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Released product details (form) [AX 2012]

Updated: February 19, 2014

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.

TipTip

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.

NoteNote

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

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.

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

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.

TipTip

For more information, see About Accounts payable invoice matching.

Price tolerances

Set up price variance tolerances for the product.

TipTip

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.

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.

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.

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.

NoteNote

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.

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.

NoteNote

This button is available only if the selected product has on-hand inventory.

Item coverage

View and define coverage settings for product variants.

NoteNote

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.

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.

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.

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.

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.

NoteNote

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.

TipTip

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.

TipTip

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.

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.

NoteNote

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.

TipTip

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.

NoteNote

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.

TipTip

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.

TipTip

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.

TipTip

For example, use supplementary items if the purchase or sale of 100 pieces of a product qualifies for a bonus of an extra product.

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.

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.

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.
NoteNote

(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.
NoteNote

(ITA) This control is available only to legal entities whose primary address is in Italy.

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.

TipTip

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. The higher the value, the earlier the item should be picked on the picking route.

Pallet type

The standard pallet type for the item.

Pallet quantity

The standard order quantity on a pallet.

NoteNote

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.

NoteNote

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.

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.

TipTip

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.

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).

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.

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.

NoteNote

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.

TipTip

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.

NoteNote

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.

NoteNote

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.

NoteNote

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.

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.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


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