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Video 06 - How to create a transfer order in Microsoft Dynamics NAV 2015


How to create a transfer order in Microsoft Dynamics NAV 2015 

In this video I am actually going to demonstrate how we can move some inventory between locations. I’m going to take a look at my coffee mug and see how we’re doing.

View Item Availability by Location
I go into the Items.


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And take a look at my Item List to find the coffee mug. So I go ahead and filter on that.


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I'll take a look at my Inventory Availability by > Location.


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If I look at this particular screen, it tells me that I have “985” pieces in blue. It says “Projected Available Balance” because it actually is taking into account inventory on hand, purchase orders arriving in by the day, today, and sales orders going out.


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Now however, I don’t have any of those, I only have inventory on hand and that’s included in this number, so it’s just going to show “985”.

Moving Inventory between locations
Now what I want to do is move some of this inventory across town into another location that we have, which is the Red Warehouse. What we’re going to do is actually move that with our own truck that comes to pick up 200 coffee mugs and I’m going to put that on the truck and actually get that over to the Red Warehouse. Now how do I do that?

Create a Transfer Order
In order to do that, we’re going to use a Transfer Order. So I go here and go search for my “Transfer Orders”.


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There they are: I’ve got a bunch of them already created; I’m going to create a new one.


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Now it asks me ‘ok, from what location do you want to transfer from?’ I want to transfer from the “Blue” location in “Transfer-from Code” because I have everything there. And then in “Transfer-to Code” I’ll select the “Red” location.


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And what is my “In-Transit Code” location? It’s either Outsourced Logistics or Own Logistics. I’m going to use Own Logistics because this is our own truck.


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I could have used Outsourced Logistics if we hired the truck to do this. I could have also created an In-Transit location like a Boat or a Rail or something like that to signify other means of transport.

And I’m just going to ahead and put the coffee mug here under “Lines” by filtering in the “Item Number” field.


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I said I wanted to move 200, so I add that in the “Quantity” field.


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And then it tells me ok I have 200 to ship and I have nothing to receive.

What this means is that if I ship this it will actually move from the “Blue” location to Own Logistics onto the truck.


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Post
So I’m going to go ahead and “Post”. 


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It asks me: ‘do you want to Ship or Receive?’  I have nothing to receive since I haven’t shipped anything into my truck so I’ll just ship and then it goes ahead and posts.


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Now my inventory is no longer in the “Blue” location, it’s in the “Own Logistics” location and it has moved from “Quantity to Ship” to “Quantity Shipped” and now we have 200 to receive.


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Post again

So let’s go ahead and receive this. So I post again.


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And now it receives and the order is complete.

View Item Inventory

If I take a look at my inventory, back to the item.


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Here’s my coffee mug.


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View Item Availability by >  Location
I look at the Item Availability by Location.


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I can see now that I have “785” in the “Blue” Warehouse and “200” in the “Red” Warehouse.


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I have effectively moved 200 pieces from blue to red via a transfer order that moved inventory to a truck and then from the truck to the “Red” Warehouse.

 

 

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