(IND) Post received orders for transactions

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

You can post transactions for orders that are received from a receiving warehouse in the Transfer orders form. For more information, see (IND) Transfer orders (modified form).

  1. Click Inventory management > Periodic > Transfer orders.

  2. On the Overview tab, select the posted shipment order for the stock transfer transaction.

  3. In the lower pane, on the Lines tab, in the Unit price field, modify the price of the item. If the item is transferred at a price that is higher than the cost price, a message displays indicating that the receipt order unit price is not equal to the dispatch order unit price. Click OK.

    Note

    Select the Load on inventory check box in the Item sales tax groups form to allocate the tax amount to the cost of the inventory.

  4. On the Receive now tab, in the Receive now field, enter the quantity of the items that are received.

  5. Click Posting > Receive to open the Receive form. For more information, see (IND) Receive (modified form).

  6. On the Overview tab, select the Edit lines check box. The item lines that are updated in the Receive now field in the Transfer orders form are displayed on the Lines tab.

  7. In the Scrap quantity field, enter the quantity of the received items that are scrap.

  8. Click OK to post the receipt order for the specified quantity of items and return to the Transfer orders form.

    Note

    On the Overview tab, in the Transfer status field, the transfer status is changed to Received.

  9. In the Transfer orders form, click Inquiries > Transfer order history to open the Transfer order history form. Click Ledger > Voucher to view the voucher entries. The price difference between the cost price and the transfer price of the item, along with the tax amount, is posted to the interim transit account. If ten units are received at the receiving warehouse and five units are considered to be scrap, then the voucher entries for the scrap quantity are posted to the scrap account. If an excise duty of 10 percent is applied to the transaction, then the tax amount on the scrap is posted to the expense with a corresponding liability in the excise duty payable account.

  10. Click Inventory management > Reports > Status > Inventory value > Potential conflicts - inventory and general ledger. The Potential conflicts – inventory and general ledger report that is generated displays no discrepancy between the physical inventory value and the financial inventory value.

See also

(IND) Create and post shipment orders for transactions

(IND) Transfer order shipment (modified form)