Operations setup and maintenance forms

Creating calendars

Calendar

Create one or more calendars to manage working hours that are used in work centers and work center groups.

Working time templates

Set up templates to reflect normal working times in your company.

Working times

Define available capacity for particular days and times in the attached calendar.

Preparing for forecasting

Forecast models

Create and manage forecast models.

Item allocation keys

Create an item allocation key, or view existing item allocation keys.

Item allocation lines

Create, edit, or view forecast allocation lines for individual items.

Maintaining forecasts

Purchase forecast

Create and view purchase forecast lines for items, item groups, vendor accounts, and vendor groups.

Sales forecast

Create and view sales forecast lines for items, item groups, customer accounts, and customer groups.

Preparing for multisite functionality

Dimension link

Set up a financial dimension link with the site inventory dimension.

Fallback warehouse for site

Associate a fallback warehouse with a site.

Sites

Create one or more sites.

Warehouses

Create the warehouses that you will use in Inventory management.

Preparing for Master Planning

Coverage groups

Create a coverage group and set up the parameters that are used in master scheduling.

Item coverage

Define detailed coverage settings for the current item and the inventory dimensions that are selected for coverage planning.

Item coverage journal

Calculate safety stock levels for items according to their item dimensions.

Master planning parameters

Select default plans and settings for calculating master scheduling.

Master plans

Create and manage master plans.

Minimum/maximum keys

Create and set up minimum and maximum keys.

Reduction keys

Create and manage reduction keys.

Preparing for production

Calendar

Create one or more calendars to manage working hours that are used in work centers and work center groups.

Production groups

Develop a list of production groups that you can select from to create production orders.

Production parameters

Set up fundamental values in the system.

Production pools

Organize production orders into groups.

Route groups

Create and manage routing groups.

Routes

Create, update, and approve routes.

Work center groups

Create and define work center groups to help manage production.

Work centers

Create and update work centers.

Working time templates

Set up templates to reflect normal working times in your company.

Updating production orders

Delete productions

Delete production orders with the status of Ended.

Preparing Shop Floor Control

Allocation keys for bundled jobs

Select which allocation key to apply on bundled registrations.

Shop Floor Control - Production parameters

Set up integration with Production.

Receiving

Arrival overview

View an overview of the items that are expected in the inbound dock.

Warehouse operations

Inventory model groups

Create and maintain inventory model groups.

Locations

Manage inventory locations in a warehouse.

Shipment template

Define shipment templates to be used in the Shipmentsform when creating a shipment.

Shipments

Create and manage shipments.

Warehouses

Create the warehouses that you will use in Inventory management.

Shipping

Create purchase packing material transaction

Create packing material transactions for purchase order lines.

Create sales packing material transaction

Create a new packing material transaction after you have invoiced a sales order line.

Outbound rules

Set the rules that define how you want Microsoft Dynamics AX to handle outbound processes.

Packing groups

Create or maintain packaging groups for items.

Packing material codes

Create or maintain packaging groups for items.

Packing material fee

Enter packaging material fees per packaging material code.

Packing units

Define which materials are included in a packing unit, assign weights, and view the total number of items contained in the packing unit.

Shipment staging

Track the progress and whereabouts of shipments in the warehouse.