web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Can we reserve sales orders against a PARTICULAR transfer order?

(0) ShareShare
ReportReport
Posted on by

Hi,

I know that we can reserve sales orders from' reservation' tab.

And AX assigns any incoming transfer order to it..ANY transfer order that comes first.

But Can we reserve sales  orders against a PARTICULAR transfer order?

Say, a Transfer order IWT...123 is coming in on 7th of April.

also a transfer order wth same item IWT*456 is also coming same day.

Can we reserve the sales order SO*XYZ against particular Transfer order IWT*123?

I have the same question (0)
  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi PranuSwamy,

    If you want to reserve specific order, please use marking feature to achieve that.

  • Community Member Profile Picture
    on at

    Hey Mattugo!

    How do  I use that?

    I nevr heard of that

    where do I have it in the AX?

  • Community Member Profile Picture
    on at

    Yeah...Inventory->Marking

    I just googled it and came to know that we can mark sales orders for other orders.

    But does that mean we can mark the sales orders against transfer orders?

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi PranuSwamy,

    Yes, transfer order is divided into Transfer order receive and Transfer order shipment, SO line will mark the Transfer order receive.

    Please try it in your test environment first.

  • Community Member Profile Picture
    on at

    Hi Mattguo!

    Now I understand that we can reserve sales order against a particular transfer order receive.

    But where in the reservation form below can I mark the transfer order number?

    pastedimage1588917126759v1.png

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi PranuSwamy,

    No, reservation form is based on the inventory quantity, not specific order.

    If your requestion is resolved, please click the “Yes” button on the helpful answer to close this thread.

  • Community Member Profile Picture
    on at

    But then how can I mark the transfer order?

    Where can I do this

    Please help me with a screenshot how you do it

  • Suggested answer
    Sukrut Parab Profile Picture
    71,710 Moderator on at

    I don't think you can directly mark transfer order against sales order . You can take a look at functionality of direct delivery SO where PO is created for SO and and as soon as PO is received inventory get reserved to the SO. Doing similar thing  for TO involves complexity ,I had done that in the past in Ax 2009. In standard environment , you can not mark transfer order directly to SO.

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at

    On SO form, in the Lines section, you can click Inventory button and choose Marking. Then you should be able to mark the SO line (or part of it) with a Transfer order.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 503 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 434 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 278 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans