Marking (form)

Article
05/05/2014

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

Click Inventory and warehouse management > Periodic > Transfer update. Click Ship transfer order or Receive. On the Lines tab, select a line, and then click the Inventory button > Marking.

Use this form to mark lots for specific orders.

Tip

Apart from opening this form from the Shipment and Receive forms, you can open it from many other places in Microsoft Dynamics AX. You can, for example, open it from an inventory journal, a purchase order line, or a sales order line.

The upper half of the form displays the quantity from the current reference. If the form is started from a sales order line, the form lists the inventory transactions grouped according to the dimensions, which are part of the financial inventory.

Note

If the dimensions are not part of the financial inventory, only one summarized transaction is displayed. The lower half of the form shows available lots that can be used for marking.

Example

Suppose that a sales order line that has two inventory transactions. The first transaction reserves 25 pieces from warehouse A, and the second reserves 75 pieces from warehouse B. If the warehouse dimension is not included in the financial inventory, only one transaction with the total quantity 100 is displayed in the upper half of the form. However, if the warehouse dimension is included in the financial inventory, two transactions is displayed; one with the quantity 25 and one with the quantity 75.

The lower half of the form displays available lots that can be used for marking. Again, if the warehouse dimension is not included in the financial inventory, available lots from all warehouses will be shown. If the warehouse dimension is included in the financial inventory, only lots from the same warehouse as the selected transactions in the upper half of the form are displayed.

Note

You can only mark open transactions that will be shown in this form. If the transactions have been closed by closing or adjusting the inventory, they are not displayed in this form. Use the Settlement form to view how items have been marked.

Tasks that use this form

Mark orders

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field	Description
Reference	Displays the module that generated the transaction.
Number	Displays the number of the reference type specified in the Reference field.
Lot ID	Displays the lot number related to the transaction.
Quantity	The quantity of the item.
Remainder	Displays the quantity, which is available for marking.
Marked	Displays the quantity that has been marked.
Mark now	Displays the quantity that will be marked when clicking Apply or closing the form to update the marking for the currently selected lot.
Reference	Displays the module that generated the transaction.
Number	Displays the order number, project number, or production number.
Lot ID	Identification of the item lot.
Quantity	Displays the total quantity of the current lot with the inventory dimensions shown in the Inventory dimensions field.
Remainder	Displays the quantity, which is available for marking.
Marked	Displays the quantity that has been marked.
Mark now	Enter the quantity to be marked in this field or select the Set mark now check box to fill in the field together with the available quantity.
Set mark now	Select the check box to automatically fill in the field together with the available quantity. When the marking has been updated between issue and receipt with the same value in all inventory dimensions, this field will contain a check mark.
Account number	Identification of the customer or vendor depending on type shown in the Reference field.
Inventory dimensions	Displays the inventory dimensions for the currently selected lot. Note Product dimensions are not displayed in this field.
Expected date	Displays the expected delivery date of the current lot. Note If the lot has several delivery dates, the earliest delivery date is shown.
Physical date	Displays the date when the referenced sales order or purchase order has been packing-slip updated. Note If the lot has several physical dates, the earliest date is shown.
Packing slip	Displays the packing slip number. This field is related to the Physical date field.
Financial date	Displays the date when the referenced sales order or purchase order has been invoice updated. Note If the lot has several financial dates, the earliest date is shown.
Invoice	Displays the invoice number. This field is related to the Financial date field.

Buttons

Button	Description
Auto	Microsoft Dynamics AX automatically suggests marking.
Apply	Update the marking for the currently selected lot. Alternatively, you can close the form to update the marking.