Creating a transfer request

If there is not enough stock on hand to fulfill an issue or transfer request that has been submitted to your stock area, you can create a transfer request to get the parts from another stock area. You can create a new requisition with a transfer request line item corresponding to each issue or transfer request you select.

  1. Select Inventory > Materials Management > Materials Manager.
  2. Click the Fulfillment tab.
  3. Look up the issue and transfer requests for the parts that you are requesting.
  4. Select one or more line items in the grid and click Create Transfer Req.
    The Create Purchase Request dialog box is shown. A purchase request line item for each selected part is displayed in the grid at the bottom of the dialog box.
  5. For each line item in the grid, specify the number of parts you're requesting:
    1. Enable editing in the grid and select the line item.
    2. Specify the number of parts you require in the Quantity field.
    3. Specify the date by which the parts are required in the Need Date field.
    4. Specify the identification code for the stock area supplying the requested parts in the Supplier Stock Area field.
    5. Click Approve.
  6. Click Save.