Creation of Dimension Groups in MS Dynamics AX 2012

Hi All,

Today I am going to explain the process of creation of Dimension groups which are different from dimension groups in AX 2009.

In MS Dynamics AX 2012 the item dimension group is divided into three Product dimension groups:

They are

1) Product Dimension group

2) Storage Dimension group

3) Tracking Dimension group

1. Product Dimension Group – contains the item dimensions (Configuration, size and color) as in the AX 2009. In 2012 we have two types of items – Product and Product Master.

2. Product dimension group can only be selected for Product Master Type of Items. (explained in detailed in another topic in my blog)

3. Storage Dimension Group – contains all the dimensions related to storage of an item or product (site, warehouse, location and pallet id).

4. Tracking Dimension Group – contains serial number and batch number setup.

Product dimension group creation

· To create a new Product Dimension Group

· Navigate to Product information management -> Setup -> Dimension groups -> Product dimension groups.


· Click the New button option on the bar.

· Enter Name as ‘Test_Prod’.

· Enter Description as ‘Test Product Dimension Group’.

· Click on ‘Active’ check box beside the Product dimension you want to as shown in the above figure to activate the Product Dimensions

Storage dimension group creation

· To open Storage Dimension Group form

· Navigate to Product information management -> Setup -> Dimension groups -> Storage dimension groups.


· Click the New button to create a new storage dimension group.

· Enter Name as desired say ‘Test_Stor’.

· Enter Description as ‘Test Storage Group’.

· To make warehouse a mandatory, then select Mandatory check box.

· To make Primary stocking active for warehouse then select the ‘Primary stocking’ check box.

· To activate a dimension select ‘Active’ check box for that particular dimension.

Tracking dimension group creation

· To open Tracking dimension group form

· Navigate to Product information management -> Setup -> Dimension groups -> Tracking dimension groups.


· Click “New” button.

· Enter Name, say ‘test_track’.

· Enter Description as ‘Test Tracking Dimension group’.

· Click on ‘Active’ check box to activate the serial/batch number. dimension

· To activate serial number control (a unique serial number can only be entered) select ‘Serial number control’ check box.

Assigning the Dimension groups to a new product of type Product Master

· To create a product for a single company or entity go to Product information management -> Common -> Released products.

· Click the Product -> New -> Product button.


· Select Product subtype as ‘Product master’.

· Enter Product number, say ‘Test_Dimes_setup’.

· For a Product Master type of item, it is mandatory to assign a Product Dimension Group while creating that Product Master.

· Click the OK button.

· To Assign Tracking and Storage Dimension Groups click the Product -> Set up -> Dimension group button.


· Select ‘Test_Stor’ as Storage Dimension Group from the drop down.

· Select ‘test_track’ as Tracking Dimension Group from the dropdown.

· Click the OK button.

· Save Released product details form.

Create Product Dimensions

· To open Product Dimension form

· Navigate to Released Product details form -> Product Tab -> ‘Product master’ action group -> ‘Product dimensions’ button.


· As we have only selected Configurations and size in the Product Dimension Group, we can only see these two Dimensions in the Product Dimension form.

· Now click on ‘New’ Button to create a new configuration.

· Enter the Configuration and description of that particular configuration.

· Click on ‘size’ to create ‘Size’ dimension option

· Follow the same procedure followed for Configuration creation to create new ‘Sizes’.


· Save the Product dimensions form.

Creating Product Variants

· In AX 2009, there is a concept called Item Dimension combinations. An item must have item dimension combinations created in order to process items with item dimensions. The same concept is renamed as Product Variants in AX 2012.

· To create Product Variants for a product go to Released Product form ->Product Tab -> ‘Product master’ action group -> ‘Released product variants’ button.


· Clicking on the Variant suggestions button will show all the possible combinations of Configurations and Sizes.


· Click the Select all button to select all the combinations or else you can select required combinations and then click on Create button.

· All the Product Variants are created. Now Close the Released product variants form.

Now above I had explained you creation of Product, Storage and Tracking dimension groups and assigning these groups to product.

Creation of Product and Product master and also assigning dimension groups is explained in my other Post “Creation of Product and Product Master in MS Dynamics AX 2012”.

By rambabuyelisetty

Creation and Posting of Sales orders in MS Dynamics AX 2012

Hi All,

Here I am going to explain normal Sales order posting in MS Dynamics AX 2012. when compared to earlier version of AX there are much changes in AX 2012 sales order process with respect to UI design and navigation as well.

Process is explained below with screenshots.

Navigate to module Sales and Marketing OR Accounts Receivable module —> Common –> Sales order—>All Sales order details—> Click Sales order icon in the Action pane, Sales order tab, New group.


A new Create Sales order form is opened—> Select Customer account and fill relevant information in applicable fields—> Click OK at the bottom of the form.

Now Sales order header is created. Sales order form as two icons in action pane called Header view and Line view in Sales order tab, in Show group as shown in below screenshot. Here we cannot see both Header and Lines, but we can see only one at a time.


Now select Lines view and select Item in Sales order lines section. Enter Quantity and price.


To Confirm the Sales order:

Go to Sell tab in Action pane of Sales order form —> Select Sales order confirmation Icon in Generate group as shown in below screenshot.



To view print preview of Sales order confirmation –> Click Sales order confirmation option or Icon in Journals group of Sales order action pane as shown in below screenshot. (This is enabled after posting Sales order confirmation only)



To post Picking list

Go to Sales order form—> select Pick and Pack tab in action pane—> Click  Picking list icon in Generate group —> Posting Picking list form opens –> Click Ok button—> Sales order Picking list is posted.

To Post Picking list Registration

Go to Sales order form—> select Pick and Pack tab in action pane—> Click Picking list registration icon in Generate group —> Posting Picking list registration list form opens –> Click Ok button—> Sales order Picking list registration is posted.




To view print preview of Picking List and Picking list registration copy.

Go to Sales order form—> Pick and Pack tab in action pane –> Select Picking List or Packing slip as required in Journal group—> a new form is opened and click Print and Preview option –> Select any option as required in available option.


Post packing slip.

Go to Sales order form—> select Pick and Pack tab in Action pane—> select Packing slip  as shown in below screenshot—> Posting Packing slip form opens—>  –> Click Ok button.


To view print preview of Packing slip copy. Go to Sales order form—> Pick and Pack tab in action pane –> Select Packing slip  in Journal group—> Packing slip journal opens –> click Preview/print icon—> select Copy if you want to print copy of an invoice or Original if you wish to print the original Invoice.


Now final step in Sales order Posting Invoice

Go to Sales order –> Invoice tab in action pane—> select Invoice icon in Generate group –> Posting Invoice form is opened—> —> click  OK in bottom of the form—> Sales order Invoice is posted.


To view print preview of Invoice copy

Go to Sales order form—> click Invoice tab on action pane—>select Invoice option in Journals group—> Invoice journal form is opened –>select overview tab –> select Preview/ Print option—>select from Copy/original invoice as per your requirement—> preview the Invoice copy


Now we have covered all phases of Sales order like Confirmation, Picking list,Packing slip  and Invoice posting. This is a normal or simple Sales cycle of an item in AX 2012.

By rambabuyelisetty