Transfer Ownership between Customers

Explanation

This activity transfers customer-owned stock from one customer to another. It is used when two or more customers have agreed among themselves to transfer ownership of their parts stored in your inventory. The result is a transfer of the ownership in inventory without any orders being created.

Note: If the Allow Multiple Owners per Inventory Part per Location check box on the Site/Extended Site Info/Inventory/General tab is selected, the entire quantity of the part need not be transferred.

Prerequisites

• The ownership type of the transferred parts must be Customer Owned.
• The owning customer must allow part ownership transfer. This is indicated in Customer/Order/General.
• The transferred parts cannot be in transit, reserved, or frozen for counting.
• The transferred parts cannot belong to a rotable pool.
• Transfer of ownership is only allowed for parts that have been received into a stock location, i.e., transfer is not allowed when a part is in arrival, pallet arrival, QA, or pallet QA locations.
• Parts that are serial-tracked must not contain any components in its structure, with an ownership or owner other than that of the top part.

System Effects

The ownership type of the transferred parts in inventory and in the Part Serial window becomes Customer Owned for the indicated customer. In addition, the constant ownership is changed for all components belonging to the structures of serial or lot-tracked parts that are transferred.

When transferring ownership to a customer for which part acquisition values are handled, the initial estimate part acquisition values are created if there are no values already entered on the applicable acquisition value level (part, lot/batch, or serial) for the transferred part numbers. The part acquisition values for the previous owner are used if they are available on the required level of detail. If not, the inventory values that the parts would have if they were not externally-owned are used.

Inventory transaction history records are created without postings.

Window

Inventory Part In Stock

Related Window Descriptions

Inventory Part in Stock
Transfer Ownership between Customers

Procedure

1. Query for the appropriate inventory parts in stock.
2. Right-click on one or several lines that you want to transfer, point to Ownership Transfer, and then click Transfer Ownership between Customers. The Transfer Ownership between Customers dialog box opens.
3. Indicate the customer to which the part ownership is to be transferred, either by clicking on List or by indicating the customer's number or ID in the To Customer field.
4. Click OK.

Note: In the dialog box, you can use Remove to remove any lines that you have selected by mistake.