Show Tasks section of the Task panel.

2. Select the Create Pick Wave task.

3. Click the Show More link.

4. On the Demand Selection tab, enter Transfer Order in the Order Type field.

5. Enter a value for the Order field.

6. Clear out the values for the From Scheduled Ship Date, To Scheduled Ship Date, From Requested Date, and To Requested Date fields.

7. Click the Options tab. Make sure that the Autoconfirm picks check box is selected and that an autoship ship confirm rule is entered in the Ship Confirm Rule field.

8. Click the Release Now button to initiate the pick wave process.

9. A Confirmation window displays a message with the number of generated pick slips and pick waves.

10. Click OK.

Receive Items

Once shipped, the requested item is delivered to the requester who uses Self-Service Receiving to acknowledge the receipt.

Since the Receipt Required option was set on the interorganization parameters for the organization pair, the next step in the process flow is to receive the item once it's delivered to the requester. You can enter the receipt in either the Self-Service Receiving pages or the Warehouse Receiving pages. In this example, let's use the Self-Service Receiving pages.

Note:

In order to use the Self-Service Receiving pages to receive a requisition-sourced item, the Receipt Routing option in the interorganization parameters between the two organizations must be set to Direct. If the Receipt Routing option is set to Standard or Inspection, then you must use the Warehouse Receiving pages to receive the item.

Use the Requester sign-on to receive the transfer order from the Self-Service Receiving pages.

1. From the My Receipts work area, use the Search area to bring up your transfer order:

   Field	Description
   Transfer Order	Enter the transfer order number from earlier in this example
   Items Due	Select Any time

2. Click Search. This loads the transfer order shipment details into the search results.

3. Select the transfer order shipment line in the search results.

4. Click the Receive button to open the Create Receipts page.

5. Create the receipt using the Create Receipt page:

   • Enter a Receipt Quantity of 1.

   • Click the Submit button.

   • Click OK in the Confirmation window.

Review Delivered Requisition and Transfer Order

You can review the completed requisition and transfer order to look at the shipment and receipt history. The transfer order shows that it was shipped, received, and delivered.

Sign in as the Requester to perform this step.

1. From the Purchase Requisitions work area, select your Requisition ID to bring up requisition details.

2. Click the order number in the Order column to drill down to the View Transfer Order page. Review the transfer order noting these fields:

   Field	Description
   Status (header)	The status at the header level is Closed.
   Line Status	The line level status in the Lines section of the page is Closed.
   Fulfillment Status	The fulfillment status is Shipped and received.
   Quantity fields	The quantity fields on the detail line in the Lines section of the page show that the ordered item has been shipped, received, and delivered.
   Billing Details	The Billing Details section shows that the quantity associated with the distribution has been delivered. If there were multiple distributions and only a partial quantity had been shipped, then this area would show the quantities delivered for a given distribution quantity.

3. Click the View Shipments and Receipts button. Note the Shipping and Receipts section showing the details of the shipment and the receipt. You can drill down further to view additional details on the shipment and receipt by clicking the links in the Shipment and Receipt columns.

4. Click Done.