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Supply chain | Supply Chain Management, Commerce
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How would you setup periodic automatic transfer of inventory between warehouses without master planning in D365 F&O?

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Posted on by 132

Dear Madam/Sir,

How would you setup periodic automatic transfer of inventory between warehouses without master planning in D365 F&O?

We have a setup of 2 warehouses:

  • Warehouse KEST, which is used for all inbound receipts. This warehouse uses Advanced Warehousing.
  • Warehouse 3PL, which is used for all the inventory and outbound processes. This warehouse use basic warehousing/Inventory management.

Any inventory received in KEST needs to be transferred to 3PL periodically and automatically and without any master planning functionality.

Manually we can easily create a transfer journal or transfer order to complete this, but I have not found a way to make this automatic. 

BTW, when asking ChatGPT, it looks like it dreams up functionalities like "Automatic transfer order rules" which I have not found in the standard D365 documentation.

Thank you in advance for sharing your ideas/thoughts.

Koen

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  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at

    Hi Koen,

    Transfer orders can be from a master plan or from manually created transfers, but related documents don't say anything about setting up periodic automatic transfer orders without master planning to suit your needs. For the content of the transfer order, you can check the link below, hoping to inspire you.

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

    Best Regards,

    Hana

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