Cross-Referencing a Transfer Order to a Purchase Order

Cross-referencing creates a link between the demand transfer order line at the From site and the purchase order line at the From site. The supply that the purchase order line 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.
  1. At the From site (the site that will be transferring the parts), 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 the transfer order creation at the To site (see the "See Also" topics above).
  2. Select the Detail tab.
  3. 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.
  4. In the Source field, select Purchase Order.
  5. To cross-reference the transfer order line to an existing purchase order line, enter the PO number in the unlabeled field next to the Source field and enter the PO line number in the second unlabeled field.

    To create a new purchase order and assign a particular PO number, enter the PO number. To create a new purchase order and allow the system to assign a number, leave the field blank.

  6. 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.
  7. Select Actions > Save to save the record.
  8. Click Source. The message "Cross-reference will be performed from Transfer Order Line Item to Purchase Order" is displayed.
  9. Click OK. The system automatically creates the PO header and PO line information and inserts the PO number and line number into the Source fields.
  10. Optional: You can click Source again to display the cross-referenced purchase order.
Note:  You can cross-reference to a range of purchase order lines using the Material Planner Workbench form.
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