How to configure inventory module in ax2012

Flowchart: Configuring the Inventory management module

Dynamics AX 4.0

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In the Inventory management module, you can set up physical and financial details of items in your inventory and control their status from item receipt to item issue, as well as setting up storage and transport details.

Prerequisites

• Set up the following modules:
  • Administration
  • Basic
  • General ledger.
• If you use pricing, set up the following:
  • Accounts receivable > Customers
  • Accounts payable > Vendors.
• If you use primary suppliers, set up the following:
  • Accounts payable > Vendors.
• If you use bill of materials (BOM) or routes, set up the following:
  • Basic > Employee.

Flowchart

See Inventory management module flowchart for print version.

The main setup forms of Inventory management

The forms that a company must set up to be able to use the basic functionality of the Inventory management module are listed in the recommended order of setup.

1. Divide inventory items into groups based on their characteristics on the Item groups form.
   For complete guidelines, see Item group (Form).
2. Set up item dimensions and storage dimensions on the Dimension groups form.
   For complete guidelines, see Inventory dimensions (Form).
3. Create and maintain inventory model groups that determine how items are controlled and handled on item receipts and issues on the Inventory model groups form.
   For complete guidelines, see Inventory model groups (Form).
4. Create warehouses on the Warehouses form.
   For complete guidelines, see Warehouses (Form).
5. Create inventory journal names on the Journal names, Inventory form.
   For complete guidelines, see Journal names, Inventory (Form).
6. Create items and related item data on the Item details form.
   For complete guidelines, see Items (Form).
7. Activate the item code, account code and sales tax group combinations to be used on the Inventory posting form by configuring the Transaction combinations form.
   For complete guidelines, see Activate inventory transaction combinations (Form).
8. Set up ledger account numbers for the automatic ledger transactions generated in connection with receipt and issue transactions on the Posting form.
   For complete guidelines, see Inventory posting (Form).
9. Set up inventory management parameters on the Parameters form.
   For complete guidelines, see Inventory parameters (Form).

The optional setup forms of Inventory management

Setting up the Inventory management module includes a number of other steps beyond the basic functionality.

The additional setup forms are organized by functionality.

Company item

Create and maintain common item identifications used in an intercompany organization on the   form.

For complete guidelines, see Company item (Form).

Dimensions

Create and maintain groups for automatically allocating batch and serial numbers on the Number groups form.

For complete guidelines, see Number groups (Form).

Item dimensions

Create and maintain:

• Configurations for on-hand inventory items and BOM items on the Configurations form.
  For complete guidelines, see Item configuration (Form).
• Item sizes on the Sizes form.
  For complete guidelines, see Sizes (Form).
• Item colors on the Colors form.
  For complete guidelines, see Colors (Form).
• Item variations on the Item dimension combinations form.
  For complete guidelines, see Combinations of item dimensions (Form).

Price/Discount

Create and maintain:

• Price, line-discount, multiline discount, and total discount groups for items on the Item discount groups form.
  For complete guidelines, see Price/discount groups (Form).
• Price, line-discount, multiline discount, and total discount groups for customers on the Customer price/discount groupsform.
  Note that this form is also set up in the Accounts receivable module.
  For complete guidelines, see Price/discount groups (Form).
• Price, line-discount, multiline discount, and total discount groups for vendors on the Vendor price/discount groups form.
  Note that this form is also set up in the Accounts payable module.
  For complete guidelines, see Price/discount groups (Form).

Misc. charges

Create and maintain miscellaneous charge groups for:

• Items on the Item misc. charges groups form.
  Note that this form is also set up in the Accounts receivable and Accounts payable modules.
  For complete guidelines, see Misc. charges groups (Form).
• Customers on the Customer misc. charges groups form.
  Note that this form is also set up in the Accounts receivable module.
  For complete guidelines, see Misc. charges groups (Form).
• Vendors on the Vendor misc. charges group form.
  Note that this form is also set up in the Accounts payable module.
  For complete guidelines, see Misc. charges groups (Form).

Supplementary items

Create and maintain supplementary item groups for:

• Items on the Supplementary item - Item groups form.
  Note that this form is also set up in the Accounts receivable and Accounts payable modules.
  For complete guidelines, see Supplementary item groups (Form).
• Customers on the Supplementary item - Customer groups form.
  Note that this form is also set up in the Accounts receivable module.
  For complete guidelines, see Supplementary item groups (Form).
• Vendors on the Supplementary item - Vendor groups form.
  Note that this form is also set up in the Accounts payable module.
  For complete guidelines, see Supplementary item groups (Form).

Distribution

Create and maintain transport details, such as, mode of transport, shipping and receiving point details, and transport duration on the Transport form.

Note that before this form is set up, you need to set up the Modes of delivery form in the Accounts receivable module.

For complete guidelines, see Transport (Form).

Inventory breakdown

Create and maintain inventory:

• Store areas on the Store areas form.
  For complete guidelines, see Store area (Form).
• Store zones on the   form.
  For complete guidelines, see Store zone (Form).
• Aisles on the   form.
  For complete guidelines, see Inventory aisle (Form).
• Locations on the Locations form.
  The Warehouses form can now be updated with the new locations.
  For complete guidelines, see Locations (Form).

Inventory

Create and maintain:

• Buyer groups on the Buyer groups form.
  For complete guidelines, see Buyer groups (Form).
• Counting groups on the Counting groups form.
  This is a mandatory setup if you want to use counting.
  For complete guidelines, see Counting groups (Form).
• Blocking causes on the   form.
  For complete guidelines, see Blocking cause (Form).
• Shipment templates on the Shipment templates form.
  For complete guidelines, see Template (Form).
• Fiscal LIFO reporting groups on the Fiscal LIFO reporting group form.
  For complete guidelines, see Fiscal LIFO reporting group (Form).

RFID

Create and maintain radio frequency identification (RFID) servers on the RFID Servers form.

For complete guidelines, see RFID Servers (Form).

Inventory equipment

Create and maintain:

• Pallet types on the   form.
  For complete guidelines, see Pallet type (Form).
• Pallet type groups on the   form.
  For complete guidelines, see Pallet type group (Form).
• Pallets on the Pallets form.
  For complete guidelines, see Pallet (Form).
• Forklifts on the   form.
  For complete guidelines, see Forklift (Form).

Bills of materials

• Create and maintain configuration groups used in the allocation of configuration groups to the individual BOM lines on the Configuration groups form.
  For complete guidelines, see Configuration groups (Form).
• Create and maintain cost groups on the Cost groups form.
  For complete guidelines, see Cost groups (Form).
• Define parameters to control how items are handled during BOM calculation on the Calculation groups form.
  For complete guidelines, see BOM calculation groups (Form).

Journals

Create and maintain:

• Journal names on the Journal names, warehouse management form.
  For complete guidelines, see Journal names, warehouse management (Form).
• Fiscal LIFO journal names on the Journal names, Fiscal LIFO form.
  For complete guidelines, see Journal names, Fiscal LIFO (Form).

Packing material

• Create and maintain item packing material groups on the Packing groups form.
  For complete guidelines, see Packing groups (Form).
• Create and maintain item packing material codes on the Packing material codes form.
  For complete guidelines, see Packing material codes (Form).
• Define which materials are included in a packing unit, assign weights, and view the total number of items contained in the packing unit on the   form. You can define packing units for individual items, packaging groups, or for all items.
  For complete guidelines, see Packing units (Form).
• Enter packing material fees per packaging material code on the Packing material fees form.
  For complete guidelines, see Packing material fee (Form).

Forecast

• Create and manage forecast models and submodels on the Forecast models form. Also, generate cash flow forecasts.
  For complete guidelines, see Forecast models (Form).
• Create item allocation keys on the Item allocation keys form.
  For complete guidelines, see Item allocation keys (Form).
• Create period allocation keys that, for example, distribute forecast transactions in fiscal year periods on the   form.
  For complete guidelines, see Period allocation key (Form).

Optional setup in other modules

Master planning

Set up coverage groups in the Coverage groups form (Master planning > Setup > Coverage > Coverage groups).

For complete guidelines, see Coverage groups (Form).

Accounts receivable

Set up commission item groups in the   form (Accounts receivable > Setup > Commission > Item groups).

For complete guidelines, see Commission item group (Form).

Product builder

Set up product model groups in the Item product model groups form (Product Builder > Setup > Groups > Item product model groups).

For complete guidelines, see Product model group (Form).

Production

• Set up production pools in the   form (Production > Setup > Production > Production pools).
  For complete guidelines, see Production pools (Form).
• Set up production groups in the   form (Production > Setup > Production > Production groups ).
  For complete guidelines, see Production groups (Form).
• Set up production properties in the Properties form (Production > Setup > Work centers > Properties).
  For complete guidelines, see Properties (Form).

Project

Set up project categories in the Categories form (Project > Setup > Category > Categories).

For complete guidelines, see Categories (Form).

Basic

Set up foreign trade information in the Intrastat parameters form (Basic > Setup > Foreign trade > Intrastat parameters).