top of page
Writer's pictureSupreme Consultant

Storage and Tracking in Microsoft Dynamics AX 2012 R3

In Microsoft Dynamics AX, The storage and tracking of an item is determined by 2 different groups,

  • Storage Dimension Group

  • Tracking Dimension Group


Storage Dimension Group:

A Storage Dimensions determine where and how a product is stored. The created storage dimensions are required to be attached to each item.

Following are the storage dimensions available in Microsoft Dynamics AX,

  • Site

  • Warehouse

  • Location

  • Pallet ID

  • Inventory Status

  • License Plate

Path: Product information management >> Setup >> Dimension groups >> Storage dimension groups.








The following are the descriptions for the controls in this form.

  • Name: Identification of the storage dimension group.

  • Description: Descriptive name for the storage dimension group.

  • Mandatory: Select this check box if you want to have the Warehouse dimension as a mandatory dimension for items that are associated with the dimension group.

  • Primary stocking: Select this check box to define the Warehouse dimension as the primary dimension for items that are associated with the dimension group.

  • Active: Select this check box to define the dimension as an active dimension for the dimension group.

  • Physical inventory: If this check box is selected, items that are assigned to this dimension group are tracked physically at this dimension level.

  • Financial inventory: If this check box is selected, items that are assigned to this dimension group are included in cost calculations at this dimension level.

  • Coverage plan by dimension: Select this check box to include the dimension when you create a coverage plan for a product.

  • For purchase prices: Select this check box if you want to include the dimension as a criterion to determine the purchase price for an item. In the Journal lines, price/discount agreement form, you can create a trade agreement where you associate a purchase price with a specific dimension setup for an item.

  • For sales prices: Select this check box if you want to include the dimension as a criterion to determine the sales price for an item. In the Journal lines, price/discount agreement form, you can create a trade agreement where you can associate a sales price with a dimension setup for an item.



Tracking Dimension Group:


Tracking Dimensions provide companies with the ability to trace their products. The created tracking dimensions are required to be attached to each item.

  • Batch Number

  • Serial Number

Path: Product information management >> Setup >> Dimension groups >> Tracking Dimension Group









Click New and enter the Name and Description of Tracking Dimension Group.



Following are the fields available in Tracking Dimension Groups Form that determines the characteristics of the tracking according to the selection of fields,

  • Name: The identifier of the group.

  • Description: A descriptive name of the group.

  • Serial number control: Select this check box to indicate that inventory movements must have a quantity of 1. This constraint prevents one item from having two or more identical serial numbers. When items are physically received, or when they are updated as arrived, the physical on-hand quantity and the arrival quantity cannot exceed 1.

  • Active: Select this check box to define the dimension as an active dimension for the group.

  • Physical inventory: A selected check box indicates that items that are assigned to this dimension group are physically tracked at this dimension level.

  • Financial inventory: A selected check box indicates that items that are assigned to this dimension group are included in cost calculations at this dimension level.

  • For purchase prices: Select this check box to include the dimension as a criterion for the purchase price of an item. In the Journal lines, price/discount agreement form, the user can create a trade agreement in which the user can associate a purchase price with the setup of a dimension for an item.

  • For sales prices: Select this check box to include the dimension as a criterion for the sales price of an item. In the Journal lines, price/discount agreement form, the user can create a trade agreement in which the user can associate a sales price with the setup of a dimension for an item.


Note:

THE TRANSFER CHECK BOX IN TRACKING DIMENSION GROUP CAN BE USED ONLY IN RUSSIAN LOCALIZATION. 

4,448 views0 comments

Recent Posts

See All

Comments


bottom of page