Complete an outgoing transfer order [AX 2012]

Updated: September 7, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use Enterprise Portal for Microsoft Dynamics AX to complete outgoing transfer orders and pick merchandise for them. Completed orders are then uploaded to Microsoft Dynamics AX for Retail Headquarters so that they can be posted.

You can also pick merchandise and complete outgoing transfer orders in Microsoft Dynamics AX for Retail POS. For more information, see Retail POS Help.

NoteNote

Before you can complete outgoing transfer orders, ensure that a store inventory terminal, a worksheet mask, and an employee who has store inventory access are set up. For more information, see Retail Headquarters Help.

  1. Log on to your company’s Enterprise Portal webpage by using an account that has store inventory access.

    Enterprise Portal displays the Home page. The Home page displays the Role Center that has been assigned to you.

  2. Click the Retail tab, and then, under Common, click Picking.

    Enterprise Portal displays a list of outgoing transfer orders.

  3. Double-click the transfer order to complete.

    Enterprise Portal displays the order, together with a list of the products that must be picked. To limit the list, use the filter fields at the top of the list.

  4. Follow one of these steps:

    • To enter the quantity that is picked for specific line items, enter the quantity in the Pick now column, and then click the Save icon on the line item.

    • To set the Pick now quantity equal to the quantity ordered for all the line items, click Pick all.

  5. When you have finished picking products, click Submit to send the completed transfer order to Retail Headquarters.


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

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