Hi Axapta People! Before we start the purchase business process, we must set up initial data in Axapta. In this training lesson, we will understand and set up the following:
As you may remember the initial data from our previous trainings is the follows:
We need more data for a full-fledged purchase process including the following (I suppose that you have already downloaded the demo data):
We may now create the Big Bottle vendor:
Now, we have set up the vendor. One field that we should discuss is the Group field. What is the Group field used for? In this training lesson, we have set up general ledger accounts for items. We have studied that a general ledger account contains information (in a money equivalent) about a concrete type of assets, liabilities, or shareholders’ equities. If a company needs to distinguish the item cost (asset) purchased from different groups of vendors, then a vendor group helps. This field relates to the Financial training scope. So I won’t explain it in details in this training. But, I will write short example that can help you understand what a vendor group is used for.
A company’s warehouse physical structure contains the following entities:
A company’s warehouse logical structure contains the following entities:
To set up a company warehouse structure (physical and logical), go to Inventory management > Setup > Inventory breakdown.
Under the Inventory breakdown folder, we can find the Sites, Warehouses, Inventory aisles, Store areas, Store zones and Locations forms. Note that a rack, a shelf, and a bin are not warehouse entities. We can’t create a rack, a shelf, or a bin and work with them (for example, associate to a location or inquire the on-hand for a shelf). In Microsoft Dynamics AX, Shelf, Rack, and Bin are properties of a Location. When a location is being created, the user chooses whether the location is rack, shelf, or bin. For example, in the following picture, a Location is a Bin that is situated in Bin 1, Shelf 2, Rack 1, Aisle 01 of Warehouse 22.
In our training, we will use warehouse 22. This warehouse contains seven aisles. Six aisles are used for storing goods and one aisle is used for receiving and issuing goods to and from warehouse. This one aisle is called Special. Each aisle (with the exception of Special) consists of 15 Racks with 3 Shelves each, each Shelf has one Bin. In this case, a Location is a Bin. A Location name consists of aisle, shelf, rack and bin IDs (names). The Special aisle doesn’t have any racks (or shelves and bins), this “aisle” contains five inbound and five outbound docks. An Inbound or an outbound dock is location. In this case, a Location is a part of an aisle. In our demo data, the location has the name (In_01 or Out_05). The EMPTY-P location is also a part of an aisle that will be used to store empty pallets.
Let’s find all these settings in Microsoft Dynamics AX. I have prepared several screen shots from our demo data.
To find this setting, take the following steps:
A Location can be of several types:
The following picture helps understand what different location types are used for.
For example, in the Arrival journal (Inventory management > Journals > Item arrival > Item arrival), an item can arrive only to a location of the Inbound dock type.
A few words about a store zone and a store area. In Microsoft Dynamics AX, Warehouse Management store zones and areas are used for automatic placement of items into preferred locations. A store area groups locations. A store zone prioritizes store areas.
Let’s assume that the Bottle item arrives to the In_01 (inbound dock) location. Where must this item be stored? An item is associated with a store zone. This is done through the Warehouse item form.
Take the following steps to associate the Bottle item with a store zone:
Set up the Can item with the same value.
We have now set up the All-22 store zone for the Bottle item. Let’s find what store areas belong to this store zone and how store areas are prioritized.
The information on this tab tells us that first, Microsoft Dynamics AX will try to put the Bottle item into a location from store area A-22. If there are no available locations, the location will be found in store area B-22. If there are no locations here also, the location will be found in store area C-22. If no appropriate location is found, an error message is shown: “Cannot find location for item Bottle at warehouse 22″.
To find what locations belong to store area A-22, take the following steps:
The Bottle and Can items have the following storage dimensions: Site and Warehouse. Since we want to track pallets and locations, we need to change the dimension group. What does it mean “to track locations” (or pallets)? It means that all inventory transactions (except those of the status Ordered) must be recorded with a location ID (pallet ID). With the help of this ID, we can inquire about how many Bottles are stored at a certain location or how many Bottles there are on pallet 555, for example.
To change the item dimension, perform the following steps:
Note: If you have at least one transaction with this item, Microsoft Dynamics AX will not allow changing the dimension group. If you want to delete all transactions in the current company, refer here for information.
Set up the Can item with the same value.
Now, we will set up pallet types and forklift trucks available in our company. This can be done under the following path: Inventory management > Setup > Inventory equipment.
Since a pallet can have different height, width, and depth dimensions, we need to create different pallet types. I suppose that you use the demo data, so I only present a screen shot of the Pallet types form:
Now, we need to create pallet groups. Each location has a pallet type group parameter specified under the following path: Inventory Management > Setup > Inventory breakdown > Locations form.
The Pallet group shows what pallet type can be stored at this location.
In my demo data, I have the following pallet groups:
Let’s now set up a forklift truck. I assume that we will use only one forklift truck in our company warehouse. So, refer to the Forklift form’s screen shot for an example of forklift truck setup in Microsoft Dynamics AX:
OK, we have done a good work! We have set up all necessary data for the purchase business process (to be more specific, for its receiving part).
Today we have set up the initial data for the purchase business process, its receiving part.
Let’s review what we have done:
In the next training, we will create a purchase order.