Release transfer order picking (form)

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 > Release transfer order picking.

Use this form to select, activate and post transfer backorders that can be delivered.

Tasks that use this form

Release a transfer order for picking

Trace all demands for an item

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

Tabs

Tab

Description

Transfer order line

View transfer order lines that are available for activation.

Transfer order

View details of the transfer order containing the order line selected under the Transfer order line tab.

Buttons

Button

Description

Select

Select the sales order lines you want to work with in the Transfer orders release order picking form.

Activation

Activate or clear activation on selected transfer orders.

Release for pick

Post the selected transfer order lines with the items you want to ship.

Functions

Click Deliver remainder in order to update the remaining quantity to be released for picking.

Trace orders

Click to open the Trace orders form. This allows you to list the orders and reservations on the selected item.

Inventory

Allows you to perform various inventory related functions.

Recalculate

Update the selected transfer order lines with current/updated information, for example, on-hand quantity.

Inquiries

Make inquiries on the selected transfer order.

Fields

Field

Description

Deduct released for picking

Select to deduct from the on-hand inventory those items that are not reserved on the picking list or output order the next time that you click Select to update the displayed order lines.

Ship dates

Date range selected in the query. If nothing is displayed then all dates are relevant.

Date

Date the form was last updated with new data or a calculation.

Time

Time when the form was last updated with new data or a calculation.

Ship date

View the date the items should be shipped from the shipping point.

Transfer number

Transfer order number that the line is attached to.

From warehouse

Warehouse from which the items are transferred.

To warehouse

Warehouse to which items are transferred.

Item number

Item's identification code.

Inventory unit

Inventory stock-keeping unit.

Activate remainder

Quantity of items from the transfer order line, in inventory units, that are not yet activated.

Activate now

Quantity you want to activate. Any quantity you enter in inventory units is automatically reserved from the physical quantity unless it is already reserved.

You can also use the options under the Activation button to clear or populate this field.

All orders can be delivered

Select to deliver all orders with the same item number and storage dimensions (storage location) using the current on-hand inventory.

Requires allocation

Select to indicate that there is insufficient on-hand inventory to cover the allocation for all transfer backorders.

Production order exists

Select to indicate that production backorders need the same item.

Sales order

Select to indicate that sales orders exist for this item.

Possible delivery percentage

Percentage of lines within an order that have the All orders can be delivered check box selected.

Transfer status

Status of a transfer order.

Reserve items automatically

Items are reserved automatically at the warehouse in the From warehouse field for transfer to the warehouse in the To warehouse field.

Mode of delivery

Mode of delivery for the transfer order, set up using the Modes of delivery form.

Delivery terms

Terms of delivery for the transfer order, set up using the Terms of delivery form.

Delivery date control

There is automatic calculation of possible ship and receipt dates.

For more information, see About delivery dates.

ATP time fence

Time period in days, going forward from today, for calculating ATP.

Note

This only applies if the delivery date control is set to ATP or ATP + Issue margin.

ATP backward demand time fence

Time period in days, going backward from today, for considering delayed demand orders in ATP calculation.

Note

This only applies if the delivery date control is set to ATP or ATP + Issue margin.

ATP backward supply time fence

Time period in days, going backward from today, for considering delayed supply orders in ATP calculation.

Note

This only applies if the delivery date control is set to ATP or ATP + Issue margin.

ATP delayed demand offset time

Time period in days, going forward from today, when delayed demand orders are considered an issue.

Note

This only applies if the delivery date control is set to ATP or ATP + Issue margin.

ATP delayed supply offset time

Time period in days, going forward from today, when delayed supply orders are considered an issue.

Note

This only applies if the delivery date control is set to ATP or ATP + Issue margin.

ATP incl. planned orders

If this check box is selected, planned orders are included in the ATP calculation.

Note

This only applies if the delivery date control is set to ATP or ATP + Issue margin.

Receipt date

Planned receipt date for the transfer order.

UPS zone

Freight zone information.

Call tag type

Identification of the freight company.

Transfer quantity

Quantity of items to be transferred, in inventory units.

The inventory unit is set up on the Released products form. Click Product information management > Common > Released products. Select a product and then click Edit. Set the unit on the Manage inventory Fast Tab in the Inventory group. You cannot specify a negative transfer quantity or specify the line in another inventory unit.

Shipped quantity

Quantity of a transfer order line that has been shipped until now. The field is updated after every shipment update.

Picked

Quantity that has been picking list updated and therefore has the picked status.

Reserved physical

Total quantity of the item that was physically reserved for the dimension.

Reserved ordered

Quantity reserved from the quantity ordered on the order line.

Reservation quantity

Quantity to be reserved from the ordered quantity. This appears in the Reserved ordered field.

Picking list reserved

Reserved quantity from all the picking lists.

Picking list not reserved

Unreserved quantity from all the picking lists.

Ship remain

Remaining quantity to be shipped after the last shipment update.

Product name

Short description of the item on the selected order line.

Physical inventory

Physical quantity in the inventory.

Physical reserved

Quantity of the item that is reserved out of the total quantity that is physically available.

Note

The quantity in this field is not limited to reservations for the current transfer order.

Available physical

Available quantity (not reserved) from the physical inventory.

Picking list not reserved

Unreserved quantity from all the picking lists.

Available for activation

On-hand quantity that is available for activation.

See also

About release sales order picking/release transfer order picking

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