Cross-Referencing a Transfer Order to a Job Order

Cross-referencing creates a link between the demand transfer order line at the From site and the job order at the From site. The supply that the job order creates is reserved for that transfer order; no other demand order can use it.

Note: This topic refers to transfer orders in the context of transferring inventory between sites; however, you can also transfer inventory between warehouses in the same site.

At the From site (the site that will be transferring the items), on the Transfer Order Line Items form, add a new line item to a transfer order or select an existing transfer order line item (that was created automatically by cross-referencing a demand to a transfer order at the To site - see the "See Also" topics above).
Select the Detail tab.
In the Transit Loc field, the in-transit location for this item at the "To" site should be selected automatically. If it is not, you can type in the name of the in-transit location as it is defined on the Locations form.
In the Source field, select Job. If the item's Source code on the Items form is set to Manufactured (and the Stocked field is cleared), Job will be selected by default.

Note: The Destination field will be set to the type of demand that was cross-referenced to this transfer order at the To site. For example, at the To site, if a customer order line item was cross-referenced and created this transfer order, the Source will be Order. You cannot change this field at the From site.
To cross-reference the transfer order line to an existing job, enter the job number in the unlabeled field next to the Source field. In the second unlabeled field, enter the suffix (if available) for the job order. In the third unlabeled field, enter an operation number to cross-reference to a specific operation.

To create a new job and assign a particular job number, enter the job number. To create a new job and allow the system to assign a job number, leave the field blank.
If your planning mode is APS, select or clear the Plan on Save field. See the Plan on Save help topic for details about whether you should clear this field.
Select Actions > Save to save the record.
Click Source. The message "Cross-reference will be performed from Transfer Order Line Item to Job" is displayed.
Click OK. The system automatically creates the job order and inserts the job number into the Source field.
Optional: You can click Source again to display the cross-referenced job order. The job's End date equals the Scheduled Ship Date of the transfer order. The Start Date is calculated as End Date - the item's lead time.
To create sub-jobs for subassemblies that are cross-referenced to the transfer order line, open the Copy Routing BOM form.
In the From Category field, select Current (to use the current routing/BOM to create the sub-jobs; to use a different job's routing/BOM, select Job).
In the Copy Indented BOM field, select Yes.
In the Item field, select the item number from which to copy the current routing/BOM (if you selected Job in the Category field, select the job from which to copy the job routing/BOM in the Job field.)
In the To Category field, select Job.
In the Job field, enter the ID of the job to which you cross-referenced the transfer order line in the previous steps.
Click Process. This activity copies the routing/BOM to the cross-referenced parent job and creates sub-jobs for each subassembly in the routing/BOM. The sub-jobs will not have Start or End dates until you run the APS Planning activity or perform Get ATP/CTP on the customer order line.

Note:

When you plan these sub-jobs (whether by clicking the Get ATP/CTP button or by running the APS Planning activity), the supply will be "hard-pegged" to the transfer order line. If changes occur in availability of resources and/or supplies, you will need to respond to the appropriate exception messages. With the normal "soft-pegging," the system performs with non-cross-referenced jobs, the system reallocates materials automatically as availability or demands change.

You can cross-reference to a range of job orders using the Material Planner Workbench form.