Released product details (form)

Artikkeli
04/07/2017

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

Click Product information management > Common > Released products. On the Action Pane, in the Maintain group, click Edit.

Use this form to view and maintain products and product masters of the Item or Service type that have been released to the current company. For example, for a released product, you can maintain details that are related to purchases, sales, storage, and planning.

Tip

Products of the Item type and products of the Service type are both identified by a unique item number that is specific to the company.

Companies and organizations use a product’s base data for operational processes and business analytics.

Note

When you change a product’s base data in the Released product details form, the system does not change the base data in other Microsoft Dynamics AX modules.

Before you use products, the information that is required for the products must be entered in the following setup forms:

Item groups
Item model groups
Product dimension groups
Storage dimension groups
Tracking dimension groups
Posting
Inventory and warehouse management parameters

Tasks that use this form

Key tasks: Define products

Create and maintain product dimensions

(FRA) Set up a French national item (NGP) code

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

Product actions

Action button	Description
Edit	Switch between modify mode and view mode.
Delete	Delete a released product. You can delete released products only if they do not have any transactions. However, a product that is included on an order line cannot be deleted.
Apply template	Use an existing product as a template for a new product. Note This button is available only if a released product has been specified as a template. For more information, see Create products by using a template.
Validate	Check whether all field values that are required for validation are specified for the product. Note If any required field values are not specified, you cannot use the product on a transaction line. Values are required for the following fields: Item model group Item group Storage dimension group Tracking dimension group
Product	Create a new released product. Note The new product is available in the company, and it is also available as a shared product.
Template	Open a menu that contains the following items: Create personal template – The selected product is a template for new products. The template is available only to you. Create shared template – The selected product is a template for new products. The template is available as a shared template.
Released product variants	Create new released product variants or receive suggestions for variants for a released product master.
Product dimensions	Define product dimensions for a product master that is released. For more information, see Key tasks: Define products.
Translations	Translate text, such as the name or description of a product, into another language.
Dimension groups	Assign storage and tracking dimension groups to the product.
Product attributes	Assign the product to categories in the active hierarchy of procurement categories.
Product image	Select an image for the product.
Product categories	Associate the selected product with categories in sales and procurement hierarchies.
Related products	Set up relationship types for the product. You can use product relationship types to indicate whether, for example, a product is an accessory or a product of a similar type.
Unit conversions	Create conversion rules to control the conversion between units of measure for the product.
Attachments	Maintain document references and notes that are attached to the product.

Purchase actions

Action button	Description
Purchase prices	View the purchase prices that apply to the released product variants of the released product master.
Line discount	View a list of line discounts for purchase orders.
Multiline discount	View a list of multiline discounts for purchase orders.
Total discount	View a list of total discounts for purchase orders.
View trade agreements	View the trade agreements that apply to the released product.
Create trade agreements	Create a new trade agreement that applies to the released product.
Supply overview	View the sourcing options for the released product. Sourcing options include on-hand inventory, planned orders, and alternative products.
Open purchase order lines	View a list of open purchase order lines for the released product. Products on open purchase order lines have not yet been received and invoiced.
Period statistics	View the turnover ratio of the released product.
Matching policy	Associate the item number with a policy for invoice matching. Alternatively, associate a combination of the item number and a vendor with an invoice matching policy. Tip For more information, see About Accounts payable invoice matching.
Price tolerances	Set up price variance tolerances for the product. Tip For more information, see About Accounts payable invoice matching.
External item description	Maintain product information that is associated with a specific vendor.
Supplementary purchase item	Maintain a list of products that are added automatically to purchase order lines when the product is purchased.

Sell actions

Action button	Description
Sales price	View the sales prices that apply to the released product.
Line discount	View a list of line discounts for sales orders.
Multiline discount	View a list of multiline discounts for sales orders.
Total discount	View a list of total discounts for sales orders.
View trade agreements	View the trade agreements that apply to the released product.
Create trade agreements	Create a new trade agreement that applies to the released product.
ATP information	View information about the available to promise (ATP) for the released product.
Open sales order lines	View a list of open sales order lines for the released product. Products on open sales order lines have not yet been delivered and invoiced.
Period statistics	View the turnover ratio of the released product.
External item description	Maintain product information that is associated with a specific vendor.
Supplementary sales items	Maintain a list of products that are added to the sales order lines as mandatory supplementary items when the product is sold.
Commission calculation	Maintain information about how commissions are calculated for the product.

Manage inventory actions

Action button	Description
On-hand inventory	View details about the on-hand availability of inventory items.
Transactions	View inventory transactions that are associated with the product.
Lots	View lots that include the product.
Batches	View or maintain inventory batches for the product.
Default order settings	View and maintain default order settings for the product, such as the default order type, and the default sales, purchase, and inventory sites.
Site specific order settings	Define default order settings for the product for a specific site.
Warehouse items	Associate the product with a specific warehouse, and set up item counting groups, product dimensions, and locations in the warehouse for the product.
Bar codes	Select a bar code setup and a bar code for the product, based on product dimensions.
GTIN codes	Set up global trade identification number (GTIN) codes for the product, based on the product’s configurations and dimensions.
Non conformances	Create and maintain nonconformances that are associated with the product.
Item quality groups	Associate the product with a quality group.

Engineer actions

Action button	Description
Production orders	Create, view, or change a production order for the product.
Route	View the route version and the routes that are associated with the product.
Lines	Maintain information about bill of materials (BOM) lines for the product.
Designer	Open the BOM designer, and view BOM versions for the item.
Where-used	View the BOMs in which the selected item is used.
Configuration route	Create or update a configuration route for the BOM.
Configuration - tree	View an overview of the BOM’s configuration hierarchy.
Maintain configurations	Maintain configurations for product masters. You can use this button to substitute products on production orders for specific configurations of product variants. Note The button is available only for product masters that use the dimension-based configuration technology.
Report as finished	Report the BOM for the product as finished.
Max. report as finished	Check the maximum quantity of the product that can be reported as finished before the on-hand inventory for the BOM becomes negative.

Plan actions

Action button	Description
Supply schedule	View supply and demand for the product over a period.
Demand forecast	Forecast the demand for the product.
Supply forecast	Forecast the supply for the product.
Inventory forecast	View the balances of supply and demand forecasts for product variants. Note This button is available only if the selected product has on-hand inventory.
Item coverage	View and define coverage settings for product variants. Note This button is available only if the selected product has on-hand inventory.
Default order settings	View and maintain default order settings for the product, such as the default order type, and the default sales, purchase, and inventory sites.
Site specific order settings	Define default order settings for the product for a specific site.
Net requirements	View the net requirements for the product.
Gross requirement	View the gross requirements for the product.

Manage projects actions

Action button	Description
Project statements	View statements for a defined combination of project types and item transactions.
Cost control	Calculate and analyze the costs of a project or a set of projects.
Invoice control	Calculate and display transactions that are posted to projects.
Cash flow	Calculate the forecasted and actual cash flow on projects.
Committed cost	View the costs for products that your company has committed to purchase.

Manage costs actions

Action button	Description
Item price	View and maintain prices that are associated with costing versions for a product or a set of product variants.
Posting	Set up ledger posting for the product.

General actions

Action button	Description
Create case	Create cases to track issues that are raised by workers and customers. For more information, see Create a case.
All cases	View all cases that are associated with the product.
External codes	Define codes that are used when product information is exchanged externally by using Application Integration Framework (AIF).
Send...	Send product information electronically by using the Released Product service.
Document filter	Maintain document filters for incoming messages.
Presentations	Configure the way that product groups and items are presented in Customer Self-Service (CSS) in Enterprise Portal for Microsoft Dynamics AX.

General FastTab

Use the General FastTab to maintain general information about the product, such as the inventory dimension groups and the item model group.

Field	Description
Item number	A unique code that is assigned when items are created.
Product	The identifier of the product. Note The type of number sequence that is selected for Product number in the Product information management parameters form determines whether product numbers must be manually entered, or whether a continuous number sequence is applied. Number sequences of the Manual and Continuous types are created in the Number sequences form. For more information, see Number sequences (form).
Product name	The name of the product.
Search name	The name that is used for searches.
Description	An additional description of the product.
Configuration technology	The configuration technology for the product master. A configuration technology is associated with product masters and used to configure product variants.
Allow identical configurations	Select this check box if product variants that are identical to existing product variants can be created for a product master. Tip This check box is available only if the configuration technology for the product master is set to Dimension-based configuration.
Generate variants automatically	Select this check box to generate new product variants when a product dimension is created for a product master. Tip This check box is available only if the configuration technology for the product master is set to Dimension-based configuration or Predefined variant.
Product model group	The identifier of the item’s product model group. For more information, see Product model group (form).
Configuration, Color, and Size	The combination of product dimensions that a product master has, and that is suggested by default when product variants are created in order entries and transaction entries. You can change the default dimension combination. On the Action Pane, on the Product tab, click Edit. The dimensions that appear in the Configuration, Color, and Size fields depend on the dimension combinations of the released product variants that exist for the product master.
Product dimension group, Storage dimension group, and Tracking dimension group	The dimension groups that are associated with the product master.
Item model group	The item model group that is associated with the product. The item model group controls how products are handled on item receipts and issues. Note The item model group includes settings to allow or disallow negative inventory. For retail products, the Financial negative inventory and the Physical negative inventory check boxes in the Warehouses form overrides these settings for the item model group but only for warehouses that are designated as retail stores. For warehouses that are not designated as retail stores, the item model group settings for the product are applied. For more information about these settings for a retail store, see Set up a retail store.

Purchase FastTab and Sell FastTab

Use the Purchase FastTab to maintain information that is related to the purchase of the product, such as prices, charges, and discounts. Use the Sell FastTab to maintain information that is related to the sale of the product, such as the base sales price, charges, discounts, and alternative products.

Note

Many of the fields on the Purchase FastTab and the Sell FastTab are identical. Therefore, fields that appear on both FastTabs are described only once in the following table. After this table, there are two more tables. One table describes fields that are found only on the Sell FastTab, and the other table describes fields that are found only on the Purchase FastTab.

Field	Description
Unit	The unit that is used for the sale or purchase of the product.
Overdelivery	The percentage by which the quantity of the product receipt can exceed the order quantity.
Underdelivery	The percentage by which the quantity of the product receipt can be less than the order quantity.
Intercompany stopped	Select this check box to stop intercompany transactions.
Item sales tax group	The item sales tax group that is associated with the product.
Date of price	The date on which the price was last changed. The price can be changed manually or, for example, when a purchase order or a sales order is updated.
Price	The price of the number of units in the Price unit field.
Price unit	The number of units to which the price applies. Tip For example, if you enter 1 or leave the field blank, the cost applies to one unit of the item. When you enter purchase order lines, sales order lines, and inventory journal lines, the unit price is converted for the quantity that you specify for each line.
Price quantity	The quantity that is used when the specified miscellaneous charges are allocated to the price per unit. Note This quantity is used only if you select the Incl. in unit price check box.
Charges group	The charges group that is used for sales orders or purchase orders.
Price charges	A fixed amount that is added to the sales price or the purchase price.
Incl. in unit price	A selected check box indicates that the charges are divided by the quantity in the Price quantity field. The result is then added to the amount in the Price charges field.
Line discount group	Specify the line discount group that the product is associated with. The line discount group is used to calculate discounts when you create sales orders or purchase orders. Tip A line discount is proportional to the volume that is discounted. For example, if you purchase 10 units, an amount of 50 USD is discounted. If you purchase 20 units, an amount of 100 USD is discounted, and so on.
Multiline discount	Specify the multiline discount that the product is associated with. The multiline discount group is used to calculate discounts when you create sales orders or purchase orders.
Total discount	Select this check box to include the product when the total discount on the sales order or the purchase order is calculated. Tip For example, an order total that exceeds 10,000 USD can prompt a total discount of 1,000 USD.
Supplementary item group	Optional: Specify a supplementary item group for the product. Tip For example, use supplementary items if the purchase or sale of 100 pieces of a product qualifies for a bonus of an extra product.

Specific fields on the Purchase FastTab

This table contains descriptions of the fields that are unique to the Purchase FastTab.

Field	Description
Buyer group	Select a buyer group to associate employees and products with purchases.
Item price tolerance group	Select the item price tolerance group that is used for invoice matching. For more information, see Set up Accounts payable invoice matching.
Vendor	The primary vendor for planned purchase orders.
Latest purchase price	Select this check box to indicate that the system updates the price in the Price field by using the unit price of the most recent purchase order for the product. This update excludes discounts and miscellaneous charges. The new value of the Price field becomes the default unit price that is applied the next time that the product is included on a purchase order.

Specific fields on the Sell FastTab

This table contains descriptions of the fields that are unique to the Sell FastTab.

Field	Description
Commission group	The commission group that is associated with the product. A commission group is used to calculate the commissions that are given to the salespeople who are responsible for the sales.
Sales price model	Select the model that is used to control adjustments of the sales price of products. If you select None, the sales price is changed, regardless of the production cost or the purchase price. If you use a fixed contribution ratio, select Contribution ratio. Then, in the Contribution ratio field, specify the contribution that is used to calculate the sales price.
Base price	Select whether the purchase price or the cost price is used as the basis for the calculation of the sales price. If you selected None in the Sales price model field, the value of the Base price field is irrelevant.
Contribution ratio	If you selected Contribution ratio in the Sales price model field, enter the margin ratio that is used to calculate the sales price.
Charges percentage	If you selected Charges percentage in the Sales price model field, enter the percentage of charges that is added to either the purchase price or the cost price.
When to use	Select a schedule to specify when an alternative item number is used for the current product.
Alternative item number	If you selected Nothing in inventory or Always in the When to use field, select the alternative item number that is used.
Configuration, Color, and Size	If you selected Nothing in inventory or Always in the When to use field, enter an alternative configuration, color, or size that is associated with the alternative item number.

Foreign trade FastTab

Use the Foreign trade FastTab to maintain Intrastat information and information about the origin of the inventory item.

Field	Description
Commodity	The product's code for Intrastat reporting about trade between countries in the European Union. For more information, see Intrastat (form).
NGP	Select the Nomenclature Générale des Produits (NGP) code. Note (FRA) This control is available only to legal entities whose primary address is in France.
Additional units	The additional units that are used for Intrastat reporting. This field is used when several products are sold together and use the same Intrastat code.
Charges percentage	A piece of statistical information that can be used for Intrastat reporting.
Country/region	The product’s country or region of origin.
State/province	The product’s state or province of origin.
County	Select the county of origin for the item. Note (ITA) This control is available only to legal entities whose primary address is in Italy.

Manage inventory FastTab

Use the Manage inventory FastTab to maintain inventory-related information, such as information about weight measurements, physical dimensions, shipping and receiving, and packaging.

Field	Description
Net weight	The net weight in the selected inventory unit. This information is used for printed records, such as packing slips, on which the weight is included as shipping information. If a BOM is assigned to the inventory unit, the net weight can be calculated as the sum of the net weight for the products on the BOM. Net weight can also be used when a product’s indirect cost is calculated.
Tare weight	The tare weight of the product for one inventory unit.
Gross depth	The depth of one inventory unit that includes packaging.
Gross width	The width of one inventory unit that includes packaging.
Gross height	The height of one inventory unit that includes packaging.
Volume	The volume of one unit of the product, in inventory units. This information is used as shipping information when the product's volume is indicated, such as on packing slips. Volume can also be used when a product’s indirect cost is calculated.
Batch number group	Select the group that is used for automatic allocation of batch numbers.
Serial number group	Select the group that is used for automatic allocation of serial numbers.
Item tagging level	If tagging is mandatory, select the appropriate level.
Pallet tagging	Select this check box to make pallet tagging mandatory.
Overdelivery	The percentage by which the quantity of the product receipt can exceed the order quantity.
Underdelivery	The percentage by which the quantity of the product receipt can be less than the order quantity.
Counting group	Select a counting group.
Unit	The unit of measure in which the product is stored in inventory.
Arrival handling time	The time that is required to receive the standard order quantity of the product. Tip This information is used during item arrival. For more information, see Arrival overview (form).
Sort code	The sequence in which the item is picked relative to other items. Sort codes are sorted and sequenced on the picking route in ascending order.
Pallet type	The standard pallet type for the item.
Pallet quantity	The standard order quantity on a pallet. Note This field is used for incoming transactions only.
Min. output pallet quantity	The quantity that is used to generate an output pallet transport, if the quantity is available. Note If a pallet in a bulk location has a quantity that is larger than or equal to this value, and if an issue requirement exists, an output pallet transport is generated as part of a shipment reservation. This field is used for outgoing transactions only.
Quantity per layer	The quantity per layer on a standard pallet.
Packing group	Select the packaging group that is associated with the product. Packaging groups can be used to classify products that are subject to packing material fees.
Packing quantity	The amount, in inventory units, on which packing duty is calculated.
Package handling time	The time that is required to pick one package.

Engineer FastTab

Use the Engineer FastTab to maintain engineering-related information, such as information about BOMs, measurements, production, and Product Builder.

Field	Description
BOM unit	Select the consumption unit of the product. The consumption unit is used on the BOM line when you add the product to the BOM.
Constant scrap	A constant scrap value. Scrap is calculated in the unit that is specified on the BOM line, such as cm or liters. Scrap is used to calculate adjusted raw material consumption on BOM lines.
Variable scrap	The variable scrap as a percentage. By default, this value is used when you add the product to BOMs.
Level	The lowest BOM level at which the product was processed during the last master scheduling. This value is displayed for products that appear in BOMs.
Phantom	If a BOM is assigned to the product, select this check box to indicate that you want the product to be treated as a phantom item. Tip A phantom item is a kind of pseudo-item that is exploded for productions, so that the items that make up the phantom item are shown in the production BOM. However, the actual phantom item is not used directly after the explosion.
Auto-report as finished	Select this check box to enable the system to report transactions for the product as finished.
Height	The measurement conversion factor for the height dimension.
Width	The measurement conversion factor for the width dimension.
Depth	The measurement conversion factor for the depth dimension.
Density	The measurement conversion factor for the density dimension.
Calculation group	The calculation group of the product. A calculation group controls the BOM calculation policies that are applied to the product during a BOM calculation. For example, the calculation group defines the cost and sales price model that is applied to the product components of a BOM, and the issues that generate a warning message during the calculation.
Production pool	The production pool that the product is a component of. Pools are used as extra criteria for sorting, and they are also used for production.
Production group	The production group that is suggested when you create production orders for a product. Production groups can be used to limit reports and to control posting in the ledger.
Property	The property information for the production process. For more information, see Properties (form).
Arrival	Select this check box if item gains that are BOM lines that have negative sales quantities must be manually returned to production. If you do not select this check box, item gains are put in inventory by the system when the production is started.
Flushing principle	Select the method that is used to register item consumption against a production order: Start – Consumption is automatically registered when you update a production order to the start phase. This option is the default setting for a new product, and for an existing product that is updated. Finish – Consumption is automatically registered when you update a production order to the report as finished phase. Manual – Consumption is not automatically registered. You must manually enter consumption on the picking list.
Modeling enabled	Select this check box to enable Product Builder to model the product.
Hide dialog box	Select this check box to hide the dialog box that is used for automatic configuration based on default values.
Hide approval dialog	Select this check box to hide the approval dialog box after the configuration details are acknowledged.
Autostart configuration	Select this check box to open the configuration dialog box when a product for which modeling is enabled is entered.
Mandatory configuration	Select this check box to enable verification of item lines to make sure that configuration details are completed.

Plan FastTab

Use the Plan FastTab to maintain the coverage group of the product.

Field	Description
Coverage group	Select a coverage group for the product. The coverage group controls how net requirements are calculated for the product. Coverage groups are used to group products that have similar characteristics, so that the products are scheduled in the same manner. The grouping can be based on factors such as the main supplier or the length of the delivery time. For more information, see Coverage groups (form).

Coverage group

Select a coverage group for the product. The coverage group controls how net requirements are calculated for the product.

Coverage groups are used to group products that have similar characteristics, so that the products are scheduled in the same manner. The grouping can be based on factors such as the main supplier or the length of the delivery time. For more information, see Coverage groups (form).

Manage projects FastTab

Use the Manage projects FastTab to maintain information about project categories that are associated with products.

Field	Description
Project category	The project category that is suggested when the product is used in an item requirement in the Project management and accounting module.

Manage costs FastTab

Use the Manage costs FastTab to maintain information about costs, such as posting and price information, and information about ABC classification.

Field	Description
Item group	Select an item group for the product. An item group can be used to classify structure products by characteristics. An item group can also be used to control the ledger accounts for transactions that are generated by product receipts and product issues.
Cost group	Select a cost group for the product. A cost group can be used to trace the cost contribution of an inventory item in the calculated cost of a manufactured product.
Use cost price by variant	Select this check box to report on the production costs of product variants instead of products. Select the check box if the cost of production for each variant varies so much that pricing must be specified by variant instead of by product. For more information, see Cost groups (form).
Latest cost price	Select this check box to update the price in the Price field. During the update, the Price field is populated with one of the following prices: The price for the last receipt from the inventory journal. The price that is applied when you post negative reporting as finished for a BOM, because a BOM line is returned to inventory. Note If this check box is cleared, you must change the production cost manually.
Date of price	The date when the price of the product was last changed. The price can be changed manually, or when a sales order or a purchase order is updated.
Unit	The inventory unit that forms the basis of the cost price.
Price	The price of the number of units in the Price unit field.
Price unit	The number of units to which the price applies. Tip When you enter purchase order lines, sales order lines, and inventory journal lines, the unit price is converted for the quantity that you specify for each line.
Price quantity	The quantity that is used when the specified miscellaneous charges are allocated to the price per unit. Note This field is used only if the Incl. in unit price check box is selected.
Price charges	A fixed amount that is added to the price. The amount is added independently of the quantity.
Incl. in unit price	A selected check box indicates that the price charges are divided by the quantity in the Price quantity field. The result is then added to the amount in the Price charges field.
Value	The product’s ABC code for the inventory value. Note The A, B, and C codes refer to the priority of the division. Inventory value refers to the value of the items that are in inventory. For example, A items, which make up 20 percent of the total inventory, represent 70 percent of the total value of inventory. The A, B, and C percentages must total 100 percent.
Margin	The product’s ABC code for the contribution margin.
Revenue	The product’s ABC code for sales.
Carrying cost	The product’s ABC code for attachment to inventory. Note The A, B, and C codes refer to the priority of the division. Inventory attachment refers to the time that an item remains in inventory. For example, A items, which make up 20 percent of the total inventory, are attached to inventory for two weeks. Therefore, A items are an expense in inventory for 2 weeks. The A, B, and C percentages must total 100 percent.

Financial dimensions FastTab

Use the Financial dimensions FastTab to maintain information about costs, such as posting and price information, and information about ABC classification.

Field	Description
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

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

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