Set up shipment (form)

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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. Click Posting > Ship transfer order. In the Shipment form, click Default values.

Use this form to set up standard values for selected transfer orders.

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

Buttons

Button

Description

Printer setup

Select the destination for the report.

Dimensions display

Select the inventory dimensions to display on the report.

Insert all

Apply the changes in the form to all selected transactions.

Fields

Field

Description

Late selection

Select this check box to apply the selected query later. This option is used for batch jobs. The query is applied when the shipment is processed as a batch job.

Edit lines

Select this check box to modify transfer order lines according to the option that is selected in the Update field. Only lines that have a positive ship quantity are shown.

For example, you can change the shipment quantity, delete the line, or perform reservation and picking for the line.

Tip

You can modify the transfer order lines before they are updated, but to change inventory dimensions for the lines, you must select the Explode lines check box.

Clear this check box to ship the transfer order line only according to the option that is selected in the Update field.

This is useful in combination with the Available quantity option in the Update field. For example, if you select this check box, the available quantity for transfers cannot be modified. This occurs even if the available quantity changes in the period before the execution of the shipment. If you clear this check box, the available quantity is the quantity that is available when the shipment is processed.

Explode lines

Select this check box to explode transfer order lines according to the inventory transactions. This check box is available only if you selected the Edit lines check box.

You can modify the location, batch number, and serial number dimensions for the order transfer line.

Example

You make a reservation on the ABC-1, ABC-2, and ABC-3 serial numbers. The exploded line contains the reserved dimensions. You can then replace the ABC-2 serial number by selecting a new serial number in the Serial number field in the Transfer orders form. The new serial number is applied when the shipment is updated.

Note

If the items on the lines have already been picked, you cannot modify the inventory dimensions.

Autoreceive

Select this check box if the worker both ships and receives the transfer order. In this case, the item is not in transit, and the transfer time is 0 (zero). Both the shipment and receipt are performed on the same day, and this day is also the posting date.

Print transfer shipment

Select this check box to print shipping papers for the transfer order lines. You can also specify print options and the inventory dimensions to print on the report.

Update

Specify the quantity to ship. The ship quantity can be changed. However, you cannot enter a negative transfer quantity or exceed the quantity in the Ship remain field in the Transfer orders form.

The following update options are available:

  • Ship now – The shipped quantity is equal to the value in the Ship now field on the individual lines in the Transfer orders form. This option requires a value in the Ship now field.

  • All – The ship quantity is equal to the remaining ship quantity for each line. This is the transfer quantity minus the shipped quantity.

  • Reserved quantity – The ship quantity is equal to the quantity that is reserved in the physical inventory.

  • Available quantity – The ship quantity is equal to the remaining ship quantity, if the quantity is physically available in the originating warehouse. If this is not the case, the ship quantity is the available physical quantity, which might be a reduced quantity.

Tracking ID

The ID that is used to track a transfer order.

Personnel number

The ID of the worker who performed the transaction.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).