(LTU) Document the internal transfer of items [AX 2012]

Updated: February 4, 2014

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

This topic explains how to document the internal transfer of items from one location to another location. The two-step process requires that you specify the loading and destination warehouses, and that you enter information about how the items are transported.

  1. Click Inventory management > Setup > Inventory breakdown > Warehouses.

  2. Select the warehouse, and then click the Address FastTab.

  3. Click Add to create an address.

  4. In the New address form, in the Purpose field, select one of the following options:

    • Lading – Select this option to specify the warehouse that the items are being transferred from.

    • Unlading – Select this option to specify the warehouse that the items are being transferred to.


      The lading and unlading addresses are displayed on a transfer order packing slip as the Loaded and Destination addresses.

  5. On the Address and Contact information FastTabs, enter the address and contact information.

  1. Click Inventory management > Periodic > Transfer orders.

  2. Click New to create a transfer order.

  3. To automatically create numbers for packing slips, select the Packing slip auto numbering check box. To enter the number manually, clear the check box.

  4. In the From warehouse and To warehouse fields, select the lading and unlading warehouses.

  5. Click Transportation details.

  6. Select the Print transportation details check box to print the transportation information on the packing slip.

  7. In the Goods issued by field, select the name of the worker who is responsible for issuing the load for transport.

  8. In the Package field, enter a short description of the item.

  9. In the Risk level of the load field, enter the danger level for the packaged item.

  10. In the Carrier type field, select the carrier.

  11. In the Carrier field, select the account number for the carrier.

    You can select a carrier only if Customer or Vendor is selected in the Carrier type field.

  12. In the Model field, select the model of the transportation vehicle.

  13. In the Registration number and Trailer registration number fields, enter the registration numbers of the vehicle and the trailer.

  14. In the Driver field, select the worker who is the driver of the vehicle. The name of the selected driver is displayed in the Driver name field.

  15. In the Document  date and time field, enter the date and time when the items were loaded.

  16. Close the Transportation details form.

  17. In the Transfer orders form, click Posting > Ship transfer order.

  18. In the Packing slip field, enter or select the packing slip to post.

  19. Select the Print transfer shipment check box, and then click OK to post the packing slip.

  1. Click Inventory management > Periodic > Transfer orders.

  2. Click Print > Packing slip.

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