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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Inventory Balances Tra...
Microsoft Dynamics AX (Archived)

Inventory Balances Transfer

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Posted on by Community Member

I am trying to transfer balances from one inventory item to another inventory item. The reason is that there are many items which are opened by the same name but different item ID's.

Can some one tell me how to transfer Item Qty along with its balance in to other item.

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,456 Super User 2026 Season 1 on at

    Hi Imran,

    In inventory management you can use a profit/loss journal for this purpose. Note that depending on the inventory cost model you have to specify the cost price for the new incoming items.

  • Community Member Profile Picture
    Community Member on at

    Well thanks for replying Andre Arnuad. But I cannot find the P/L journal in inventory management under Journal area.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Imran Khan,

    The label that you see says probably "inventory adjustment".

    Can you find this one?

    Ludwig

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,456 Super User 2026 Season 1 on at

    Indeed the label is "Inventory adjustment" in AX2012.

  • Community Member Profile Picture
    Community Member on at

    Hello Ludwig,

    I want to reduce inventory from one item and add it to another item both physically and financially. Because I am trying to transfer balances from one inventory item to another inventory item. The reason is that there are many items which are opened by the same name but different item ID's.

    But I am unable to do that from inventory adjustment, because in order to make transfer I have to reduce the item along with its financial value. But when I put the negative quantity it disables the cost price amount.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Imran Khan,

    You mean that you cannot edit the cost price for those journal lines with negative quantities, right?

    If so, then this is something you cannot do as the Dynamics AX inventory models determine the issue prices/costs depending on the inventory model group setup.

    You can, nevertheless, make use of the inventory adjustment journal - or alternatively of a counting journal - to transfer the quantities. The cost prices setup for your item should then take care of the $-amounts used for posting the receipts (+ quantities) and the inventory model Setup for the issue transactions, that is the - quantities.

    This leaves the chance that a small $-amount remains and is not transferred. In this case you can run an inventory recalculation and double check whether or not any ledger balance remains that would then require manual adjustment.

    Probably try testing the procedure in a demo/test environment first for some single items to get familiar with the procedure.

    Hope this helps.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks a lot both Andre and Ludwig,

    Can you please give me an example using screen shots, I did test on Demo. But I need to ensure that I am doing the right thing

    Regards,

    Imran.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Imran,

    Here is a screenshot of an inventory adjustment Journal where a "wrong" item T0001 is taken out and the correct item T0002 is taken in. Please note that you cannot edit the cost Price or cost amount for the item that is taken out - that is the one with the negative quantity.

    Hope this helps,

    Ludwig

    2016_2D00_08_2D00_04-08_5F00_31_5F00_46_2D002A20_Journal-lines_2C00_-inventory_2C20_-_28000E202A20_1_2C20_-_2D00_-_0E202A20_usmf_2C2029000E202A20_-_2D00_-_0E202A202A202A20_Journal_2C205F00_--_2D00_-_5F005F00_Remote.png

  • Community Member Profile Picture
    Community Member on at

    I did not receive any screen shots.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    8662.Lines.png

    ...not sure what happened with the screenshot ... here it is once again.

    Ludwig

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