The activates the multisite functionality for a Microsoft Dynamics AX company by performing the following steps:
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Activates the site inventory dimension in all dimension groups.
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Activates the warehouse inventory dimension in all dimension groups, if the warehouse dimension is not already active.
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Makes the site dimension mandatory on all inventory transactions.
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Updates all transactions with an association to a site.
Caution |
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We highly recommend that the user who performs this task is an authenticated Microsoft Dynamics AX administrator who has access to (at the minimum) the AdminSetup and the AdminMisc security keys. Ensure that you have a full backup of the data from the company account before proceeding to activate the multisite functionality, because the activation is not reversible. Ensure that all users are locked out from the company account before proceeding to activate the multisite functionality. Locking users out will prevent transactions (and other data changes) from being generated. |
Preconditions for this task are:
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The LogisticsAdvanced configuration key must be enabled.
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One or more sites are defined.
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All warehouses are assigned to a site.
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All production units are assigned to a site.
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All work centers are assigned to a site, either through a work center group or a production unit.
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The site dimension is configured (but not made active) in all dimension groups.
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The is up-to-date so that during activation, the site dimension is populated wherever the inventory dimensions are used (including any usage in customizations).
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None of the tables that are affected by the activation (tables that contain an InventDimId field) are shared through a virtual company.
Step 1: Start the Multisite Activation Wizard
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Click > > > to open the form.
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Click the button to open the .
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Click the button.
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The performs a self-check to verify that the activation code is up-to-date so that during activation the site dimension is properly populated wherever inventory dimensions are used.
Note The activation code must be updated to also include any customized usage of inventory dimensions. If an inventory dimension field was added to a table, you must compile the updated table and invoke the best practice check. The check generates a best practice error for any new inventory dimension fields for which the code was not added to the .
Step 2: Select default site/warehouse
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The page is displayed.
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In the field, select a site from the lookup form, or enter a site to set as the default site to use when no warehouse is associated with a transaction. If a default site is stored in the database for this company, the field may be populated with the stored value, but you can override it.
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In the field, enter the name of a new warehouse to set as the default warehouse to use when no warehouse is associated with a transaction. If a default warehouse is stored in the database for this company, the field may be populated with the stored value, but you can override it.
Note The warehouse that you enter must be new: The warehouse name must not exist and must never have existed. There cannot be any existing transactions that reference the warehouse.
If these conditions are not met, the program displays an error message, and you cannot proceed to the next step in the wizard.
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Place a check mark in the check box. The settings that control the display of the inventory dimensions on the following forms are updated to enable the display of the site inventory dimension on all forms:
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Accounts payable parameters
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Accounts receivable parameters
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Inventory parameters
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Production parameters
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General ledger parameters
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Project parameters
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Click the button.
Step 3: Select activation method
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The page is displayed.
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Select the field or select the field.
In most cases, customers should use the parallel batch activation for performance reasons. The sequential option may be appropriate for a very small installation and also for test purposes.
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Click the button.
Step 4: Analyze multisite configuration
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Click the button.
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The performs a series of analysis tests to verify that the multisite configuration (such as the site and warehouse hierarchies, for example) is correct. The wizard displays an analysis list where you can monitor each particular test and its progress. When the tests are completed, the analysis displays the results. You can also generate and print a report that shows the results.
If there are validation errors, an Infolog is displayed stating that the multisite functionality cannot be activated.
Note In addition to this analysis task that the wizard performs, the actual multisite activation process validates that the multisite configuration is consistent and complete. See step 1 in the section Multisite activation process.
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Click the button.
Step 5: Activate multisite
Caution |
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We highly recommend that you perform the following actions before you click the button (in step 3 in this section): |
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Ensure that all users are locked out from the company account before proceeding to activate the multisite functionality.
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Ensure that you have a full backup of the data from the company account before proceeding to activate the multisite functionality, because the activation is not reversible.
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The page is displayed.
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Select the check box to delete any InventDim records that have no references and that are not being used anywhere else in the system. This cleanup job occurs when the multisite activation has been completed successfully.
You can also access the cleanup job at > > > .
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Click the button.
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The closes, and the multisite activation process begins.
Multisite activation process
The process comprises a series of comprehensive data validation and data update tasks. These tasks are:
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Validate that the multisite configuration is consistent and complete. See step 2 in the section Analyze multisite configuration.
For a detailed description of the validation tests, see Multisite activation readiness - analysis tests.
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Verify that the multisite activation process can be run without data-related errors.
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Make the site and warehouse dimensions active. Make the site dimension mandatory in all dimension groups for the current company account.
For a detailed description of the dimension group changes see Multisite activation dimension group changesand Configuring inventory dimensions for the multisite functionality.
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Update the master data to include the site dimension. This is typically done by using the site dimension value that is associated with the warehouse dimension.
For a detailed listing of the updates see Multisite activation master data updates.
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Create a new warehouse as specified in step 3 in the section Select default site/warehouse.
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Update all inventory-related transactions (both open and closed) to comply with the revised dimension group settings.
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Remove all unused inventory dimensions from the InventDim table (if this action was specified). See step 2 in the section Activate multisite.
If you select the option for the activation method (in step 2 in the section Select activation method), during the activation process, the wizard displays a progress message that indicates the specific table that is being processed and the activation progress, measured in percentage of total tasks completed. When the activation tasks are completed successfully, the progress message closes and an Infolog advises that multisite is active. If one or more of the activation tasks fail, the progress message displays an error message.