Interorganization Transfer User Guide
About Interorganization Transfer
Interorganization Transfer allows you to move inventory from one organization to another organization using Oracle Cloud's transfer functionality. This app is typically used to record transported inventory between various warehouses owned by the same company.
This app has two modes: intransit shipment and direct organization transfer.
Intransit Shipment
If you want to transfer inventory to another organization by shipping the inventory, use the standard Intransit Shipment mode. If this mode is selected, a user at the destination organization will need to receive the transfer order using the Receiving app. This mode generates an intransit shipment in Oracle Cloud.
Direct Organization Transfer
If you want to quickly transfer inventory between two organizations in the same or a nearby warehouse, use the direct organization transfer mode. This mode makes an immediate update to the inventory records of both organizations. Direct Organization Transfer generates a typical transfer transaction without involving shipments.
When using this app to transfer inventory, you can specify the destination organization and locator in Oracle Cloud, as well as the reason for the transfer.
Transfer inventory to another organization
You can use Interorganization Transfer to transfer inventory from one organization to another organization. The type of Oracle Cloud transfer generated by this app is determined by the app's configuration in Cloud Inventory® Platform.
To transfer inventory, complete the following steps in the app.
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If you are prompted to select a source organization, for From Organization, select the desired source organization from the list.Step InformationNote:Depending on the app's configuration settings, one of the following alternate scenarios might occur for this prompt.
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The list may not display. If this occurs, you must scan or enter the desired source organization.
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The prompt may not display. If this occurs, the app automatically selects the default organization configured in Cloud Inventory® Platform.
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For To Organization, select Organizations and then select the desired destination organization from the list.
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For Shipment Number, complete one of the following actions.
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To associate the transfer with an existing shipment, scan or enter the desired shipment number.
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To generate a new shipment number, select Generate Number.
Step InformationNote:-
If you generate a shipment number, the app follows the behavior specified by the OC_INTERORG_SHIPMENT_PREFIX_TY and OC_INTERORG_SHIPMENT_PREFIX configuration elements.
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Depending on the app's configuration settings, this prompt may not display. If this occurs, the app automatically selects the shipment.
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For Carrier, complete one of the following actions.
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If you know the exact name of the desired carrier, enter the carrier name.
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To select a carrier from a list of valid options, select Show Carriers and select the desired carrier.
Step InformationNote:This prompt may not display, depending on configuration settings. -
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For Expected Receipt Date, use the date picker to select the desired date.Step InformationNote:This prompt may not display, depending on configuration settings.
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For Item Number, complete one of the following actions.
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If you know the exact item number, scan or enter the item number.
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To search for an item, select Search Item, enter all or part of the item number, and then select the desired item.
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If From Subinventory displays, scan or enter the subinventory containing the item.Step InformationNote:
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To view a list of available subinventories, select Show Subinventories.
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If the organization is not subinventory-controlled in Oracle Cloud, this prompt does not display.
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If the subinventory is locator-controlled, for From Locator, scan or enter the locator containing the item.Step InformationNote:
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To view a list of available locators, select Show Locators.
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If the subinventory is not locator-controlled in Oracle Cloud, this prompt does not display.
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If the item is lot-controlled, for Lot, scan or enter the desired lot number.Step InformationNote:
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To view a list of available lots, select Show Lots.
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If the subinventory is not lot-controlled in Oracle Cloud, this prompt does not display.
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For Quantity, specify the quantity that you want to transfer.Step InformationNote:If the app is configured to prevent negative inventory balances, the app displays an error when a transaction would result in a negative balance.
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If the item is serial-controlled, for Serial Number, complete one of the following actions.
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To enter serial numbers one at a time, scan or enter each desired serial number.
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To specify a range of serial numbers, select F2 and enter the start and end numbers for the range.
Step InformationNote:If the inventory item is not serial-controlled in Oracle Cloud, this prompt does not display. -
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If To Subinventory displays, scan or enter the destination subinventory.Step InformationNote:
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To view a list of available destination subinventories, select Show Subinventories.
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If the organization is not subinventory-controlled in Oracle Cloud, this prompt does not display.
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If the transaction type is Intransit Shipment, this prompt may not display.
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If To Locator displays, scan or enter the destination locator.Step InformationNote:
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To view a list of available destination locators, select Show Locators.
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If the subinventory is not locator-controlled in Oracle Cloud, this prompt does not display.
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If Select Reason displays, select the reason associated with the issue.Step InformationNote:
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If the app is configured to automatically enter a reason value, this prompt does not display, and the app automatically uses the configured value.
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If this field displays, you can optionally select Skip Reason to skip this step.
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Complete one of the following actions.
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Optional. To transfer an additional item, for Item Number, specify the desired item number. For instructions, refer to the previous steps in this topic.
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To submit the transaction, select Submit.
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Results:
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If configured to display following a successful transaction, the "Shipment was created" screen displays and indicates the resulting shipment name.
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The app transaction depletes the on-hand quantity for the inventory item in Oracle Cloud at the source location. The app also creates a shipment for the transfer. In addition, the app creates a record of the transaction in Oracle Cloud. Refer to Updated Subinventory Transfer settings in Oracle Cloud.
Postrequisite: Use the Ship Confirm app to Ship a shipment associated with a sales order or transfer order.
Updated Interorganization Transfer settings in Oracle Cloud
The Interorganization Transfer app allows you to create and process transfer order transactions in Oracle Cloud. Every transaction modifies specific data records in Oracle Cloud.
The app can modify the following data records in Oracle Cloud.
Inventory settings
The app adjusts the quantity for the selected inventory items in the transaction. To view this information, go to Inventory Management > Inventory (tasks) > Manage Item Quantities.
Quantity: On-Hand
The transaction uses the specified combination of subinventory, locator, and/or lot to make the following inventory adjustments.
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At the source location, the transaction reduces the on-hand quantity for the item by the value specified in the app.
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If the OC_INTERORG_TRANSACTION_TYPE configuration element is set to the Direct Organization Transfer mode, the transaction increases the on-hand quantity for the item at the destination location.
Shipment settings
If using the Intransit Shipment mode of the app, activated using the OC_INTERORG_TRANSACTION_TYPE configuration element, the app creates or modifies a shipment record in Oracle Cloud.
You can view shipment settings on the Manage Shipments page in Oracle Cloud.
Shipment
If creating a new shipment, the transaction records the name of the shipment.
Shipment Status
The transaction sets the shipment status to Open.
Initial Ship Date
The transaction updates the ship date to the value specified in the app.
Ship-from Organization
The transaction records the source organization for the transfer.
Number of Items
The transaction records the number of item lines for the transfer.
Shipment line settings
If using the Intransit Shipment mode of the app, activated using the OC_INTERORG_TRANSACTION_TYPE configuration element, the app creates one shipment line per transferred item in the transaction. You can view these settings on the Manage Shipment Lines page in Oracle Cloud.
In each created shipment line, the app modifies the following settings.
Item
The transaction records the name of the selected item.
Shipment
The transaction associates the created shipment line with the shipment specified in the app.
Order
The transaction associates the created shipment line with a new transfer order number.
Order Type
The transaction specifies "Transfer order" as the order type.
Line Status
The transaction specifies "Staged" as the line status.
Quantity UOM
The transaction specifies "Each" as the unit of measure.
Required Quantity
The transaction records the transferred quantity for the line item.
Shipping Method
The transaction records the shipping carrier method specified in the app.
Lot
The transaction records the lot number, if applicable.
From Serial Number
The transaction records the source serial number, if applicable.
Subinventory
The transaction records the source subinventory.
Locator
The transaction records the source locator, if applicable.
Organization
The transaction records the source organization.
Transactions
The app creates a record in Oracle Cloud for every successful transaction.
To view transactions created by the app, go to Inventory Management > Inventory (task) > Review Completed Transactions.
Transactions created using this app receive the following settings.
Transaction
The transaction creates an ID number for the transaction.
Item
The transaction records the name of the transferred inventory item.
Subinventory
The transaction records the destination subinventory, if any, where the inventory item was transferred.
Locator
The transaction records the destination locator, if any, where the inventory item was transferred.
Transaction Quantity
The transaction records quantity transferred for the inventory item.
Transaction UOM
The transaction records the UOM associated with the inventory item.
Transaction Date
The transaction records the date of the transaction.
Transaction Type
The transaction records "Subinventory Transfer" as the transaction type.
Transaction Source Type
The transaction records "Inventory" as the source type.
Reason
The transaction records the reason, if any, selected in the transaction.
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