Use this form to define default settings for the selected item. The program uses these settings when master planning generates sales orders, purchase orders, and inventory orders. The main settings involve the following areas:

  • Defining a warehouse to use for each module when orders are created.

  • Defining the settings that modify order quantities for each module when orders are created.

There are two versions of this form.

  • Click > . Select an item, and then click > . Use this form to define the default order settings for an item. When you operate in a single-site environment, you can only use this version of the form.

  • Click > . Select an item, and then click > . Use this form to define settings that differ from the default order settings for an item on a different site. The multisite functionality must be activated to use this version of the form.

    Note Note

    When the multisite functionality is activated, the default warehouse settings are transferred from the tab of the form to the tab of the form. The default warehouse settings on the tab of the form are replaced by the default site settings.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

When multisite functionality is activated, this tab appears in the form. This tab displays all sites and the default warehouses, per module, that are defined for each site.

Enter the default warehouse for each module for the item at the selected site.

Enter default settings that are used when the program creates purchase orders.

Enter default settings that are used when the program creates inventory orders.

Enter default settings that are used when the program creates sales orders.

Fields

Field

Description

The identification of the selected item.

Enter the default site for purchase orders that are created for the item. You can change the site unless the check box is selected.

Select the check box to make the selected site mandatory.

A mandatory purchase site results in the following conditions:

  • Manually created purchase orders can only be for the specified mandatory site. The site is also used on the purchase lines.

  • In master planning, the site from the requirement is used. However, when you firm a planned purchase order, the mandatory purchase site is used.

A mandatory inventory site is used for newly created orders and transactions, and you cannot change the site.

A mandatory sales site results in the following conditions:

  • You can enter any site on a sales order header.

  • However, when you enter a sales order line, the mandatory sales site is used on the line.

This field is displayed and used only when the multisite functionality is activated.

Enter the default warehouse for item transactions. You can create an order for the item and leave the warehouse on the line blank. In this case, the default warehouse is not used.

Note Note

When the multisite functionality is activated, you can only select a warehouse that is assigned to the current site.

Select this check box to make the warehouse mandatory for transactions for the item.

If this check box is selected, and then you clear the warehouse, then this check box is also cleared. This check box is cleared regardless of whether the multisite functionality is activated.

For the site-specific order settings, select this check box to override the existing default settings. When you select this check box, the fields in the Quantityand field groups are populated with any existing default values for the item, but you can change them.

The field is used when the multisite functionality is activated.

Enter the default quantity to use for requirement calculations. This is the default quantity in which the item is produced. You can change the default quantity.

When the multisite functionality is activated, you can set the default quantity per site.

Enter the minimum allowed number of receipts or issues for the item. This value is used in purchase lines, sales lines, production orders, inventory journals, and item coverage.

When the multisite functionality is activated, you can set the default quantity per site.

Enter the maximum allowed number of receipts or issues for the item. This is the largest quantity that will be accepted in purchase orders, inventory journals, and productions.

When the multisite functionality is activated, you can set the default quantity per site.

Enter a default quantity to use when you create a purchase line, inventory line, or sales line.

When the multisite functionality is activated, you can set the default quantity per site.

The standard acquisition time for the item. The time that is entered here is the default time that is used if the acquisition time is not specified elsewhere. This function is typically used by companies that need simple lead times.

This field is used for item coverage planning and for determining the latest ordering date for planned purchase orders. If the field is populated for bill of materials (BOM) items without routes, this field is used to move requirements forward for incoming items when planned production orders are generated.

Note Note

When the multisite functionality is activated, you can define the lead time for a site. If no site-specific lead time is defined, the program uses the default setting for the item.

The lead time that is defined on the form takes precedence over this field.

This field is active only when there is not a primary vendor for the item, or when no lead time is entered on a trade agreement.

For information about how purchase lead times are determined in Microsoft Dynamics AX, see About planned purchase order lead times.

For information about safety margins, see Coverage groups (form), Master plans (form), and Forecast plans (form).

Select this check box to define days as open days. Open days exclude, for example, weekends, company shutdowns, and public holidays.

For more information about working days, see Working time templates (form)and Create working time templates.

Note Note

When the multisite functionality is activated, you can define site-specific working days.

You cannot define working days for sales orders.

Select this check box if the item is blocked. When an item is blocked and you enter a purchase line, a warning message appears. When the item is blocked, inventory transactions that are related to the purchase order line cannot be modified, for example, when posting a packing slip or an invoice.

You can block a purchased item and simultaneously sell the item. In this case, this field is selected in but it is blank in and .

An item number can be blocked for sale, for example, if:

  • The item is still under development or manufacture, and you do not want the item to be sold or reserved.

  • You have received many defective items. The defects must be corrected before the item can be sold, so you can block the item in the meantime.

You cannot block a series or a lot of the item. If parts of the item are to be blocked, you can block them by moving inventory or by blocking the full stock of the item for that period.

Enter the default site for inventory journal lines or production orders that are created for the item. You can change the site unless the check box is selected.

The standard lead time for produced items. The times entered here are default times if times are not specified elsewhere. This function is typically used by companies that need simple lead times.

The item's lead time in production is the time that is required to manufacture an item from the first operation to the last. You only need to use this field when no routes are to be created for the item. If a route has been created, the production time is calculated during item coverage planning.

Note Note

When the multisite functionality is activated, you can define the lead time for a site. If no site-specific lead time is defined, the program uses the default setting for the item.

The lead time that is defined on the form takes precedence over this field.

Weekends are not included in the lead time as available work capacity. Therefore, the actual lead time may be longer than what time appears in the field.

The work capacity depends on the calendar that is assigned in the form.

For information about safety margins, see Coverage groups (form), Master plans (form), and Forecast plans (form).

Select the method to calculate possible ship and receipt dates.

Calculate ATP by using this period (in days) if you selected the ATP calculation method in the field.

Include planned orders in ATP calculations if you selected the ATP calculation method in the field.

Enter the default site for sales orders that are created for the item. You can change the site unless the check box is selected.

The standard delivery time for sold items. The times entered here are default times if times are not specified elsewhere. This function is typically used by companies that need simple lead times.

Handling time is the number of days it takes from the time that the customer orders the item until the item is sent. Handling time is not considered during coverage planning.

Note Note

When the multisite functionality is activated, you can define the lead time for a site. If no site-specific lead time is defined, the program uses the default setting for the item.

For information about safety margins, see Coverage groups (form), Master plans (form), and Forecast plans (form).