Ax 2012 R3 Transfer Orders Process.

Hello Everybody.

Transfer order Process:

The Transfer orders feature is a process-oriented functionality set that you can use to manually handle and master schedule created transfer orders between warehouses in the same company.

Before transfer orders can be created, the following elements must be set up for the transfers being made between warehouses:

        Create a transit warehouse.

        Attach the transit warehouse to the From warehouse used in the transfer           order chain.

Transit Warehouses:

The concept of transit warehouses in the transfer process refers to when items are in transit, and the items cannot be reserved for use in another order or another type of issue. Items are physically unavailable for allocation when they are transporting from one location to another.

Therefore, when a transfer order is created, a transit warehouse is used for the time that the items are being transported.

CREATING A NORMAL TRANSFER ORDER:

  Path:- Inventory and Warehouse Management > Periodic >Transfer Orders> New

  Fill in the From warehouse and the To warehouse in the transfer order form.

Note: - The From warehouse must have a transit warehouse attached to it.

If not, then go to Inventory Breakdown > Warehouses and create a new warehouse and attach it to the From warehouse as transit warehouse.

 

After creating the transfer order, add a new item to the transfer order and fill in all the required details including the transfer quantity.

After filling in all the line details, the next step is to post the transfer order.

Posting goes through 4 stages:

             
 Picking List:

 This form lets you specify the quantity of the items you want to pick. 

Note:- In the picking list  form, unless the warning symbol is removed in the overview form , you won't be able to post it.

So, to confirm the picking list, the edit lines option has to be checked and the update field has to be set to all because you will be posting all the items mentioned in the transfer quantity field in the transfer order.

Picking List Registration:

After posting the picking list, picking list registration has to be done where you register the items that are to be picked from the warehouse for the purpose of shipping them to another warehouse.

When the picking list registration page opens, it can be seen that the initial handling status is activated which means that the items have picked for registration and hence active but have not been registered.

Now after completing the registration process, you can see the handling status changed to completed which indicates that the picking list registration process is completed.

Ship Transfer Order:-

After the registration process, the items are now ready to be shipped which is done through ship transfer order.

Note:- To go through with the shipment process, the warning symbol as shown in the screenshot above has to be removed for which the edit lines option has to be checked and the update field has to be set to all because all the registered items have to be shipped.

Once this is done, the shipment is confirmed and the items are ready to be shipped.

After the shipment is done, it can be seen that the status of the transfer order is now changed from created to shipped.

 Receive:

After shipping the items, the next and the final step is to receive those items in the inventory.

This step can be done in two ways:

1. Receiving the items manually after the shipment process is completed as shown below.

Note:- To go through with the receipt process, the warning symbol as shown in the screenshot above has to be removed for which the edit lines option has to be checked and the update field has to be set to all because all the shipped items have to be received.

Once this is done, the receipt is confirmed and the items are ready to be shipped.

2. Receive the items automatically into your inventory at the shipment process.

   This can be done by keeping auto receive option checked.

After completing the receipt process, it can be seen that the status of the transfer order is 

changed from shipped to received.

This is the basic Transfer order process, you guys would you like to more scenarios. Follow my Blog i will post some more scenarios on Transfer orders.

Hope you like it. Feel free to write to me if any queries in the discussed functionalities and your suggestions and comments are well appreciated.

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