Number groups (form) [AX 2012]

Updated: January 28, 2014

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 > Dimensions > Number groups.

Use this form to create groups that can be used to automatically allocate batch numbers and serial numbers.

Associate the number groups with items by using the Batch number group or Serial number group field on the Manage inventory FastTab in the Released product details form.

Using number groups makes it easier to trace items in inventory transactions. The tracing functionality is especially important for items that represent a certain risk, such as medicine or chemicals, where errors in production could lead to a recall of the items. It is equally important to be able to trace items that have a guarantee back to the date when the items were sold.

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

Tab

Description

General

Define how and when automatic number allocation occurs for each number group.

Activation

Select which areas of the system use automatic number allocation. For example, select Purchase activation to automatically allocate numbers in Accounts payable.

Field

Description

Number group

Enter a unique identifier for the number group.

Name

Enter a name for the group.

Date

Select this check box to include delivery dates when batch numbers and serial numbers are automatically generated by the system and assigned.

The date comes at the start of the number and uses the YYMMDD format.

Example

Locating inventory receipts to cover a sales order is performed in dimension order. For items that are associated with a tracking dimension group where the batch number dimension is active, orders are processed by batch number. A problem occurs when a purchase order is created for a receipt on May 20 and in batch number 345. A new purchase order is created for a receipt on May 10 and in batch number 346. If a sales order is received for delivery on May 15, the problem occurs when the purchase order is automatically picked for May 20, which is the lowest batch number, and the sales order is delayed. However, when the delivery date is included in the batch number that is automatically generated, the batch numbers are 000520-345 and 000510-346. The auto-reservation then picks the purchase order for May 10.

Reference No.

Select this check box to include the reference number, such as the purchase or production number, in the number.

Lot ID

Select this check box to include the inventory lot number in the number.

Number sequence No.

Select this check box to include the number from the number sequence that is specified in the Number sequence code field as part of the number series.

Number sequence code

Select the number sequence to use to allocate lots or serial numbers.

Manual

Select this check box to manually allocate batch numbers or serial numbers.

Only for inventory transactions

Select this check box to update only the number for transactions in inventory processes. This allows for multiple numbers for each purchase, production, and so on.

On physical update

Select this check box if you do not want the number to be assigned until inventory is updated on a packing slip and reported as finished. You can select this check box only if the Only for inventory transactions check box is also selected.

Per qty.

Specify the receipt quantity for each number. This quantity is typically 1 if a serial or lot number group is involved, and is typically the size of the batch when a batch number group is involved.

Order activation

Select this check box to enable automatic number allocation in Accounts receivable. For credit notes, new numbers are generated when items are returned.

Purchase activation

Select this check box to enable automatic number allocation in Accounts payable.

Inventory activation

Select this check box to enable automatic number allocation in Inventory management.

Production activation

Select this check box to enable automatic number allocation in Production control.

Kanban activation

Select this check box to enable automatic number allocation for lean manufacturing.


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

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