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Split Lines on a linked Transfer Order based on Availability

Reference: 19338

(V 01.00.87-00)

Functionality

On upgrading to version 01.00.87-00, in a linked Transfer Order, the lines will be split based on the availability of the item/part in the T-Out Site.

  • If a Linked Transfer Order is created say for 10 Quantity and the available quantity in the T-Out site is only 7, then in the Transfer Order the lines will be split in two.

  • The first line will have status as Reserved with quantity as 7.

  • The second line will have status as Not-available with quantity as 3.

Figure 1.0

image-20240711-204952.png

  • If a Not-available line in a linked Transfer Order is reserved for a partial quantity, then the Not-available line will be further split into two.

Figure 1.2

image-20240711-205001.png

Illustration -  A

  1. Create a part, [Part#1] in Site-A and receive 5 quantity.

  2. Log-in to Site-B and create an Order, [ORD#1] add [Part#1] with quantity as 10.

  3. The Status of [Part#1] will be Not-available.

  4. Create a Transfer Order  [TO#1]  for the Not-available line.

  5. In [ORD#1] the lines will be split as:

  • T-Reserved - 5

  • Not-available - 5

  1. Verify the Transfer Order [TO#1] in Site-A, the T-Out Site. In [TO#1] the lines will be split as below:

  2. Reserved - 5

  3. Not-available - 5

Illustration - B

  1. Follow Step 1 - 6 of Illustration - A.

  2. The lines in the [TO#1] will be as follows

  3. Reserved - 5

  4. Not-available - 5

  1. In Site-B, create a Purchase Order for [Part#1] and receive 3 quantity.

  2. In [TO#1] right-click the Not-available line with quantity 5, select the option Reserve.

  3. Verify the [TO#1], the Not-available line will be split into two lines and a total of 3 lines will be present in the Transfer Order as:

  4. Reserved - 5

  5. Not-available - 2

  6. Reserved - 3

  • In a linked Transfer Order, which has 2 lines one with status as Reserved and one with status as Not-available, on Reserving the Not-available line with partial quantity, the quantity that is reserved will not get added to the Reserved line which is already present, a new line will be added with status as Reserved, as in Illustration B.

  • For an independent Transfer Order, or the lines which are not linked to a Contract , the lines will not split based on availability of the item/part in the T-Out site.