My name is Volodymyr I am an Axapta developer. The main focus of this blog is creating Microsoft Dynamics AX roll based training. Site contains Trade and Logistics training and Production training (in progress).
Hi there! In this training lesson, we will study how to work with a transfer order in Microsoft Dynamics AX.
The transfer order is used for registering in the system the items that must be moved from one warehouse to another and for managing this process. What is the difference between a transfer journal and a transfer order? With the help of the transfer journal, the Inventory Manager transfers the items from one dimension (warehouse, location, color, etc) to another one instantaneously .The Transfer order is used for managing the transfer process itself – that is all steps of transferring an item from one place to another. (Transfer journals are located under Inventory management > Journals > Item transaction > Transfer.)
Transfer orders are located under Inventory management > Periodic > Transfer orders.
We will study the most complex flow when items must be picked and registered in the system (i.e. we will use the Warehouse Management functionality). I will use this demo data.
Let’s assume that the Inventory Manager wants to move 5 Standard Digital Video Recorder Model 01 (1601) items from warehouse 22 to warehouse 23.
We need to have the Standard Digital Video Recorder Model 01 (1601) items on-hand in the warehouse 22.
You can perform all required purchase steps to have it on-hand (i.e. create a purchase order, arrive items, register items , and post a packing slip and an invoice). For more information, you can read this training lesson.
Or, we can add item on-hand with the help of the counting journal:
Counting journal lines
The counting journal has been posted. Let’s check the on-hand inventory for the 1601 item:
Note: to view the warehouse, location, and pallet dimensions, click the Dimension display button and then select the corresponding check boxes.
We have added the on-hand for the 1601 item in the warehouse 22, so now we can transfer 5 items from the warehouse 22 to the warehouse 23.
Where is the item on-hand recorded when it is half way from the warehouse 22 to the warehouse 23? These warehouses don’t have the on-hand for the transported items.
In Microsoft Dynamics AX, the transit warehouse is available for these purposes. When items are half way from one warehouse to another one, they are recorded to the transit warehouse.
In our case, the warehouse 22 must have the transit warehouse. Let’s check:
We can see that the warehouse 22 uses the warehouse 29 as transit warehouse.
Let’s create a transfer order and analyze generated inventory transactions.
Now, the Inventory Manager will create the transfer order:
Available ship and receipt dates form
This is because the transfer order, like a sales order uses the Delivery date control functionality. To get more information about it, read the Create Sales order article. In this training lesson, we will not use the Delivery date control functionality. Click the Disable dlv. date control button in the Available ship and receipt dates form.
Transfer orders form
The transfer order has been created. Let’s analyze what inventory transactions have been created. In the Transfer orders form, click Inventory > Transactions. The Transactions form opens.
Transactions form. The transfer order has been created.
We can see the following:
The following picture illustrates these inventory transactions:
Transfer order has been created
The transfer order picking process is similar to the sales order picking process. For more information about picking and shipment processes, read this training lesson.
The Inventory Manager creates the output orders:
Output order form
The Inventory Manager creates a shipment:
Shipment form, the shipment is created
The Inventory Manager creates the picking route (picking instruction):
The Warehouse Worker picks the items and registers this information in the system:
Approve line form
Deliver picked items form
The items are picked and transported to the outbound location.
If we return to the Shipment form, we can see the following results:
Shipment form. The items are transported to the outbound location
We can see that the Pick field is set to Completed and the shipment status is Staged.
The Warehouse Worker performs the last optional step he or she records in the system that the pallets are loaded into the truck.
Let’s check the inventory transactions:
Transactions on item form. Transfer order items have been picked
Note that the Item form displays all inventory transactions for this item, among them we can see the inventory transactions generated from the counting journal. Don’t take this transaction into account.
We can see the following changes: 5 items are picked from the warehouse 22. The other transactions remain unchanged.
Items have been picked
The Inventory Manager ships the transfer order. It means that the items have been taken from the warehouse 22 and are half way from the warehouse 22 to the warehouse 23.
Let’s ship the transfer order and analyze inventory transactions:
Download the full PDF version of the Trade and Logistics training for Dynamics AX 2009.
The items are transferred from one warehouse to another one
That is all, the items are transferred from one warehouse to another one.
In this training lesson, we have studied how to set up the transit warehouse and how to work with a transfer order. We also studied the main steps of the transfer flow.
Let’s recall the main steps of the transfer flow, they are as follows:
All the best
Technorati Tags: Receive transfer order, Ship transfer order, Transfer order
Other Microsoft Sites
I'm a Customer
I'm a Partner
Follow Microsoft Dynamics