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.
-
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).
-
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 Purchase Order.
-
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.
-
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 to save the
record.
-
Click Source. The message "Cross-reference
will be performed from Transfer Order Line Item to Purchase Order"
is displayed.
-
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.
-
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.