Set up product packages (Retail essentials) [AX 2012]

Updated: April 11, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up products so that they can be ordered as a group from a vendor. This can make it easier to create purchase orders because you don’t have to select products individually when you add them to an order. Instead, you can select a package that includes the products. Order lines are updated automatically when the products in a package are changed.

TipTip

The same item can be included in various packages for one or more vendors.

After you add a package to a purchase order, you cannot remove a product from the order line if that product is part of a package. Instead you must remove the entire package and add the products to the purchase order individually.

To set up product packages, follow these steps:

  1. Click Retail essentials > Inventory management > Setup > Replenishment > Product packages.

  2. In the Packages form, click New to create a new package.

  3. Enter a package number and a description.

  4. Select the vendor that supplies the products in the package. This field is used to filter the list of available packages. To limit the availability of this package to a specific vendor, you can select the vendor account. Otherwise you can leave this field blank.

  5. On the Line details FastTab, click Add to add a product to the package, and then enter settings for the new product.

  6. To add multiple products to the package at the same time, follow these steps:

    1. On the Line details FastTab, click Add products.

    2. In the Add products form, select the products to add to the package.

      You can filter the list of products by selecting a category hierarchy. You can then select all products that are assigned to a specific category, and add those products to the package.

    3. Enter settings for the new products.

      For more information, see the Packages (form).

NoteNote

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.


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