Transfer order vs Transfer journal in AX 2012

Transfer order vs Transfer journal in AX 2012

 Transfer order:

1. Path: Inventory and warehouse management à Periodic à Transfer orders
2. Transfer order has a step by step procedure such as receive, ship and receive.
3. Transfer order is used to transfer physical goods from one warehouse to other and from one site to other.
4. Using transfer order, goods can be tracked which are in transit.
5. Using transfer order, we can generate Shipped and Received documents.

Transfer journal:

1. Path: Inventory and warehouse management à Journals à Item transactions à Transfer
2. Using transfer journal, goods can be transferred instantly.
3. Using transfer journal we cannot track various stages of transfer such as picked, shipped and received, hence we cannot generate Shipped and Received documents.
4. Transfer journal can be used to transfer good between warehouses that belongs to same site.
5. Transfer journal can be used to correct the incorrect inventory transactions such as color, size etc…

The complete guide to Dynamics AX 2012 shortcuts

Refer below links to find list of AX shortcut keys.

1. Community.dynamics.com

2. Technet.microsoft.com

3. Eg.dk

Filter Workers by legal entity automatically

Filter Workers by legal entity automatically

Follow below steps to achieve it.

1. Navigate to Human  Resources à Common à Workers à  Workers list page.
2.  From the filter section click on ADVANCED FILTER icon.
3. 
4. AX will open Advanced filter screen.
5. Add below highlighted criteria in advanced filter screen.
6. 
   
7. After entering the above criteria click Ok. This will automatically filters all the employees based on the legal entity selected in the list page.  You can save this filter and reuse as and when required.

Shortcut key to filter records in a grid by selected column value AX 2012

Shortcut key to filter records in a grid by selected column value AX 2012

To filter records in a grid by a field value, Select a column value in the grid and type ALT + F3.

Before Filter: 
I have selected "Grant Culbertson" from worker column and types Alt + F3. It filtered the grid by the selected employee name.




After Filtering the list page: