Material Sub Contractor Transfer Rules
1. If a material isn't on a PO it can be transferred.
2. If a material is already on a PO, it can only be transferred if the PO is pending or open. ShopPAK will adjust the purchase order to reflect the quantity of material now being transferred to a sub contractor.
a) If there is only 1 PO Item and job assignment on the purchase order, and it is being transferred in its entirety to a sub contractor, ShopPAK will cancel the PO. Else, it will adjust the PO Item and Job Assignment quantities according to the percentage of material cost transferred to the sub contractor.
b) If there are multiple PO Items and/or Job Assignments on the PO, ShopPAK adjusts quantities based on the percentage of materials being transferred.
3. If a material is an inventory item, and the material is currently reserved, you can transfer up to the difference between what was initially reserved and what has been picked from inventory.
4. ShopPAK will automatically adjust, or remove, inventory reservations when transferring material to a sub contractor. This is true for both manual and purchase order inventory reservations.