(BRA) 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 not available for use when they are in transit, because they are automatically registered at a transit warehouse for the transfer period. You can ship and receive order lines or parts of order lines.

You can generate transfer fiscal documents when you transfer inventory items between warehouses by using transfer orders. For more information, see (BRA) About transfer orders.

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

Fiscal information

Specify the fiscal document type and carrier information for the transfer order.

NoteNote

The fields on this tab are available only if you transfer the inventory items from one warehouse to another at different fiscal establishments, or if the fiscal establishment is associated with a customer or a vendor account.

Tab

Description

Fiscal information

Specify the fiscal information for the transfer order line.

NoteNote

The fields on this tab are available only if you transfer the inventory items from one warehouse to another at different fiscal establishments, or if the fiscal establishment is associated with a customer or a vendor account.

Button

Description

Posting

Open a menu that contains the following item:

  • Cancel fiscal document – Open the Cancel fiscal document form, where you can cancel the transfer fiscal document.

Functions

Open a menu that contains the following item:

  • Return order – Open the Return order form, where you can return the transfer fiscal document.

Fiscal document texts

Open the Fiscal document texts form, where you can attach fiscal document texts to the transfer order.

NoteNote

This button is available only if you transfer the inventory items from one warehouse to another at different fiscal establishments, or if the fiscal establishment is associated with a customer or a vendor account.

Button

Description

Fiscal document texts

Open the Fiscal document texts form, where you can attach fiscal document texts to the transfer order line.

NoteNote

This button is available only if you transfer the inventory items from one warehouse to another at different fiscal establishments, or if the fiscal establishment is associated with a customer or a vendor account.

Field

Description

Order type

The type of the transfer fiscal document. The following options are available:

  • Warehouse transfer – Items are transferred from one warehouse to another at the same fiscal establishment.

  • Fiscal establishment transfer – Items are transferred from one warehouse to another at different fiscal establishments.

  • Third party transfer – Items are transferred to a third-party.

  • Fiscal establishment return –Items that were transferred to another warehouse at a different fiscal establishment are returned.

  • Third party return – Items are returned from a third-party.

Fiscal document type

Select the type of fiscal document for the transfer fiscal document.

Carrier name

Select the name of the carrier that transports items.

Freighted by

Select one of the following options to indicate the party who transports the freight:

  • Carrier – A third-party carrier transports the freight.

  • Shipper – The shipper party transports the freight.

  • Recipient – The receiving party transports the freight.

Freight charge terms

Select one of the following options to indicate the terms of freight payment:

  • Prepaid – The freight charge is paid in advance.

  • Collect – The freight charge is paid when the items are received.

  • Third party – The freight charge is paid by a third-party that provides the delivery services.

  • No freight – No freight charges are paid.

CFOP

Select the Código Fiscal de Operações e Prestações (CFOP) for the shipment or receipt fiscal document.

Sales tax group

Select a sales tax group for the shipment or receipt fiscal document.

Item sales tax group

Select an item sales tax group for the shipment or receipt fiscal document.


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

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