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Set up transfer order lines

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

  1. Click Inventory management > Periodic > Transfer orders.

  2. In the upper pane, select a transfer order, or click New to create a transfer order.

  3. In the lower pane, select a transfer order line, or click Add to create a transfer order line.

  4. In the Ship date and Receipt date fields on the Lines tab, change both the shipment and receipt dates proposed on the transfer order lines, if appropriate.

  5. Click Inventory to view a menu from which you can also reserve or pick items from transfer order lines before transfer.

  6. Close the form to save your changes.

Note

If you do not want to make a shipment or receipt for the full quantity on the lines, enter another quantity in the Ship now field or the Receive now field. The Ship now and Receive now fields are located on the Ship now tab and the Receive now tab, respectively. For more information, see Specifying overdelivery or underdelivery on transfer order lines.

See also

About transfer orders