Set up transfer order parameters [AX 2012]

Updated: February 4, 2014

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

Before you can use the Transfer orders form, you must set up the parameters for transfer orders.

  1. Click Inventory management > Setup > Inventory breakdown > Warehouses.

  2. Create a warehouse that has a Transit type.

  3. Associate the originating warehouse of the transfer order with the transit warehouse.


    The originating warehouse is the warehouse that you select in the From warehouse field in the Transfer orders form.

  4. Click Inventory management > Setup > Inventory and warehouse management parameters.

  5. Set up number sequences for transfer orders. For information about how to set up number sequences, see Set up number sequences.

  6. Click Transport. In the Picking route status field, select the appropriate value:

    • Select Completed to generate orders that have a picking status of Completed. This option is useful if picking processes are handled by one person.

    • Select Activated to generate orders that have a picking status of Activated. When this option is used, the picking process must be manually activated. Additionally, the picking process must be manually completed to change the status of the orders to Completed.

  7. To reserve items for transfer at the warehouse that is specified as the originating warehouse, select the Reserve items automatically check box.


    In most situations, you should select this check box. However, if you create the transfer order a long time before the actual transfer occurs, you might clear this check box so that the inventory can be used for other orders in the meantime.

  8. Click Accounts receivable > Setup > Accounts receivable parameters.

  9. To calculate the ship date based on the receipt date, click Shipments, and then select the Delivery date control check box.

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