Transfer Order Using WMS

Warehousing in Supply Chain

Stock Movement in any warehouse is a very common thing. Stock Transfer is the act of moving goods from one part of the distribution chain to another. Storage involves proper management to preserve goods from the time of their actual production or purchase till actual use.

Now a day many organization are turning to distribution center rather than constructing the warehouses.

Warehousing is a set of activities that are involved in receiving and sorting of goods and preparing them for reshipment.

There are some storage plans which should be followed in warehouse while keeping and maintaining the stock in warehouse, which will help in picking and putting the stock for sales, replenishment and receiving in to the warehouse to enhance the productivity.

Store products in warehouse like:

• Depending on characteristics of products
• Open air area for Bulk Products
• Light weight and slow movers on higher rugs
• Heavy Items close to floor
• Fast moving near to stage location

Currently organizations have many options to have a warehouse like

• Private Warehouse: Owned and Leased by the product owner
• Public Warehouse: Warehouse which is available for any company or organization on hire
• Contract Warehouse: Workers of this warehouse take over logistics responsibility from manufacturing company

How we make transfers in Dynamics AX - Using Hand Held

There are 2 options in Dynamics AX to make Stock Transfer between the warehouses.

• Transfer Order: Transfer Order is the process where we do transfer between 2 different warehouses. We use Transfer Order whenever there are 2 persons involve in the process, sender and receiver. Where one person (shipper / Sender) must ship the transfer order and the 2nd person will receive the order.

In normal and easy language, you can say, we use Transfer Order whenever the movement of stock needs to be out from your premises. (considering you as a warehouse person)

• Transfer Journal: Transfer Journal is the process where we make stock transfers usually between 2 different locations within the same warehouse and site. We use transfer journal when only 1 person is involving in the process. Where sender and receiver is the same person.

In normal and easy language, you can say, we can use Transfer Journal when the stock movement is between the locations or happening within your premises. (considering you as a warehouse person)

To make a Transfer between 2 warehouses we must do few generic setups in system.

To do transfers you should you 2 warehouses, 1 sender and 1 receiver.

We use transfer orders to handle items that are in transit between warehouses within the same company, but across different geographical warehouses. You can manage transfer orders from the Transfer orders form

PROCESS:

To create a new Transfer Order follow below steps:

1. Go to Inventory Management > Periodic > Transfer Order

It will open a new window of All Transfer Orders, here you can see all the transfer orders of current legal entity irrespective of their statuses.

On this screen you can filter any Transfer Order with its Transfer ID, From and TO Warehouse and Status.

To create a new Transfer Order, Click on NEW at right top of the new opened window.

Here you will have to put some information to make the header of Transfer Order after clicking new, such as:

• From Warehouse: The warehouse from which you want to transfer the material
• To Warehouse: The warehouse to which you want to transfer the material
• Ship and Receipt dates: These are the dates you can put on the header of the TO which will come automatically on all the lines you will enter in the TO.

There are some fields in the header which is system generated such as:

• Transfer Number: It is system generated number, we can make it manual but it is recommended to have it from the number sequence.
• Transfer Status: This will show you the status of the Transfer order, it will change automatically once all the items are shipped and received.

After giving all the information for the header of the Transfer Order, you will have to enter the item(s) for transfers.

To Add an item in a TO click on Add and then select item number from the lookup of Item Number field.

Here you can add lines with quantities, ship and receipt dates.

After entering the items if you want an ASN (Load) to be created for all the items in the Transfer Order. So, click on Release to warehouse tab at the tool bar (right top) of Transfer Order screen.

Once you press this button, system will give you a pop up message that ASN and respective work is created in the system.

Once the Work is generated in the system, user will have to pick the items from mobile device.

There are 2 ways to create a work for a Transfer Order.

1. As shown above from Release to Warehouse button
2. The other way is when a user wants to do a partial shipment of a Transfer Order.

While doing a partial shipment user will have to follow below steps:

Go to Warehouse Management Module > Common > Load planning workbench.

In load planning workbench you will have to find the respective Transfer Order and create a LOAD for the required lines.

Make sure all the lines you are selecting for load creation are physically reserved otherwise work for an ASN would not get created and load status would get changed to POSTED.

Once the LOAD and WORK is created in the system. User will have to login to mobile device to pick the lines.

User will have to select the option on Mobile Device called Transfer Pick.

These menu items on the mobile device can be setup in the system as per security and requirement.

Once a user will click the menu item TRANSFER PICK, system will ask user for the work ID to pick the item.

User will have to scan/type the WORK ID and then system will ask for the item and picking Location to pick the item.

Once user will pick the items from the desired location(s), system will mark the work as closed.

Now, when the work is closed using the mobile device so there is no need to make a shipment from the Transfer Order screen. When the work(s) closed, user will just have to click a button of confirm shipment so system will create a shipment for the respective Transfer Order.

When it comes to receive the Transfer Order from the mobile device, the process is same just when user will login into the mobile device, user will select the menu item of Transfer Receive (again it is a setup). After selecting transfer receive menu item, system will ask for the transfer order number which user wants to receive and then it will ask for the put away location for the receiving items in the system.