Transferring Part Ownership—Exercises

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to set up the inventory locations that are required to report the arrival of the parts into inventory.

Windows:
Inventory Locations

1. Make sure that you have at least two inventory locations of type Picking. 

General exercise for Inventory Locations

Purchased Inventory Part

Purpose: The purpose of this exercise is to enter an inventory registered purchase part. The part needs to be entered as a purchase part since you will be receiving it as customer-owned, using a purchase order.

Windows:
Inventory Part

1. Enter Fuel Pump as a purchased inventory part with the part number XX-440, replacing XX with your initials.

General exercise for Purchased Inventory Part

Supplier

Purpose: The purpose of this exercise is to make sure that the customer from which you will be receiving customer-owned parts is connected to a corresponding supplier. This connection identifies that the supplier and customer represent the same company.

Windows:
Supplier/Purchase//General

1. Make sure that the supplier C1000 is connected to customer 1000.

General exercise for Supplier

Customer

Purpose: The purpose of this exercise is to make sure that the customer from which you will be receiving customer-owned parts, allows part ownership transfer of their customer-owned parts in inventory.

Windows:
Customer/Order//General

1. Make sure that the customer 1000 allows part ownership transfer.

General exercise for Customer

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect the purchase part to the corresponding supplier.

Windows:
Supplier for Purchase Part

1. Connect the purchase part XX-440 to supplier C1000 (Customer 1000), using Customer Owned as the default ownership and Receive into Inventory as the default receive case.

General exercise for Supplier for Purchase Part 

Required Data

Purchase Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. You will be receiving a shipment of fuel pumps (XX-440) belonging to your customer 1000. The fuel pumps are owned by customer 1000 and are to be used as spare parts, for example, when repairing vehicles owned by this customer. In the Purchase Order window, enter a purchase order for supplier C1000 (Customer 1000) with one purchase order line for the purchase part XX-440 using a quantity greater than one. 

2. Release the purchase order, and make a note of the purchase order number.

3. In the Register Purchase Order Arrivals window, register the arrival of the purchase order to two different inventory locations.

General exercise for Entering Purchase Order for Standard Parts
General exercise for Processing Whole Purchase Order
General exercise for Reporting Arrival to Split Locations

Main Exercise

Purpose: The purpose of this lesson is to show you how to transfer the ownership of parts from customer-owned stock either to company-owned stock or to customer-owned stock, for a different customer.

Windows:
Inventory Part In Stock

There is currently a general shortage of the XX-440 fuel pump that you need for general repair activities. You are keeping several in inventory that are owned by your customer 1000. You would like to purchase some of them from the customer for internal use, and the customer has accepted your request. In addition, one of your other customers has come to an agreement with customer 1000 to purchase the remaining fuel pumps from them. These pumps are to remain in your inventory as customer-owned, now belonging to the second customer.

Transfer Ownership to Company

1. Open the Inventory Part In Stock window.
2. Query for the parts that you want to purchase from the owning supplier or customer.
3. Select the line or lines corresponding to the parts that are to be transferred, right-click and then click Transfer Ownership to Company. The Transfer Ownership To Company window opens.
4. You can enter or modify the price, discount, and additional cost information if necessary. 
5. Click OK. A purchase order is automatically created for the transferred parts. A message appears indicating the order number.

Note: This method is used for transferring both supplier-loaned and customer-owned stock to company-owned stock.

If a transferred part has not been previously registered as a purchase part and/or connected to the supplier, this is done automatically as a part of step five in the exercise.

If you examine the created purchase order, note the Received In Place check box on the order lines, as well as the status of the order and its lines. You will also find a Received In Place check box on the purchase order receipt.  

Transfer Ownership between Customers

1. Open the Inventory Part In Stock window.
2. Query for the customer-owned parts for which the ownership is to be transferred to a different customer.
3. Select the line or lines corresponding to the parts that are to be transferred. Right-click and then click Transfer Ownership between Customers. The Transfer Ownership To Company window opens.
4. Indicate the customer to which the part ownership is to be transferred, either by clicking List... or by indicating the customer's number or ID in the To Customer field.
5. Click OK.

Note: If the part is serial tracked with a serial structure, ownership of the serial components will be checked before the transfer can take place. See About Part Ownership.