Ryan Lichtefeld Functional Consultant

Overview: Adding a reference type of "Transfer" to the quality associations form will allow quality orders to be automatically generated at time of transfer order registration / product receipt. There is no current functionality to automate the quality order generation process at transfer order receipt.

Use Case: Subcontracting

Manufacturers that are live on D365 F&O ("D365 client" hereforward) commonly rely on other businesses ("OSP vendors" hereforward) to complete specific processes. The D365 client commonly will maintain ownership of the material that is sent and processed by the OSP vendor. This inventory movement is completed through the use of transfer orders, as OSP vendors will have specified sites/warehouses configured in the D365 client's environment for material tracing. After the OSP vendor has shipped the processed material back to the D365 client, there are no quality orders posed against the received material without manual intervention. Adding a "transfer" reference type will prove for automated QO generation for the newly processed material.

Use Case: Third party carriers

Businesses that leverage third party carriers for intracompany shipping place great trust in the carriers. Adding a "transfer" reference type to quality associations in D365 could ensure the transferred material be inspected upon transfer receipt.