Working with transfer orders (Retail essentials)

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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 set up a transfer order. You can use transfer orders to handle items that are in transit between retail stores that are in the same company but different geographical sites. You can manage transfer orders from the Transfer orders form.

Set up a transfer order

Use this procedure to set up a transfer order for items that must be transferred between retail store locations.

  1. Click Retail essentials > Inventory management > Transfer orders.

  2. In the upper pane, select a transfer order, or click New to create a transfer order.

  3. In the lower pane, select a transfer order line, or click Add to create a transfer order line.

  4. On the Lines tab, in the Ship date and Receipt date fields, change the shipment and receipt dates that are proposed for the transfer order lines, if changes are appropriate.

  5. Click Inventory to open a menu that you can use to reserve or pick items from transfer order lines before the transfer.

  6. Close the form to save your changes.

If you do not want to make a shipment or receipt for the full quantity on the lines, enter another quantity in the Ship now field on the Ship now tab or the Receive now field on the Receive now tab. For more information, see Specifying overdelivery or underdelivery on transfer order lines.

Receive a transfer order

Use this procedure to receive a transfer order for items that have been transferred between retail store locations.

  1. Click Retail essentials > Inventory management > Transfer orders.

  2. In the upper pane, select the transfer order to update.

  3. Click Posting > Receive.

  4. In the Update field, select an option. For example, to update the quantity that was previously entered in the Receive now field on the Receive now tab in the Transfer orders form, select Receive now.

  5. Click OK to close the form and save your changes.

  6. In the Transfer orders form, click Print, and then click Transfer overview to print the receipt papers for the receipt.

  7. On the General tab, select a print option, and then click OK.

    Note

    You cannot receive more than the shipped quantity.