Configure item filters and filter codes for warehouse transactions

Applies To: Microsoft Dynamics AX 2012 R3

This topic describes how to configure item filters and filter codes to categorize inventory items in a warehouse. You can also use filters to specify which customers can order a particular item and specify the items that can be purchased from a particular vendor.

Additionally, you can set up and use filter codes to automatically organize inventory items in a warehouse and combine filtered items into filter groups.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Set up filter codes on item groups

By setting up filter codes on an item group, you can make the codes required for products in the item group.

To set up filter codes on item groups, follow these steps:

1. Click Inventory management > Setup > Inventory > Item groups.

2. Click New to create a new item group. Enter the required details for the item group. For more information, see Item group (form).

3. On the Warehouse management FastTab, under Filter required, select the appropriate check boxes to define one or more filter codes that must be specified for products that are associated with the item group. To update a product, in the Released product details form, on the Action Pane, in the Maintain group, click Edit. The filters associated with a code become available on the Warehouse management tab.

4. Under Item group filter, select the appropriate check boxes to define which filters must match for the filter group to be the default for an item. For example, if code 1 and code 2 are selected, then both filter code 1 and 2 of the item must match the setup of the filter group for the item group before the filter group can be selected. When you create a new item, the selected filter group will be the default in the Released product details form, on the Warehouse management FastTab, in the Group 1 and Group 2 fields.

Specify filter codes for released products

Follow these steps to specify filter codes for released products. For example, you can use filter codes to group products that must be located in a storage zone with a specific temperature.

To specify filter codes for specific products, follow these steps:

1. Click Product information management > Common > Released products.

2. On the Action Pane, in the New group, click Product to create a new product. For more information, see Key tasks: Define products.

3. Click Edit, and then expand the Warehouse management FastTab.

4. In the Code 1, Code 2, Code 3, and Code 4 fields, select the filter codes that you want to specify for the product.

Set up generally available items

You can make specific inventory items available only for customers or vendors, or for both customers and vendors. For any item that you set up as generally available, customer filters and vendor filters do not apply.

To set up generally available items, follow these steps:

1. Click Warehouse management > Setup > Filters > Generally available items.

2. Click New to create a new record.

3. In the Customer or vendor field, select Customer, Vendor, or All to make the items available for customers, vendors, or both.

4. In the Start date/time field, enter the start date and the start time for the item’s availability.

5. In the Item group field, select an item group.

6. In the Code 1, Code 2, Code 3, and Code 4 fields, select filter codes to limit the items that are generally available. When you select an item group, you set this group of items to be generally available. By selecting filter codes in these fields, you limit the items that are available.

Optional: Set up customer filter codes

This procedure shows how to specify items that should be available for a customer in addition to the items that are made available via the filter setup in the Generally available items form. You can set up multiple filters for a single customer.

To set up customer filter codes, follow these steps:

1. Click Accounts receivable > Common > Customers > All customers.

2. Select a customer.

3. On the Customer tab, in the Set up group, click Filters.

4. In the Filter codes form, click New.

5. In the Start date/time and End date/time fields, enter the information for the selected customer.

6. In the Item group field, select an item group.

7. In the Code 1, Code 2, Code 3, and Code 4 fields, select codes to use as criteria for limiting the items that are available for customers in the selected item group.

Optional: Set up vendor filter codes

This procedure shows how to specify items that should be available for a vendor in addition to the items that are made available via the filter setup in the Generally available items form. You can set up multiple filters for a single vendor.

To set up vendor filter codes, follow these steps:

1. Click Accounts payable > Common > Vendors > All vendors.

2. Select a vendor.

3. On the Vendor tab, in the Set up group, click Filters.

4. In the Filter codes form, click New.

5. In the Start date/time and End date/time fields, enter the information for the selected vendor.

6. In the Item group field, select an item group.

7. In the Code 1, Code 2, Code 3, and Code 4 fields, select codes to use as criteria for limiting the items that are available for vendors in the selected item group.

See also

Set up filters and filter groups