Warehouses (form) [AX 2012]

Updated: September 4, 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 > Inventory breakdown > Warehouses.

Use this form to create the warehouses that you will use in the inventory system. Warehouses are one of the inventory dimensions in Microsoft Dynamics AX, and they are usually a geographic location or a particular function, such as a spare-parts warehouse.

NoteNote

To attach locations to each warehouse, click Functions, and then click Location Wizard.

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

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

FastTab

Description

General

View information about one specific warehouse. You can also create a new warehouse or change the information for an existing warehouse.

Master planning

View or specify master planning setup parameters.

Warehouse management

View or specify warehouse management setup parameters.

Location names

View or specify information about the different Location names, such as Aisle, Rack, Level, and Position.

Address

View or edit the default delivery address that is entered for the warehouse.

Hierarchy

View the resources that are associated with the site. These can include warehouses and production units. This information is presented in an expandable/collapsible tree structure.

Retail

View or edit the default settings that are used for retail transactions for inventory replenishment, returns, sales orders, and transfer orders.

Button

Description

Transport

Set up transport days in relation to mode of delivery, shipping, and receiving destinations.

External codes

View or specify mapping to external codes for each warehouse. This is relevant only for electronic document interchange.

Functions

Open a menu that contains the following items:

Copy locations - Make a copy of locations.

Update warehouse levels - Create or update information about warehouse levels

Location Wizard – Use a wizard to create locations for the current warehouse.

Update store areas – Use a wizard to update the store areas for the current warehouse.

Inquiries

View information about Inventory aisles and Locations.

Expand

Expand the whole tree structure to view the resources that are associated with each site. When you expand the tree structure, you can collapse it by clicking the Collapse button.

Advanced

Open the Manage addresses form to enter or edit the address for the site.

Field

Description

Warehouse

Enter or select a warehouse ID (maximum 10 characters).

Name

Identifying name or description of the warehouse.

Type

Select the warehouse type. There are three types of warehouses: Default, Quarantine, and Transit.

Site

Select the site to associate the warehouse with. This becomes input to the site and warehouse hierarchy. A warehouse can only be associated with one site.

Quarantine warehouse

Quarantine warehouse used for the current warehouse.

Not available when the current warehouse is a quarantine warehouse.

NoteNote

The quarantine warehouse must be associated with the same site as the current warehouse.

Transit warehouse

Specify the transit warehouse for the current warehouse.

Vendor account

Select the vendor account that is associated with this warehouse. If no delivery address is specified for the warehouse, the vendor’s address is used.

Manual

Select Manual to process item numbers at the current warehouse manually, after the Master schedule has been run.

Calendar

Workdays calendar. When no coverage group is specified, this calendar is used to calculate order date, requirement date, and preferred delivery date.

Refilling

This field works together with the Main warehouse field.

Refilling the current warehouse

When a main warehouse is selected as the source for refilling the current warehouse, the master schedule generates transfer orders.

When a coverage warehouse is specified instead of a main warehouse, the master scheduling process does not support refilling from the main warehouse. If you want to refill from a main warehouse, you must make Warehouse active as an inventory dimension and select the Coverage plan by dimension check box in the Storage dimension groups form.

Select Refilling to have the requirements that are generated from the master scheduling process filled through planned transfer orders. The requirements are filled from the warehouse that is specified in the Main warehouse field. The planned transfer order is listed in the Planned transfers form as a type transfer, with the reference value Planned transfer. In the Net requirements form, two transactions are generated: a Planned transfer to refill the current warehouse, and a Transfer requirement for the main warehouse. When the Planned transfer is firmed, a transaction is generated in the selected transfer journal. In the Net requirements form, the references for the two transactions are changed to Inventory journal transfer. In Transactions, a receipt transaction with the status Ordered, and an issue transaction with the status On order are generated for the relevant warehouses. When the transfer journal is posted, the statuses are changed to Purchased and Sold, respectively.

Main warehouse

Warehouse used to refill the current warehouse when Refilling is selected. You can define main warehouses on more than one level.

Main warehouse and master scheduling

Main warehouse is used with master scheduling. If you specify a main warehouse for your warehouse and select the Refilling check box, all issues are fulfilled by planned transfer orders at this warehouse. By specifying a main warehouse without selecting the Refilling check box, you create a hierarchical structure of warehouses. This is necessary because otherwise you cannot specify specific rules for item coverage.

The following table shows the levels of the warehouses, their names, and their main warehouse, and in parentheses, other possible main warehouses that are further down the hierarchy.

Level

Warehouse

Main warehouse

4

E2

D (C2,B,A)

4

E1

D (C2, B, A)

3

D

C2 (B,A)

2

C2

B (A)

2

C1

B (A)

1

B

A

0

A

-

Examples

  • Warehouses can only refill from warehouses at a lower level. This is to prevent circularity.

    For example, C2 can be refilled only by B and A because D, E1, and E2 are on higher warehouse levels.

  • A warehouse can be a refilling warehouse for more than one warehouse further up the hierarchy.

    For example, B can directly refill C1 and C2.

  • A warehouse cannot be refilled by two warehouses.

    For example, D cannot be refilled by both C1 and C2.

  • You cannot select a main warehouse that can be fulfilled by the warehouse itself.

  • Another reason to specify the main warehouse is that when a planned production or purchase order is changed to a planned transfer order, the main warehouse is the default-from warehouse.

  • On the Master planning tab, you can define a coverage warehouse for the current warehouse. You can also define a warehouse as a refilling inventory warehouse, for which planned transfer orders are regenerated from a main warehouse during master scheduling.

  • A transit warehouse is a part of the hierarchy of warehouses of the Default type. It is important to know that two warehouses on the same level cannot use the same transit warehouse.

Warehouse level

Level of warehouse selected on the Overview tab in the hierarchical structure of warehouses that you have specified.

Default receipt location

Select the default location for receiving items in the current warehouse.

Default issue location

Select the default location from which inventory is issued in the current warehouse together with sales orders, productions, and so on.

Empty pallet location

Select the location where empty pallets are stored in the warehouse.

Picking route time

Maximum time per picking route.

Picking route volume

Maximum volume per picking route.

Picking route transit time

Time for pick of one line (picking route transit time).

Use consolidated picking method

This setting is either inherited from the model group (Item model groups) or set here.

For more information, see Picking methods.

Include aisle

Aisle is included in location name.

Include rack

Rack is included in location name.

Format

Format for the part of the name of the location given by the rack. Use the # character for numbers and the & character for letters.

Use the Location field to preview the format.

Include shelf

Shelf is included in the location name.

Format

Format for the part of the name of the location given by the shelf. Use the # character for numbers and the & character for letters.

Use the Location field to preview the format.

Include bin

Bin is included in the location name.

Format

Format for the part of the name of the location given by the bin. Use the # character for numbers and the & character for letters.

Use the Location field to preview the format.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Purpose

View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.

Primary

View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.

Weight

Enter the default weighting factor to use to calculate the product distribution quantities for a retail store.

Store

Select this check box if the warehouse is a retail store.

NoteNote

If you select this check box, also select the Financial negative inventory and Physical negative inventory check boxes to allow posting to occur for retail transactions even if there are insufficient product quantities available.

For more information about how to set up a retail store as a warehouse, see Set up a retail store.

Replenishment hierarchies

View the organization hierarchies that are assigned a purpose of Retail replenishment that the retail store belongs to.

Financial negative inventory

Select this check box if you allow negative inventory posting to your general ledger for retail transactions. If the warehouse is a retail store, select this check box to prevent the posting of valid, completed retail transactions from being blocked.

Physical negative inventory

Select this check box if you allow posting of negative inventory quantities for retail transactions. If the warehouse is a retail store, select this check box to allow posting to occur for valid, completed retail transactions even if there are insufficient product quantities available.

Default location

Select the default storage location to use for retail products in the warehouse.

Default pallet ID

Select the default pallet ID to use for retail products in the warehouse.

Default return location

Select the default storage location in the warehouse for retail products that are returned by the customer.

Default return pallet

Select the default pallet ID in the warehouse to use for retail products that are returned by the customer.


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

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