Posting picking list (form) [AX 2012]

Updated: January 28, 2014

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 > Picking list.

Use this form to post or print a picking list.

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

Tab

Description

Overview tab

View and modify a list of transfer orders.

General tab

View and edit general information for the selected transfer order.

Tab

Description

Lines

View and modify the lines of the transfer order.

General tab

View and edit general information about the selected transfer order line.

Dimensions

View inventory dimensions for the transfer order line.

Button

Description

Select

Select transfer orders to ship.

Default values

Set up standard values for selected transfer orders.

Button

Description

Batch

Set up a batch job to process the picking list transactions at a specified point in time.

Inventory

Open a menu that contains the following items:

  • Transactions - Displays the inventory transactions for the item or the lot.

  • On-hand - Shows the on-hand inventory for the current item by inventory dimensions.

  • Lot - Shows inventory transactions on the current lot.

  • Trace - Allows you to specify options for tracking inventory dimensions.

  • Reservation - Allows you to reserve on-hand inventory.

  • Marking - Allows you to mark lots for specific orders.

  • Dimensions display - Allows you to specify which inventory dimensions you want to see in the current form.

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.

Transfer number

Identification of the transfer order. The transfer order number is connected to the transfer number that is specified in the Inventory and warehouse management parameters form.

Update

The following update principles exist:

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

  • All - The quantity that ships will be equal to the remaining ship quantity for each line. The remaining ship quantity equals the transfer quantity minus the shipped quantity.

  • Reserved quantity - The quantity that ships will be equal to the physical reserved inventory quantity.

  • Available quantity - The quantity that ships will equal the remaining ship quantity. This will only occur if the quantity is physically available in the warehouse that it will be shipped from. If this is not the case, the quantity will be reduced to the available physical quantity.

Edit lines

Select this check box to change transfer order lines that have been displayed according to the option selected in the Update list.

Only lines with a positive ship quantity are shown. You can change the shipment quantity or delete the line. You can also reserve the line by clicking Inventory. By selecting the Edit lines check box, you can change the transfer order lines before they are updated. However the inventory dimensions of the lines cannot be changed.

The transfer order line is picked according to the principle specified in the Update list. This is useful for the available quantity. If you select Edit lines, the available quantity for transfer is frozen at the time the parameter is selected. This will occur even if the available quantity changes in the period up to when picking is executed. If you do not select Edit lines, the available quantity is the quantity that is available at the time the picking is completed.

Print picking list

Print a picking list.

Reservation

Reserve the transaction in the inventory.

Worker

The field is automatically populated with the worker number of the default setup or with 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 not be used in the item number.

Item numbers can be system generated by linking the item number to a number sequences.

Product name

The name that is associated with the item as a part of the product definition.

Ship quantity

Displays the quantity that you can pick 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.

Line number

Identification of the line.

Transfer number

Identification of the transfer order.

Lot ID

Identification of the item lot.

Dimension No.

Identification of dimensions for the item.

Configuration

The item configuration which lets you specify an item with specific attributes.

Size

The size of the item.

Color

The color of the item.

Site

The site where the item is stored.

Warehouse

The inventory location in the warehouse.

Batch number

The batch number dimension. If you select the Edit lines field in the upper section of the Shipment or Receive form, you can change the batch number for the transfer order line.

Pallet ID

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

Serial number

Serial number dimension. If you select the Edit lines field in the upper section of the Shipment or Receive form, you can change the serial number for the transfer order line.


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