Use this form to set up inventory management parameters. The
parameters are grouped on tabs according to their overall use. Use
inventory management parameters to:
Choose between two or more different types of functionality.
Enter default information to be used by Microsoft Dynamics AX if
the information has not been specified at a lower level.
The following tables provide descriptions for the controls in
this form:
Tabs
Tab
Description
View or modify information about inventory transactions,
reservations, quantity, posting, counting, and locations.
View and modify the default journal names.
Specify how Microsoft Dynamics AX checks bills of material
(BOM), and handle standard costing.
Set up standard location sizes.
Set up default priorities for pallet transports.
Select the default journal names for the inbound electronic
documents for inventory profit/loss, inventory counting, and
inventory transfer.
The default journal name is used only if the inbound electronic
document does not contain a specified journal name.
Set up the radio frequency identification (RFID) logging level
and define the default EPC generation.
Select the inventory dimension that you want to work with and to
be displayed for the journal lines.
Set up print management for picking lists.
View and set up number sequences.
Buttons
Button
Description
Change the time for the last synchronization between Microsoft
Dynamics AX and the middleware server.
CautionIf you have already transferred
transactions once, transactions will be duplicated if the time is
changed backwards.
Fields
Field
Description
Select the rule that you want to use for outbound processes for
an order pick.
Sets the order status to
when all items
for the order cannot be picked.
Note
This parameter is only relevant for output orders picked using
.
Select the type of bar code to use on the picking list as
identification of the picking route ID.
The information is used in the
form where is can be scanned in or entered
manually.
If the field is left blank, no bar code is used. Instead the
ID will function as a
bar code.
The barcode and the picking route ID will be the same so the bar
code type used must align with the picking route ID.
Automatically combines all identical inventory transactions,
with the exception of
and
fields.
Normally, you can select this parameter without any issues.
However, if you experience long response times in relation to the
inventory, we recommend that you clear this check box.
The highest possible unit cost price for financially updated
receipts.
Specify that you want to keep the last price history.
Select the return address to use for shipping documents:
– Use the
company address that is specified in the
form.
– Use the
address of the warehouse from which the shipment is sent.
Note
This field is available only if the
configuration key is selected.
Reserve item receipts that are only ordered against item issues
in the
,
, and
sections. If
you clear this parameter, you will only be able to reserve items
that have been physically received. If a particular item has been
set up to accept negative inventory, the parameter will be
unimportant.
The cost breakdown for a manufactured item (such as material,
labor and overhead) does not get posted to the general ledger by
inventory transactions. However, the cost breakdown can optionally
be identified in the inventory sub-ledger.
The production variances for items with a standard costing
inventory model can be segmented by cost group to provide greater
detail about the cause of a variance.
When you select this field, you must enter a quantity on BOM
lines and a validity period for a BOM version.
When you select this field, you cannot change the status of a
BOM or BOM version once it has been approved.
When you select this field, you cannot edit an approved BOM.
Post estimated physical postings periodically in connection with
packing slips.
Caution
We recommend that most companies avoid using this option.
Changes to inventory are not updated if you select this option.
Only the general ledger transactions are updated if you select this
option, although no check is performed to see if the transaction
has already been posted to the general ledger. Selecting this
option can also lead to unexpected results in inventory
reconciliation reports. Consult with your Microsoft Dynamics AX
administrator before selecting this check box.
Post the estimated sales tax in connection with packing slip
updates to the general ledger.
Locks an item during the counting process to prevent updates
such as packing slip, picking list, or picking list
registration.
Select
>
Common Forms>
>
>
>
>
to
check whether an item is in the counting process.
NoteThis parameter does not apply to
items in tag counting journals because inventory transactions are
not created until the tag journal lines are transferred to a
counting journal when posted.
Select the unit that will be proposed when an item is created in
the
form.
Select the default pallet type to be used if you do not specify
another type when creating pallets.
Indicates whether you can define starting values based on
sorting codes for the individual aisles or whether they are based
exclusively on the aisle number.
Select which algorithm to use to check text when new locations
are created.
If you change the value and you want to update the locations,
you will need to run the
form.
Calculate packing material fees. You can use this parameter to
check if the company collects or reports packing material fees.
Select a default journal name for
forms.
Select a default journal name for inventory journals of the type
.
Select a default journal name for inventory journals of the type
.
Select a default journal name for inventory journals of the type
.
Select a default name for
forms.
Select a default journal name for tag counting journals.
Select a default journal name for
forms.
Select a default journal name for the
forms.
Check for circular structures in BOMs. A circular bill of
material (BOM) reflects an item that has been defined as a
component of itself, whether it is a first-level component or a
lower-level component. A circular BOM is not supported in the
system. When a circular BOM exists, cost roll up calculations and
planning calculations will identify the error, and the calculations
will not be completed. The policies for checking BOM circularity
include the following:
Line– Prevent adding a BOM line when the
component item would cause BOM circularity. The line check policy
provides immediate feedback about a BOM circularity error, rather
than the delayed feedback provided during the Check function (on
the BOM line form), cost roll up calculations, or planning
calculations. It is strongly recommended that you use this policy
for checking BOM circularity.
Never– Do not prevent adding a BOM line
that would cause BOM circularity. You can use the Check function
(on the BOM line form) to identify a BOM circularity error, and the
error will also be identified when performing cost roll up
calculations and planning calculations.
BOM– Do not prevent adding a BOM line that
would cause BOM circularity. You can use the Check function (on the
BOM line form) to identify a BOM circularity error, and the error
will also be identified when performing cost roll up calculations
and planning calculations.
Caution
The controls preventing a circular BOM do not apply to a
Production BOM for a production order, as you can manually add a
component or consume a component that would ultimately result in
creating BOM circularity. When the component consumption reflects
BOM circularity, the inventory closing process may fail to
calculate a sensible cost for a manufactured item with an actual
costing inventory valuation method. In such occurrence, using a
manufacturing indirect cost of type surcharge can also cause
problems in inventory closing, since the calculated cost can grow
exponentially.
Defines the maximum number of levels that can compose a bill of
materials.
Enter the width that will be proposed when you create new
locations.
Enter the depth that will be proposed when you create new
locations.
Enter the height that will be proposed when you create new
locations.
Enter the priority that you want to give to pallet transports of
the type
when
they are created.
The higher the value, the higher the priority a pallet transport
has.
Example
If transport A has a priority of 10, and transport B has a
priority of 20, then transport B will figure before A on the list
of pallet transports that drivers see. Therefore, it will likely be
carried out first.
Enter the priority that you want assigned to pallet transports
of the type
when
they are created.
Enter the priority that you want to give to pallet transports of
the type
when they are
created.
Select the default value for reservations for transfer orders.
This is a default setting and you can override it by selecting or
clearing the same parameter in the
form.
Defines the default journal name for inbound electronic
inventory profit/loss documents.
If the inbound electronic document contains a journal name, the
default journal name defined in this field will not be used.
Defines the default journal name for inbound electronic
inventory transfer documents.
If the inbound electronic document contains journal name, the
default journal name defined in this field will not be used.
Defines the default journal name for inbound electronic
inventory counting documents.
If the inbound electronic document contains journal name, the
default journal name defined in this field will not be used.
The following options are available:
- Log fatal
errors only.
- Log errors and
fatal errors.
- Log a brief
description of all server activities.
- Log warnings,
errors, and fatal errors.
- Log a
detailed description of all server activities.
Enter the full path and log file name.
The EPC partition defines the length of the manager and
object.
Tag length according to EPC standard (64bit / 96bit).
In the
section, select the dimension you want to work
with. Then select this parameter if you want the dimension shown in
the overview in inventory transaction journal lines.
In the
section, select the dimension you want to work
with. Then select this parameter if you want the dimension shown in
the overview in the profit/loss journal lines.
In the
section, select the dimension you want to work
with. Then select this parameter if you want the dimension shown in
the overview in transfer journal lines.
In the
section, select the dimension you want to work
with. Then select this parameter if you want the dimension shown in
the overview in journal line counting.
In the
,
select the dimension you want to work with. Then select this
parameter if you want the dimension shown in the overview in the
bills of material journal lines.
In the
section, select the dimension you want to work
with. Then select this parameter if you want the dimension shown in
the overview in inventory transactions.
In the
section, select the dimension you want to work
with. Then select the parameter if you want the dimension shown in
the overview in quarantine orders.
Select to display the dimension in the list of transfer
orders.
Select to display the dimension in the list of item receipt.
Select to display the dimension in the list of production
input.
Select to display the dimension in the list of production
input.
Select to display the dimension in the list of production
input.
Select to display the dimension in the list of production
input.
Select a number sequence associated with the reference.
To define number sequence codes, use the
form (
>
>
).
Select if you want the selected reference to follow the number
sequence specified for another reference.
For example, if you want the invoice voucher number sequence or
your credit note voucher number sequence to follow the number
sequence specified for the Invoice Reference.
If you select this check box, you must specify the reference to
follow in the
field.
Tasks that
use this form
Note
Caution
