Inter-organization Transfers

You can define multiple inventories, warehouses, and manufacturing facilities as distinct organizations. With Oracle Inventory you can perform inter-organization transfers as direct or intransit shipments.

You can transfer one or more items in a single transaction. You can also transfer partial quantities of the same item to different subinventories and locators in a single transaction. The items you transfer must exist in both organizations. You can also transfer expense and asset items from one organization to another using intransit inventory.

Direct Inter-organization Transfers

You can use a direct inter-organization transfer to move inventory directly from a shipping organization to a destination organization.

The validity of a transfer transaction depends on the controls you have defined in both the shipping and destination organizations for the items you want to transfer. For example, you can transfer item A from organization X to organization Y, even though item A is under lot control only in organization X (you can specify the lot numbers for item A in organization X during the transfer transaction). However, you cannot transfer item B from organization X to organization Y if item B is under lot control only in organization Y (you cannot specify lot numbers for item B in the destination organization because you are performing a direct transfer).

The following tables present direct, inter-organization transfers.

Dual Unit of Measure Control

Shipped Item Destination Item Allowed
None None OK
None Fixed OK
None Default OK
None No Default OK***
Fixed None OK
Fixed Fixed OK
Fixed Default OK
Fixed No Default OK***
Default None OK
Default Fixed OK
Default Default OK
Default No Default OK***
No Default None OK
No Default Fixed OK
No Default Default OK
No Default No Default OK***

*** Apply default UOM conversion from destination organization.

Revision Control

REVISION CONTROL Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK OK
On (Destination Organization) - OK

Lot Control

LOT CONTROL Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK OK
On (Destination Organization) - OK

Grade Control

Grade Control Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK** OK
On (Destination Organization) OK OK*

* The Shipped lot grade does not override the destination lot grade

** Grade Defaults from item master

Process Manufacturing Lot Attributes

OPM Lot Attributes Not Used (Shipping Organization) Used (Shipping Organization
Not Used (Destination Organization OK OK
Used (Destination Organization) OK** OK*

* The Shipped lot grade does not override the destination lot grade

**Lot attributes default from the item master for new lots.

Serial Number Control

SERIAL NUMBER CONTROL Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK OK
On (Destination Organization) - OK

Asset Expense Subinventory

Destination Org Shipping Org Expense sub and/or Expense item Asset sub and Asset item
Expense sub and/or Expense item OK -
Asset sub and Asset item OK OK

Unit of Measure Conversions

When you transfer items under dual UOM control between organization, the system honors the UOM conversion of the destination organization. Consequently, the system could potentially recalculate the secondary quantity for the item if the conversions differ between the shipping organization and the destination organization. The system always processes transaction quantities in the primary UOM.

You must apply UOM conversions in both the shipping and destination organization before the system can process the transaction.

Inter-Organization Transfers via Intransit Inventory

You usually transfer material to intransit inventory when transportation time is significant. When you perform the transfer transaction, you do not need to specify the delivery location. You only need to enter the subinventory you are shipping from, a shipment number, the freight information, and, depending on the inter-organization transfer charge that applies between the organizations, a percentage of the transaction value or a discrete amount that Oracle Inventory uses to compute transfer charges.

If the FOB point is set to Receipt in the Shipping Networks window, the destination organization owns the shipment when they receive it. If it is set to Shipment, the destination organization owns the shipment when the shipping organization ships it, and while it is intransit.

While your shipment is intransit, you can update shipping information such as the freight carrier or arrival date in the Maintain Shipments window. See: Managing Shipments.

At the time of shipment, you must define your receiving parameters for the destination organization. You can receive and deliver your shipment in a single transaction or you can receive and store your shipment at the receiving dock. See: Receipts.

The validity of a transfer transaction depends on the controls you have defined in both the shipping and destination organizations for the items you want to transfer. For example, you can transfer item A from organization X to organization Y, even though item A is under lot control only in organization X (you can specify the lot numbers for item A in organization X during the transfer transaction). You can also transfer item B from organization X to organization Y if item B is under lot control only in organization Y (you can specify lot numbers for item B in the destination organization when you perform the receiving transaction).

The following tables present inter-organization transfers via intransit inventory.

Dual Unit of Measure Control

Shipped Item Destination Item Allowed Intransit
None None OK
None Fixed OK
None Default OK
None No Default OK
Fixed None OK
Fixed Fixed OK
Fixed Default OK
Fixed No Default OK
Default None OK
Default Fixed OK
Default Default OK
Default No Default OK
No Default None OK
No Default Fixed OK
No Default Default OK
No Default No Default OK

Revision Control

REVISION CONTROL Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK OK
On (Destination Organization) Receive any revision Receive only the revision you ship

Lot Control

LOT CONTROL Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK OK
On (Destination Organization) OK OK

Grade Control

Grade Control Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK** OK
On (Destination Organization) OK OK*

* The Shipped lot grade does not override the destination lot grade

** Grade Defaults from item master

Process Manufacturing Lot Attributes

OPM Lot Attributes Not Used (Shipping Organization) Used (Shipping Organization
Not Used (Destination Organization OK OK
Used (Destination Organization) OK** OK*

* The Shipped lot grade does not override the destination lot grade

**Lot attributes default from the item master for new lots.

Serial Number Control

SERIAL NUMBER CONTROL Off (Shipping Organization) On (Shipping Organization)
Off (Destination Organization) OK OK
On (Destination Organization) OK OK

Asset Expense Subinventory Item

Item Type Asset Subinventory Expense Subinventory
Asset item OK -
Expense Item OK OK

Unit of Measure Conversions

When you transfer items under dual UOM control between organization, the system honors the UOM conversion of the destination organization. Consequently, the system could potentially recalculate the secondary quantity for the item if the conversions differ between the shipping organization and the destination organization. The system always processes transaction quantities in the primary UOM.

You must UOM conversions in both the shipping and destination organization before the system can process the transaction.

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