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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:

  • Determine variations of items.

  • Determine how items are stored in the inventory.

  • Track inventory transactions.

  • View on-hand inventory per dimension.

  • Link issues to receipts (marking).

Tasks that use this form

Navigating the form

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

Tabs

Upper pane

Tab

Description

Overview tab

Lists all item dimensions. Select the item dimensions that you want to associate with a specific inventory dimension group.

General tab

View information about a specific item dimension.

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.

Lower pane

Tab

Description

Overview tab

Lists all storage dimensions. Select the storage dimensions that you want to associate with a specific inventory dimension group.

General tab

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 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 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.

See Also