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How to create a Procurement Transfer Order ? or configuration required to create procument Transfer order

Troubleshooting


Problem

How to create a Procurement Transfer Order ? or configuration required to create procument Transfer order

Symptom

Resolving The Problem

Scenario:
========
There are two nodes Node1, Node2 and an item say Item1. The inventory for Item1 is available with Node2 but the item needs to be shipped from Node1(ShipNode). In this kind of a scenario a Procurement Transfer Order can be created to transfer the stock from Node2 to Node1 to fulfill the order.
Configurations:
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1) Distribution Group:
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Navigate to DOM--->Cross Application--->Order Promising--->Procurement and create a Distribution Group consisting of both the nodes (Node1 and Node2)
2) Sourcing Rules for Procurement:
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Navigate to DOM--->Cross Application--->Order Promising--->Procurement and configure the sourcing rule. Make sure the sourcing node is added (Node 2 in this case) in the “Sourced From” list with template type as “Specific Node”.
3) Scheduling Rules:
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Navigate to DOM--->Cross Application--->Order Promising----->Sourcing and Scheduling and in the Scheduling Rules make sure the “Assume Infinite Inventory Availability Beyond Lead Time” flag is UNCHECKED under Inventory Controls or else the order will get scheduled straight away without even trying to procure.
4) Node Level Controls:
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Navigate to DOM--->Cross Application and in the Node Level Controls under Primary Information tab ensure that the “Track Inventory and Procure/Transfer to this Node when Inventory is not available” flag is checked. Add the nodes which will be used for sourcing under Relationship To Nodes and Relationship From Nodes accordingly. Do similar configurations for both the nodes.
5) Item Level Configuration:
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Under PM--->Products--->Items view the details for the particular item (Item1 in this case), under Sourcing/Transportation make sure the Procurement Allowed is set to 'YES'.
Now adjust the inventory for Item Item1 in Node2 and make sure there is NO inventory for that item in Node1. Create an Order with ShipNode as Node1 for the Item1. When the order is scheduled, it moves to “Procurement Transfer Order Created” status. Clicking on the Related Orders icon will show the Procurement Transfer Order created in “Reserved” status.

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Historical Number

NFX6694

Product Synonym

[<p><b>]Severity[</b><p>];Normal;[<p><b>]Type[</b><p>];NormalFix

Document Information

Modified date:
16 June 2018

UID

swg21557587