Post completed store inventory documents (Retail essentials)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3
This topic explains how to validate and post store inventory documents after a purchase order or transfer order has been received. This topic also explains how to post a stock count when a physical count has been completed.
Note
The procedures in this topic describe one method that you can use to post purchase orders, transfer orders, and stock counts. However, your business might have different steps for these procedures.
Post a purchase order
To create and post a purchase order, follow these steps:
Click Retail essentials > Inventory management > All purchase orders.
In the All purchase orders list, click Purchase order.
In the Create purchase order form, enter information about the vendor. You must enter a value in the Vendor account field.
Note
When you select a vendor account, the base data from the Vendors form is automatically added to the Create purchase order form. You can modify this information.
On the General FastTab, enter information about the purchase order. You must enter values in the Invoice account and Currency fields.
Under Storage dimensions, select the warehouse and site that receive the items in the purchase order.
Click OK.
In the Purchase order form, click Line view, and then, on the Purchase order lines FastTab, select an item number.
In the Quantity field, select the number of items to purchase.
Enter or modify information in the remaining fields on the purchase order line.
To enter another item in the purchase order, click Add line, and then enter information about the item.
To enter sales tax, discounts, and other information about a line, select the line, and then click Line details. For more information about the fields in the Purchase order form, see Purchase order (form).
Post a transfer order
To create and post a transfer order, follow these steps:
Click Retail essentials > Inventory management > Transfer orders.
In the Transfer orders form, click New.
In the From warehouse field, select the warehouse that sends the products. In the To warehouse field, select the warehouse that receives the products.
Click Add to add individual products, or click Add products to add groups or categories of products. For more information about the fields in the Transfer orders form, see Transfer orders (form).
Post a stock count
To enter and post a stock count, follow these steps:
Click Retail essentials > Inventory management > Counting.
In the Counting form, click New.
In the Dimensions display form, select the Warehouse check box, and then click OK.
In the Name field, select Inventory counting journal.
On the Store inventory tab, select the site and warehouse to create the count for. The site and warehouse are automatically copied to the lines. You can modify the site and warehouse if the products on the line are intended for a separate site or warehouse.
On the top menu, click Lines.
In the Journal lines, inventory form, in the Item number field, select the item to count.
To add groups or categories of products, click Add products. In the Add products form, in the Available products section, select products, and then click Add. When you have finished selecting products to count, click OK.
On the Inventory dimensions tab, you can modify the site and warehouse where the physical count of the item is performed, if a different site or warehouse is required.
In the Counted field, enter the quantity of the item from the physical count.
In the Quantity field, enter the quantity of the item to post to inventory.
Optional: In the Worker field, enter the name of the worker who counted the item.
Click Validate to update quantities in a batch process, and then click Post to post the stock count.