Can I use Stockroom types to prevent transfer order from being created when sourcing a request?

[james_kail]

We are looking to Source a Request that we already have stock in the stockroom for without creating a transfer order. We want to move the Stock from the buildings central stock room to the    

We are trying to understand how setting the Stockroom Type to "On Site" will affect the creation of transfer orders. According the Istanbul documentation (link), if you set the Stockroom type to "On Site" the default behaviour is supposed to be that the transfer order is not needed. Extract from SNOW documentation:

• Shipment Required: informs the system if a transfer order needs to be created when the part is sourced from a stockroom of the given type. For example, a part in a personal stockroom does not require shipment, so no transfer order is needed.

We are running Istanbul and have enabled the Procurement module.

We are looking to Source a Request that you already have stock in the stockroom for without creating a transfer order.?

Here's the example, I order a USB Dongle from the hardware catalog and I'm located in Building A.   It just so happens the buildings central Stockroom (Bld-A Central Supply) has 15 of these dongles in stock. With procurement enabled, a Source request is generated when the request is created for a dongle. When we source the item, we select the Destination Stockroom as "Bld-A Reserved Dongles" and the source as "Bld-A Central Supply". We have set both stockrooms to a type of "On Site".   We expected that the asset would have moved from "Bld-A Central Supply" to "Bld-A Reserved Dongles" with no transfer order being created.   However, we are always getting a transfer order. This results in in our users having to go through all the steps to process the transfer order.  

Couple of questions:

1). Is setting the Stockroom Type to "On Site" actually supposed to skip creating a transfer order? Does this work for anyone?

2). Is there something else, like a property value that needs to be set?

3). Does anyone move stock between stockrooms on a Sourcing request without a transfer order being created?

[Rajesh Mushke]

Hello James,

Please Refer :

Procurement of Item from within a Stockroom

Question on 'Receive' UI Action if personal stock Room is used

Re: Stockrooms List or Stock Room True False Field on Location?

How do you transfer an affected "CI" when it's replaced?

[james_kail]

Rajesh,

I have reviewed all of these articles you listed. One of them appears to be having similar issue related to the stock rooms. Non of the links addresses the question of what is the purpose of setting the Stockroom Type to "On Site"?

[james_kail]

I have gotten an official response from ServiceNow on this topic:

I was able to reproduce the behavior on OOB instance. For the on-site stockrooms, the TO was created. "The 'shipment required' field is not used to determine whether or not transfer order is created. The documentation should be updated to reflect this. There is problem created already for this, where dev team has confirmed that documentation needs to be updated.

For now, the functionality you want can be achieved by creating a business rule that automatically "completes" the newly created TOs based on the "Shipment Required" field being set to true. The business rule would most likely be an "After" rule built on the 'alm_transfer_order'. After checking to see if the "Shipment Required" field is set on the relevant 'alm_stockroom_type' record, the TO would be set to completed. (this is just a thought, not exact way to implement. You can implement your own logic)

There is already enhancement request created for this. So I am guessing the documentation should be updated soon.