Cross-Referencing a Transfer Order to a PO Requisition

Cross-referencing creates a link between the demand transfer order line at the From site and the purchase order requisition line at the From site. The supply that the purchase order requisition 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 cross-referencing a demand to a transfer order 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 Requisition. If the item's Source code on the Items form is set to Purchased, Requisition will be selected by default.
  5. To cross-reference the transfer order line to an existing purchase order requisition, enter the PO requisition number in the unlabeled field next to the Source field and enter the PO requisition line number in the second unlabeled field.

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

    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 Destination will be Order. You cannot change this field at the From site.
  6. If your planning mode is APS, select or clear the Plan on Save field, as explained in the field description.
  7. Select Actions > Save to save the record.
  8. Click Source. The message "Cross-reference will be performed from Transfer Order Line Item to PO Requisition" displays.
  9. Click OK. The system automatically creates the PO requisition header and line information and inserts the PO requisition and line number into the Source field.
  10. Optional: You can click Source again to display the cross-referenced purchase order requisition line.
Note:  You can cross-reference to a range of PO requisitions using the Material Planner Workbench form.
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