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Use this form to move an item within an inventory dimension, for example when moving an item from one warehouse to another, or to change the batch number. When you post this type of journal, for one journal line, two inventory transactions are created for one journal line. The two transactions are an inventory receipt and an inventory issue. The on-hand inventories at the two warehouses will be changed.

Postings to general ledger occur in these cases:

  • Items are moved to another dimension, for example if items were originally registered with color=black and are moved to color=red. Postings occur whether this is within the same site or whether the transfer is across sites.

  • Items are moved to another site, even if the inventory item dimensions are identical. This allows sites to have different costs for the same items.

The issue and receipt use different lot IDs.

You must, as a minimum, specify:

  • Date for the transfer

  • Item number

  • Quantity

  • Warehouse or other inventory dimension that the item is being moved from

  • Warehouse or other inventory dimension that the item is being moved to

You must also enter any configurations of the item you may be using. For more information, see Item configuration (form)or Inventory dimensions (form).

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

Overview tab

View a list of journal lines that are associated with a transfer journal. You can also create, modify, or delete journal lines.

General tab

View or modify information about one journal line and information about the transfer journalthat is associated with the journal line.

Dimension tab

View or specify the reason for creating the transfer journal and save this information in the ledger. You can also view or specify inventory dimensions that the item is being moved from or to.

Buttons

Button

Description

Verify that the journal lines have no errors.

Check for errors and post the journal line transactions.

View the errors found during validation or posting.

To remove the journal lines, click and then click .

View information about the transactions, on-hand inventory, reservations, registration, and output. You can also define what physical and storage characteristics appear on the tab by clicking > . Microsoft Dynamics AX retrieves the standard inventory dimensions setup from the Inventory parametersform.

Fields

Field

Description

Date that the adjustment is to be made physically. When you select , the date of the item's inventory transaction is updated as and . You can change the date until the line is posted and changed in the inventory transaction.

Item number where the transfer should be made. Set up item numbers in the Item Formdialog box.

Select an item configuration to specify an item with specific attributes.

Specifies the size of the item.

Specifies the color of the item.

Enter the warehouse in which you will store your items.

Enter the batch number dimension. If you select and in the upper section of the or form, you can edit the batch number for the transfer order line.

Location inside a warehouse. If you select and in the upper section of the or form, you can edit the location number for the transfer order line.

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

Serial number dimension. If you select and in the upper section of the or form, you can edit the serial number for the transfer order line.

Specify the quantity you want to adjust.

The journal's number, which is allocated on the basis of the number sequence specified for the journal selected. The number sequence is set up in the form.

Identification of the line.

Voucher number specified for the ledger, which is the voucher number that the transaction assigns upon posting.

Specifies the cost per unit in connection with inventory receipts. Enter the cost if it is not specified for the item number in the Item (form), or if you want to change the cost manually.

Displays the price unit specified in the Item (form).

The price unit cannot be changed manually in the transfer journal, because items are always received at the same value that they were issued at transfer.

The miscellaneous charges on the cost are retrieved from the miscellaneous charges for the item.

Miscellaneous charges cannot be changed manually in the transfer journal, because items are always received at the same value that they were issued at transfer.

The quantity received or issued, and the cost in the form of an amount. Alternatively, you can enter a sum directly in the field. When you enter a sum directly, the real cost times the quantity can be controlled. If you change the cost, the cost per unit is recalculated.

Batch number that is associated with the line.

Identification of the item's dimensions.

Enter which dimension number you want to move to.

Use dimensions to specify the department for the inventory transaction. For more information, see Dimensions.

Use dimensions to specify the cost center for the inventory transaction. For more information, see Dimensions.

Use dimensions to specify the reason for the inventory transaction. For more information, see Dimensions.

See Also