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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Transfer order resevation
Supply chain | Supply Chain Management, Commerce
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Transfer order resevation

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Posted on by Zohreh 22

Hello guys,

I have a question regarding relation between inventory and TO creation.

How not allowed to create transfer order when there is insufficient inventory for the items?

When there is no physical inventory it is possible to create TO with “on order” status, after increasing the inventory the mentioned TO will not updated to reserved and it should be updated manually with reservation form. So for enormous TOs, it is too difficult to change the status.

Is there any other setup or feature to solve this issue?

  • Zohreh Profile Picture
    Zohreh 22 on at
    RE: Transfer order resevation

    Dear Hana Xue

    Thanks for your consideration. I used reservation setup and the reservation checkbox is fulfilled automatically in TO's lines however when there is no inventory and lines are added to the TO, I got following warning message and when I click on ok I can still proceed ahead and the line will be recorded with "on order" status.

    pastedimage1681795834186v1.png

    it is needed not to allowed to create "on order" transaction in TOs.

    Best,

    Zohreh

  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Transfer order resevation

    Hi Zohreh,

    To reserve items for transfer at the warehouse that is specified as the originating warehouse, select the Reserve items automatically check box. Maybe you can click Inventory Management>Settings>Inventory Management Parameters>Transfer Order and set Reserve items automatically to yes.

    Set up transfer order parameters | Microsoft Learn

    pastedimage1681786429798v1.png

    For more information about the transfer order, you can check the link below. Hope it will be helpful.

    Process a Transfer Order: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)

    Transfer multiple items under one License plate from the Manufacturing unit to the Distribution center (linkedin.com)

    Best Regards,

    Hana

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