- #MICROSOFT DYNAMICS POS INVENTORY TRANSFER REPORTS UPDATE#
- #MICROSOFT DYNAMICS POS INVENTORY TRANSFER REPORTS MANUAL#
Note that the current status of the transfer order is Created. A view of the transfer order with the created lines is shown below: You will notice that all the products that you had added are automatically created as lines on the transfer order. Click OK on this screen to return to the transfer order. Now you can add more product variants in addition to what you have added already. Now you are back on the Add products screen, where all the variants you had selected have been added with the quantities you had entered for each. You can directly enter quantities of each variant that you would like to add to the transfer order.Ĭlick OK to proceed. On clicking the add variants button, the variant matrix form opens up, where all colors and all sizes of the product are selected by default. For adding multiple variants, click the Add variants button. We would like to add multiple variants (of colors and sizes) of this product to the transfer order. The third window is the main one which shows you all products that are added to the order.įor this transfer order, we would select the Children’s Apparel node from the product category hierarchy and select the product 0141 from the list. This makes it easy for you to select the products you would like to add to the order. The first window displays the category hierarchy of products and assists you in filtering the product list by the hierarchy nodes, which is displayed in the second window. When you click the add button, you open up a page as shown below, having three windows. The Add products button helps us in conveniently creating multiple lines of products into transaction lines, without having to insert new product records one after the other into the transaction lines. Now that the header is created, let us try creating the lines of the order using the Add products button highlighted above. The transfer order page opens up where you need to provide the “From warehouse” and the “To warehouse” on the header. On the list page, click the New button to create a new transfer order. Click on any of the links to open a list of all transfer orders. Transfer orders are found both in the inbound and outbound menus of the Inventory management module. Navigation: Inventory management > Outbound orders > Transfer order
The issuing and receiving locations for these warehouses are predefined, so that we would not have to specify any location during the transferring process. We are using the warehouses of NewYork and Seattle, which are configured as shown below: Navigation: Inventory management > Setup > Inventory breakdown > Warehouses
#MICROSOFT DYNAMICS POS INVENTORY TRANSFER REPORTS UPDATE#
The physical update parameters in the inventory item model group setup as shown above will enable us to record transactions for pick list creation and registration requirements. The product requires to be associated with a model group which has an inventory policy of Stocked product and the physical update of Registration requirements and Picking requirements should be enabled. It is particularly essential to note the setup we are using on the item model group. Navigation: Inventory management > Setup > Inventory > Item model groups We are going to use a product master record that is released in USRT and has multiple released variants, as shown below: Navigation: Product information management > Products > Released products
The following are the prerequisites to initiate the transfer ordering process: Product master
#MICROSOFT DYNAMICS POS INVENTORY TRANSFER REPORTS MANUAL#
Note that the Physical Picking step is grayed out in the above flow, as it is a manual step that takes place outside of the system. We will transfer these products from the New York warehouse to the Seattle warehouse.Ī flow diagram outlining the process is shown below: These products are pre-configured with different color and size variants. In this company, we have a few products relevant to the apparel industry, that we would use. The database we are going to use for this scenario is the demo database on D365 for Finance and Operations with the USRT company. We will also check how we can utilize the Add Products screen to conveniently add different variants of the same product. Along the process, we will go through the product picking and registration for shipment and use the arrival overview to receive. In this blog, we will discuss the process of transferring products from one warehouse to another, using the standard Transfer Order functionality. Dynamics 365 for Finance and Operations Enterprise Edition (or Dynamics AX 7) comes with the power to transform and streamline your supply chain processes with its inventory management features, out-of-the-box. Managing inventory, involving the storage and movement of products, forms the most integral part of your supply chain.