About multisite activation readiness [AX 2012]

Updated: March 30, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The upgrade readiness check performs a series of configuration analysis tests to identify issues that could potentially affect data upgrade. These checks include verification that the multisite configuration is setup correctly. This includes verifying that the site and warehouse hierarchies are specified.

ImportantImportant

The upgrade readiness tests will not complete until the site structure is configured.

The following tables list and describe the conditions and requirements for multisite activation that the readiness check tests for. These tests ensure that the activation process is completed without errors.

Description

Conditions

Requirement

Site and warehouse relations

None

A site is assigned to all warehouses.

Site and warehouse relations

None

Warehouses only refer to quarantine warehouses that are located on the same site.

Site and work center relations

None

All work centers are linked to a site.

Site and production unit relations

None

All production units are linked to a site.

Site and production unit relations

None

Production units only refer to picking warehouses or storage warehouses that are located at the same site.

Site and production unit relations

None

All work centers that are associated with a production unit are linked to the same site as the production unit.

Physical inventory dimension group setup

  • More than one site is defined.

  • An inventory dimension group exists where the warehouse dimension is not set to Physical inventory.

For each item that uses this dimension group, all transactions are related to the same site. Otherwise, some sites may have with negative inventory values.

Financial inventory dimension group setup

  • More than one site is defined.

  • An inventory dimension group exists where the warehouse dimension is not set to Financial inventory.

For each item that uses this dimension group, all transactions are related to the same site. Otherwise, the cost may change.

Financial inventory dimension group setup

None

Activation will not result in cross-site markings.

Deleted warehouses

None

Closed inventory transactions do not refer to a warehouse that has been deleted. InventDim records cannot refer to a deleted warehouse.

NoteNote

If this check fails, the validation displays a list of any deleted warehouses.

You will have to re-create these warehouses, assign them to a site, and then re-run the upgrade readiness check.

After the upgrade is complete, you can delete the warehouses again, because no transactions are created for these warehouses during the activation process.

Inventory dimensions in virtual companies

One or more virtual companies exist.

Tables that contain InventDimId fields are not shared across companies.

Intercompany configuration

Intercompany endpoints are defined.

For all intercompany action policies, the value mapping of the handling warehouse that is defined in the document configuration is set to not specified.

Site and task group relations

None

All work centers in a task group belong to the same site. This site must be the same site that is defined on the task group.

Site and task group relations

None

All task groups are assigned only to work centers located on the same site.

Site and bill of materials relations

None

All warehouses that are defined in the bill of materials are associated with the same site. Master planning assumes 0 (zero) days for picking.

Site and bill of materials relations

None

If a site is defined in the BOM version, all warehouses that are defined in the BOM belong to that same site.

Site and route relations

None

All work centers that are defined in a route belong to the same site.

Site and route relations

None

A task group that is assigned to a route contains only work centers that are assigned to the same site as the work centers that are defined in the route.

Site and route relations

None

All work centers that are defined in a route version belong to the same site.

Site and route relations

None

For each route version that is assigned to a site, all work centers that are defined in the route belong to the same site.

Shipment setup

A warehouse is not defined on the shipment

Multisite cannot be activated. You must either complete or cancel the shipment before you upgrade.

Shipment template setup

A warehouse is not defined on the shipment template

Multisite cannot be activated. You must add a warehouse to the shipment template before you upgrade.

Fallback warehouse

None

A fallback warehouse is selected on the Other tab in the Company information form.

Inventory dimensions

None

Inventory dimension combinations do not include both the site dimension and the warehouse dimension.

NoteNote

This check will fail when there is a defect in the application. To recover, you must manually clean up the Inventory Dimension table.

The following table describes additional readiness checks that the validation performs.

Description

Conditions

Requirement

Site and production order relations

None

Open production orders do not span multiple sites.

NoteNote

If this check fails, the validation displays a list of the production orders that span multiple sites.

You must end these production orders before upgrading.

Empty intercompany inventory dimensions

None

The intercompany inventory dimensions table is empty. This table is used only for temporary storage of data.

Empty intercompany inventory summary

None

The intercompany on-hand inventory table is empty. This table is used only to store data temporarily.

Empty quarantine orders

None

All quarantine orders are associated with a warehouse.

Empty inventory summary delta

None

The on-hand inventory changes table is empty. This table is used only to store data temporarily.

Empty inventory summary delta dimension

None

The on-hand inventory checks table is empty. This table is used only to store data temporarily.

Inventory transaction ID on the same site

None

All open inventory transactions with the same inventory transaction ID, or Lot ID, are associated with the same site.

NoteNote

If this check fails, the validation displays a list of the lot IDs for which inventory transactions will be split across multiple sites.

You must close these inventory transactions by financially updating the parent transaction before proceeding with the upgrade.

Empty transfer journal lines

None

A warehouse is assigned to all transfer journal lines.

Empty inventory transfer lines

None

A warehouse is assigned to all inventory transfer lines.

Empty warehouse management orders

None

A warehouse is assigned to all warehouse management orders.

Empty warehouse management order transactions

None

A warehouse is assigned to all warehouse management order transactions


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

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