Transfer orders (form)

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

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.

Tasks that use this form

Set up transfer order lines

Set up transfer order parameters

Receive transfer orders

Navigating the form

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

The tabs and controls that were added to this form for the Transportation management and Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Transportation management and Warehouse management.

Upper pane

Tab	Description
Overview	View and modify a list of transfer orders.
General	View and modify general information for the selected transfer order.
Setup	Set up the transfer order to reserve items automatically.
Delivery	View or modify delivery details for the transfer order.
From warehouse	View details about the warehouse from which the shipment originated.
To warehouse	View details about the destination warehouse for the shipment.

Lower pane

Tab	Description
Lines	View or modify the lines of the transfer order.
General	View or modify general information about the selected transfer order line. This includes the status of the order line.
Setup	Specify settings so that items for the transfer order line are automatically reserved, and set up the accepted overdelivery and underdelivery percentages.
Ship now	View or modify the shipment quantity for the transfer order line that you want to ship now.
Receive now	View or modify the receipt quantity for the transfer order line that you want to receive now.
Dimensions	View inventory dimensions for the transfer order line.

Upper pane

Button	Description
Posting	Open a menu that contains the following items: Picking list – Update or print the picking list. Picking list registration – Register the picking list. Ship transfer order – Update shipped items. Receive – Update received items.
Inquiries	View the picking list and the history of the transfer order.
Print	Print transfer orders.
Send...	Send transfer orders electronically.

Lower pane

Button	Description
Functions	Open a menu with the following item: Deliver remainder – Update the remaining quantity.
Inventory	Open a menu that contains the following items: Transactions – View the item's inventory transactions. On-hand – View on-hand inventory for the current item, sorted by dimension. Lot – Query receipt and issue transactions for the same lot number. Trace – Track inventory dimensions. Reservation – Reserve on-hand inventory. Marking – Mark lots against the transfer order line. Registration – Register inventory receipts. Pick – Register and view pick inventory issues. Output orders – Create or view information about output orders. Dimensions display – Select the inventory dimensions to display in this form.

Fields

Field	Description
Transfer number	The identifier of the transfer order. The transfer order number sequence is specified in the Inventory and warehouse management parameters form.
From warehouse	Specify the originating warehouse from which the items will be transferred. A default value is displayed in this field when the transfer order is derived from a planned transfer order.
To warehouse	Specify the warehouse to which the items will be transferred. This is the destination warehouse. A default value is displayed in this field when the transfer order is derived from a planned transfer order. You can select only warehouses that have a Default type.
Transfer status	The status of the transfer order: Created – The order has been created, but no updates have been run. Shipped – All transfer order lines have a status of Shipped. Received – All transfer order lines have a status of Received.
Ship date	The ship date for the transfer order. The default setting is today's date, plus the sales order lead time. The sales order lead time is defined in the Sales lead time field in the Shipments area of the Accounts receivable parameters form. This date is automatically used on new order lines as you create the lines. You can specify different shipment dates for each transfer order line.
Receipt date	The receipt date for the transfer order. This date is automatically calculated by using the shipping, transport, and customer calendars. You can specify different receipt dates for each transfer order line.
Created date and time	The date and time when the record was created.
Transit warehouse	The transit warehouse for the originating warehouse in the From warehouse field. The transit warehouse is the intermediate location between the From warehouse and To warehouse locations. Items in the transit warehouse are unavailable for use elsewhere. You must specify a transit warehouse if you want to create a transfer between warehouses. Specify the transit warehouse for the From warehouse location in the Warehouses form.
Reserve items automatically	Select this check box to reserve items automatically at the originating warehouse for transfer to the destination warehouse. In the Inventory and warehouse management parameters form, you can specify whether this reservation is the default value. If insufficient quantities exist at the From warehouse location, an Infolog message shows the on-hand quantity.
Mode of delivery	The mode of delivery for the transfer order.
Delivery terms	The terms of delivery for the transfer order.
Delivery date control	Select this check box to automatically calculate possible shipping and receipt dates. If you select ATP + Issue margin, the shipping date is equal to the available-to-promise (ATP) date, plus the issue margin for the item. The issue margin is the time that is required to prepare the items to ship.
ATP time fence	If you selected ATP in the Delivery date control field, enter the period, in days, by which to calculate ATP.
ATP backward demand time fence	Enter the number of days backward from today that past-due demand on inventory issues is considered when the earliest available delivery dates are calculated for inventory. For example, if you enter 0, no past-due demand is considered. If you enter 1, yesterday’s demand is considered.
ATP backward supply time fence	Enter the number of days backward from today that past-due supply on inventory receipts is considered when the earliest available delivery dates are calculated for inventory. For example, if you enter 0, no past-due supply is considered. If you enter 1, yesterday’s supply is considered.
ATP delayed demand offset time	Enter the number of days after today that the delivery date is considered to occur for past-due demand on inventory issues. For example, if you enter 0, items that have a past-due delivery date are considered as delivered today. If you enter 1, items that have a past-due delivery date are considered as delivered tomorrow.
ATP delayed supply offset time	Enter the number of days after today that items on past-due inventory receipts are considered as received. For example, if you enter 0, the item is considered as received today. If you enter 1, the item is considered as received tomorrow.
ATP incl. planned orders	If this check box is selected, planned orders are included in ATP calculations, if you selected ATP in the Delivery date control field.
UPS zone	Any optional freight zone information.
Call tag type	The identifier of the freight company.
From warehouse	The originating warehouse.
Address name	The name of the originating warehouse.
Transfer from contact	The transfer contact employee at the originating warehouse.
Warehouse address	View or select the name that is assigned to the originating warehouse address.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
To warehouse	The destination warehouse.
Address name	The name of the destination warehouse.
Transfer to contact	The transfer contact employee at the destination warehouse.
Warehouse address	View or select the name that is assigned to the destination warehouse.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
Item number	The item number for the current transfer order line.
Transfer quantity	Enter the quantity of items to transfer.
Ship date	The ship date for the transfer order line. The default setting is today's date, plus the sales order lead time that is defined in the Sales lead time field in the Shipments area of the Accounts receivable parameters form. The date is automatically used on new order lines as you create the order lines. You can specify different shipment dates for each transfer order line.
Receipt date	The receipt date for the transfer order line.
Reserve items automatically	Select this check box to reserve items automatically.
Line number	The identifier of the transfer order line.
Remaining	The status of the line with regard to shipping and receiving updates. The following statuses are used: Shipping updates – The line has been created, or the line has not been completely shipped. Receive updates – The line has been completely shipped but not yet completely received. Nothing – The line has been completely shipped and received.
Shipment lot ID	The identifier of the shipment lot. When you create a transfer order line, four inventory transactions are created: An issue transaction at the warehouse A receipt transaction at the transit warehouse An issue transaction at the transit warehouse A receipt transaction at the warehouse The shipment lot ID is assigned to the first two of these transactions, and the receive lot ID is assigned to the last two.
Receive lot ID	The identifier of the receipt lot.
Scrap lot ID	The identifier of the scrap lot. Inventory transactions for the item have this identifier when you specify a scrap quantity for a line in the Receive form.
Dimension No.	The unique number that identifies the inventory dimension values for the inventory transaction.
Overdelivery	The percentage by which the product receipt quantity can exceed the order quantity.
Underdelivery	The percentage by which the product receipt quantity can be less than the order quantity.
Shipped quantity	The quantity of a transfer order line that has already been shipped. This field is updated after every shipment update.
Ship remain	The remaining quantity to be shipped after the last shipment update.
Ship now	Enter a value in this field to update the shipment quantity for a transfer order line. In the Shipment form, select Ship now in the Update field to update the transfer order line with this quantity.
Received quantity	The total transfer quantity that was received. This includes scrap. This field is updated after each receipt update.
Scrapped quantity	The transfer quantity that has been scrapped.
Receive remain	The remaining quantity to be received at the destination warehouse. This quantity corresponds to the number of items that have not been received at the To warehouse location. The quantity in the Receive remain field is updated each time that you run a Receive update.
Receive now	Enter a value in this field to update the receipt quantity for a transfer order line. In the Receive form, select Receive now in the Update field to update the transfer order line with this quantity.
Configuration	Select an item configuration to specify an item that has specific attributes.
Size	The size of the item.
Color	The color of the item.
Warehouse	The originating warehouse.
Batch number	The batch number for the item. If you select Edit lines and Explode lines in the upper pane of the Shipment form or the Receive form, you can modify the batch number for the transfer order line.
Location	The location inside a warehouse where the items are stored. If you select Edit lines and Explode lines in the upper pane of the Shipment form or the Receive form, you can modify the location number for the transfer order line.
Pallet ID	The unique identifier for the pallet.
Serial number	The serial number for the item. If you select Edit lines and Explode lines in the upper pane of the Shipment form or the Receive form, you can modify the serial number for the transfer order line.

See also

About transfer orders

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