This topic covers the description, usage, and configuration of mandatory inventory dimensions.

About mandatory dimensions

In Microsoft Dynamics AX 2009, you can set certain inventory dimensions to be mandatory for a dimension group. When a dimension is mandatory, it appears on all journal entries that create an inventory transaction. When you create a journal or a transaction, you must enter a dimension value.

Using mandatory dimensions

Mandatory inventory dimensions are used in the following ways:

  • Mandatory dimensions ensure that users specify dimension values on all inventory transactions.

  • Mandatory dimensions ensure the visibility of dimension values on all inventory transactions. A mandatory warehouse dimension, for example, enables users to track the location of inventory items.

  • When the multisite functionality is activated, the site storage dimension is mandatory. This setting ensures that all inventory transactions are associated with a site so that master planning functions across all sites.

Configuration of mandatory dimensions

The mandatory setting varies, depending on the dimension. Here are the rules:

  • The program always sets the item dimensions, , , and to mandatory. The mandatory setting applies when the multisite functionality is active or inactive.

  • The program sets the storage dimension, , to mandatory when you activate the multisite functionality.

  • You can choose whether or not to set the storage dimension, , to mandatory regardless of whether or not the multisite functionality is active.

    You configure the dimension in the form, which is located at > > > .

  • You cannot set the remaining inventory dimensions, ( , , , or ) to mandatory.

When you set an inventory dimension to mandatory, the following configuration values also apply:

  • The check box is blank, and it is unavailable by default. This setting ensures that you specify the mandatory dimension whenever you receive items into inventory.

  • The check box is blank, and it is unavailable by default. This setting ensures that you specify the mandatory dimension whenever you deduct items from inventory.

See Also