Create store inventory documents [AX 2012]

Updated: February 4, 2014

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

This topic describes how to create purchase orders, transfer orders, and scheduled stock counts. For information about how to create unscheduled stock counts at a store, see Microsoft Dynamics AX for Retail POS Help or Enterprise Portal for Microsoft Dynamics AX Help.

Use the following procedure to create a purchase order. This procedure is used only by retail organizations. For more information about purchase orders, see Create and maintain purchase orders.

TipTip

You can receive purchase orders at a store by using either Retail POS or Enterprise Portal. For more information, see Retail POS Help and Enterprise Portal Help.

  1. Click Accounts payable > Common > Purchase orders > All purchase orders.

  2. In the New group, click Purchase order.

  3. In the purchase order header, enter information about the vendor. You must enter a value in the Vendor account field.

  4. On the General tab, enter information about the purchase order. You must enter values in the Invoice account and Currency fields.

  5. Under Storage dimensions, in the Warehouse list, select the warehouse that receives the order.

  6. On the Administration tab, you must enter a value in the Language field.

Use the following procedure to create a transfer order. This procedure is used only by retail organizations. For more information about transfer orders, see About transfer orders.

TipTip

You can receive transfer orders at a store by using either Retail POS or Enterprise Portal. For more information, see Retail POS Help and Enterprise Portal Help.

  1. Click Inventory management > Periodic > Transfer orders.

  2. Press CTRL+N to create a new transfer order.

  3. In the From warehouse and To warehouse fields, select the warehouses that send and receive the order.

  4. Click Add to add individual products, or click Add products to add groups or categories of products.

Use the following procedure to create a scheduled stock count. This procedure is used only by retail organizations. For more information about stock counts, see Inventory counting.

Unscheduled stock counts can be created at a store. For more information, see Retail POS Help.

  1. Click Inventory management > Journals > Item counting > Counting.

  2. Press CTRL+N, select the Warehouse check box, and then click OK.

  3. In the Name field, select Inventory counting journal.

  4. Click Lines. Then click Add to add individual products, or click Add products to add groups or categories of products.

  5. Click Validate to update quantities, and then click Post to post the stock count.


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

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