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 parameters
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:
|
Inquiries |
View the picking list and the history of the transfer order. |
Print transfer orders. |
|
Send... |
Send transfer orders electronically. |
Lower pane
Button |
Description |
---|---|
Functions |
Open a menu with the following item:
|
Inventory |
Open a menu that contains the following items:
|
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:
|
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:
|
Shipment lot ID |
The identifier of the shipment lot. When you create a transfer order line, four inventory transactions are created:
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
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).