Set up default parameters for picking list (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 update > Picking list. Click Default values.

Use this form to set up default parameters for picking lists.

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

Fields

Field

Description

Late selection

When this check box is selected, the selection of posting settings is postponed to a later stage in the picking list process.

Edit lines

Select this check box to edit transfer order lines that have been displayed according to the update principle that is selected. Only lines with a positive ship quantity are shown. You can, for example, change the shipment quantity or delete the line. You can also perform reservation and picking for the line by clicking Inventory. By selecting the Edit lines check box, you can edit the transfer order lines before they are updated. However, the lines inventory dimensions cannot be changed.

Clear the check box to ship the transfer order line only according to the principle specified in the Update list. This setting is useful in connection with 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, even if the available quantity changes in the period up to the execution of the shipment. If you do not select the Edit lines check box, 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 edit the inventory dimensions location, batch and serial number for the order transfer line. For example, if you have made 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 edit the inventory dimensions if the items in the lines have already been picked.

Print picking list

Print the current picking list.

Reservation

Reserve the transaction in the inventory.

Update

Displays the quantity that you can pick according to the principle specified in the Update field.

The following update principles 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 filled out 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 warehouse. If this is not the case, the quantity is reduced to the available physical quantity.

Posting date

This date is by default today's date. However, you can change it if desired. When you update a shipment for a transfer order line the inventory transactions will be updated with this date, the field’s Physical date and Financial date.

Worker

The field is automatically populated with the worker number of the default setup. Otherwise, it will be populated with the current user if a relation has been created.

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