Transfer order shipment (form)

  • Article

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 update > Ship transfer order.

Use this form to ship one or more transfer orders.

Before shipping you can do the following.

  • Select the transfer order lines that you want to ship.

  • Reserve items for transfer. In the Transfer orders form, click Inventory > Reservation and then select the items that you want to reserve for transfer.

  • Pick items for transfer. In the Transfer orders form, click Inventory > Pick and then select the items that you want to pick for transfer. In the Pick list, select items for transfer by their serial number. You can also print a picking list and register picking list.

  • Specify the quantity that you want to ship for each transfer order line by entering a quantity in the Ship now field. To ship this quantity, open the Shipment form and select Ship now in the Update list.

  • Print the transfer order by clicking Print and selecting Transfer overview.

  • Print product labels and shelf labels for transferred products when you ship the product order.

The upper pane of the form lists the parameter settings for each transfer order that will be shipped. When you select the Edit lines check box, the lower pane displays the transfer order lines. The quantity for each transfer line is determined by the update principle that you select.

Example

Suppose that a transfer order line contains 200 pieces of an item. If you pick 100 of these pieces and select the Picked quantity check box, the transfer order line will only be for 100 pieces. It is important to notice that if the picked quantity is zero, no line is displayed.

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

Tabs

Upper pane

Tab

Description

Overview tab

View and modify a list of transfer orders.

General tab

View and edit general information for the selected transfer order.

Lower pane

Tab

Description

Lines

View and modify the lines of the transfer order.

General tab

View and edit general information for the selected transfer order lines.

Dimensions

View and edit inventory dimensions for the transfer order line.

Buttons

Upper pane

Button

Description

Select

Select transfer orders to ship.

Default values

Set up standard values for the selected transfer orders.

Lower pane

Button

Description

Batch

Set up transfer orders for batch processing.

Inventory

View transactions and on-hand inventory in addition to reservations.

Fields

Field

Description

Transfer number

Identification of the transfer order.

Update

Displays the quantity that you can ship according to the principle specified in the Update field. This quantity can be changed; however you cannot enter a negative transfer quantity or exceed the quantity in the Ship remain field.

The following update options are available:

  • Ship now – The ship quantity will be equal to the value in the Ship now field on the individual transfer lines. This option requires that you have entered the Ship now field in advance.

  • All – The ship quantity will be equal to the remaining ship quantity for each line. The remaining ship quantity = Transfer quantity - shipped quantity.

  • Reserved quantity – The ship quantity will be equal to the physical reserved inventory quantity.

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

Posting date

By default, this date is today's date; however you can change it. When you update a transfer order line, the inventory transactions will be updated with this date, the values in the Physical date and Financial date fields.

Tracking ID

ID used to track a transfer order.

Edit lines

Select this check box to change transfer order lines according to the update principle selected. Only lines with a positive ship quantity are displayed. You can, for example, change the shipment quantity or delete the line overall. You can also reserve and pick the line by using the options available in the Inventory menu. If you select the Edit lines check box, you can edit the transfer order lines before they are updated. The line's inventory dimensions cannot be altered unless you have selected the Explode lines check box.

Clear this check box to ship the transfer order line only according to the principle specified in the Update list. This is useful for the Available quantity setting. If you select the Edit lines check box, the available quantity for transfer is frozen at the time the parameter is selected. This will happen even if the available quantity changes in the period up to the execution of the shipment. If the Edit lines check box is cleared, the available quantity is that quantity that is available at the time the shipment is executed.

Explode lines

This check box is only available if you have selected the Edit lines check box. Select this check box to explode transfer order lines according to the inventory transactions. You can modify the dimensions location, batch, and serial number for the order transfer line. If, for example, you make a reservation on three serial numbers, ABC-1, ABC-2 and ABC-3, the exploded line will contain the reserved dimensions. You can then replace ABC-2 by selecting a new serial number in the Serial number list.

Note

The new serial number will not apply until the shipment has been updated.

When you select the Explode lines check box, you cannot modify the inventory dimensions if the items in the lines have already been picked.

Autoreceive

Select this check box if the same employee both ships and receives the transfer order and the item does have to be in transit (therefore transfer time is zero).

Note

Both the shipment and receive are performed on the same day and this day is also the posting date.

When issuing the goods from warehouse, the goods are automatically registered at the receipt warehouse. Goods are issued when the shipment is posted. No additional action is required at the receipt warehouse in order to receive the goods, when the auto receive parameter is set.

Print transfer shipment

Select this parameter to print shipping papers for the transfer order lines. When you select the parameter you can also specify print options and the inventory dimensions to be printed in the report.

Print product labels

Select this check box to generate product labels for the transfer order lines during shipping. You can print the labels after they are generated.

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed.

Print shelf labels

Select this check box to generate shelf labels for the transfer order lines during shipping. You can print the labels after they are generated.

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed.

Worker

The field is automatically populated with the number of the current user if a relation has been created.

Item number

A unique user-defined code that is assigned when items are created. We recommend that special characters or spaces in the item number are not used.

Ship quantity

The transfer quantity.

Close

Select this check box if this is the last update. For example, if the remaining quantity is 5 and you only want to ship 3 items, you can select the checkbox to have the open transactions adjusted.

Line number

Identification of line.

Transfer number

Identification of the transfer order.

Lot ID

Identification of the item lot.

Transit lot ID

Identification of the transit lot ID.

Dimension No.

Identification of dimensions for the item.

Configuration

Displays the item configuration to specify an item with specific attributes.

Size

Displays the size of the item.

Color

Displays the color of the item.

Warehouse

Displays the originating warehouse.

Batch number

Displays the batch number dimension.

Location

Displays the location.

Pallet ID

Unique identification (ID) for the pallet (Serial Shipping Container Code).

Serial number

Displays the serial number.

See also

About transfer orders

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