Inventory and warehouse management parameters (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Setup > Inventory and warehouse management parameters.

Use this form to set up inventory and warehouse management parameters. The parameters are organized according to their overall use.

You can use inventory and warehouse management parameters to help with the following tasks:

  • Choose between different types of functionality.

  • Enter default information that is used if the information has not been specified at a lower level.

  • Select number sequences for a section.

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

The tabs and controls that were added to this form for the Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Warehouse management.

Link

Description

General

View or modify information about inventory transactions, reservations, quantities, posting, counting, and locations.

Journals

View and modify the default journal names.

Bills of materials

Specify how bills of material (BOMs) are checked and how standard costing is handled.

Locations

Set up standard location sizes.

Transport

Set up default priorities for pallet transports.

AIF

Select the default journal names for the incoming electronic documents for inventory adjustment, inventory counting, and inventory transfer.

The default journal name is used only if the incoming electronic document does not contain a specified journal name.

RFID

Set up the radio frequency identification (RFID) logging level, and define the default Electronic Product Code (EPC) generation.

Quality management

Enable or disable quality management, and set up quality management parameters.

Inventory dimensions

Select the inventory dimension to work with and to display for the journal lines.

Print management

Set up print management for picking lists.

Number sequences

View and set up number sequences.

Button

Button

Description

Synchronization button (in the RFID area)

Change the time for the last synchronization between Microsoft Dynamics AX and the middleware server.

Caution

If you have already transferred transactions, transactions are duplicated if the time is changed backward.

Fields

Field

Description

Outbound rule ID

Select the rule to use for outgoing processes for an order pick.

End output inventory order

Select this check box to set the order status to Ended when all items for the order cannot be picked.

This check box is relevant only for output orders that are picked by using order picking.

Bar code setup

Select the type of bar code to use on the picking list as the identifier of the picking route ID. This information is used in the Picking list registration form, where the bar code can be scanned in or entered manually.

If this field is blank, no bar code is used, and the picking route ID functions as a bar code.

Note

The bar code and the picking route ID are the same. Therefore, the bar code type that is used must align with the picking route ID.

Automatic addition

Select this check box to automatically combine identical inventory transactions, except for the Quantity and Cost amount fields.

Typically, you can select this check box without encountering any issues. However, if you experience long response times with regard to inventory, we recommend that you clear this check box to increase performance.

Maximum unit cost price

Enter the highest possible unit cost price for receipts that are financially updated.

Reserve ordered items

Select this check box to reserve item receipts that are ordered against item issues in Accounts receivable, Project management and accounting, and Production control. If you clear this check box, you can reserve only items that have been physically received.

If a particular item has been set up to accept negative inventory, this field is not relevant.

Extra batch helpers

Enter a value to add batch helpers for load balancing when an inventory close or a recalculation is run in a batch.

Batch helpers are also referred to as threads.

Helper batch group

Select a batch group for batch helpers that have been added to run an inventory close or a recalculation in a batch.

Batch helpers are also referred to as threads.

Number of items per bundle

Enter the maximum number of items that can be processed at the same time by a batch helper when the inventory closing is run as a batch job.

Post physical sales tax

Select this check box to post the estimated sales tax for packing slip updates to the general ledger.

Lock items during count

Select this check box to lock an item during the counting process to prevent updates for packing slips, picking lists, or picking list registrations.

Note

This check box does not apply to items in tag counting journals. Inventory transactions are not created until the tag journal lines are transferred to a counting journal during posting.

Unit

Select the unit that is proposed when a product is created by using the New Released product form.

Tip

Click Product information management > Common > Released products.Action PaneProductNewProduct

Pallet type

Select the default pallet type to use if you do not specify another type when you create pallets.

Manual sort codes

Select this check box to be able to define starting values, depending on sorting codes for the individual aisles. If this check box is cleared, the starting values are based exclusively on the aisle number.

Check text

Select the algorithm to use to check text when locations are created.

If you change this value and you want to update the locations, use the Names and check texts form. (Click Inventory management > Periodic > Locations > Names and check texts.)

Calculate packing material fees

Select this check box to calculate packing material fees. You can use this parameter to verify whether the legal entity collects or reports packing material fees.

Last price history

Select this check box to keep a history of updates to the latest purchase and cost prices for costing versions of the Last price type. When this check box is selected, a record is created for the latest price that is enabled. If this check box is cleared, the latest price is overwritten when a price is updated.

Fallback warehouse

Select the warehouse for order lines that are created through Application Integration Framework (AIF), intercompany processing, or Enterprise Portal for Microsoft Dynamics AX, and also when no warehouse is specified on the line.

Return to

Select the return address to use for shipping documents:

  • Company – Use the legal entity’s address that is specified in the Legal entities form.

  • Warehouse – Use the address of the warehouse from which the shipment is sent.

This field is available only if the Shipping carrier configuration key is selected.

Movement

Select a default journal name for inventory journals of the Movement type.

Select a default journal name for inventory journals of the Inventory adjustment type.

Transfer

Select a default journal name for inventory journals of the Transfer orders type.

Counting

Select a default journal name for inventory journals of the Counting type.

BOM

Select a default journal name for inventory journals of the Bills of materials type.

Tag counting

Select a default journal name for inventory journals of the Tag counting type.

Item arrival

Select a default journal name for location journal forms.

Production input

Select a default journal name for production input forms.

Level of circularity

Select when to check for circular structures in BOMs. A circular BOM reflects an item that has been defined as a component of itself. This is regardless of whether it is a first-level component or a lower-level component. A circular BOM is not supported. If a circular BOM exists, cost rollup calculations and planning calculations identify the error, and the calculations are not completed. The policies for checking BOM circularity include the following:

  • Line – Prevent a BOM line from being added when the component item would cause BOM circularity.

    Note

    The line check policy provides immediate feedback about a BOM circularity error. It is strongly recommended that you use this policy for checking BOM circularity.

  • Never – Do not prevent a BOM line that would cause BOM circularity. You can use the Check function in the BOM line form to identify a BOM circularity error, and the error is also identified when you perform cost rollup calculations and planning calculations.

  • BOM – Perform a BOM circularity check when you do the following:

    • Close the Bills of materials form.

    • Use the Check function in the Bills of materials form.

    • Associate a BOM with a BOM version.

Caution

The controls preventing a circular BOM do not apply to a production BOM for a production order. You can manually add a component or consume a component that would ultimately create BOM circularity. When the component consumption reflects BOM circularity, the inventory closing process might not calculate a sensible cost for a manufactured item that has an actual costing inventory valuation method. In such an occurrence, the use of a manufacturing indirect cost of the surcharge type can also cause problems in inventory closing, because the calculated cost can grow exponentially.

Max. levels

Specify the maximum number of levels that a bill of materials can include.

Mandatory quantity and dates

Select this check box to require that a quantity be entered on BOM lines and a validity period be entered for a BOM version.

Block removal of approval

Select this check box to make the status of a BOM or BOM version no longer editable when the BOM or BOM version has been approved.

Block editing

Select this check box to make approved BOM non-editable.

Calculation group

Select the calculation group that is used for BOM calculations.

Cost breakdown

Select whether to identify the cost breakdown in the inventory subledger. The cost breakdown for a manufactured item, such as material, labor, and overhead, is not posted to the general ledger by inventory transactions.

Variances to standard

Select whether to segment by cost group the production variances for items that have a standard costing inventory model. This provides more detail about the cause of a variance.

Standard width

Enter the width that is proposed when you create locations.

Standard depth

Enter the depth that is proposed when you create locations.

Standard height

Enter the height that is proposed when you create locations.

Input transport

Enter the priority to give to pallet transports of the Input transport type when they are created.

The higher the value, the higher the priority a pallet transport has.

Example

Transport A has a priority of 10 and transport B has a priority of 20. Transport B appears before A in the list of pallet transports that drivers see. Therefore, it is likely to be performed first.

Output transport

Enter the priority to give to pallet transports of the Output transport type when they are created.

Refill transport

Enter the priority to give to pallet transports of the Refill type when they are created.

Reserve items automatically

Select this check box to reserve items automatically. This is a default setting, and you can override it by selecting or clearing the same parameter in the Transfer orders form.

Accept overdelivery

Select this check box to enable overdelivery for transfer orders.

Tip

You can set an overdelivery percentage for each product in the Overdelivery field on the Manage inventory FastTab in the Released product details form. (Click Product information management > Common > Released products.Action PaneProductMaintainEdit)

Accept underdelivery

Select this check box to enable underdelivery for transfer orders.

Tip

You can set an underdelivery percentage per product in the Underdelivery field on the Manage inventory FastTab in the Released product details form. (Click Product information management > Common > Released products.Action PaneProductMaintainEdit)

Picking route status

Select a status for picking routes that have been posted.

Inventory adjustment

Select the default journal name for incoming electronic inventory adjustment documents.

If the incoming electronic document contains a journal name, the default journal name defined in this field is not used.

Transfer

Select the default journal name for incoming electronic inventory transfer documents.

If the incoming electronic document contains a journal name, the default journal name defined in this field is not used.

Counting

Select the default journal name for incoming electronic inventory counting documents.

If the incoming electronic document contains a journal name, the default journal name defined in this field is not used.

Logging level

Select the information to be logged. The following options are available:

  • Fatal – Log fatal errors only.

  • Error – Log errors and fatal errors.

  • Info – Log a brief description of all server activities.

  • Warning – Log warnings, errors, and fatal errors.

  • Verbose – Log a detailed description of all server activities.

File name

Enter the full path and log file name.

EPC partition

Enter the EPC partition, which defines the length of the manager and object.

EPC header

Select the tag length, according to the EPC standard (64-bit/96-bit).

EPC manager

Enter the entity that is responsible for maintaining the subsequent partitions.

Use quality management

Select this check box to enable quality management.

Hourly rate

Enter the hourly rate for test operations.

Movement

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for inventory transaction journal lines.

Inventory adjustment

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for adjustment journal lines.

Transfers

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for transfer journal lines.

Counting

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for journal line counting.

Bills of materials

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for bill of materials journal lines.

Inventory transactions

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for inventory transactions.

Item arrival

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the list of item receipts.

Production input

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the list of production input.

Shipment lines

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the list of production input.

Transfer orders

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the list of transfer orders.

Quarantine orders

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for quarantine orders.

Quality orders

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for quality orders.

Non conformances

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for nonconformances.

Certificate of analysis

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension in the overview for certificates of analysis.

Inventory blocking

In the Inventory dimensions list, select the dimension to work with. Then select this check box to display this dimension for inventory blocking transactions.

Transport lines

Select this check box to display this dimension in lists of transport lines.

Picking lines

Select this check box to display this dimension in lists of picking lines.

Reference

The unique keys to associate with number sequence codes.

Number sequence code

Select a number sequence code for the reference.

Number sequence codes are defined in Organization administration. (Click Organization administration > Common > Number sequences > Number sequences.Action PaneNewNumber sequence

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).