(RUS) Transfer orders (modified form) [AX 2012]

Updated: February 4, 2014

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

Click Inventory management > Periodic > Transfer orders.

Use this form to manage items that are in transit. Items are unavailable for use when they are in transit, because they are automatically registered at a transit warehouse during the transfer period. You can ship and receive order lines or parts of order lines.

NoteNote

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Transfer orders (form)

Tab

Description

Bill of lading

View the detailed information for the bill of lading that is created when the transfer order is posted.

Field

Description

Type of transfer

Select the transfer order type from the following options:

  • Basic – The transfer order is created for purposes other than bailment.

  • Shipment to external party – The transfer order is created to ship items to the bailee for storage.

  • Return from external party – The transfer order is created to receive items from the bailee.

Partner code

Select the vendor account of the warehouse owner (bailee).

Agreement ID

Select a contract group created for bailment.

Price group

Select the price group code for bailment.

Currency

Select the International Organization for Standardization (ISO) currency code.

Kind of activity

Select the kind of activity for the profile from the following options:

  • Unspecified – No profile activity is specified for items.

  • Basic – Sell or purchase items without any limits.

  • Commission agent – The commission agent sells items in his or her name on behalf of the company (principal). The commission agent receives a commission in exchange for selling the items and is responsible for the price calculations for the end customers.

  • Principal's agent – The agent of the company (principal) sells items that belong to the company but is not responsible for the calculations that are performed for the end customers.

  • Bailee – The bailee receives items for storage purposes but does not have proprietary rights to the items.

Inventory profile

Select the inventory profile that the transfer order must be posted from.

To inventory profile

Select the inventory profile that the transfer order must be posted to.

Use compatible inventory profiles

Select the check box to use inventory profiles on order lines that are compatible with the inventory profile specified in the order.

Carrier type

Select the type of supplier from the following options:

  • Invoice account – The supplier is a third party.

  • Customer – The supplier is a customer.

  • Vendor – The supplier is a vendor.

Carrier

Select the account number of the supplier.

NoteNote

This field is available only when you select Customer or Vendor in the Carrier type field.

Type

Select the license card type of the driver.

Registration number

Enter the license card registration number of the driver.

Series

Enter the license card series of the driver.

Number

Enter the license card number of the driver.

Delivery date

Select the date that the items must be delivered on.

Model

Select the model of the vehicle used to ship the items.

Registration number

Enter the registration number of the vehicle used to ship the items.

Waybill

Enter the waybill number of the shipment. A waybill is a document prepared by the carrier of a shipment of goods that contains details of the shipment, route, and charges.

Driver's name

Enter the name of the driver.

Driving license

Enter the license number of the driver.

Type

Select the transportation type for bailment.

Driver

Select the identification code of the driver.

Lading

The loading address for bailment.

Unlading

The unloading address for bailment.

Unit price

Enter the price per unit of the item.

NoteNote

You can determine the price based on the trade agreement registered for bailment.

Price unit

Enter the number of units for the item.

Amount

Enter the total amount of all the units for the item.

Configuration

The configuration dimension of the item. The purpose of configurations is to specify variants of an item instead of creating several items to maintain.

Size

The size of the item.

Color

The color of the item.

Site

Select the site that the items are stored in. A site is a grouping of business resources, such as warehouses and production facilities, that share interrelated transactions and are located at a particular geographic location.

Warehouse

Select the warehouse that the item is stored in.

Inventory profile 
(In the Inventory dimensions field group

Select the inventory profile that the item is assigned to.

Owner

Select the owner of the item.

Batch number

Select the batch number of the item.

Location

The location in the warehouse that the item is stored in.

Pallet ID

The identification number of the pallet assigned to the item.

Serial number

The serial number assigned to the item.

GTD number

The identification number of the custom declaration assigned to the item.

Document type

Select the type of bill of lading from the following options:

  • Transportation invoice – The bill of lading is generated as a transportation invoice.

  • Job ticket – The bill of lading is generated as a job ticket.

Cargo description

Enter a description of the cargo.

Cargo packing

Enter a description of the packing.

Payer type

Select the type of payer from the following options:

  • Shipper

  • Consignee

  • Third party

Payer

If the payer is a third party, select the customer account.


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