Transfer order with misc charges

On a previous project, we discovered a way in AX 2009 to process transfer order between sites WITH MISC CHARGES such as freight. The standard transfer order function in AX doesn't provide the ability to record misc charges on transfer. But for some businesses, intracompany transfer freight could be very expensive and it must be captured for inventory cost. So, we tweaked the intercompany order function in AX a bit to serve for this intracompany transfer purpose, and it worked for us! Here is what we did.

There are frequent transfers of some heavy items between Site A and B, and freight cost must be entered into the inventory. Assume all regular parameters (e.g. site, warehouse, dimensions, etc.) are properly configured.

1. Create two special customers A and B

• Assign a special customer group where you'll set up postings for intracompany transfers.
• Check checkboxes for intercompany customer (Setup tab - Autocreate intercompany order, Direct delivery), if you want a sales order auto created when a PO is created or direct delivery to a real customer. 
• Make sure you enter a default site and warehouse under the Sales Order tab. 
• Click Setup button - External code and create an external code. Because customers and vendors are in two different tables, you have to link them through an external code. 

Customer External Code

2. Create two special vendors A and B, as the previous step. 

3. Go to Basic > Setup > AIF > End points, create and configure an intracompany transfer end point. Make sure Company under General tab is set to the current company. Put your special customers and vendors as the Constraints. 

 
4. Still on the end point form, Click Action Policies. Out of the box, you should have two policies, PurchaseRequisition and SalesOrder. 

 

Action Policies

5. Click Setup tab for each policy and configure the parameters as you wanted. Note, if you want the price editable from the derived order, you want to make sure the "Allow price edit" checkbox is checked. 

6. On each policy, click Configure button. Since this is for transfers within a company, I recommend to select Our for all mappings except Vendor, Customer and Misc Charges which should be External. Same as vendors and customers, an external code should be entered for misc charges (AR/AP - Setup - Misc charges code).

Configure value mapping

That's it for intracompany transfer order settings. Now, you can create your transfer order with misc charges from either sales or purchase order, and verify if misc charges are allocated to your inventory.