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Suggested answer

Can we reserve sales orders against a PARTICULAR transfer order?

Posted on by Microsoft Employee

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?

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    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.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,647 Moderator on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    But then how can I mark the transfer order?

    Where can I do this

    Please help me with a screenshot how you do it

  • MATTGUO Profile Picture
    MATTGUO 22,306 on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    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
    Community Member Microsoft Employee on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    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
    MATTGUO 22,306 on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    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
    Community Member Microsoft Employee on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    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?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    Hey Mattugo!

    How do  I use that?

    I nevr heard of that

    where do I have it in the AX?

  • MATTGUO Profile Picture
    MATTGUO 22,306 on at
    RE: Can we reserve sales orders against a PARTICULAR transfer order?

    Hi PranuSwamy,

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

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