Derivation of Supply Information for Transfer Orders from Sales Order Fulfillment Lines During Collections
During collections from an Oracle Fusion source system, you can ensure that the supply information in your transfer orders is updated with reference to the corresponding sales order fulfillment lines.
When Oracle Inventory Management is interfaced with Oracle Order Management, transfer orders in Inventory Management will not reflect the latest information for the corresponding sales order fulfillment lines in Order Management. For example, the requested ship date for the transfer order might be different from the scheduled ship date for the sales order fulfillment line, or the shipping method for the transfer order might be different from that for the sales order fulfillment line. During collections for Oracle Fusion Cloud Supply Chain Planning, the collected transfer orders are updated with the latest supply information from the corresponding sales order fulfillment lines. The latest information for the transfer orders is taken from the sales order fulfillment lines rather than the original transfer orders in Inventory Management.
For example, you can derive the following:
- The ship date for the transfer order from the scheduled ship date for the sales order fulfillment line
- The expected delivery date or need-by date for the transfer order from the scheduled arrival date for the sales order fulfillment line
- The shipping method and source organization for the transfer order from the sales order fulfillment line
Note these points about this feature:
- This feature is compatible with targeted and net change collections. You can use
collection filters and templates with this feature.
The feature supports demand and supply (constrained and unconstrained), replenishment, sales and operations, and supply (constrained and unconstrained) plans and can be used with Oracle Backlog Management and Oracle Global Order Promising.
- Both inventory destination and expense destination transfer orders are supported.
- For a demand and supply, replenishment, or supply plan, when you release reschedule
recommendations for transfer orders, the scheduled ship dates and scheduled arrival
dates of the corresponding sales order fulfillment lines are updated in Order
Management. When you subsequently perform collections, these updated dates will be
picked up, and the supply information for the collected transfer orders is
updated.Note: When transfer orders are rescheduled, and supply information is derived from the sales order fulfillment lines, ensure that both the source and destination organizations are selected as level members in the Plan organizations section on the Scope tab in the Plan definition step in the guided process for creating or editing the plan. Otherwise, the transfer orders won't be released.
- Supply information is updated for only those transfer orders that are in the open
status or have open quantities that are yet to be fulfilled.
Once a transfer order is completely shipped, the corresponding sales order fulfillment line is closed and won't be referenced any more. In the case of a partial shipment, the supply information for the quantity that's yet to be shipped is still derived from the sales order fulfillment line.
- To use this feature, you must select the checkboxes for reservations, sales orders,
and transfer orders in the Supply data step in the guided process for collecting
planning data.
Otherwise, the supply information for transfer orders won't be derived from the sales order fulfillment lines.
- If the sales order fulfillment line for a transfer order is split into multiple lines, then the collected transfer order will also be correspondingly split to match the sales order fulfillment lines.
- The derived transfer orders will display quantities in the unit of measure (UOM) used by the sales order fulfillment lines.
- For transfer orders for which the supply information is derived from sales order fulfillment lines, in the Order Status column in the Supplies and Demands table, the value will be Interfaced to Order Management. Also, the transfer order demand will continue to consume the forecast in the source organization.
- If the supply information can't be derived from the sales order fulfillment line for a transfer order, then a warning will be included in the log file for the collections process.
Sources for Derivation of Transfer Order Attributes
This table lists the sources for derivation of critical attributes for transfer orders:
| Attribute in Transfer Order | Source for Derivation |
|---|---|
| Destination organization | Transfer order line |
| Expected delivery date or need-by date | Scheduled arrival date in sales order fulfillment line |
| Firm status | Transfer order line |
| Item | Transfer order line |
| Line number for transfer order | Number of transfer order line and number of sales order
fulfillment line The format for the line number for the transfer order is <number of transfer order line>.<number of sales order fulfillment line>. For example, for transfer order lines 1 and 2 in Inventory Management, if the sales order fulfillment line in Order Management for the second transfer order line is split, then the line numbers for the transfer orders derived after collections will be 1.1, 2.1, and 2.2. |
| Planning attributes | Transfer order line |
| Ship date | Scheduled ship date in sales order fulfillment line |
| Shipping method | Sales order fulfillment line |
| Source organization | Sales order fulfillment line |
| Subinventory code for destination organization | Transfer order line |
| Subinventory code for source organization | Transfer order line This value is provided only when the subinventory for the source organization of the transfer order exists and matches the shipping organization of the sales order. |
| Transfer order number | Header number for transfer order |
| Transfer price | Transfer order line |
| UOM | Primary UOM for the item in the destination organization |
Limitations of the Feature
This feature is limited to transfer orders that are interfaced with Order Management.
The feature doesn't cover transfer orders that are interfaced with Oracle Shipping, and the supply information for such transfer orders will continue to be collected from Inventory Management. Reschedule and cancel recommendations for such transfer orders aren't affected by this feature and are released to Inventory Management. These transfer orders can be collected from the Oracle Fusion source system or loaded through the import templates.