Export (0) Print
Expand All

Transfer orders (form) [AX 2012]

Updated: February 19, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Periodic > Transfer orders.

Use this form to manage items that are in transit. Items are unavailable for use when they are in transit, because they are automatically registered at a transit warehouse during the transfer period. You can ship and receive order lines or parts of order lines.

The following tables provide descriptions for the controls in this form. 

The tabs and controls that were added to this form for the Transportation management and Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Transportation management and Warehouse management.

Tab

Description

Overview

View and modify a list of transfer orders.

General

View and modify general information for the selected transfer order.

Setup

Set up the transfer order to reserve items automatically.

Delivery

View or modify delivery details for the transfer order.

From warehouse

View details about the warehouse from which the shipment originated.

To warehouse

View details about the destination warehouse for the shipment.

Tab

Description

Lines

View or modify the lines of the transfer order.

General

View or modify general information about the selected transfer order line. This includes the status of the order line.

Setup

Specify settings so that items for the transfer order line are automatically reserved, and set up the accepted overdelivery and underdelivery percentages.

Ship now

View or modify the shipment quantity for the transfer order line that you want to ship now.

Receive now

View or modify the receipt quantity for the transfer order line that you want to receive now.

Dimensions

View inventory dimensions for the transfer order line.

Button

Description

Posting

Open a menu that contains the following items:

  • Picking list – Update or print the picking list.

  • Picking list registration – Register the picking list.

  • Ship transfer order – Update shipped items.

  • Receive – Update received items.

Inquiries

View the picking list and the history of the transfer order.

Print

Print transfer orders.

Send...

Send transfer orders electronically.

Button

Description

Functions

Open a menu with the following item:

  • Deliver remainder – Update the remaining quantity.

Inventory

Open a menu that contains the following items:

  • Transactions – View the item's inventory transactions.

  • On-hand – View on-hand inventory for the current item, sorted by dimension.

  • Lot – Query receipt and issue transactions for the same lot number.

  • Trace – Track inventory dimensions.

  • Reservation – Reserve on-hand inventory.

  • Marking – Mark lots against the transfer order line.

  • Registration – Register inventory receipts.

  • Pick – Register and view pick inventory issues.

  • Output orders – Create or view information about output orders.

  • Dimensions display – Select the inventory dimensions to display in this form.

Field

Description

Transfer number

The identifier of the transfer order. The transfer order number sequence is specified in the Inventory and warehouse management parameters form.

From warehouse

Specify the originating warehouse from which the items will be transferred.

A default value is displayed in this field when the transfer order is derived from a planned transfer order.

To warehouse

Specify the warehouse to which the items will be transferred. This is the destination warehouse.

A default value is displayed in this field when the transfer order is derived from a planned transfer order. You can select only warehouses that have a Default type.

Transfer status

The status of the transfer order:

  • Created – The order has been created, but no updates have been run.

  • Shipped – All transfer order lines have a status of Shipped.

  • Received – All transfer order lines have a status of Received.

Ship date

The ship date for the transfer order. The default setting is today's date, plus the sales order lead time. The sales order lead time is defined in the Sales lead time field in the Shipments area of the Accounts receivable parameters form. This date is automatically used on new order lines as you create the lines. You can specify different shipment dates for each transfer order line.

Receipt date

The receipt date for the transfer order.

This date is automatically calculated by using the shipping, transport, and customer calendars. You can specify different receipt dates for each transfer order line.

Created date and time

The date and time when the record was created.

Transit warehouse

The transit warehouse for the originating warehouse in the From warehouse field.

The transit warehouse is the intermediate location between the From warehouse and To warehouse locations. Items in the transit warehouse are unavailable for use elsewhere. You must specify a transit warehouse if you want to create a transfer between warehouses. Specify the transit warehouse for the From warehouse location in the Warehouses form.

Reserve items automatically

Select this check box to reserve items automatically at the originating warehouse for transfer to the destination warehouse.

In the Inventory and warehouse management parameters form, you can specify whether this reservation is the default value. If insufficient quantities exist at the From warehouse location, an Infolog message shows the on-hand quantity.

Mode of delivery

The mode of delivery for the transfer order.

Delivery terms

The terms of delivery for the transfer order.

Delivery date control

Select this check box to automatically calculate possible shipping and receipt dates. If you select ATP + Issue margin, the shipping date is equal to the available-to-promise (ATP) date, plus the issue margin for the item. The issue margin is the time that is required to prepare the items to ship.

ATP time fence

If you selected ATP in the Delivery date control field, enter the period, in days, by which to calculate ATP.

ATP backward demand time fence

Enter the number of days backward from today that past-due demand on inventory issues is considered when the earliest available delivery dates are calculated for inventory. For example, if you enter 0, no past-due demand is considered. If you enter 1, yesterday’s demand is considered.

ATP backward supply time fence

Enter the number of days backward from today that past-due supply on inventory receipts is considered when the earliest available delivery dates are calculated for inventory. For example, if you enter 0, no past-due supply is considered. If you enter 1, yesterday’s supply is considered.

ATP delayed demand offset time

Enter the number of days after today that the delivery date is considered to occur for past-due demand on inventory issues. For example, if you enter 0, items that have a past-due delivery date are considered as delivered today. If you enter 1, items that have a past-due delivery date are considered as delivered tomorrow.

ATP delayed supply offset time

Enter the number of days after today that items on past-due inventory receipts are considered as received. For example, if you enter 0, the item is considered as received today. If you enter 1, the item is considered as received tomorrow.

ATP incl. planned orders

If this check box is selected, planned orders are included in ATP calculations, if you selected ATP in the Delivery date control field.

UPS zone

Any optional freight zone information.

Call tag type

The identifier of the freight company.

From warehouse

The originating warehouse.

Address name

The name of the originating warehouse.

Transfer from contact

The transfer contact employee at the originating warehouse.

Warehouse address

View or select the name that is assigned to the originating warehouse address.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

To warehouse

The destination warehouse.

Address name

The name of the destination warehouse.

Transfer to contact

The transfer contact employee at the destination warehouse.

Warehouse address

View or select the name that is assigned to the destination warehouse.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Item number

The item number for the current transfer order line.

Transfer quantity

Enter the quantity of items to transfer.

Ship date

The ship date for the transfer order line. The default setting is today's date, plus the sales order lead time that is defined in the Sales lead time field in the Shipments area of the Accounts receivable parameters form. The date is automatically used on new order lines as you create the order lines. You can specify different shipment dates for each transfer order line.

Receipt date

The receipt date for the transfer order line.

Reserve items automatically

Select this check box to reserve items automatically.

Line number

The identifier of the transfer order line.

Remaining

The status of the line with regard to shipping and receiving updates. The following statuses are used:

  • Shipping updates – The line has been created, or the line has not been completely shipped.

  • Receive updates – The line has been completely shipped but not yet completely received.

  • Nothing – The line has been completely shipped and received.

Shipment lot ID

The identifier of the shipment lot.

When you create a transfer order line, four inventory transactions are created:

  • An issue transaction at the warehouse

  • A receipt transaction at the transit warehouse

  • An issue transaction at the transit warehouse

  • A receipt transaction at the warehouse

The shipment lot ID is assigned to the first two of these transactions, and the receive lot ID is assigned to the last two.

Receive lot ID

The identifier of the receipt lot.

Scrap lot ID

The identifier of the scrap lot. Inventory transactions for the item have this identifier when you specify a scrap quantity for a line in the Receive form.

Dimension No.

The unique number that identifies the inventory dimension values for the inventory transaction.

Overdelivery

The percentage by which the product receipt quantity can exceed the order quantity.

Underdelivery

The percentage by which the product receipt quantity can be less than the order quantity.

Shipped quantity

The quantity of a transfer order line that has already been shipped. This field is updated after every shipment update.

Ship remain

The remaining quantity to be shipped after the last shipment update.

Ship now

Enter a value in this field to update the shipment quantity for a transfer order line. In the Shipment form, select Ship now in the Update field to update the transfer order line with this quantity.

Received quantity

The total transfer quantity that was received. This includes scrap. This field is updated after each receipt update.

Scrapped quantity

The transfer quantity that has been scrapped.

Receive remain

The remaining quantity to be received at the destination warehouse.

This quantity corresponds to the number of items that have not been received at the To warehouse location. The quantity in the Receive remain field is updated each time that you run a Receive update.

Receive now

Enter a value in this field to update the receipt quantity for a transfer order line. In the Receive form, select Receive now in the Update field to update the transfer order line with this quantity.

Configuration

Select an item configuration to specify an item that has specific attributes.

Size

The size of the item.

Color

The color of the item.

Warehouse

The originating warehouse.

Batch number

The batch number for the item. If you select Edit lines and Explode lines in the upper pane of the Shipment form or the Receive form, you can modify the batch number for the transfer order line.

Location

The location inside a warehouse where the items are stored. If you select Edit lines and Explode lines in the upper pane of the Shipment form or the Receive form, you can modify the location number for the transfer order line.

Pallet ID

The unique identifier for the pallet.

Serial number

The serial number for the item. If you select Edit lines and Explode lines in the upper pane of the Shipment form or the Receive form, you can modify the serial number for the transfer order line.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

Show:
© 2014 Microsoft