Use this form to ship one or more transfer orders. Before shipping you can:

  • Select the transfer order lines that you want to ship.

  • Reserve items for transfer. In the form, click > and then select the items you want to reserve for transfer.

  • Pick items for transfer. In the form, click > and then select the items you want to pick for transfer. In the list, select items for transfer by their serial number. You can also print a picking list and register picking list.

  • Specify the quantity that you want to ship for each transfer order line by entering a quantity in the field. To ship this quantity, open the form and select in the list.

  • Print the transfer order by clicking and selecting .

The upper pane of the form lists the parameter settings for each transfer order that will be shipped. When you select the check box, the lower pane displays the transfer order lines. The quantity for each transfer line is determined by the update principle that you select.

Example

Suppose that a transfer order line contains 200 pieces of an item. If you pick 100 of these pieces and select the check box, the transfer order line will only be for 100 pieces. It is important to note that if the picked quantity is zero, no line is displayed.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Upper pane

Tab

Description

Overview tab

View and edit a list of transfer orders.

General tab

View and edit general information for the selected transfer order.

Lower pane

Tab

Description

View and edit the lines of the transfer order.

General tab

View and edit general information for the selected transfer order lines.

View and edit inventory dimensions for the transfer order line.

Buttons

Upper pane

Button

Description

Select transfer orders to ship.

Set up standard values for the selected transfer orders.

Lower pane

Button

Description

Set up transfer orders for batch processing.

View transactions and on-hand inventory, as well as reservations.

Fields

Field

Description

Identification of the transfer order.

Displays the quantity that you can ship according to the principle specified in the field. This quantity can be changed; however you cannot enter a negative transfer quantity or exceed the quantity in the field.

The following update options are available:

  • – The ship quantity will be equal to the value in the field on the individual transfer lines. This option requires that you have filled out the field in advance.

  • – The ship quantity will be equal to the remaining ship quantity for each line. The remaining ship quantity = Transfer quantity - shipped quantity.

  • – The ship quantity will be equal to the physical reserved inventory quantity.

  • – The ship quantity will be equal to remaining ship quantity, if the quantity is physically available in the originating warehouse. If this is not the case, the quantity is reduced to the available physical quantity.

This date is by default today's date; however you can change it. When you update a transfer order line, the inventory transactions will be updated with this date, the values in the and fields.

ID used to track a transfer order.

Select this check box to edit transfer order lines according to the update principle selected. Only lines with a positive ship quantity are displayed. You can, for example, change the shipment quantity or delete the line altogether. You can also reserve and pick the line by using the options available in the menu. If you select the check box, you can edit the transfer order lines before they are updated; however, the line's inventory dimensions cannot be altered unless you have selected the check box.

Clear this check box to ship the transfer order line only according to the principle specified in the list. This is useful in connection with the setting. If you select the check box, the available quantity for transfer is frozen at the time the parameter is selected, even if the available quantity changes in the period up to the execution of the shipment. If the check box is cleared, the available quantity is that quantity that is available at the time the shipment is executed.

This check box is only available if you have selected the check box. Select this check box to explode transfer order lines according to the inventory transactions. You can edit the inventory dimensions location, batch, and serial number for the order transfer line. If you have, for example, made a reservation on three serial numbers, ABC-1, ABC-2 and ABC-3, the exploded line will contain the reserved dimensions. You can then replace ABC-2 by selecting a new serial number in the list.

Note Note

The new serial number will not apply until the shipment has been updated.

When you select the check box, you cannot edit the inventory dimensions if the items in the lines have already been picked.


Select this check box if the same employee both ships and receives the transfer order and the item does need to be in transit (therefore transfer time is zero).

Note Note

Both the shipment and receive are performed on the same day and this day is also the posting date.

When issuing the goods from warehouse, the goods are automatically registered at the receipt warehouse. Goods are issued when the shipment is posted. No further action is required at the receipt warehouse in order to receive the goods, when the auto receive parameter is set.


Select this parameter to print shipping papers for the transfer order lines. When you select the parameter you can also specify print options and the inventory dimensions to be printed in the report.

The field is automatically populated with the employee number of the current user if a relation has been created.

A unique user-defined code that is assigned when items are created. We recommend that special characters or spaces in the item number are not used.

The transfer quantity.

Select this check box if this is the last update. For example, if the remaining quantity to be shipped is 5 and you only want to ship 3 items, you can select the checkbox and Microsoft Dynamics AX will adjust the open transactions.

Identification of line.

Identification of the transfer order.

Identification of the item lot.

Identification of dimensions for the item.

Displays the item configuration to specify an item with specific attributes.

Displays the size of the item.

Displays the color of the item.

Displays the originating warehouse.

Displays the batch number dimension.

Displays the location.

Unique identification (ID) for the pallet (Serial Shipping Container Code).

Displays the serial number.

See Also