Multi-Warehouse Rebalancing and Transfer-Then-Buy

Internal Rebalancing checks whether same-company stock can arrive in time before external buying. It uses one central plan so transfer and purchase quantities are allocated together.

Choose the operating strategy

• Transfer first, then buy: preserve the upgrade default and purchase only the remaining requirement.
• Buy directly: skip donor allocation for the matching scope.
• Internal transfer only: suppress external buying and expose any transfer shortfall.
• Disable Internal Rebalancing globally when the company does not use cross-warehouse planning.

Define eligible routes

• Use all same-company warehouses, same-country restrictions, or configured Transfer Networks.
• Use hub-and-spoke Can Supply and Can Receive roles.
• Override strategy, network, transfer-in, transfer-out, or replenishment permission through a more specific Planning Rule.

How donors are protected

• Own forecast demand and ordering cycle.
• Reservations and existing outbound commitments.
• Dated incoming supply.
• Safety and target requirements.
• Valid stock-UoM precision and route timing.

Only surplus remaining after those protections can be allocated. A donor with visible stock may still be ineligible.

Before transfer creation

1. Check receiver need, donor protection, route, lead time, arrival date, and UoM.
2. Confirm the transfer can arrive before the shortage.
3. Create the picking from the eligible action.
4. Review any live revalidation blocker for stock, policy, route, UoM, allocation, or duplicate documents.