MICROSOFT DYNAMICS® AX

2012 R2

STOCK TRANSFER
January 2013
Version 1.0.0
 Contents

Introduction................................................................................................3
Audience.....................................................................................................3
Scenario......................................................................................................3
Before you begin........................................................................................3
Stock transfer setup....................................................................................4
Stock transfer transaction...........................................................................9
Conclusion................................................................................................16
Disclaimer................................................................................................17

AX2012R2- Microsoft Dynamics AX 2012 R2 Stock transfer Demo Script 2

INTRODUCTION
This document demonstrates how Microsoft Dynamics Ax2012 R2 supports Stock transfer with India tax.
The primary objective of the demo script is to provide the user with an overview on the Stock transfer setup and
posting of transaction with financial impact.

AUDIENCE
The scripts in this document should be used to demonstrate the value of Microsoft Dynamics AX 2012
R2 and how the solution support Stock transfer process with India tax execution to a
business decision maker (BDM). The executives that you present to will find value in this script if
they have and interested in:
 Stock transfer with Excise tax

SCENARIO
This script focuses on the following processes:
 Stock transfer setup in AX2012
 Stock transfer with Excise tax

DEMO PRESET CONFIGURATION:

This script was written to work with the Microsoft Dynamics AX 2012 R2 RTM Virtual Machine (VM), released in
December 2012. Make sure that the VM is up and running and that you have logged on. The script addresses key
pain points and challenges that different roles might face. However the demo can be completed as the system
administrator.
 Domain: CONTOSO
 User: Administrator
 Password: pass@word1

BEFORE YOU BEGIN

Before you begin please add the following to your environment in demo data set and company Contoso INMF:
Use the following log in details:
 Domain: CONTOSO
 User: Administrator
 Password:pass@word1

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STOCK TRANSFER SETUP
Inventory and warehouse management parameters
Warehouse manager

1. Navigate to Inventory and warehouse management >

Setup > Parameters

2. Click tab General

3. Mark Activate stock transfer checkbox
4. Click button Close

Create Chart of accounts

Accountant supervisor/Accountant

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1. Navigate to General ledger > Common forms > Main
accounts

2. Click New Main account

3. Set field Main account =500020

4. Set field Name = Issue-Raw Materials
5. Click fast tab General
6. Set field Main account type = Asset
7. Click New
8. Set field Main account = 600180
9. Set field Name = Raw Materials Receipts
10. Click fast tab General
11. Set field Main account type = Asset
12. Click New
13. Set field Main account = 801600
14. Set field Name = Unrealized Gain
15. Click fast tab General
16. Set field Main account type = Liabilities
17. Click New
18. Set field Main account = 801400
19. Set field Name = Unrealized Loss
20. Click fast tab General
21. Set field Main account type = Asset
22. Click New
23. Set field Main account = 140120
24. Set field Name = Goods in Transit - RM/SS
25. Click fast tab General
26. Set field Main account type = Asset
27. Click New
28. Set field Main account = 900200
29. Set field Name = Scrap
30. Click fast tab General
31. Set field Main account type = Expense
32. Click New
33. Set field Main account = 140200

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34. Set field Name = Interim Transit Account
35. Click fast tab General
36. Set field Main account type = Expense
37. Click button Close

Accounting supervisor

1. Navigate to Inventory and warehouse management >

Setup > posting > Posting

2. Select Item group = RM

3. Click button Posting

4. Click button Transfer order

5. Select radio button - Issue

6. Set field Item code = Group
7. Set field Item relation = RM
8. Set field Main account = 500020
9. Select radio button - Receipt
10. Set field Item code = Group
11. Set field Item relation = RM
12. Set field Main account = 600180
13. Select radio button - Unrealized gain
14. Set field Item code = Group
15. Set field Item relation = RM
16. Set field Main account = 801600
17. Select radio button - Unrealized Loss

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18. Set field Item code = Group
19. Set field Item relation = RM
20. Set field Main account = - 801400
21. Select radio button - Goods in Transit
22. Set field Item code = All
23. Set field Main account = 140120
24. Select radio button - Scrap
25. Set field Item code = All
26. Set field Main account = 900200
27. Select radio button - Interim Transit
28. Set field Item code = All
29. Set field Main account = 140200
30. Click button Close
Release products

Product design manager

1. Navigate to Product Information management >

Release products

2. Select Item - M0013

3. Click button - Manage costs

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4. On action pane, Click on Transfer price

5. Set field Currency - INR

6. Set field From warehouse code = All
7. Set field To warehouse code = All
8. Set field Unit = ea
9. Set field Quantity - 1.00
10. Select Method - Fixed Price
11. Set field Price = 1500
12. Close form
End of Stock transfer setups

STOCK TRANSFER TRANSACTION

Set Session date = 02/13/2013

Warehouse worker

AX2012R2- Microsoft Dynamics AX 2012 R2 Stock transfer Demo Script 8

1. Navigate to Inventory and warehouse
management>Periodic>Transfer orders

2. Click New
3. Set field From warehouse = 11
4. Set field To warehouse = MW
5. Set field Transfer type = Stock transfer

1. Click Add on lower grid

2. Set field Item number = M0013
3. Set field Transfer quantity = 100
4. Verify field Unit price = 1005.63

AX2012R2- Microsoft Dynamics AX 2012 R2 Stock transfer Demo Script 9

5. Click tab Tax information

Under field group ‘From warehouse’

6. Set field Excise type = Manufacturer
7. Set field Excise record type = RG23A

Under field group ‘To warehouse’

8. Set field Excise type = Manufacturer
9. Set field Excise record type = RG23A

10. Set field Excise tariff code= 4409 10 20

11. Set field Tax group = ALL_STG
12. Set field Item tax group = Excise_KA

13. Click menu button Setup>Tax

14. Validate Excise tax calculated

15. Close form

Shipping clerk

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16. Click menu button Posting >Ship transfer order

17. Set field Update = All

18. Set field Edit lines = True
19. Click button OK

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20. Click menu button Inquiries>Transfer order history

21. Find in grid Update type = Shipment

22. Click menu button Ledger > Voucher

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23. Validate voucher entries
24. Close form

Receiving clerk

25. Click menu button Posting >Receive

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26. Set field Update = All
27. Set field Edit line = True
28. Click tab Lines
29. Set field Scrap quantity = 10

30. Click menu button Setup > Tax

31. Validate Excise tax calculation

32. Close form

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33. Click menu button Inquiries>Transfer order history
34. Find in grid Update type = Receive
35. Click menu button Ledger>Voucher

36. Validate voucher entries

37. Close form

End of Stock transfer transaction scenario

End of demo script

CONCLUSION
This demonstration has guided you through the Stock transfer process with Excise tax in AX.
 Stock transfer setup

AX2012R2- Microsoft Dynamics AX 2012 R2 Stock transfer Demo Script 15

  Stock transfer transaction with Excise tax

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DISCLAIMER
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other product names are or
may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of
others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this
presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. Microsoft may make
changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE
OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY
RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining
applications.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business
decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial,
customer relationship and supply chain processes in a way that helps you drive business success.

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Worldwide +1-701-281-6500
www.microsoft.com/dynamics

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