Use cross docking to distribute products
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
This topic explains how to use cross-docking to create transfer orders from a purchase order. Cross docking distributes products from the receiving warehouse to stores, based on the quantities and rules that you specify.
Cross docking is a distribution practice in which items flow from receiving to shipping, with limited or no storage required. Typically, trucks arrive at one side of a loading dock, and then their shipments are unloaded, reorganized, and loaded onto departing trucks on the other side.
If the stores that the products are being distributed to are in another legal entity, sales orders and purchase orders are created.
Click Accounts payable > Common > Purchase orders > All purchase orders.
Double-click the purchase order to cross-dock.
On the Action Pane, on the Retail tab, in the Functions group, click Cross docking.
The Lines FastTab in the Planned cross docking form displays each purchase order line from the purchase order, together with the purchased quantities.
Do one of the following:
To specify a total quantity for the transfer orders, enter the quantity in the Additional cross docking quantity field. The quantity must be less than the quantity in the Remaining available cross docking quantity field. The quantity that you enter is distributed proportionately among the products.
To manually specify a quantity for each product, enter each quantity in the Cross docking quantity column. The quantity must be less than the on-hand quantity. To view the on-hand quantity, click On hand.
You can specify quantities manually in some of the lines, and then enter a number in the Additional cross docking quantity field for the remaining lines.
On the Warehouse FastTab, select one of the following distribution methods:
Replenishment rules – Distribute quantities based on replenishment rules.
Location weight – Distribute quantities based on the proportional weights that are assigned to the stores.
Fixed quantity for all – Distribute quantities equally among the stores.
If you selected Location weight or Fixed quantity for all, you can select a hierarchy of stores in the Replenishment hierarchy field. These are the stores that will receive the transferred products.
If you selected Replenishment rules, the replenishment rules determine which stores will receive the transferred products.
To distribute the products only to the stores that have the products in their assortments, select the Respect assortments check box.
Whichever distribution method you select, one transfer order is created for each store.
To update quantities, click Calculate quantities.
To create the transfer orders, click Create order.
To view the orders, select a store in the list on the Warehouse FastTab, and then click Order.