Cross-Referencing a Customer Order to a Transfer Order

Note: To cross-reference to a range of transfer order lines, use the Material Planner Workbench form.

Cross-referencing creates a link between the customer order line at the "to site" and the transfer order line at the "to site." The supply that the transfer order line creates is reserved for that customer order; no other demand order can use it.

To cross-reference a customer order to a transfer order:

At the "to site" (where the demand originates), on the Customer Order Lines form, add a new line item to an order.
On the Source tab, in the Source field, specify Transfer.

If this item's record on the Items form has the Stocked check box cleared and the Source field set to Transferred, Transfer is automatically specified here.
Perform one of these actions:
- To cross-reference the customer order line to an existing transfer order line, specify the transfer order number in the unlabeled field next to the Source field and enter the transfer order line number in the second unlabeled field.
- To create a new transfer order and assign a particular transfer order number, specify the number.
- To create a new transfer order and allow the system to assign a number, leave the field blank.
If your planning mode is APS, select or clear the Plan On Save field. For details about whether you should clear this field, see the Plan On Save help topic.
To save the record, select Actions > Save.
Click the Source button.
This message is displayed: "Cross-reference will be performed from CO Line/Release to Transfer Order."

Click OK.
The system displays the Prompt for Warehouse Data form.
Enter the appropriate information in the fields to create the cross-reference transfer order.

The To Site should be the current site where you are entering the customer order. The From Site should be the site from which you are receiving the transferred items.
Click OK.
This message is displayed: "Transfer Order will be created where Transfer is equal to [transfer order number]. [Cross Reference] will be performed from CO Line/Release to Transfer Order."

Click OK.

The transfer order header and line item are automatically created, and the transfer order numbers are inserted into the Source field. The system also creates a transfer order header and line item automatically at the "from site."
Optionally, to view the cross-referenced transfer order line, click the Source button again. Notice the To Ref Type is set to Order and references the customer order number and line number.
Optionally, at the "from site," open the Transfer Order Line Items form and view the new transfer order line the system created.
If desired, you can set the From Ref Type field appropriately and click the Source button to cross-reference that transfer order line item to a purchase order requisition, purchase order, job, or inventory.