Inventory dimensions are divided into item dimensions and
storage dimensions:
Item inventory dimensions are used to define the physical
characteristics of inventory items.
Storage inventory dimensions control how items are stored and
taken from inventory. By using storage inventory dimensions, you
can manage inventory on a very detailed level.
Each item must have an associated inventory dimension group. The
dimension group determines the relevant dimensions, how they are
used, and when they are used. Inventory dimension groups are used
for these tasks:
Select the items for which you want to make item dimension
entries. For example, select the
check box
if you want to select colors when you create a purchase line in a
purchase order.
The
and
item dimensions
can be used for purposes other than color and size variants, and
dimensions can be renamed to describe the new variant. Use the
tab to rename
the dimensions.
View information about a specific storage dimension.
Select the items for which you want to make storage dimension
entries. For example, select the
check box
if you want to select a warehouse when you create a purchase line
in a purchase order.
Fields
Field
Description
Identification of the inventory dimension group.
Description of the inventory dimension group.
Select this check box to activate the dimension. This field is
unavailable for the site dimension. You can only activate the site
dimension by using the
.
This field indicates whether the dimension value is kept
consistent across all inventory transactions that share the same
.
When a dimension is set to consistent, you can only change its
value if it is possible to apply the change to all inventory
transactions with the same Lot ID. Once items have arrived (for
receipts) or have been picked (for issues), you can no longer
change the value of a consistent inventory dimension.
The default consistent value is applied to the item dimensions,
,
, and
, and the storage
dimension,
. The setting
cannot be changed.
Select this check box to make the dimension mandatory. A
mandatory dimension appears on all journals and transactions, and
you must specify a dimension value when you create an entry.
Note
Item dimensions are always mandatory.
When the multisite functionality is active, the site storage
dimension is mandatory.
It is optional whether the warehouse storage dimension is
mandatory.
You cannot specify the remaining inventory dimensions as
mandatory.
Select this check box to set up inventory dimensions as primary
stocking, or leave the check box clear to set them up as secondary
stocking. A primary stocking dimension appears automatically on the
on-hand and reservation forms and affects how ordered items are
re-reserved upon physical item receipts. The following rules
apply:
The dimension must be specified when the item receipts or issues
are physically updated.
When automatic reservation is active, items are reserved per the
selected dimension, providing that the dimension is also specified
for the actual item transaction. For example, if the warehouse is
specified on a sales order line and primary stocking is specified,
automatic reservation will reserve items only at that
warehouse.
Ordered reservations are not re-reserved upon physical receipt.
For example, if a sales order line is reserved at warehouse A and
location 1, the warehouse is set to primary stocking, the location
is set to secondary stocking, and the warehouse is changed when the
receipt is physically updated, the sales order line will not
automatically be re-reserved. However, if you change the location
to 2, the order line will automatically be re-reserved for location
2.
When this field is selected, you cannot select the
and
fields.
If the
check
box is not selected, then you can select the
check box to prevent specification of the dimension
when physical receipts are updated. This functionality is useful
if, for example, you do not want to specify the serial/lot number
upon input but you do for picking and output.
For storage dimensions, if the
check
box is not selected, you can select the
check box to prevent specification of the dimension
when updating physical issues.
Select this check box to specify that the dimension is input to
the on-hand inventory when Microsoft Dynamics AX 2009 checks
whether the item is on hand in the inventory and in calculations of
floating item consumption.
Example
An item is stored in two warehouses with the following on-hand
inventory:
Item number
Warehouse
Item 1
A
Item 1
B
You create an order line for seven items to be picked from
warehouse B. You are not operating with negative inventory. When
the packing slip for the order line is updated, an error message
will appear if the warehouse is in on-hand inventory, because only
five items are available at the warehouse. If, however, the
warehouse is not included in on-hand inventory, the order line can
be updated successfully. Upon update, the item location is ignored
when the on-hand inventory is checked. The seven-item pick is
checked against a physical on-hand inventory of 15.
Select this check box if the dimension is part of the financial
inventory. The
option is important if you are not operating with
financially negative inventory in connection with the financial
update of item issues, for example invoice-updating in the
section. The financial on-hand inventory is
checked against item issues according to the same logic as that for
physical inventory. The
option also determines how item consumption is
calculated when invoices are updated, as well as inventory closing
and cost accounting of the cost value.
Example
An item is purchased in three batches at different cost
prices:
Date
Item number
Quantity
Price
1/1
Item 1
1
10
2/1
Item 1
1
20
3/1
Item 1
1
30
You create, reserve, and pick a sales order line for Batch 3.
Invoice-updating determines the item consumption based on the
average cost price for the dimensions included in the financial
inventory. That is, if the batch number is included in the
financial inventory, then the cost price will be 30.
When you close inventory, the cost price is not adjusted if the
batch number is part of the financial inventory. If the batch
number is not part of the financial inventory, the item consumption
is adjusted to 10 when you use FIFO and to 30 when you use LIFO. If
you want to use an inventory dimension only for physical tracking
and not for calculating item consumption, then do not select the
check box.
Select this check box to plan coverage for items individually
for this dimension. To create coverage rules and stock levels for
each item, click
>
Common Forms>
>
>
.
When this check box is selected, Microsoft Dynamics AX 2009
allows only inventory movements with a quantity of one, in order to
prevent an item from having two or more identical serial numbers.
When items are physically received or updated as arrived, the
physical on-hand quantity plus the arrival quantity cannot exceed
one.
Furthermore, the
check box is automatically selected to handle the
control properly, and normally the
check box in the
form is not selected. If the check box is not selected, the
functionality is unchanged.
Note
The serial numbers are maintained in the
form.
To use this functionality on an existing installation, select
the
check box for the relevant inventory dimension
groups. Click
>
>
, and
then check the company with
selected in
the
drop-down
list.
Select this check box to include the dimension when searching
purchase prices based on the following:
Search price per item, item dimensions, and storage
dimensions.
Search price per item and item dimensions (storage dimensions
are blank).
Search price per item (both item dimensions and storage
dimensions are blank).
Select this check box to include the dimension when searching
for sales prices based on the following:
Search price per item, item dimensions, and storage
dimensions.
Search price per item and item dimensions (storage dimensions
are blank).
Search price per item (both item dimensions and storage
dimensions are blank).
Select this check box to activate the dimension for entry in
sales order lines.
Select this check box to activate the dimension for entry in
quotation lines.
Select this check box to activate the dimension for entry in
purchase order lines.
Select this check box to activate the dimension for entry in
inventory transactions.
Select this check box to activate the dimension for entry with
loss/profit.
Select this check box to activate the dimension for entry with
transfers.
Select this check box to activate the dimension for entry when
counting.
Select this check box to activate the dimension for entry with
productions.
Select this check box to activate the dimension for entry with
production lines.
Select this check box to activate the dimension for entry with
bills of materials (BOM).
Select this check box to activate the dimension for entry with
BOM lines.
Select this check box to activate the dimension for entry on
quarantine orders.
Select this check box to activate the dimension for entry with
projects.
Select this check box to activate the dimension for entry with
fixed assets.
Select this check box to activate the dimension for entry with
transfer orders.
Tasks that
use this form
Note
