INTER ORGANIZATION TRANSFERS

INTER ORGANIZATION TRANSFERS Scope and Application This document is intended for users of Oracle Inventory applications. This document does not address the accountin distri!ution for inter " or ani#ation transfers. Note$ Items must !e defined in !oth or ani#ations in order to !e a!le to transfer INTER ORGANIZATION TRANSFERS %ou can define multiple inventories& 'arehouses& and manufacturin facilities as distinct or ani#ations. (ith Oracle Inventory you can perform inter)or ani#ation transfers as direct or intransit shipments. %ou can transfer one or more items in a sin le transaction. %ou can also transfer partial *uantities of the same item to different su!inventories and locators in a sin le transaction. The items you transfer must e+ist in !oth or ani#ations. %ou can also transfer e+pense and asset items from one or ani#ation to another usin intransit inventory. Direct Interorganization Transfers %ou can use a direct inter)or ani#ation transfer to move inventory directly from a shippin or ani#ation to a destination or ani#ation. The validity of a transfer transaction depends on the controls you have defined in !oth the shippin and destination or ani#ations for the items you 'ant to transfer. For e+ample& you can transfer item A from or ani#ation , to or ani#ation %& even thou h item A is under lot control only in or ani#ation , -you can specify the lot num!ers for item A in or ani#ation , durin the transfer transaction.. /o'ever& you cannot transfer item 0 from or ani#ation , to or ani#ation % if item 0 is under lot control only in or ani#ation % -you cannot specify lot num!ers for item 0 in the destination or ani#ation !ecause you are performin a direct transfer.. InterOrganization Transfers via Intransit Inventory %ou usually transfer material to intransit inventory 'hen transportation time is si nificant. (hen you perform the transfer transaction& you do not need to specify the delivery location. %ou only need to enter the su!inventory you are shippin from& a shipment num!er& the frei ht information& and& dependin on the inter)or ani#ation transfer char e that applies !et'een the or ani#ations& a percenta e of the transaction value or a discrete amount that Oracle Inventory uses to compute transfer char es. If the FO0 point is set to Receipt in the Shippin Net'or1s 'indo'& the destination or ani#ation o'ns the shipment 'hen they receive it. If it is set to Shipment& the destination

or ani#ation o'ns the shipment 'hen the shippin or ani#ation ships it& and 'hile it is intransit. (hile your shipment is intransit& you can update shippin information such as the frei ht carrier or arrival date in the 2aintain Shipments 'indo'. See$ 2ana in Shipments& Oracle 3urchasin 4ser5s Guide. At the time of shipment& you must define your receivin parameters for the destination or ani#ation. %ou can receive and deliver your shipment in a sin le transaction or you can receive and store your shipment at the receivin doc1. See$ Receipts& Oracle 3urchasin 4ser5s Guide. The validity of a transfer transaction depends on the controls you have defined in !oth the shippin and destination or ani#ations for the items you 'ant to transfer. For e+ample& you can transfer item A from or ani#ation , to or ani#ation %& even thou h item A is under lot control only in or ani#ation , -you can specify the lot num!ers for item A in or ani#ation , durin the transfer transaction.. %ou can also transfer item 0 from or ani#ation , to or ani#ation % if item 0 is under lot control only in or ani#ation % -you can specify lot num!ers for item 0 in the destination or ani#ation 'hen you perform the receivin transaction.. Transferring et!een Organizations

%ou can transfer material from your current or ani#ation to another or ani#ation& or from your current or ani#ation to intransit inventory. 2aterial in intransit inventory !elon s to the or ani#ation identified !y the FO0 point. See$ 6efinin Inter)Or ani#ation Shippin Net'or1s. 3rere*uisites 6efine an inventory item that is common to !oth or ani#ations. See$ 6efinin Items and Assi nin Items to Or ani#ations. 6efine at least t'o or ani#ations& one of 'hich is valid to receive material from the other. See$ 7reatin an Or ani#ation& Oracleand 6efinin /uman Resource 2ana ement Systems 4ser5s Guide Organization "ara#eters$ Set up inter)or ani#ation relationships and their correspondin accounts. See$ 6efinin Inter)Or ani#ation Shippin Net'or1s. For direct transfers& if the item to transfer is under serial num!er control& the item must have the same unit of measure in each or ani#ation. See$ 6efinin Items. To enter the information to perform a transfer !et'een or ani#ations$ Navi ate to the Inter)or ani#ation Transfer 'indo'. Enter the date of entry for the transaction.

The date you can enter is controlled !y the IN8$Transaction 6ateprofile option. See$ Oracle Inventory 3rofile Options. %alidation Enter an or ani#ation to 'hich to transfer the material. %ou must first define this or ani#ation as valid to receive material from your current or ani#ation. See$ 6efinin Inter) Or ani#ation Shippin Net!or&s. In addition& if this or ani#ation uses intransit inventory& Oracle Inventory stores the material as intransit inventory 'hen you transfer any material to this or ani#ation. %ou must then move the material from intransit inventory to this or ani#ation 'ith an intransit inventory receipt. Enter a transaction type. This can !e either a predefined system type or one you defined. See$ 6efinin and 4pdatin Transaction Types. Optionally& you can enter the source of the transaction type. See$ 6efinin and 4pdatin Transaction Source Types. Indicate if inventory information should !e defaulted from the serial num!er. Enter any optional Shipment information. Optionally& you can enter the follo'in Shipment information$ To enter the items to transfer$ 7hoose Transaction 9ines from the Inter)or ani#ation Transfer 'indo'. Enter an inventory item to transfer. %ou can transfer the same item more than once. For e+ample& you can specify an item more than once to transfer partial *uantities to different su!inventories or stoc1 locators. For a direct transfer& if the item is under revision control in either or ani#ation& enter a revision that is common to the item in !oth or ani#ations. Enter a su!inventory from 'hich to transfer the material. Optionally& enter the su!inventory to 'hich to transfer the material. %ou must enter a value in this field for direct inter)or ani#ation transfers.

If you esta!lished locator control for the item& enter from and to locators. Enter a lot num!er for the item. If you 'ant to enter multiple lot num!ers& complete the remainin steps& then choose the 9ot:Serial !utton to display the 9ot Entry 'indo'. For receipt transactions& if you enter a lot num!er& enter the date the lot e+pires. %ou can enter a value here only if the 9ot E+piration -Shelf 9ife. 7ontrol attri!ute is set to 4ser)defined E+piration 6ate. Enter a unit of measure. This can !e the primary unit of measure-the default. or any valid alternate unit of measure. If you enter an alternate unit of measure& Oracle Inventory issues the *uantity you specify in this unit of measure. Oracle Inventory also converts the *uantity to the primary unit of measure so that it can correctly update the on)hand *uantity. Enter the *uantity of the item to transfer. Optionally enter a reason code for the transaction. For e+ample& you can use reason codes to allo' you to mar1 e+ceptional char es to support a *uality data collection and reportin system. %ou can also enter up to ;<= characters of free te+t in the Reference field that descri!e the transaction. To enter internal transfer char es to assi n to the To or ani#ation$ > Enter a value in the Added 8alue field that represents the transfer char e. %ou can enter a value here only if you entered Re*uested value in the Inter) Or ani#ation Transfer 7har e field in the Or ani#ation 3arameters 'indo'. Enter the percent of the transaction value that represents the transfer char e. %ou can enter a value here only if you entered Re*uested percent in the Inter)Or ani#ation Transfer 7har e field in the Or ani#ation 3arameters 'indo'. 6efinin Inter)Or ani#ation Information. To enter frei ht information costs to assi n to the From -current. or ani#ation$ Enter the transportation cost to physically transfer the material? that is& the frei ht carrier char es. Enter the eneral led er account to 'hich to char e the value you entered in the Transportation 7ost field. Oracle Inventory displays the account you defined for the frei ht carrier as the default. See$ 6efinin Frei ht 7arriers. To enter a unit num!er$

If Oracle 3ro@ect 2anufacturin is installed and if you have ena!led its end item model:unit effectivity feature& you can enter a unit num!er for the item. See$ 2odel:4nit Effectivity& Oracle 3ro@ect 2anufacturin Implementation 2anual. Note$ The 4nit Num!er field is visi!le only if you have installed 3ro@ect 2anufacturin . To enter lot or serial num!er information. 7hoose the 9ot:Serial !utton. See$ Assi nin 9ot Num!ers and Assi nin Serial Num!ers.

To vie' *uantity availa!le and *uantity on hand values$ Revie' the follo'in fields$ Availa!le$ 6isplays the *uantity availa!le to transfer& !ased on the unit of measure you specified. The availa!le *uantity is the *uantity on hand less all reservations for the item. This amount could include the amount you have reserved if you enter a transaction source that has reservations a ainst it. The availa!le *uantity includes reservations a ainst current transaction source. The availa!le *uantity is specific to the revision level& lot num!er& From su!inventory& and From locator you specify for the transfer. On hand$ 6isplays the current on)hand *uantity for the item& !ased on the unit of measure you specified. The on)hand *uantity is specific to the revision& lot num!er& From su!inventory& and From locator you specify for the transfer. On)hand includes *uantities for pendin transactions in the 2T9>2ATERIA9>TRANSA7TIONS ta!le. To process the transaction$

Save your 'or1. To record movement statistics$ 4se either of the follo'in methods to record and maintain information associated 'ith the movement of oods$ Navi ate to the 2ovement Statistics 'indo' and record information manually. See$ Enterin 2ovement Statistics. Automate the collection of this information !y settin up parameters in the 2ovement Statistics 3arameters and Economic Zones 'indo's. See$ 6efinin 2ovement Statistics 3arameters and 6efini AA shipment num!er to uni*uely identify an item or roup of items to transfer. (hen the To Or uses intransit inventory& you must enter a value here. AThe frei ht carrier for the transfer. AA 'ay!ill or air!ill num!er for the transfer. AThe num!er of containers in 'hich the material is stored for the transfer. AThe date you e+pect to receive the material at the destination or ani#ation. %ou must enter

a date e*ual to or later than the current date. Oracle Inventory uses this date for reportin purposes only.
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