Cross-referencing a Job Material to a Transfer Order

Use the Job Materials form to cross reference a job material to an existing transfer order or to create a new transfer order.

On the Job Materials form, add a new material or select an existing one.
Select the Source tab.
Make sure Transfer is selected in the Source field.
To cross-reference the job material to an existing transfer order, specify the transfer order number in the unlabeled field next to the Source field. In the second unlabeled field, specify the transfer order line number (or leave it blank to create a new line on this transfer order).

To create a new transfer order and assign a particular transfer order number, specify the transfer order number. To create a new transfer order and allow the system to assign a transfer order number, leave the field blank.
Click the Source button. The system creates a transfer order that is cross-referenced to the job material and inserts the transfer order number into the Source field.
Optional: You can click Source again to display the cross-referenced transfer order.

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

After a cross-reference is created, you can change it by either removing the line item or changing the cross-reference information, thus deleting the cross-reference. When this happens, the system displays a warning message indicating the cross-reference will be unlinked.

To view unlinked references, you can filter on the Unlinked Reference check box. You can then do one of the following:

Clear the Unlinked Reference check box so that the record is no longer unlinked. There is no indication in the system that the record was ever cross-referenced.
Delete the supply record.
Leave the Unlinked Reference check box selected.